Hồ sơ lưu nhà quản lý · quý lưu trữ

Brown Advisory Inc

Baltimore, MD · CIK 1345929 · Hồ sơ EDGAR ↗

Q2 2026 Q1 2026 Q4 2025 Chênh lệch ⇄

$71.68BGiá trị 13F được báo cáo

2,914Vị thế

31.5%Tỷ trọng top 10

63.50Danh mục nắm giữ hiệu lực

—Doanh thu ước tính

+0Mới

−0Thoát vị thế

Giá trị danh mục 13F được báo cáo chỉ bao gồm các vị thế mua dài hạn có thể báo cáo tại Hoa Kỳ — không bao gồm tiền mặt, trái phiếu, vị thế bán khống hoặc nắm giữ ngoài Hoa Kỳ. Đây không phải là tài sản dưới sự quản lý. Không có hồ sơ nộp trước đó tương đương — các cột thay đổi không khả dụng trong quý này.

Giá trị được báo cáo theo quý Q4 2025 → Q2 2026

Mức độ phơi lộ theo ngành

Công nghệ 31.5%

Dịch vụ tài chính 30.3%

Công nghiệp 9.6%

Chăm sóc sức khỏe 8.7%

Hàng tiêu dùng chu kỳ 7.3%

Dịch vụ Truyền thông 6.8%

Vật liệu Cơ bản 1.5%

Hàng tiêu dùng thiết yếu 1.5%

Năng lượng 1.3%

Bất động sản 0.8%

Tiện ích 0.6%

Tỷ trọng trong tổng giá trị vốn cổ phần phổ thông đã báo cáo; (±pp) so với quý trước.

