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BROGAN FINANCIAL, INC. - Portfolio Stock Holdings

BROGAN FINANCIAL, INC. disclosed 63 stock positions in a recent SEC 13F filing. $248,742,342 of stock holdings were filed, with the largest holdings including ACIO, OSCV, and DRSK. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $577,039,484 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

63

Est. Stock Holding Value:

$248,742,342

Top Stock Holdings By Sector

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Portfolio Stock Holdings - BROGAN FINANCIAL, INC.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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