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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 73 of 90  ·  1,800 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 STAG STAG INDUSTRIAL INC Real Estate 177.0 $6K $36.06 +6.2%
1442 HMY HARMONY GOLD MNG-SPON ADR Basic Materials 415.0 $6K $15.37 +11.9%
1443 SYBT STOCK YARDS BANCORP INC Financial Services 95.0 $6K $66.29 +7.1%
1444 WSBC WESBANCO INC Financial Services 182.0 $6K -10.0 -5.2% $34.49 -0.9%
1445 OSEA HARBOR INTL COMPOUNDERS ETF 216.0 $6K NEW $28.95 +5.0%
1446 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 33.0 $6K -8.0 -19.5% $189.06 +26.6%
1447 MUR MURPHY OIL CORP Energy 151.0 $6K -58.0 -27.8% $41.25 -8.4%
1448 HR HEALTHCARE REALTY TRUST INC Real Estate 365.0 $6K $16.99 +19.8%
1449 IESC IES HOLDINGS INC Industrials 13.0 $6K $476.46 +36.0%
1450 CAI CARIS LIFE SCIENCES INC Healthcare 344.0 $6K $17.88 -10.9%
1451 PBF PBF ENERGY INC-CLASS A Energy 129.0 $6K $47.62 -18.0%
1452 WDFC WD-40 CO Basic Materials 30.0 $6K $203.93 +2.0%
1453 COLB COLUMBIA BANKING SYSTEM INC Financial Services 222.0 $6K +77.0 +53.1% $27.43 +8.0%
1454 KLIC KULICKE & SOFFA INDUSTRIES Technology 92.0 $6K NEW $65.72 +53.8%
1455 ESQ ESQUIRE FINANCIAL HOLDINGS I Financial Services 56.0 $6K +32.0 +133.3% $107.50 +3.3%
1456 MANH MANHATTAN ASSOCIATES INC Technology 45.0 $6K -2.0 -4.3% $133.11 +1.1%
1457 ASB ASSOCIATED BANC-CORP Financial Services 229.0 $6K -81.0 -26.1% $25.86 +8.5%
1458 PLUS EPLUS INC Technology 78.0 $6K NEW $75.26 +10.2%
1459 PNM RESOURCES INC 100.0 $6K -50.0 -33.3% $58.46
1460 LKQ LKQ CORP Consumer Cyclical 199.0 $6K -14K -98.6% $29.37 -8.5%
Page 73 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%