Danh mục đầu tư · Q4 2025

#	Chứng khoán	Tỷ trọng	Giá trị	Cổ phần	Δ cổ phần		Đang nắm giữ
1	MSFT Microsoft Corporation	7.3%	$3.40B	7.03M	—	n/c	1
2	AMZN Amazon.com, Inc.	3.0%	$1.98B	8.59M	—	n/c	1
3	NVDA NVIDIA Corporation	2.9%	$1.94B	10.39M	—	n/c	1
4	V Visa Inc.	3.6%	$1.61B	4.58M	—	n/c	1
5	MSFT Microsoft Corporation	7.3%	$1.52B	3.14M	—	n/c	1
6	TSM Taiwan Semiconductor…	2.7%	$1.35B	4.45M	—	n/c	1
7	BAFE Brown Advisory Flexible…	2.1%	$1.23B	45.18M	—	n/c	1
8	GOOG Alphabet Inc.	3.3%	$1.23B	3.92M	—	n/c	1
9	INTU Intuit Inc.	2.3%	$1.15B	1.73M	—	n/c	1
10	MA Mastercard Incorporated	2.5%	$1.02B	1.79M	—	n/c	1
11	GOOG Alphabet Inc.	3.3%	$997.96M	3.18M	—	n/c	1
12	V Visa Inc.	3.6%	$912.75M	2.60M	—	n/c	1
13	IVV iShares Core S&P 500 ETF	1.4%	$873.38M	1.28M	—	n/c	1
14	KKR KKR & Co. Inc.	1.2%	$833.64M	6.54M	—	n/c	1
15	SCHW The Charles Schwab…	1.7%	$827.51M	8.28M	—	n/c	1
16	AVGO Broadcom Inc.	1.2%	$807.64M	2.33M	—	n/c	1
17	AAPL Apple Inc.	1.5%	$801.11M	2.95M	—	n/c	1
18	DSPY Tema S&P 500 Historical…	1.1%	$766.36M	13.15M	—	n/c	1
19	ISRG Intuitive Surgical, Inc.	1.2%	$761.66M	1.34M	—	n/c	1
20	DHR Danaher Corporation	1.1%	$735.53M	3.21M	—	n/c	1
21	MA Mastercard Incorporated	2.5%	$667.66M	1.17M	—	n/c	1
22	VTI Vanguard Morningstar Total…	1.0%	$665.91M	1.99M	—	n/c	1
23	UBER Uber Technologies, Inc.	1.0%	$652.25M	7.98M	—	n/c	1
24	GE GE Aerospace	1.4%	$645.77M	2.10M	—	n/c	1
25	PGR The Progressive Corporation	0.9%	$631.81M	2.77M	—	n/c	1
26	META Meta Platforms, Inc.	0.9%	$605.31M	917.01K	—	n/c	1
27	TSM Taiwan Semiconductor…	2.7%	$578.86M	1.90M	—	n/c	1
28	GOOGL Alphabet Inc.	0.9%	$571.41M	1.83M	—	n/c	1
29	MRVL Marvell Technology, Inc.	0.8%	$539.19M	6.34M	—	n/c	1
30	SPY State Street SPDR S&P 500…	0.9%	$520.74M	763.64K	—	n/c	1
31	CARR Carrier Global Corporation	0.8%	$508.99M	9.63M	—	n/c	1
32	WST West Pharmaceutical…	0.7%	$506.10M	1.84M	—	n/c	1
33	CDNS Cadence Design Systems, Inc.	0.7%	$497.87M	1.59M	—	n/c	1
34	AJG Arthur J. Gallagher & Co.	0.7%	$495.78M	1.92M	—	n/c	1
35	INTU Intuit Inc.	2.3%	$493.79M	745.43K	—	n/c	1
36	NOW ServiceNow, Inc.	0.7%	$471.34M	3.08M	—	n/c	1
37	BRK-B Berkshire Hathaway Inc.	0.7%	$453.77M	902.76K	—	n/c	1
38	SPOT Spotify Technology S.A.	0.7%	$453.58M	781.05K	—	n/c	1
39	DDOG Datadog, Inc.	0.7%	$445.48M	3.28M	—	n/c	1
40	MPWR Monolithic Power Systems…	0.6%	$428.61M	472.87K	—	n/c	1
41	BASG ADVISORS INNER CIRCLE FD III	0.7%	$412.96M	15.96M	—	n/c	1
42	VLTO Veralto Corporation	0.6%	$402.54M	4.03M	—	n/c	1
43	EFX Equifax Inc.	0.9%	$400.61M	1.85M	—	n/c	1
44	DT Dynatrace, Inc.	0.6%	$395.41M	9.12M	—	n/c	1
45	ZTS Zoetis Inc.	0.7%	$382.85M	3.04M	—	n/c	1
46	IOT Samsara Inc.	0.6%	$376.68M	10.63M	—	n/c	1
47	SCHW The Charles Schwab…	1.7%	$371.11M	3.71M	—	n/c	1
48	HDB HDFC Bank Limited	0.6%	$365.44M	10.00M	—	n/c	1
49	ARES Ares Management Corporation	0.5%	$365.03M	2.26M	—	n/c	1
50	ECL Ecolab Inc.	0.6%	$364.77M	1.39M	—	n/c	1
