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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 70 of 92  ·  1,833 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 SCHWAB MBS ETF 322.0 $8K NEW $25.67
1382 IGPT INVESCO AI AND NEXT GEN SOFT 139.0 $8K NEW $59.47 +53.1%
1383 HMY HARMONY GOLD MNG-SPON ADR Basic Materials 415.0 $8K NEW $19.90 -13.6%
1384 PUK PRUDENTIAL PLC-ADR Financial Services 265.0 $8K NEW $31.12 +0.4%
1385 ESAB ESAB CORP Industrials 73.0 $8K NEW $111.73 -18.4%
1386 MANH MANHATTAN ASSOCIATES INC Technology 47.0 $8K NEW $173.32 -22.4%
1387 MOS MOSAIC CO/THE Basic Materials 338.0 $8K NEW $24.09 -8.9%
1388 NSSC NAPCO SECURITY TECHNOLOGIES Industrials 195.0 $8K NEW $41.70 -12.0%
1389 COHU COHU INC Technology 345.0 $8K NEW $23.27 +96.2%
1390 ASB ASSOCIATED BANC-CORP Financial Services 310.0 $8K NEW $25.76 +8.9%
1391 LXP INDUSTRIAL TRUST 161.0 $8K NEW $49.58
1392 CHDN CHURCHILL DOWNS INC Consumer Cyclical 70.0 $8K NEW $113.79 -24.8%
1393 MD PEDIATRIX MEDICAL GROUP INC Healthcare 372.0 $8K NEW $21.39 +0.7%
1394 SHOO STEVEN MADDEN LTD Consumer Cyclical 190.0 $8K NEW $41.64 -2.8%
1395 OSIS OSI SYSTEMS INC Technology 31.0 $8K NEW $255.06 -18.5%
1396 SIMO SILICON MOTION TECHNOL-ADR Technology 85.0 $8K NEW $92.71 +178.3%
1397 EMLC VANECK JPM EM LOCAL CURR BND 305.0 $8K NEW $25.82 -1.9%
1398 ARTY ISHARES FUTURE AI & TECH ETF 163.0 $8K NEW $48.18 +41.4%
1399 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 202.0 $8K NEW $38.73 -11.3%
1400 KALU KAISER ALUMINUM CORP Basic Materials 68.0 $8K NEW $114.85 +47.5%
Page 70 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%