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Portfolio (Quarterly) Guide ↗

BRAUN STACEY ASSOCIATES INC

· CIK 0000872080
13F Portfolio $3.5B AUM 117 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 37 Added 47 Reduced 12 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLF FINANCIAL SELECT SECTOR SPDR F 10,003.0 $536K 0.01% -198.0 -1.9% $53.61 +8.3%
42 XLK TECHNOLOGY SELECT SECTOR SPDR 1,717.0 $327K 0.01% -317.0 -15.6% $190.52 -1.9%
43 RSP INVESCO S&P 500 EQUAL WEIGHT E 1,485.0 $316K 0.01% -2K -55.1% $212.77 +4.3%
44 VONV VANGUARD RUSSELL 1000 VALUE ET 2,850.0 $303K 0.01% -380.0 -11.8% $106.31 +6.4%
45 XLU UTILITIES SELECT SECTOR SPDR F 6,042.0 $274K 0.01% -210.0 -3.4% $45.34 -5.2%
46 XLY CONSUMER DISCRETIONARY SELECT 1,940.0 $228K 0.01% -49.0 -2.5% $117.28 -0.8%
47 VANGUARD INDEX FUNDS GROWTH IN 822.0 $219K 0.01% -345.0 -29.6% $266.38
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 11.9%
Consumer Cyclical 10.3%
Industrials 10.3%
Healthcare 8.5%
Communication Services 7.1%
Consumer Defensive 4.6%
Energy 3.0%
Utilities 2.8%
Basic Materials 1.7%