51	FERG Ferguson plc	0.8%	$350.09M	1.57M	—	n/c	1
52	ABNB Airbnb, Inc.	0.5%	$347.45M	2.56M	—	n/c	1
53	ADSK Autodesk, Inc.	0.9%	$340.75M	1.15M	—	n/c	1
54	EW Edwards Lifesciences…	0.9%	$338.52M	3.97M	—	n/c	1
55	BKNG Booking Holdings Inc.	0.8%	$329.97M	61.62K	—	n/c	1
56	AZO AutoZone, Inc.	0.6%	$329.75M	97.23K	—	n/c	1
57	ASML ASML Holding N.V.	0.7%	$328.05M	306.63K	—	n/c	1
58	ADSK Autodesk, Inc.	0.9%	$315.99M	1.07M	—	n/c	1
59	VRSK Verisk Analytics, Inc.	0.5%	$315.58M	1.41M	—	n/c	1
60	GE GE Aerospace	1.4%	$306.05M	993.58K	—	n/c	1
61	JPM JPMorgan Chase & Co.	0.6%	$304.76M	945.81K	—	n/c	1
62	SNOW Snowflake Inc.	0.4%	$282.92M	1.29M	—	n/c	1
63	COST Costco Wholesale Corporation	0.5%	$275.09M	319.00K	—	n/c	1
64	EW Edwards Lifesciences…	0.9%	$271.04M	3.18M	—	n/c	1
65	SHOP Shopify Inc.	0.4%	$265.10M	1.65M	—	n/c	1
66	WCN Waste Connections, Inc.	0.4%	$243.61M	1.39M	—	n/c	1
67	IWF iShares Russell 1000 Growth…	0.4%	$239.49M	505.99K	—	n/c	1
68	AAPL Apple Inc.	1.5%	$237.73M	874.45K	—	n/c	1
69	ALLE Allegion plc	0.4%	$230.94M	1.45M	—	n/c	1
70	MSFT Microsoft Corporation	7.3%	$228.64M	472.76K	—	n/c	1
71	UNH UnitedHealth Group…	0.3%	$226.15M	685.08K	—	n/c	1
72	IWM iShares Russell 2000 ETF	0.3%	$224.34M	911.36K	—	n/c	1
73	WDAY Workday, Inc.	0.5%	$218.66M	1.02M	—	n/c	1
74	BASV ADVISORS INNER CIRCLE FD III	0.4%	$215.62M	7.76M	—	n/c	1
75	BKNG Booking Holdings Inc.	0.8%	$212.53M	39.69K	—	n/c	1
76	VIG Vanguard Dividend…	0.3%	$210.03M	955.62K	—	n/c	1
77	HLT Hilton Worldwide Holdings…	0.3%	$207.63M	722.82K	—	n/c	1
78	EFX Equifax Inc.	0.9%	$206.10M	949.84K	—	n/c	1
79	URI United Rentals, Inc.	0.3%	$205.75M	254.22K	—	n/c	1
80	FERG Ferguson plc	0.8%	$203.16M	912.54K	—	n/c	1
81	BAC Bank of America Corporation	0.3%	$200.49M	3.65M	—	n/c	1
82	BAFE Brown Advisory Flexible…	2.1%	$194.32M	7.11M	—	n/c	1
83	FCNCA First Citizens BancShares…	0.3%	$193.39M	90.11K	—	n/c	1
84	VEU Vanguard FTSE All-World…	0.3%	$190.02M	2.58M	—	n/c	1
85	EAGL 2023 ETF SERIES TRUST	0.3%	$189.41M	5.84M	—	n/c	1
86	XONA.DE Exxon Mobil Corporation	0.3%	$177.54M	1.48M	—	n/c	1
87	NFLX Netflix, Inc.	0.3%	$175.41M	1.87M	—	n/c	1
88	OII Oceaneering International…	0.2%	$171.20M	7.12M	—	n/c	1
89	ELV Elevance Health Inc.	0.2%	$165.42M	471.89K	—	n/c	1
90	VOO Vanguard S&P 500 ETF	0.4%	$164.37M	262.11K	—	n/c	1
91	BX Blackstone Inc.	0.3%	$162.96M	1.06M	—	n/c	1
92	JNJ Johnson & Johnson	0.3%	$153.81M	743.21K	—	n/c	1
93	TJX The TJX Companies, Inc.	0.2%	$152.09M	990.07K	—	n/c	1
94	ASML ASML Holding N.V.	0.7%	$149.71M	139.93K	—	n/c	1
95	CCCS CCC Intelligent Solutions…	0.2%	$149.22M	18.77M	—	n/c	1
96	ABBV AbbVie Inc.	0.3%	$144.71M	633.34K	—	n/c	1
97	WDAY Workday, Inc.	0.5%	$142.52M	663.54K	—	n/c	1
98	TROW T. Rowe Price Group, Inc.	0.2%	$142.46M	1.39M	—	n/c	1
99	ADI Analog Devices, Inc.	0.2%	$141.78M	522.80K	—	n/c	1
100	FICO Fair Isaac Corporation	0.2%	$140.61M	83.17K	—	n/c	1
