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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 63 of 92  ·  1,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 MTSI MACOM TECHNOLOGY SOLUTIONS H Technology 98.0 $17K NEW $171.28 +122.1%
1242 CVE CENOVUS ENERGY INC Energy 991.0 $17K NEW $16.92 +79.1%
1243 PNFP PINNACLE FINANCIAL PARTNERS Financial Services 175.0 $17K NEW $95.41 +1.4%
1244 EWBC EAST WEST BANCORP INC Financial Services 147.0 $17K NEW $112.39 +9.4%
1245 CPB THE CAMPBELL'S COMPANY Consumer Defensive 589.0 $16K NEW $27.87 -28.1%
1246 SCHG SCHWAB US LARGE-CAP GROWTH 501.0 $16K NEW $32.62 +5.1%
1247 GBCI GLACIER BANCORP INC Financial Services 370.0 $16K NEW $44.05 +8.5%
1248 FMHI FIRST TRUST MUNICIPAL HIGH I 338.0 $16K NEW $47.93 -0.6%
1249 SNN SMITH & NEPHEW PLC -SPON ADR Healthcare 483.0 $16K NEW $32.81 -5.5%
1250 TRU TRANSUNION Industrials 184.0 $16K NEW $85.75 -19.6%
1251 MGY MAGNOLIA OIL & GAS CORP - A Energy 716.0 $16K NEW $21.89 +33.6%
1252 MDB MONGODB INC Technology 37.0 $16K NEW $419.70 -24.4%
1253 IEI ISHARES 3-7 YEAR TREASURY BO 130.0 $16K NEW $119.35 -1.8%
1254 VGSH VANGUARD SHORT-TERM TREASURY 262.0 $15K NEW $58.73 -0.8%
1255 MOD MODINE MANUFACTURING CO Consumer Cyclical 115.0 $15K NEW $133.51 +87.3%
1256 ASX ASE TECHNOLOGY HOLDING -ADR Technology 951.0 $15K NEW $16.10 +102.7%
1257 FNDC SCHWAB FNDMNT INTL SM EQ ETF 341.0 $15K NEW $44.55 +11.9%
1258 COHR II-VI INC Technology 82.0 $15K NEW $184.57 +104.8%
1259 HMC HONDA MOTOR CO LTD-SPONS ADR Consumer Cyclical 513.0 $15K NEW $29.48 -10.9%
1260 THC TENET HEALTHCARE CORP Healthcare 76.0 $15K NEW $198.72 -5.7%
Page 63 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%