$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BBOX | Exit | BLACK BOX CORP DEL | $0 | – | -11,996 | -100.0% | -0.02% | – |
VSM | Exit | VERSUM MATLS INC | $0 | – | -6,800 | -100.0% | -0.03% | – |
SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,383 | -100.0% | -0.03% | – |
BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -2,023 | -100.0% | -0.04% | – |
SYT | Exit | SYNGENTA AGsponsored adr | $0 | – | -5,708 | -100.0% | -0.08% | – |
BNCN | Exit | BNC BANCORP | $0 | – | -16,338 | -100.0% | -0.09% | – |
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.