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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 57 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 AMTM AMENTUM HOLDINGS, INC. COM Industrials 1,221.0 $32K +13.0 +1.1% $26.08 -11.2%
1122 PFF ISHARES PREFERRED & INCOME S 1,050.0 $32K -44K -97.7% $30.32 +2.7%
1123 SNSR GLOBAL X INTERNET OF THINGS 854.0 $32K $37.27 +31.5%
1124 BITI PROSHARES SHORT BITC ETF-USD 1,189.0 $32K +735.0 +161.9% $26.66 -15.7%
1125 MLI MUELLER INDUSTRIES INC Industrials 286.0 $32K -14.0 -4.7% $110.80 +20.6%
1126 RS RELIANCE STEEL & ALUMINUM Basic Materials 104.0 $32K -4.0 -3.7% $303.92 +19.2%
1127 SNN SMITH & NEPHEW PLC -SPON ADR Healthcare 989.0 $31K +506.0 +104.8% $31.78 -2.4%
1128 CSV CARRIAGE SERVICES INC Consumer Cyclical 688.0 $31K +88.0 +14.7% $45.66 -3.9%
1129 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 538.0 $31K -21.0 -3.8% $58.24 -1.3%
1130 FREL FIDELITY REAL ESTATE ETF 1,152.0 $31K $26.91 +9.1%
1131 AEGON LTD-NY REG SHR 4,226.0 $31K +1K +44.1% $7.26
1132 TNL TRAVEL PLUS LEISURE CO COM STK Consumer Cyclical 442.0 $31K +104.0 +30.8% $69.19 -6.2%
1133 SLYG SPDR S&P 600 SMALL CAP GROWT 316.0 $31K $96.62 +11.0%
1134 NYT NEW YORK TIMES CO-A Communication Services 364.0 $30K $83.73 -11.3%
1135 WCC WESCO INTERNATIONAL INC Industrials 111.0 $30K +28.0 +33.7% $273.62 +27.9%
1136 FMX FOMENTO ECONOMICO MEXICANO SAB /1 ADR REPRS 10 UT CONS 10 SERB &20 SER D-B SHS &20 SER D-L/ Consumer Defensive 271.0 $30K $111.06 +9.3%
1137 SLF SUN LIFE FINANCIAL INC Financial Services 481.0 $30K $62.56 +16.7%
1138 POWL POWELL INDUSTRIES INC Industrials 55.0 $30K +46.0 +511.1% $541.07 -49.9%
1139 SHG SHINHAN FINANCIAL GROUP-ADR Financial Services 481.0 $29K $61.32 +4.7%
1140 YOU CLEAR SECURE INC -CLASS A Technology 603.0 $29K +423.0 +235.0% $48.41 +28.1%
Page 57 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%