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Portfolio (Quarterly) Guide ↗

BROWN BROTHERS HARRIMAN & CO

· CIK 0000014661
13F Portfolio $18.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1833 New
Page 62 of 92  ·  1,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 CG CARLYLE GROUP INC/THE Financial Services 319.0 $19K NEW $59.11 -23.7%
1222 UI UBIQUITI INC Technology 34.0 $19K NEW $553.35 +8.3%
1223 VALE VALE SA-SP ADR Basic Materials 1,442.0 $19K NEW $13.03 +25.5%
1224 CRUS CIRRUS LOGIC INC Technology 158.0 $19K NEW $118.50 +40.6%
1225 KT KT CORP-SP ADR Communication Services 974.0 $18K NEW $18.97 -2.0%
1226 ARKW ARK NEXT GENERATION INTERNET 125.0 $18K NEW $147.73 -1.6%
1227 ISHARES IBONDS DEC 2026 TERM 800.0 $18K NEW $22.88
1228 AMKR AMKOR TECHNOLOGY INC Technology 461.0 $18K NEW $39.48 +66.9%
1229 MAIN MAIN STREET CAPITAL CORP Financial Services 301.0 $18K NEW $60.39 -15.5%
1230 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 999.0 $18K NEW $18.15 -15.8%
1231 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 201.0 $18K NEW $89.92 +5.2%
1232 DFEM DIMENSIONAL EMRG MRKT CORE 546.0 $18K NEW $33.08 +19.8%
1233 WCN WASTE CONNECTIONS INC Industrials 103.0 $18K NEW $175.36 -10.5%
1234 CHE CHEMED CORP Healthcare 42.0 $18K NEW $427.86 +3.2%
1235 WTRG ESSENTIAL UTILS INC COM Utilities 468.0 $18K NEW $38.36 -4.7%
1236 TWLO TWILIO INC - A Communication Services 125.0 $18K NEW $142.24 +33.1%
1237 BKH BLACK HILLS CORP Utilities 254.0 $18K NEW $69.42 +6.8%
1238 NXT NEXTRACKER INC-CL A Technology 200.0 $17K NEW $87.11 +38.9%
1239 ANF ABERCROMBIE & FITCH CO-CL A Consumer Cyclical 135.0 $17K NEW $125.87 -39.2%
1240 NBTB N B T BANCORP INC Financial Services 406.0 $17K NEW $41.52 +10.5%
Page 62 of 92  ·  1,833 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.5%
Financial Services 15.5%
Industrials 11.4%
Healthcare 10.8%
Consumer Cyclical 9.5%
Communication Services 9.1%
Consumer Defensive 6.0%
Basic Materials 3.3%
Real Estate 0.8%
Energy 0.8%