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Stacey Braun Associates, Inc.
Douglas H. Wexler · Investment Advisor · Multi-Strategy
Stacey Braun Associates, Inc. is an independent, 100% employee-owned investment management firm founded in 1977. Based in New York City, the firm specializes in providing professional asset management and financial planning services to institutional clients, including labor-management pension funds (Taft-Hartley), unions, and corporations, as well as high-net-worth individuals. With over $4.5 billion in assets under management, the firm has built its reputation on delivering active management and personalized financial counsel. As a registered investment advisor and fiduciary, Stacey Braun Associates focuses on objective advice and specialized investment strategies tailored to the unique objectives of various types of employee benefit funds and private clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +32.2% |
| YTD return | +22.8% |
| Sharpe ratio | 2.97 |
| Win rate | 54% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://www.staceybraun.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.8% | +11.8% |
| AAPL | Apple Inc | 12.0% | +26.1% |
| MSFT | Microsoft Corporation | 9.5% | +0.3% |
| GOOGL | Alphabet Inc Class A | 9.1% | +26.3% |
| AMZN | Amazon.com Inc | 6.6% | +6.7% |
| MU | Micron Technology Inc | 5.3% | +130.1% |
| AVGO | Broadcom Inc | 4.1% | +0.6% |
| WDC | Western Digital Corporation | 4.0% | +56.2% |
| LITE | Lumentum Holdings Inc | 4.0% | +72.2% |
| META | Meta Platforms Inc. | 3.8% | -2.0% |
| XOM | Exxon Mobil Corp | 3.5% | +34.1% |
| JPM | JPMorgan Chase & Co | 3.5% | +12.8% |
| WELL | Welltower Inc | 2.9% | +26.1% |
| VRT | Vertiv Holdings Co | 2.9% | +22.0% |
| LRCX | Lam Research Corp | 2.6% | -2.5% |
| HWM | Howmet Aerospace Inc | 2.6% | +10.4% |
| LLY | Eli Lilly and Company | 2.6% | +12.8% |
| PANW | Palo Alto Networks Inc | 2.4% | +14.2% |
| PWR | Quanta Services Inc | 2.4% | -0.5% |
| TRV | The Travelers Companies Inc | 2.4% | +2.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | TRV | 2.4% → 2.4% |
| Sep 14, 2026 | SELL | AMZN | 6.6% → 6.6% |
| Sep 14, 2026 | SELL | JPM | 3.5% → 3.5% |
| Sep 14, 2026 | BUY | NVDA | 14.4% → 13.8% |
| Sep 14, 2026 | BUY | WDC | 4.0% → 4.0% |
Investment Style Analysis
Stacey Braun Associates, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Stacey Braun Associates, Inc. made a significant move by reducing the position in TRV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on achieving competitive total returns through an active, flexible discipline across diversified asset classes, including stocks, bonds, and cash equivalents. Stacey Braun avoids the use of rigid model portfolios, instead constructing individualized strategies based on a client's specific risk tolerance, timeframe, and liquidity needs. Their approach incorporates daily portfolio reviews and active asset allocation predicated on economic, interest rate, and financial market projections. By maintaining a fiduciary standard, the firm emphasizes low-cost institutional investments and proper diversification to mitigate risk while seeking growth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Stacey Braun Associates, Inc..
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Frequently asked questions
How is the simulated portfolio for Stacey Braun Associates, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Stacey Braun Associates, Inc.'s largest holding?
As of the latest filing, Stacey Braun Associates, Inc.'s top position is NVIDIA Corporation (NVDA), representing 13.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Stacey Braun Associates, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +32.2% with a win rate of 54%. Notably, the portfolio maintains a Sharpe Ratio of 2.97, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Stacey Braun Associates, Inc. primarily invest in?
Stacey Braun Associates, Inc. has a strong preference for the Semiconductors sector, which makes up 23.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Stacey Braun Associates, Inc.'s portfolio concentrated or diversified?
Stacey Braun Associates, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 35.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Stacey Braun Associates, Inc. performed in 2026?
Our AI-simulated model portfolio for Stacey Braun Associates, Inc. tracks a Year-to-Date (YTD) return of +22.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Douglas H. Wexler manage Stacey Braun Associates, Inc. directly?
Yes, Douglas H. Wexler serves as the key portfolio manager for Stacey Braun Associates, Inc., overseeing the investment strategy and final capital allocation decisions.