13F Filings History of Bragg Financial Advisors, Inc

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$3,071,977,554
Signature - Title
Dawn Cannon - Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Bragg Financial Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bragg Financial Advisors, Inc reported 347 stock holdings with total value $3,071,977,554 as of Q4 2025. Top holdings included AAPL, MSFT, VBR, GOOG, and RLI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 347 $3,071,977,554 +$139,312,956 -$103,945,523 +$35,367,433 AAPL, MSFT, VBR, GOOG, RLI 13F-HR 13 Feb 2026, 11:19
Q3 2025 344 $3,023,035,079 +$102,343,799 -$76,760,025 +$25,583,774 MSFT, AAPL, VBR, IDCC, FN 13F-HR 13 Nov 2025, 10:18
Q2 2025 339 $2,798,937,997 +$204,519,750 -$35,576,911 +$168,942,839 MSFT, AAPL, VBR, FN, VBIL 13F-HR 14 Aug 2025, 16:52
Q1 2025 332 $2,431,205,681 +$147,260,839 -$78,025,996 +$69,234,843 AAPL, MSFT, VBR, IDCC, SFBS 13F-HR 14 May 2025, 12:15
Q4 2024 325 $2,469,313,842 +$123,808,685 -$79,133,687 +$44,674,998 AAPL, MSFT, VBR, IDCC, GOOG 13F-HR 13 Feb 2025, 14:37
Q3 2024 320 $2,430,124,998 +$82,114,081 -$30,370,462 +$51,743,619 AAPL, MSFT, VBR, IDCC, ORCL 13F-HR 14 Nov 2024, 12:11
Q2 2024 315 $2,240,639,667 +$80,650,000 -$58,474,186 +$22,175,814 MSFT, AAPL, VBR, FN, AMAT 13F-HR 15 Aug 2024, 16:25
Q1 2024 320 $2,228,887,731 +$73,090,303 -$74,136,506 -$1,046,203 MSFT, AAPL, VBR, SNX, PVH Restatement 14 May 2024, 16:06
Q4 2023 312 $2,102,419,169 +$43,932,902 -$57,906,898 -$13,973,996 MSFT, AAPL, VBR, FN, SNX 13F-HR 14 Feb 2024, 09:00
Q3 2023 312 $1,893,817,580 +$147,790,215 -$17,442,017 +$130,348,198 MSFT, AAPL, FN, VBR, SNX 13F-HR 14 Nov 2023, 16:17
Q2 2023 323 $1,821,029,783 +$64,769,016 -$27,637,686 +$37,131,330 AAPL, MSFT, VBR, FN, ORCL 13F-HR 15 Aug 2023, 14:24
Q1 2023 313 $1,695,129,065 +$45,994,133 -$46,425,713 -$431,580 AAPL, MSFT, VBR, FN, SNX 13F-HR 15 May 2023, 16:31
Q4 2022 313 $1,644,459,587 +$72,450,760 -$37,435,054 +$35,015,706 MSFT, AAPL, VBR, FN, AEL 13F-HR 14 Feb 2023, 20:43
Q3 2022 289 $1,449,976,000 +$83,545,118 -$28,721,585 +$54,823,533 MSFT, AAPL, VBR, SFBS, AEL 13F-HR 14 Nov 2022, 14:42
Q2 2022 295 $1,504,958,000 +$82,925,811 -$42,350,464 +$40,575,347 MSFT, AAPL, VBR, SFBS, AEL 13F-HR 15 Aug 2022, 13:00
Q1 2022 313 $1,715,926,000 +$124,200,712 -$25,952,563 +$98,248,149 MSFT, AAPL, VBR, SFBS, GOOG 13F-HR 11 May 2022, 14:08
Q4 2021 294 $1,331,995,000 $0 $0 $0 MSFT, VBR, GOOG, SFBS, AMAT 13F-HR 14 Feb 2022, 09:20
Q3 2021 294 $1,560,218,000 +$35,923,762 -$21,509,726 +$14,414,036 MSFT, AAPL, VBR, SYNA, GOOG 13F-HR 15 Nov 2021, 13:06
Q2 2021 299 $1,565,703,000 +$32,183,547 -$26,720,332 +$5,463,215 MSFT, AAPL, VBR, GOOG, AMAT 13F-HR 16 Aug 2021, 15:26
Q1 2021 291 $1,485,168,000 +$254,856,973 -$15,605,735 +$239,251,238 MSFT, AAPL, VBR, AMAT, SYNA 13F-HR 14 May 2021, 07:14
Q4 2020 280 $1,143,111,000 +$45,626,924 -$12,317,839 +$33,309,085 MSFT, AAPL, VBR, VBK, DIS 13F-HR 11 Feb 2021, 12:31
Q3 2020 269 $975,697,000 +$54,192,039 -$17,415,949 +$36,776,090 MSFT, AAPL, VBR, HD, VBK 13F-HR 13 Nov 2020, 14:51
