Bragg Financial Advisors, Inc
SEC Form 13F institutional filer · CIK 0001327055
13F-HR · 189 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.51B
Top-10 concentration
28.5%
Bragg Financial Advisors, Inc — $1.51B AUM allocation strategy
Bragg Financial Advisors, Inc files SEC Form 13F and reports $1.51B of long US equity value across 189 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.8%, followed by Financials 5.6% and Communication Services 5.5%.
The top 10 holdings account for 28% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bragg Financial Advisors, Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.51B
total across 189 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
28% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CMG +30.5K sh · +$662K+$CMCSA +30.3K sh · +$513K+$NKE +20.8K sh · +$110K
Biggest trims (shares)
−$DECK −26.1K sh · −$2.73M−$PRU −16.9K sh · −$2.55M−$AMT −14.4K sh · −$2.58M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services5.5%—
- Technology Hardware, Storage & Peripherals5.0%—
- Semiconductors4.3%—
- Systems Software4.2%—
- Semiconductor Materials & Equipment3.4%—
- Electronic Components2.3%—
- Diversified Banks1.9%—
- Broadline Retail1.9%—
- Other holdings71.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 301K | $76.5M | +520 | 5.1% |
| $MSFT | Microsoft Corporation | 170K | $63.1M | +4.54K | 4.2% |
| $GOOGL | Alphabet Inc | 181K | $51.9M | -2.69K | 3.4% |
| $AMAT | Applied Materials Inc | 149K | $50.9M | -5.95K | 3.4% |
| $AVGO | Broadcom Inc | 117K | $36.1M | -1.67K | 2.4% |
| $GLW | Corning Incorporated | 251K | $34.2M | -11K | 2.3% |
| $META | Meta Platforms Inc | 55.8K | $31.9M | +2.91K | 2.1% |
| $JPM | JP Morgan Chase & Co | 99.4K | $29.2M | +3.26K | 1.9% |
| $AMZN | Amazon.com Inc | 139K | $28.9M | +1.78K | 1.9% |
| $AFL | AFLAC Incorporated | 249K | $28.8M | +553 | 1.9% |
…and 179 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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