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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 65 of 92  ·  1,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 Z ZILLOW GROUP INC - C Communication Services 193.0 $13K NEW $68.22 -46.5%
1282 THG HANOVER INSURANCE GROUP INC/ Financial Services 72.0 $13K NEW $182.76 +6.5%
1283 FTS FORTIS INC Utilities 253.0 $13K NEW $51.94 +8.3%
1284 IAC IAC INC Technology 334.0 $13K NEW $39.10 +5.3%
1285 AN AUTONATION INC Consumer Cyclical 63.0 $13K NEW $206.48 -9.7%
1286 KBH KB HOME Consumer Cyclical 230.0 $13K NEW $56.41 -14.9%
1287 NOV NOV INC Energy 824.0 $13K NEW $15.63 +33.5%
1288 GOLF ACUSHNET HOLDINGS CORP Consumer Cyclical 159.0 $13K NEW $79.82 +10.7%
1289 LIONSGATE STUDIOS CORP 1,380.0 $13K NEW $9.13
1290 FLNG FLEX LNG LTD Energy 500.0 $12K NEW $24.95 +29.7%
1291 FA FIRST ADVANTAGE CORP Industrials 855.0 $12K NEW $14.53 +3.5%
1292 BC BRUNSWICK CORP Consumer Cyclical 167.0 $12K NEW $74.24 +6.1%
1293 FENY FIDELITY MSCI ENERGY ETF 500.0 $12K NEW $24.77 +32.9%
1294 USLM UNITED STATES LIME & MINERAL Basic Materials 103.0 $12K NEW $119.74 -13.0%
1295 SCHR SCHWAB INTERMEDIATE-TERM US 490.0 $12K NEW $25.08 -2.0%
1296 LOGI LOGITECH INTERNATIONAL-REG Technology 122.0 $12K NEW $100.22 +5.6%
1297 TIP ISHARES TIPS BOND ETF 111.0 $12K NEW $109.91 +0.4%
1298 CWST CASELLA WASTE SYSTEMS INC-A Industrials 124.0 $12K NEW $97.94 -10.9%
1299 FMS FRESENIUS MEDICAL CARE-ADR Healthcare 505.0 $12K NEW $23.82 -5.5%
1300 ELAN ELANCO ANIMAL HEALTH INC Healthcare 530.0 $12K NEW $22.63 -5.8%
Page 65 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%