$634 Million is the total value of Bragg Financial Advisors, Inc's 257 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCG | New | SCANA CORP NEW | $594,000 | – | 8,868 | +100.0% | 0.09% | – |
| PNFP | New | PINNACLE FINL PARTNERS INC | $451,000 | – | 7,188 | +100.0% | 0.07% | – |
| V | New | VISA INC | $311,000 | – | 3,320 | +100.0% | 0.05% | – |
| DXC | New | DXC TECHNOLOGY CO | $306,000 | – | 3,984 | +100.0% | 0.05% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $299,000 | – | 2,529 | +100.0% | 0.05% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $282,000 | – | 5,628 | +100.0% | 0.04% | – |
| FB | New | FACEBOOK INCcl a | $272,000 | – | 1,803 | +100.0% | 0.04% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $257,000 | – | 4,115 | +100.0% | 0.04% | – |
| SBUX | New | STARBUCKS CORP | $234,000 | – | 4,014 | +100.0% | 0.04% | – |
| YUMC | New | YUM CHINA HLDGS INC | $232,000 | – | 5,882 | +100.0% | 0.04% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $201,000 | – | 1,400 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| MCDONALDS CORP | 42 | Q3 2023 | 1.7% |
| ORACLE CORP | 42 | Q3 2023 | 1.6% |
| Vanguard Small Cap Growth ETF | 42 | Q3 2023 | 1.7% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 1.7% |
| Cisco Systems Inc | 42 | Q3 2023 | 1.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.7% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.6% |
View Bragg Financial Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-14 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
View Bragg Financial Advisors, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.