Braun Stacey Associates Inc.
Stacey Braun Associates, Inc. is an independent, 100% employee-owned asset management firm headquartered in New York City. Founded in 1977, the firm specializes in providing comprehensive asset management and financial advisory services to labor-management pension funds, union and corporate organizations, as well as individuals. With fewer than 25 employees, Stacey Braun manages over $4.2 billion in assets for 1,059 clients, including Taft-Hartley funds, corporations, state and local government benefit funds, and individual investors.
Investment Strategy
Stacey Braun Associates employs a 'sector neutral' bottom-up equity investment strategy, closely aligning sector weightings to those of benchmark indexes like the S&P 500. Their approach emphasizes stock selection through rigorous fundamental and technical analysis, focusing on balance sheet strength, income statements, valuation metrics, and superior management. The firm seeks to maximize total portfolio return, balancing allocations among equities, fixed income, and cash based on market forecasts, while reducing sector risk and portfolio volatility relative to benchmarks.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 6.90% | $210.5M | 1,128,379 | $25.49 | $186.58 | +$28.9M |
M MSFT | MICROSOFT CORP | 5.79% | $176.8M | 341,344 | $185.85 | $517.95 | +$11.6M |
A AAPL | APPLE INC | 5.11% | $156.0M | 612,628 | $100.83 | $254.63 | +$31.8M |
A AMZN | AMAZON.COM INC | 3.23% | $98.6M | 449,133 | $92.15 | $219.57 | +$168.8K |
A APP | APPLOVIN CORP CL A | 2.99% | $91.1M | 126,835 | $71.75 | $718.54 | +$43.9M |