101	CTAS Cintas Corporation	0.2%	$140.35M	746.27K	—	n/c	1
102	ESTA Establishment Labs Holdings…	0.2%	$138.67M	1.90M	—	n/c	1
103	SU Suncor Energy Inc.	0.2%	$136.68M	3.08M	—	n/c	1
104	GOOG Alphabet Inc.	3.3%	$135.32M	431.23K	—	n/c	1
105	BRK-A Berkshire Hathaway Inc.	0.2%	$132.84M	176	—	n/c	1
106	HQY HealthEquity, Inc.	0.2%	$132.13M	1.44M	—	n/c	1
107	PB Prosperity Bancshares, Inc.	0.2%	$131.83M	1.91M	—	n/c	1
108	KLAC KLA Corporation	0.2%	$127.55M	104.97K	—	n/c	1
109	BIPC Brookfield Infrastructure…	0.2%	$125.40M	2.76M	—	n/c	1
110	TDG TransDigm Group Incorporated	0.2%	$124.70M	93.77K	—	n/c	1
111	ZTS Zoetis Inc.	0.7%	$124.15M	986.72K	—	n/c	1
112	RSP Invesco S&P 500 Equal…	0.2%	$123.16M	642.91K	—	n/c	1
113	AS Amer Sports, Inc.	0.2%	$122.38M	3.28M	—	n/c	1
114	CSGP CoStar Group, Inc.	0.2%	$122.31M	1.82M	—	n/c	1
115	IJR iShares Core S&P Small-Cap…	0.2%	$118.86M	989.04K	—	n/c	1
116	AIG American International…	0.2%	$118.65M	1.39M	—	n/c	1
117	LOW Lowe's Companies, Inc.	0.2%	$117.93M	489.00K	—	n/c	1
118	SPGI S&P Global Inc.	0.2%	$116.25M	222.44K	—	n/c	1
119	TT Trane Technologies plc	0.2%	$114.75M	294.83K	—	n/c	1
120	GNRC Generac Holdings Inc.	0.2%	$113.61M	833.08K	—	n/c	1
121	TMUS T-Mobile US, Inc.	0.2%	$113.55M	559.25K	—	n/c	1
122	ACGL Arch Capital Group Ltd.	0.2%	$113.21M	1.18M	—	n/c	1
123	MA Mastercard Incorporated	2.5%	$109.01M	190.95K	—	n/c	1
124	BRKR Bruker Corporation	0.2%	$108.11M	2.29M	—	n/c	1
125	TKR The Timken Company	0.1%	$107.15M	1.27M	—	n/c	1
126	NPO EnPro Industries, Inc.	0.2%	$106.16M	495.77K	—	n/c	1
127	AZO AutoZone, Inc.	0.6%	$102.23M	30.14K	—	n/c	1
128	IJT iShares S&P Small-Cap 600…	0.2%	$101.68M	720.29K	—	n/c	1
129	LLY Eli Lilly and Company	0.2%	$96.95M	90.21K	—	n/c	1
130	AMZN Amazon.com, Inc.	3.0%	$96.27M	417.08K	—	n/c	1
131	BFAM Bright Horizons Family…	0.1%	$95.94M	946.12K	—	n/c	1
132	IVV iShares Core S&P 500 ETF	1.4%	$95.93M	140.06K	—	n/c	1
133	PG The Procter & Gamble Company	0.2%	$94.74M	661.09K	—	n/c	1
134	EHC Encompass Health Corporation	0.1%	$92.61M	872.53K	—	n/c	1
135	SARO StandardAero, Inc.	0.1%	$92.52M	3.23M	—	n/c	1
136	MRK Merck & Co., Inc.	0.2%	$92.51M	878.90K	—	n/c	1
137	AXP American Express Company	0.1%	$91.28M	246.73K	—	n/c	1
138	DKNG DraftKings Inc.	0.1%	$89.97M	2.61M	—	n/c	1
139	VT Vanguard Total World Stock…	0.2%	$89.90M	637.34K	—	n/c	1
140	VOO Vanguard S&P 500 ETF	0.4%	$89.62M	142.90K	—	n/c	1
141	VGSH Vanguard Short-Term…	0.1%	$87.87M	1.50M	—	n/c	1
142	GLD SPDR Gold Shares	0.1%	$87.38M	220.48K	—	n/c	1
143	TECH Bio-Techne Corporation	0.1%	$86.31M	1.47M	—	n/c	1
144	MDLZ Mondelez International, Inc.	0.1%	$85.90M	1.60M	—	n/c	1
145	OPLN OPENLANE, Inc.	0.1%	$85.52M	2.87M	—	n/c	1
146	CFLT Confluent, Inc.	0.1%	$84.60M	2.80M	—	n/c	1
147	QQQ Invesco QQQ Trust, Series 1	0.1%	$84.51M	137.57K	—	n/c	1
148	IWD iShares Russell 1000 Value…	0.2%	$84.42M	401.33K	—	n/c	1
