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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 14 of 35  ·  693 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DLR DIGITAL REALTY TRUST INC Real Estate 6,097.0 $1.1M 0.01% +4K +157.3% $180.21 +7.8%
262 EBAY EBAY INC Consumer Cyclical 11,981.0 $1.1M 0.01% +3K +40.6% $91.02 +28.7%
263 JBL JABIL INC Technology 4,095.0 $1.1M 0.01% +1K +34.3% $265.63 +34.2%
264 TSCO TRACTOR SUPPLY COMPANY Consumer Cyclical 23,050.0 $1.0M 0.01% +7K +44.9% $45.30 -30.0%
265 NDAQ NASDAQ OMX GROUP/THE Financial Services 12,153.0 $1.0M 0.01% +6K +94.3% $84.89 +6.5%
266 PHM PULTEGROUP INC Consumer Cyclical 8,734.0 $1.0M 0.01% +3K +43.1% $117.61 -1.1%
267 AEM AGNICO EAGLE MINES LTD Basic Materials 5,048.0 $1.0M 0.01% +3K +113.2% $202.98 -12.4%
268 KKR KKR & CO INC Financial Services 10,941.0 $1.0M 0.01% +5K +90.7% $92.50 +2.4%
269 DVY ISHARES DJ SELECT DIVIDEND FD 6,548.0 $991K 0.01% +2K +42.8% $151.41 +1.8%
270 VRSK VERISK ANALYTICS INC Industrials 5,183.0 $983K 0.01% +2K +81.5% $189.75 -10.1%
271 PEG PUBLIC SERVICE ENTERPRISE GP Utilities 12,091.0 $979K 0.01% +2K +24.6% $80.95 -3.1%
272 IP INTERNATIONAL PAPER CO Consumer Cyclical 27,379.0 $977K 0.01% +5K +19.9% $35.70 -11.8%
273 WBD WARNER BROS DISCOVERY INC Communication Services 35,201.0 $967K 0.01% +14K +63.6% $27.46 -0.1%
274 RCL ROYAL CARIBBEAN CRUISES LTD Consumer Cyclical 3,506.0 $965K 0.01% +1K +71.1% $275.18 -7.7%
275 RLI RLI CORP Financial Services 16,885.0 $963K 0.01% +736.0 +4.6% $57.04 -7.7%
276 EXC EXELON CORP Utilities 19,559.0 $959K 0.01% +11K +123.5% $49.02 -7.5%
277 VST VISTRA CORP Utilities 6,373.0 $958K 0.01% +2K +43.7% $150.33 -4.2%
278 LYV LIVE NATION ENTERTAINMENT IN Communication Services 6,129.0 $935K 0.01% +3K +76.4% $152.51 +8.8%
279 DAL DELTA AIR LINES INC Industrials 14,002.0 $931K 0.01% +5K +63.8% $66.48 +13.8%
280 MSCI MSCI INC Financial Services 1,720.0 $927K 0.01% +761.0 +79.3% $539.01 +8.0%
Page 14 of 35  ·  693 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%