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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 17 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SMITHFIELD FOODS INC 48.0 $1K -62.0 -56.4% $27.98
322 BAH BOOZ ALLEN HAMILTON HOLDINGS Industrials 17.0 $1K -1.0 -5.6% $78.06 -2.2%
323 RMOP ROCKEFELLER OPPORT MUNI ETF 50.0 $1K -12K -99.6% $24.88 +0.3%
324 PSTG PURE STORAGE INC - CLASS A Technology 21.0 $1K -49.0 -70.0% $59.05 +41.9%
325 TRIP TRIPADVISOR INC Consumer Cyclical 96.0 $1K -96.0 -50.0% $10.66 -6.8%
326 SIMO SILICON MOTION TECHNOL-ADR Technology 9.0 $1K -76.0 -89.4% $112.33 +129.7%
327 POWI POWER INTEGRATIONS INC Technology 19.0 $973.0 -109.0 -85.2% $51.21 +35.0%
328 CCRN CROSS COUNTRY HEALTHCARE INC Healthcare 100.0 $940.0 -183.0 -64.7% $9.40 +38.8%
329 ANGI ANGI INC Communication Services 122.0 $836.0 -52.0 -29.9% $6.85 -25.3%
330 PTEN PATTERSON-UTI ENERGY INC Energy 65.0 $704.0 -652.0 -90.9% $10.83 +13.4%
331 RBRK RUBRIK INC-A Technology 14.0 $686.0 -2.0 -12.5% $49.00 +36.5%
332 MTX MINERALS TECHNOLOGIES INC Basic Materials 8.0 $567.0 -101.0 -92.7% $70.88 +6.4%
333 GENC GENCOR INDUSTRIES INC Industrials 37.0 $555.0 -148.0 -80.0% $15.00 -5.4%
334 MCHI ISHARES MSCI CHINA ETF 9.0 $506.0 -2.0 -18.2% $56.22 -0.5%
335 MCFT MASTERCRAFT BOAT HOLDINGS IN Consumer Cyclical 24.0 $492.0 -226.0 -90.4% $20.50 +13.7%
336 ARCB ARCBEST CORP Industrials 4.0 $393.0 -16.0 -80.0% $98.25 +26.6%
337 LNTH LANTHEUS HOLDINGS INC Healthcare 5.0 $379.0 -59.0 -92.2% $75.80 +24.6%
338 VNT VONTIER CORPORATION COM Technology 10.0 $355.0 -70.0 -87.5% $35.50 -19.9%
339 SIX FLAGS ENTERTAINMENT CORP 4.0 $71.0 -38.0 -90.5% $17.75
340 AZTA AZENTA INC Healthcare 3.0 $63.0 -67.0 -95.7% $21.00 -7.0%
Page 17 of 18  ·  344 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%