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Portfolio (Quarterly) Guide ↗

Brown Financial Advisory

· CIK 0001843853
13F Portfolio $239M AUM 49 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 2,945.0 $282K 0.12% NEW $95.70 -7.9%
42 JPM JPMORGAN CHASE & CO Financial Services 859.0 $281K 0.12% NEW $327.25 +9.6%
43 GOOG ALPHABET INC 767.0 $271K 0.11% NEW $353.30
44 VOE VANGUARD INDEX FDS 1,277.0 $252K 0.10% NEW $197.64 +5.4%
45 GOOGL ALPHABET INC Communication Services 657.0 $235K 0.10% NEW $357.62 -5.4%
46 VOO VANGUARD INDEX FDS 335.0 $230K 0.10% NEW $685.89 +3.2%
47 XOM EXXON MOBIL CORP Energy 1,624.0 $222K 0.09% NEW $136.76 +16.6%
48 QUS SPDR SERIES TRUST 1,155.0 $216K 0.09% NEW $186.91 +4.0%
49 VEU VANGUARD INTL EQUITY INDEX F 2,513.0 $210K 0.09% NEW $83.73 +3.2%
Page 3 of 3  ·  49 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 33.8%
Financial Services 14.5%
Consumer Cyclical 10.7%
Consumer Defensive 10.5%
Healthcare 9.9%
Basic Materials 6.7%
Industrials 5.2%
Utilities 3.4%
Communication Services 2.8%
Energy 2.6%