149	EXP Eagle Materials Inc.	0.1%	$84.35M	408.12K	—	n/c	1
150	NOMD Nomad Foods Limited	0.1%	$83.73M	6.69M	—	n/c	1
151	JPM JPMorgan Chase & Co.	0.6%	$83.55M	259.30K	—	n/c	1
152	CEG Constellation Energy…	0.1%	$81.66M	231.15K	—	n/c	1
153	VMI Valmont Industries, Inc.	0.1%	$80.69M	200.56K	—	n/c	1
154	CW Curtiss-Wright Corporation	0.1%	$80.16M	145.40K	—	n/c	1
155	VGT Vanguard Information…	0.1%	$79.81M	105.89K	—	n/c	1
156	CASY Casey's General Stores, Inc.	0.1%	$78.87M	142.71K	—	n/c	1
157	EFA iShares MSCI EAFE ETF	0.1%	$77.99M	812.12K	—	n/c	1
158	CNI Canadian National Railway…	0.1%	$77.73M	786.30K	—	n/c	1
159	ALLE Allegion plc	0.4%	$77.33M	485.67K	—	n/c	1
160	NVDA NVIDIA Corporation	2.9%	$77.27M	414.31K	—	n/c	1
161	LSCC Lattice Semiconductor…	0.1%	$77.00M	1.05M	—	n/c	1
162	NATL NCR Atleos Corporation	0.1%	$76.78M	2.01M	—	n/c	1
163	VEA Vanguard FTSE Developed…	0.1%	$76.73M	1.23M	—	n/c	1
164	ACWI iShares MSCI ACWI ETF	0.1%	$76.66M	541.80K	—	n/c	1
165	NVDA NVIDIA Corporation	2.9%	$76.62M	410.85K	—	n/c	1
166	ILMN Illumina, Inc.	0.1%	$74.75M	569.94K	—	n/c	1
167	SLB Slb N.V.	0.1%	$74.72M	1.95M	—	n/c	1
168	ISRG Intuitive Surgical, Inc.	1.2%	$74.58M	131.68K	—	n/c	1
169	GOOGL Alphabet Inc.	0.9%	$74.15M	236.91K	—	n/c	1
170	ODFL Old Dominion Freight Line…	0.1%	$73.70M	470.02K	—	n/c	1
171	VEEV Veeva Systems Inc.	0.1%	$72.79M	326.05K	—	n/c	1
172	SITM SiTime Corporation	0.1%	$72.58M	205.51K	—	n/c	1
173	BTSG BrightSpring Health…	0.1%	$70.91M	1.89M	—	n/c	1
174	CWK Cushman & Wakefield plc	0.1%	$70.86M	4.38M	—	n/c	1
175	HDB HDFC Bank Limited	0.6%	$69.49M	1.90M	—	n/c	1
176	AKRE Akre Focus ETF	0.1%	$69.29M	1.06M	—	n/c	1
177	ENTG Entegris, Inc.	0.1%	$69.08M	819.93K	—	n/c	1
178	AIT Applied Industrial…	0.1%	$69.04M	268.86K	—	n/c	1
179	IWB iShares Russell 1000 ETF	0.1%	$68.99M	184.74K	—	n/c	1
180	OLED Universal Display…	0.1%	$68.81M	589.20K	—	n/c	1
181	HD The Home Depot, Inc.	0.1%	$68.72M	199.71K	—	n/c	1
182	GOVT iShares U.S. Treasury Bond…	0.1%	$67.06M	2.91M	—	n/c	1
183	IEMG iShares Core MSCI Emerging…	0.1%	$66.05M	982.59K	—	n/c	1
184	VWO Vanguard FTSE Emerging…	0.1%	$65.82M	1.22M	—	n/c	1
185	AMZN Amazon.com, Inc.	3.0%	$65.32M	282.98K	—	n/c	1
186	SCHB Schwab U.S. Broad Market ETF	0.1%	$65.21M	2.49M	—	n/c	1
187	ALGN Align Technology, Inc.	0.1%	$65.08M	416.79K	—	n/c	1
188	MDY State Street SPDR S&P…	0.1%	$64.26M	106.51K	—	n/c	1
189	MCW MISTER CAR WASH INC	0.1%	$64.14M	11.54M	—	n/c	1
190	BASG ADVISORS INNER CIRCLE FD III	0.7%	$62.18M	2.40M	—	n/c	1
191	USFD US Foods Holding Corp.	0.1%	$62.10M	824.54K	—	n/c	1
192	CWST Casella Waste Systems, Inc.	0.1%	$61.67M	629.66K	—	n/c	1
193	NOVT Novanta Inc.	0.1%	$61.47M	516.58K	—	n/c	1
194	ZWS Zurn Elkay Water Solutions…	0.1%	$61.02M	1.31M	—	n/c	1
195	V Visa Inc.	3.6%	$60.87M	173.57K	—	n/c	1
196	IWO iShares Russell 2000 Growth…	0.1%	$60.80M	188.23K	—	n/c	1
197	COST Costco Wholesale Corporation	0.5%	$60.69M	70.37K	—	n/c	1
