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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 63 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 URBN URBAN OUTFITTERS INC Consumer Cyclical 290.0 $18K -76.0 -20.8% $63.35 +13.1%
1242 ISHARES IBONDS DEC 2026 TERM 800.0 $18K $22.91
1243 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 55.0 $18K -125.0 -69.4% $330.87 -9.2%
1244 EWZ ISHARES MSCI BRAZIL ETF 473.0 $18K NEW $38.39 -3.6%
1245 OSCR OSCAR HEALTH INC - CLASS A Healthcare 1,582.0 $18K NEW $11.47 +93.0%
1246 BWA BORGWARNER INC Consumer Cyclical 321.0 $17K $54.26 +17.1%
1247 NBTB N B T BANCORP INC Financial Services 406.0 $17K $42.58 +7.7%
1248 RYANAIR HOLDINGS-SP ADR 299.0 $17K -216.0 -41.9% $57.80
1249 WPC WP CAREY INC Real Estate 254.0 $17K -80.0 -23.9% $67.96 +10.4%
1250 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 201.0 $17K $85.66 +10.5%
1251 SGOV ISHARES 0-3 MONTH TREASURY B 171.0 $17K -2K -91.3% $100.66 -0.1%
1252 XBI SPDR S&P BIOTECH ETF 134.0 $17K -5K -97.3% $127.73 +4.0%
1253 FENY FIDELITY MSCI ENERGY ETF 500.0 $17K $34.02 -3.2%
1254 EQH EQUITABLE HOLDINGS INC COM Financial Services 457.0 $17K $37.11 +14.6%
1255 BEIGENE LTD-ADR 57.0 $17K -70.0 -55.1% $296.96
1256 USHY ISHARES BROAD USD HIGH YIELD 455.0 $17K -468.0 -50.7% $36.84 +0.4%
1257 WCN WASTE CONNECTIONS INC Industrials 103.0 $17K $162.44 -3.4%
1258 IREN IREN LTD Financial Services 484.0 $17K NEW $34.28 +69.4%
1259 SMTC SEMTECH CORP Technology 215.0 $17K +31.0 +16.9% $76.89 +84.5%
1260 VFLO VICTORYSHARES FREE CASH FLOW 411.0 $16K NEW $39.48 +9.7%
Page 63 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%