Bragg Financial Advisors, Inc
Annual return '25
-4.2%
SPY '25
+17.7%
Alpha
-22.0ptsvs SPY
Invested
$3.2B
Holdings
361
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 303.3k shares)
2.4%
02
$VBR
VANGUARD INDEX FDS
Q4 2025: Exited (was 294.0k shares)
2.0%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 96.0% (165.3k → 6.5k shares)
2.0%
04
$SNX
TD SYNNEX CORPORATION
Q4 2025: Exited (was 313.5k shares)
1.7%
05
$GOOG
ALPHABET INC
Q1 2026: Sold 12.7% (6.3k → 5.5k shares)
1.6%
06
$AMAT
APPLIED MATLS INC
Q4 2025: Exited (was 157.8k shares)
1.6%
07
$UGI
UGI CORP NEW
Q4 2025: Exited (was 1.11M shares)
1.5%
08
$RLI
RLI CORP
Q4 2025: Exited (was 746.2k shares)
1.5%
09
$VBIL
VANGUARD INSTL INDEX FD
Q4 2025: Exited (was 605.8k shares)
1.4%
10
$VBK
VANGUARD INDEX FDS
Q4 2025: Exited (was 132.3k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:21 UTC.