198	NGVT Ingevity Corporation	0.1%	$60.59M	1.02M	—	n/c	1
199	TBBK The Bancorp, Inc.	0.1%	$60.05M	889.42K	—	n/c	1
200	OS OneStream, Inc. Class A…	0.1%	$59.23M	3.22M	—	n/c	1
201	CWAN Clearwater Analytics…	0.1%	$59.10M	2.45M	—	n/c	1
202	TLN Talen Energy Corporation	0.1%	$58.19M	155.24K	—	n/c	1
203	MSA MSA Safety Incorporated	0.1%	$57.82M	361.03K	—	n/c	1
204	IBM International Business…	0.1%	$57.79M	195.10K	—	n/c	1
205	EGP EastGroup Properties, Inc.	0.1%	$57.16M	320.86K	—	n/c	1
206	AAON AAON, Inc.	0.1%	$56.88M	745.96K	—	n/c	1
207	CSCO Cisco Systems, Inc.	0.1%	$56.56M	734.26K	—	n/c	1
208	IEFA iShares Core MSCI EAFE ETF	0.1%	$55.83M	624.08K	—	n/c	1
209	KAI Kadant Inc.	0.1%	$55.81M	195.80K	—	n/c	1
210	UL Unilever PLC	0.1%	$55.60M	850.19K	—	n/c	1
211	TTD The Trade Desk, Inc.	0.1%	$55.18M	1.45M	—	n/c	1
212	IDXX IDEXX Laboratories, Inc.	0.1%	$53.42M	78.97K	—	n/c	1
213	ABBV AbbVie Inc.	0.3%	$53.29M	233.24K	—	n/c	1
214	VERX Vertex, Inc.	0.1%	$52.98M	2.65M	—	n/c	1
215	ONB Old National Bancorp	0.1%	$51.95M	2.33M	—	n/c	1
216	APO Apollo Global Management…	0.1%	$51.78M	357.71K	—	n/c	1
217	AMP Ameriprise Financial, Inc.	0.1%	$51.35M	104.73K	—	n/c	1
218	GNL Global Net Lease, Inc.	0.1%	$51.18M	5.95M	—	n/c	1
219	SSD Simpson Manufacturing Co.…	0.1%	$49.77M	308.22K	—	n/c	1
220	C Citigroup Inc.	0.1%	$49.73M	426.18K	—	n/c	1
221	BRK-B Berkshire Hathaway Inc.	0.7%	$49.57M	98.62K	—	n/c	1
222	MSFT Microsoft Corporation	7.3%	$49.25M	101.84K	—	n/c	1
223	PSN Parsons Corporation	0.1%	$49.02M	793.14K	—	n/c	1
224	FSV FirstService Corporation	0.1%	$48.87M	314.20K	—	n/c	1
225	VTOL Bristow Group Inc.	0.1%	$48.83M	1.33M	—	n/c	1
226	GRDN Guardian Pharmacy Services…	0.1%	$48.49M	1.61M	—	n/c	1
227	TOWN TowneBank	0.1%	$48.42M	1.45M	—	n/c	1
228	JNJ Johnson & Johnson	0.3%	$48.18M	232.83K	—	n/c	1
229	ECVT Ecovyst Inc.	0.1%	$48.12M	4.95M	—	n/c	1
230	IWV iShares Russell 3000 ETF	0.1%	$47.99M	124.04K	—	n/c	1
231	SPXC SPX Technologies, Inc.	0.1%	$47.64M	238.12K	—	n/c	1
232	SITE SiteOne Landscape Supply…	0.1%	$47.34M	380.02K	—	n/c	1
233	EBC Eastern Bankshares, Inc.	0.1%	$46.74M	2.54M	—	n/c	1
234	SPY State Street SPDR S&P 500…	0.9%	$46.71M	68.50K	—	n/c	1
235	SIBN SI-BONE, Inc.	0.1%	$46.40M	2.35M	—	n/c	1
236	DFAS Dimensional - US Small Cap…	0.1%	$46.38M	665.72K	—	n/c	1
237	ADP Automatic Data Processing…	0.1%	$45.94M	178.61K	—	n/c	1
238	ABT Abbott Laboratories	0.1%	$45.51M	363.28K	—	n/c	1
239	CTS CTS Corporation	0.1%	$45.23M	1.06M	—	n/c	1
240	FUL H.B. Fuller Company	0.1%	$45.15M	759.41K	—	n/c	1
241	IWN iShares Russell 2000 Value…	0.1%	$44.89M	247.71K	—	n/c	1
242	DBRG DigitalBridge Group, Inc.	0.1%	$44.71M	2.91M	—	n/c	1
243	XONA.DE Exxon Mobil Corporation	0.3%	$44.45M	369.41K	—	n/c	1
244	CYTK Cytokinetics, Incorporated	0.1%	$44.23M	696.04K	—	n/c	1
245	IGT International Game…	0.1%	$43.95M	2.84M	—	n/c	1
