Bragg Financial Advisors, Inc

Bragg Financial Advisors' $3.2 billion Q1 2026 book (362 positions) is a genuine small-and-mid-cap value stock-picker's portfolio, with names like TD SYNNEX, RLI Corp, Arrow Electronics and Vishay Intertechnology sitting alongside megacap anchors Apple and Microsoft. This quarter's clearest move is an exit-for-entry swap: RV manufacturer REV Group was closed out entirely (a $34.9 million position, the book's largest full exit), while four new stakes of remarkably similar size — First American Financial ($26.9 million), Scholastic ($26.3 million), Terex ($25.4 million) and Dorman Products ($25.3 million) — were opened in the same quarter, together representing over $100 million in fresh commitments. On the trim side, InterDigital was cut nearly 20% (an $8.0 million reduction, the largest genuine outflow), and CSG Systems fell 17.1% (-$5.6 million). Two positions are worth flagging for a different reason: Applied Materials and Corning both saw share counts edge down (-3.8% and -4.2% respectively) even as their dollar values rose over $11 million each on price strength — Bragg was trimming into a rally in both names, not adding to it. Sprouts Farmers Market, Eaton and G-III Apparel were also fully exited.