Q2 2020 270 $898,259,000 +$64,367,952 -$36,086,637 +$28,281,315 MSFT, AAPL, VBR, VBK, HD 13F-HR 14 Aug 2020, 15:28
Q1 2020 254 $744,214,000 +$63,745,656 -$28,770,796 +$34,974,860 MSFT, AAPL, VBR, INTC, BDX 13F-HR 15 May 2020, 12:50
Q4 2019 265 $893,205,000 +$31,937,107 -$22,438,246 +$9,498,861 MSFT, VBR, AAPL, VOE, VBK 13F-HR 14 Feb 2020, 12:58
Q3 2019 266 $822,516,000 +$25,081,523 -$20,397,481 +$4,684,042 MSFT, VBR, VOE, MCD, AAPL 13F-HR 14 Nov 2019, 12:30
Q2 2019 269 $811,371,000 +$32,313,561 -$18,514,637 +$13,798,924 MSFT, VBR, CSCO, VOE, MCD 13F-HR 14 Aug 2019, 16:24
Q1 2019 259 $769,849,000 +$45,894,499 -$20,607,528 +$25,286,971 MSFT, VBR, CSCO, VOE, BDX 13F-HR 13 May 2019, 11:53
Q4 2018 251 $665,215,000 +$37,818,571 -$28,715,753 +$9,102,818 MSFT, BDX, MCD, CSCO, VOE 13F-HR 14 Feb 2019, 15:03
Q3 2018 252 $744,080,000 +$13,542,812 -$10,160,706 +$3,382,106 MSFT, BDX, AAPL, CSCO, VBK 13F-HR 14 Nov 2018, 10:04
Q2 2018 253 $700,693,000 +$20,921,816 -$24,093,856 -$3,172,040 MSFT, BDX, VBK, CSCO, INTC 13F-HR 14 Aug 2018, 12:11
Q1 2018 252 $683,575,000 +$27,332,996 -$22,166,533 +$5,166,463 MSFT, BDX, INTC, CSCO, VBK 13F-HR 14 May 2018, 14:17
Q4 2017 258 $696,347,000 +$22,379,814 -$14,816,248 +$7,563,566 MSFT, BDX, MCD, VBK, INTC 13F-HR 14 Feb 2018, 15:50
Q3 2017 251 $652,535,000 +$21,742,819 -$26,606,580 -$4,863,761 MSFT, MCD, VBK, BDX, VOE 13F-HR 14 Nov 2017, 15:03
Q2 2017 255 $633,795,000 +$16,723,253 -$18,391,981 -$1,668,728 MSFT, MCD, ORCL, BDX, VOE 13F-HR 14 Aug 2017, 12:23
Q1 2017 250 $614,502,000 +$29,428,476 -$29,086,656 +$341,820 MSFT, BDX, VOE, ORCL, IBM 13F-HR 16 May 2017, 12:23
Q4 2016 253 $606,537,000 +$37,584,700 -$15,357,481 +$22,227,219 MSFT, JNJ, XOM, VOE, BDX 13F-HR 14 Feb 2017, 14:07
Q3 2016 249 $559,864,000 +$18,348,471 -$24,245,325 -$5,896,854 MSFT, JNJ, BDX, PG, INTC 13F-HR 14 Nov 2016, 13:44
Q2 2016 249 $554,829,000 +$41,471,604 -$17,214,556 +$24,257,048 MSFT, JNJ, XOM, BDX, PG 13F-HR 15 Aug 2016, 11:50
Q1 2016 249 $520,073,000 +$55,318,177 -$15,347,456 +$39,970,721 MSFT, JNJ, MCD, ORCL, PG 13F-HR 12 May 2016, 14:54
Q4 2015 235 $466,489,000 +$38,772,998 -$12,514,030 +$26,258,968 MSFT, JNJ, MCD, BDX, PG 13F-HR 10 Feb 2016, 08:07
Q3 2015 223 $418,051,000 +$22,770,567 -$13,721,170 +$9,049,397 MSFT, JNJ, ORCL, XOM, PG 13F-HR 10 Nov 2015, 18:30
Q2 2015 233 $437,082,000 +$15,118,217 -$8,417,547 +$6,700,670 ORCL, MSFT, XOM, PG, JNJ 13F-HR 14 Aug 2015, 13:42
Q1 2015 230 $431,426,000 +$34,949,779 -$9,707,799 +$25,241,980 ORCL, PG, XOM, JNJ, BDX 13F-HR 15 May 2015, 13:54
Q4 2014 228 $412,326,000 +$6,822,562 -$13,015,993 -$6,193,431 PG, ORCL, XOM, MSFT, JNJ 13F-HR 11 Feb 2015, 11:59
Q3 2014 224 $395,955,000 +$3,467,090 -$17,116,212 -$13,649,122 XOM, PG, MSFT, JNJ, IBM 13F-HR 14 Nov 2014, 12:52
Q2 2014 230 $417,288,000 +$7,450,657 -$9,733,918 -$2,283,261 XOM, ORCL, JNJ, IBM, PG 13F-HR 13 Aug 2014, 14:33
Q1 2014 231 $409,185,000 +$5,129,158 -$13,709,151 -$8,579,993 XOM, ORCL, IBM, PG, JNJ 13F-HR 14 May 2014, 16:25
Q4 2013 236 $412,268,000 $0 $0 $0 XOM, PG, ORCL, IBM, JNJ 13F-HR 14 Feb 2014, 14:23