246	MRK Merck & Co., Inc.	0.2%	$43.46M	412.90K	—	n/c	1
247	CAH Cardinal Health, Inc.	0.1%	$43.34M	210.91K	—	n/c	1
248	WSFS WSFS Financial Corporation	0.1%	$42.88M	776.34K	—	n/c	1
249	KMTS KESTRA MED TECHNOLOGIES LTD	0.1%	$42.82M	1.61M	—	n/c	1
250	VTI Vanguard Morningstar Total…	1.0%	$42.59M	127.02K	—	n/c	1
251	GWRE Guidewire Software, Inc.	0.1%	$41.90M	208.42K	—	n/c	1
252	VMC Vulcan Materials Company	0.1%	$41.74M	146.34K	—	n/c	1
253	KO The Coca-Cola Company	0.1%	$40.86M	584.47K	—	n/c	1
254	SIG Signet Jewelers Limited	0.1%	$40.67M	490.66K	—	n/c	1
255	RTO Rentokil Initial plc	0.1%	$40.63M	1.38M	—	n/c	1
256	DCO Ducommun Incorporated	0.1%	$40.49M	425.62K	—	n/c	1
257	ORCL Oracle Corporation	0.1%	$40.46M	207.60K	—	n/c	1
258	IWD iShares Russell 1000 Value…	0.2%	$40.32M	191.71K	—	n/c	1
259	HMN Horace Mann Educators…	0.1%	$39.95M	865.18K	—	n/c	1
260	WTM White Mountains Insurance…	0.1%	$38.78M	18.66K	—	n/c	1
261	AGO Assured Guaranty Ltd.	0.1%	$38.63M	429.80K	—	n/c	1
262	NXST Nexstar Media Group, Inc.	0.1%	$38.60M	190.12K	—	n/c	1
263	OSIS OSI Systems, Inc.	0.1%	$38.02M	149.07K	—	n/c	1
264	MTG MGIC Investment Corporation	0.1%	$37.85M	1.30M	—	n/c	1
265	ST Sensata Technologies…	0.1%	$37.72M	1.13M	—	n/c	1
266	DHR Danaher Corporation	1.1%	$37.57M	164.12K	—	n/c	1
267	BAFE Brown Advisory Flexible…	2.1%	$37.49M	1.37M	—	n/c	1
268	ACN Accenture plc	0.1%	$37.14M	138.43K	—	n/c	1
269	EEFT Euronet Worldwide, Inc.	0.1%	$37.04M	486.63K	—	n/c	1
270	WWD Woodward, Inc.	0.1%	$36.99M	122.35K	—	n/c	1
271	CAT Caterpillar Inc.	0.1%	$36.95M	64.49K	—	n/c	1
272	CMCSA Comcast Corporation	0.1%	$36.39M	1.22M	—	n/c	1
273	TTWO Take-Two Interactive…	0.1%	$36.37M	142.06K	—	n/c	1
274	MIR Mirion Technologies, Inc.	0.1%	$35.89M	1.53M	—	n/c	1
275	AKRE Akre Focus ETF	0.1%	$35.29M	538.63K	—	n/c	1
276	LIN Linde plc	0.1%	$35.04M	82.18K	—	n/c	1
277	HD The Home Depot, Inc.	0.1%	$35.04M	101.83K	—	n/c	1
278	META Meta Platforms, Inc.	0.9%	$34.58M	52.39K	—	n/c	1
279	SPY State Street SPDR S&P 500…	0.9%	$34.52M	50.62K	—	n/c	1
280	IEX IDEX Corporation	0.1%	$34.49M	193.83K	—	n/c	1
281	POR Portland General Electric…	0.0%	$34.36M	716.04K	—	n/c	1
282	RTX RTX Corporation	0.1%	$34.32M	187.14K	—	n/c	1
283	WMT Walmart Inc.	0.1%	$33.91M	304.34K	—	n/c	1
284	RH Rh	0.0%	$33.76M	270.53K	—	n/c	1
285	IWR iShares Russell Mid-Cap ETF	0.1%	$33.74M	350.45K	—	n/c	1
286	KYN KAYNE ANDERSON ENERGY INFRST	0.0%	$33.33M	2.69M	—	n/c	1
287	THG The Hanover Insurance…	0.0%	$32.98M	180.45K	—	n/c	1
288	TNC Tennant Company	0.0%	$32.88M	446.18K	—	n/c	1
289	HEI HEICO Corporation	0.1%	$32.76M	101.24K	—	n/c	1
290	VYX NCR Voyix Corporation	0.0%	$32.65M	3.20M	—	n/c	1
291	TMO Thermo Fisher Scientific…	0.1%	$32.39M	55.90K	—	n/c	1
292	KIDS ORTHOPEDIATRICS CORP	0.0%	$32.12M	1.81M	—	n/c	1
293	ICUI ICU Medical, Inc.	0.0%	$32.03M	224.51K	—	n/c	1
294	PEP PepsiCo, Inc.	0.1%	$31.77M	221.37K	—	n/c	1
