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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 20 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HWM HOWMET AEROSPACE INC Industrials 5,587.0 $1.3M 0.01% +3K +87.9% $230.46 +12.8%
382 COFS CHOICEONE FINANCIAL SVCS INC Financial Services 45,787.0 $1.3M 0.01% $28.12 +12.4%
383 CVS CVS HEALTH CORPORATION Healthcare 17,453.0 $1.3M 0.01% +4K +32.3% $71.82 +29.9%
384 PSX PHILLIPS 66 COM STK Energy 6,799.0 $1.2M 0.01% +3K +84.7% $182.18 -1.6%
385 GM GENERAL MOTORS CO Consumer Cyclical 16,565.0 $1.2M 0.01% +5K +48.3% $74.50 +3.6%
386 VB VANGUARD SMALL-CAP VIPERS 4,702.0 $1.2M 0.01% -819.0 -14.8% $261.92 +9.4%
387 TRV TRAVELERS COS INC/THE Financial Services 4,222.0 $1.2M 0.01% +2K +86.6% $291.68 +5.2%
388 IDXX IDEXX LABORATORIES INC Healthcare 2,178.0 $1.2M 0.01% +892.0 +69.4% $561.89 -1.6%
389 SRE SEMPRA ENERGY Utilities 12,583.0 $1.2M 0.01% +6K +99.0% $97.17 -5.9%
390 NXPI NXP SEMICONDUCTORS NV Technology 6,186.0 $1.2M 0.01% -129.0 -2.0% $196.86 +52.1%
391 YUM YUM! BRANDS INC Consumer Cyclical 7,830.0 $1.2M 0.01% +2K +43.5% $155.48 -1.8%
392 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,518.0 $1.2M 0.01% +2K +88.7% $345.15 -11.2%
393 DOW DOW CHEMICAL CO/THE Basic Materials 28,600.0 $1.2M 0.01% +10K +50.6% $41.65 -13.8%
394 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 944.0 $1.2M 0.01% +129.0 +15.8% $1261.20 -13.5%
395 PCAR PACCAR INC Industrials 10,244.0 $1.2M 0.01% +3K +48.2% $115.50 -5.3%
396 CF CF INDUSTRIES HOLDINGS INC Basic Materials 9,109.0 $1.2M 0.01% +837.0 +10.1% $129.84 -6.3%
397 SPG SIMON PROPERTY GROUP INC Real Estate 6,271.0 $1.2M 0.01% +3K +77.7% $186.53 +9.4%
398 DD DUPONT DE NEMOURS INC Basic Materials 25,492.0 $1.2M 0.01% +2K +10.3% $45.80 +2.9%
399 MSI MOTOROLA SOLUTIONS INC Technology 2,674.0 $1.2M 0.01% +1K +99.5% $433.97 -7.8%
400 DHI DR HORTON INC Consumer Cyclical 8,455.0 $1.2M 0.01% +2K +36.7% $137.22 +5.0%
Page 20 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%