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Portfolio (Quarterly) Guide ↗

BROWN BROTHERS HARRIMAN & CO

· CIK 0000014661
13F Portfolio $18.6B AUM 1,800 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 99 New 693 Added 344 Reduced 132 Exited
Page 37 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 XLC COMM SERV SELECT SECTOR SPDR 2,991.0 $332K 0.00% -1K -30.0% $110.86 +4.7%
722 SM SM ENERGY CO Energy 10,623.0 $331K 0.00% +10K +4538.9% $31.18 +11.6%
723 EWC ISHARES MSCI CANADA ETF 5,938.0 $325K 0.00% $54.79 +6.9%
724 ACWI ISHARES MSCI ACWI ETF 2,349.0 $325K 0.00% $138.37 +12.5%
725 DG DOLLAR GENERAL CORP Consumer Defensive 2,734.0 $325K 0.00% +1K +58.3% $118.73 -11.5%
726 LWLG LIGHTWAVE LOGIC INC Basic Materials 45,000.0 $316K 0.00% $7.03 +87.3%
727 TKO TKO GROUP HOLDINGS INC Communication Services 1,556.0 $314K 0.00% +687.0 +79.1% $201.65 -3.7%
728 GEN GEN DIGITAL INC Technology 16,529.0 $311K 0.00% +5K +48.8% $18.83 +32.0%
729 AVY AVERY DENNISON CORP Industrials 1,788.0 $309K 0.00% -148.0 -7.6% $172.68 -8.0%
730 IVZ INVESCO LTD Financial Services 12,687.0 $308K 0.00% +10K +298.2% $24.29 +11.1%
731 PNW PINNACLE WEST CAPITAL Utilities 3,014.0 $304K 0.00% +540.0 +21.8% $100.75 +1.2%
732 UBSI UNITED BANKSHARES INC W VA Financial Services 7,316.0 $303K 0.00% $41.42 +4.2%
733 IT GARTNER INC Technology 1,912.0 $303K 0.00% +1K +147.0% $158.34 -0.7%
734 COOPER COS INC/THE 4,222.0 $302K 0.00% +2K +112.8% $71.50
735 AMCOR PLC 7,571.0 $301K 0.00% NEW $39.75
736 CSGP COSTAR GROUP INC Real Estate 7,438.0 $300K 0.00% +6K +609.7% $40.34 -15.9%
737 CHESAPEAKE ENERGY CORP 2,731.0 $300K 0.00% +657.0 +31.7% $109.78
738 AVB AVALONBAY COMMUNITIES INC Real Estate 1,834.0 $300K 0.00% +859.0 +88.1% $163.35 +12.7%
739 DFAT DIMENSIONAL US TARGET VALUE 4,764.0 $298K 0.00% -47.0 -1.0% $62.45 +6.5%
740 FTEC FIDELITY MSCI INFO TECH ETF 1,426.0 $297K 0.00% -3K -63.9% $208.05 +31.4%
Page 37 of 90  ·  1,800 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 30.5%
Financial Services 16.2%
Industrials 12.6%
Healthcare 10.2%
Consumer Cyclical 8.8%
Communication Services 8.1%
Consumer Defensive 7.3%
Basic Materials 3.9%
Energy 1.3%
Real Estate 0.7%