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Dawn Cannon

Bragg Financial Advisors, Inc

Assets Managed
$3.161B
Holdings
362
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
2.92%(2Q avg: 2.27%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bragg Financial Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 362 positions.

Assets under management

The assets under management (AUM) of Bragg Financial Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.161B in assets, with a quarterly growth rate of 2.92% and a 2-quarter average growth rate of 2.27%. The portfolio is managed by Dawn Cannon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.18%
2.42%
$76.503M
301,441 shares@ $253.79 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
Increased 0.37%
2.04%
$64.384M
296,360 shares@ $217.25 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.74%
2%
$63.088M
170,430 shares@ $370.17 avg price
SNX
Td Synnex Corp
Recent Activity
Increased 0.17%
1.68%
$53.073M
314,584 shares@ $168.72 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.46%
1.65%
$51.922M
181,000 shares@ $286.87 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -3.84%
1.62%
$50.915M
148,966 shares@ $341.8 avg price
UGI
Ugi Corp
Recent Activity
Increased 0.41%
1.53%
$48.136M
1.322M shares@ $36.43 avg price
RLI
Rli Corp
Recent Activity
Increased 3.9%
1.47%
$46.266M
811,118 shares@ $57.05 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Decreased -0.69%
1.45%
$45.829M
605,802 shares@ $75.66 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 1.93%
1.32%
$41.689M
137,928 shares@ $302.26 avg price

1-10 of 362