HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
703,436 | -655,266 | $136,445 |
| AAPL | 703,436 | -655,266 | $136,445 |
| MICROSOFT |
365,855 | -359,857 | $124,588 |
| MSFT | 365,855 | -359,857 | $124,588 |
| AMAZON COM INC COM |
423,935 | -168,879 | $55,264 |
| AMZN | 423,935 | -168,879 | $55,264 |
| NVIDIA CORP COM |
122,242 | -92,662 | $51,711 |
| NVDA | 122,242 | -92,662 | $51,711 |
| ALPHABET CLASS A |
305,258 | -212,434 | $36,539 |
| GOOGL | 305,258 | -212,434 | $36,539 |
| LILLY ELI AND COMPANY |
76,180 | -77,814 | $35,727 |
| LLY | 76,180 | -77,814 | $35,727 |
| ON SEMICONDUCTOR CORP COM |
354,209 | -386,025 | $33,501 |
| ON | 354,209 | -386,025 | $33,501 |
| PALO ALTO NETWORKS INC COM |
129,565 | -138,351 | $33,105 |
| PANW | 129,565 | -138,351 | $33,105 |
| CELSIUS HLDGS INC COM NEW |
217,038 | -184,844 | $32,380 |
| CELH | 217,038 | -184,844 | $32,380 |
| BROADCOM INC COM |
36,877 | -41,917 | $31,988 |
| AVGO | 36,877 | -41,917 | $31,988 |
| META PLATFORMS |
109,702 | -4,392 | $31,482 |
| META | 109,702 | -4,392 | $31,482 |
| ALPHABET CLASS C |
250,562 | -249,912 | $30,310 |
| GOOG | 250,562 | -249,912 | $30,310 |
| JPMORGAN CHASE & CO |
206,310 | -194,276 | $30,006 |
| JPM | 206,310 | -194,276 | $30,006 |
| QUANTA SVCS INC COM |
144,520 | -147,766 | $28,391 |
| PWR | 144,520 | -147,766 | $28,391 |
| MASTERCARD INC CL A |
71,325 | -61,909 | $28,052 |
| MA | 71,325 | -61,909 | $28,052 |
| BOEING CO |
131,904 | -104,776 | $27,853 |
| BA | 131,904 | -104,776 | $27,853 |
 BERKSHIRE HATHAWAY INC DEL CL |
$26,848 | ||
| BRK.B | 78,734 | -80,934 | $26,848 |
| MCKESSON CORP COM |
62,574 | -61,374 | $26,738 |
| MCK | 62,574 | -61,374 | $26,738 |
| EXXON MOBIL CORP |
249,138 | -254,426 | $26,720 |
| XOM | 249,138 | -254,426 | $26,720 |
| MERCK & COMPANY |
227,010 | -225,656 | $26,195 |
| MRK | 227,010 | -225,656 | $26,195 |
| RESTAURANT BRANDS INTL INC COM |
336,725 | -230,267 | $26,103 |
| QSR | 336,725 | -230,267 | $26,103 |
| WORLD WRESTLING ENTMT INC CL A |
236,906 | -297,664 | $25,697 |
| WWE | 236,906 | -297,664 | $25,697 |
| ARISTA NETWORKS INC COM |
155,020 | -210,874 | $25,123 |
| ANET | 155,020 | -210,874 | $25,123 |
| LAM RESEARCH CORP COM |
38,754 | -31,072 | $24,913 |
| LRCX | 38,754 | -31,072 | $24,913 |
| MANHATTAN ASSOCS INC COM |
120,741 | -94,163 | $24,134 |
| MANH | 120,741 | -94,163 | $24,134 |
| UBER TECHNOLOGIES INC COM |
558,101 | -13,357 | $24,093 |
| UBER | 558,101 | -13,357 | $24,093 |
| SERVICENOW INC COM |
42,150 | -35,424 | $23,687 |
| NOW | 42,150 | -35,424 | $23,687 |
| EXTREME NETWORKS INC COM |
901,045 | -1,114,155 | $23,472 |
| EXTR | 901,045 | -1,114,155 | $23,472 |
| HOWMET AEROSPACE INC COM |
469,794 | -376,424 | $23,283 |
| HWM | 469,794 | -376,424 | $23,283 |
| GE HEALTHCARE TECHNOLOGIES ICO |
280,610 | +280,610 | $22,797 |
| GEHC | 280,610 | +280,610 | $22,797 |
| NUCOR CORP |
138,826 | -134,410 | $22,765 |
| NUE | 138,826 | -134,410 | $22,765 |
| LAMB WESTON HLDGS INC COM |
194,553 | -169,463 | $22,364 |
| LW | 194,553 | -169,463 | $22,364 |
| CHEVRON CORP |
141,328 | -140,838 | $22,238 |
| CVX | 141,328 | -140,838 | $22,238 |
| AMERICAN EXPRESS CO |
123,828 | -115,508 | $21,571 |
| AXP | 123,828 | -115,508 | $21,571 |
| TIMKEN CO COM |
235,123 | -193,385 | $21,521 |
| TKR | 235,123 | -193,385 | $21,521 |
| VERTEX PHARMACEUTICALS INC |
61,055 | -35,615 | $21,486 |
| VRTX | 61,055 | -35,615 | $21,486 |
| UNITEDHEALTH GROUP INC |
44,004 | -46,606 | $21,150 |
| UNH | 44,004 | -46,606 | $21,150 |
| MARRIOTT INTL INC NEW CL A |
114,328 | -112,786 | $21,001 |
| MAR | 114,328 | -112,786 | $21,001 |
| THE TRADE DESK INC COM CL A |
271,446 | +271,446 | $20,961 |
| TTD | 271,446 | +271,446 | $20,961 |
| ARCH CAP GROUP LTD ORD |
277,693 | -229,325 | $20,785 |
| ACGL | 277,693 | -229,325 | $20,785 |
| CONOCOPHILLIPS |
199,088 | -185,284 | $20,628 |
| COP | 199,088 | -185,284 | $20,628 |
| PEPSICO INC |
111,000 | -119,428 | $20,559 |
| PEP | 111,000 | -119,428 | $20,559 |
| TRAVELERS COMPANIES INC |
117,322 | -106,228 | $20,374 |
| TRV | 117,322 | -106,228 | $20,374 |
| TEXAS ROADHOUSE INC CL A |
180,598 | -183,628 | $20,278 |
| TXRH | 180,598 | -183,628 | $20,278 |
| SALESFORCE COM INC COM |
95,634 | -67,740 | $20,204 |
| CRM | 95,634 | -67,740 | $20,204 |
| HOSTESS BRANDS INC CL A |
758,480 | -757,470 | $19,205 |
| TWNK | 758,480 | -757,470 | $19,205 |
| PENUMBRA INC COM |
55,208 | -14,822 | $18,995 |
| PEN | 55,208 | -14,822 | $18,995 |
| NEXTERA ENERGY INC COM |
252,881 | -249,881 | $18,764 |
| NEE | 252,881 | -249,881 | $18,764 |
| PIONEER NAT RES CO COM |
90,449 | -84,369 | $18,739 |
| PXD | 90,449 | -84,369 | $18,739 |
| PROCTER & GAMBLE COMPANY |
122,109 | -143,969 | $18,529 |
| PG | 122,109 | -143,969 | $18,529 |
See Full List: All Stocks Held By Braun Stacey Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Braun Stacey Associates Inc.
|
Size ($ in 1000's)
At 06/30/2023: $2,150,447 At 03/31/2023: $3,819,749 Braun Stacey Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Braun Stacey Associates Inc. 13F filings. Link to 13F filings: SEC filings |
