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Braun Stacey Associates Inc.

CIK:0000872080
Asset Manager
$4B AUM
114 holdings
New York, NY, United States
Founded:1977
20 employees
staceybraun.com
Latest filing:Sep 30, 2025

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.

Latest 13F Filing Activity

Braun Stacey Associates Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 112 equity positions with a total 13F market value of $3B. The fund increased holdings in Applovin Corp. CL A, Apple Inc., Western Digital Corp. among other positions. Braun Stacey Associates Inc. reduced exposure to Targa Resources Corp., Bellring Brands Inc. Common Sto, TG Therapeutics Inc. among others.

Top Buys
A
APPAPPLOVIN CORP CL A
+$43.9M
A
AAPLAPPLE INC
+$31.8M
W
WDCWESTERN DIGITAL CORP
+$31.5M
N
NVDANVIDIA CORPORATION
+$28.9M
J
JNJJOHNSON & JOHNSON
+$25.1M
Top Sells
T
TRGPTARGA RESOURCES CORP
-$22.0M
B
BRBRBELLRING BRANDS INC COMMON STO
-$18.7M
T
TGTXTG THERAPEUTICS INC
-$18.6M
T
TEAMATLASSIAN CORPORATION CL A
-$15.8M
B
BMYBRISTOL-MYERS SQUIBB CO
-$15.0M

Top Holdings

N
NVDANVIDIA CORPORATION
+6.9%$210.5M
M
MSFTMICROSOFT CORP
+5.8%$176.8M
A
AAPLAPPLE INC
+5.1%$156.0M
A
AMZNAMAZON.COM INC
+3.2%$98.6M
A
APPAPPLOVIN CORP CL A
+3.0%$91.1M

Equity Positions (112)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION6.90%$210.5M1,128,379$25.49$186.58+$28.9M
M
MSFT
MICROSOFT CORP5.79%$176.8M341,344$185.85$517.95+$11.6M
A
AAPL
APPLE INC5.11%$156.0M612,628$100.83$254.63+$31.8M
A
AMZN
AMAZON.COM INC3.23%$98.6M449,133$92.15$219.57+$168.8K
A
APP
APPLOVIN CORP CL A2.99%$91.1M126,835$71.75$718.54+$43.9M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+12.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.8%
SERVICES-PREPACKAGED SOFTWARE
+6.7%
ELECTRONIC COMPUTERS
+5.1%
PHARMACEUTICAL PREPARATIONS
+3.9%

Investment Team (1)

NameRoleLocationLinkedIn
Melbourne Newell
Melbourne Newell		Head Trader and Vice PresidentUnited States