295	EPAC Enerpac Tool Group Corp.	0.0%	$31.65M	827.73K	—	n/c	1
296	SON Sonoco Products Company	0.1%	$31.64M	724.93K	—	n/c	1
297	APH Amphenol Corporation	0.1%	$31.59M	233.77K	—	n/c	1
298	TSM Taiwan Semiconductor…	2.7%	$31.53M	103.75K	—	n/c	1
299	DOV Dover Corporation	0.1%	$31.50M	161.32K	—	n/c	1
300	WLY John Wiley & Sons, Inc.	0.0%	$31.47M	1.03M	—	n/c	1
301	CL Colgate-Palmolive Company	0.0%	$31.37M	396.94K	—	n/c	1
302	AMGN Amgen Inc.	0.1%	$31.27M	95.55K	—	n/c	1
303	AVGO Broadcom Inc.	1.2%	$30.98M	89.52K	—	n/c	1
304	LOW Lowe's Companies, Inc.	0.2%	$30.87M	128.02K	—	n/c	1
305	AMAT Applied Materials, Inc.	0.0%	$30.61M	119.12K	—	n/c	1
306	NBIX Neurocrine Biosciences, Inc.	0.0%	$30.48M	214.89K	—	n/c	1
307	INTU Intuit Inc.	2.3%	$30.42M	45.92K	—	n/c	1
308	MCD McDonald's Corporation	0.1%	$29.81M	97.54K	—	n/c	1
309	SBCF Seacoast Banking…	0.0%	$29.76M	947.16K	—	n/c	1
310	DCOM Dime Community Bancshares…	0.0%	$29.71M	987.35K	—	n/c	1
311	PG The Procter & Gamble Company	0.2%	$29.44M	205.44K	—	n/c	1
312	REX REX American Resources…	0.0%	$29.39M	909.45K	—	n/c	1
313	XLG Invesco S&P 500 Top 50 ETF	0.0%	$28.81M	486.07K	—	n/c	1
314	MUSA Murphy USA Inc.	0.1%	$28.69M	71.09K	—	n/c	1
315	LLY Eli Lilly and Company	0.2%	$28.63M	26.64K	—	n/c	1
316	KKR KKR & Co. Inc.	1.2%	$28.37M	222.52K	—	n/c	1
317	GILD Gilead Sciences, Inc.	0.0%	$28.31M	230.65K	—	n/c	1
318	CURB Curbline Properties Corp.	0.0%	$28.06M	1.21M	—	n/c	1
319	UBER Uber Technologies, Inc.	1.0%	$28.02M	342.90K	—	n/c	1
320	ANDG ANDERSEN GROUP INC	0.0%	$27.89M	1.08M	—	n/c	1
321	BWXT BWX Technologies, Inc.	0.0%	$27.74M	160.50K	—	n/c	1
322	AGG iShares Core U.S. Aggregate…	0.0%	$27.60M	276.35K	—	n/c	1
323	EAGL 2023 ETF SERIES TRUST	0.3%	$27.30M	841.00K	—	n/c	1
324	CVX Chevron Corporation	0.1%	$27.27M	178.93K	—	n/c	1
325	BX Blackstone Inc.	0.3%	$26.94M	174.78K	—	n/c	1
326	VO Vanguard Morningstar…	0.0%	$26.58M	91.59K	—	n/c	1
327	MWA Mueller Water Products, Inc.	0.0%	$26.20M	1.10M	—	n/c	1
328	SNY Sanofi	0.0%	$26.03M	537.16K	—	n/c	1
329	PANW Palo Alto Networks, Inc.	0.0%	$25.63M	139.14K	—	n/c	1
330	MS Morgan Stanley	0.0%	$25.55M	143.93K	—	n/c	1
331	YETI YETI Holdings, Inc.	0.0%	$25.46M	576.46K	—	n/c	1
332	POWI Power Integrations, Inc.	0.0%	$25.45M	716.09K	—	n/c	1
333	RSP Invesco S&P 500 Equal…	0.2%	$25.13M	131.18K	—	n/c	1
334	XLK State Street Technology…	0.0%	$25.09M	174.24K	—	n/c	1
335	SPY State Street SPDR S&P 500…	0.9%	$25.01M	36.68K	—	n/c	1
336	PCVX Vaxcyte, Inc.	0.0%	$24.96M	541.00K	—	n/c	1
337	AJG Arthur J. Gallagher & Co.	0.7%	$24.92M	96.31K	—	n/c	1
338	ACN Accenture plc	0.1%	$24.90M	92.82K	—	n/c	1
339	MAR Marriott International, Inc.	0.0%	$24.87M	80.16K	—	n/c	1
340	CSCO Cisco Systems, Inc.	0.1%	$24.80M	321.93K	—	n/c	1
341	IEF iShares 7-10 Year Treasury…	0.0%	$24.71M	256.96K	—	n/c	1
342	BND Vanguard Total Bond Market…	0.0%	$24.59M	331.95K	—	n/c	1
343	NXPI NXP Semiconductors N.V.	0.0%	$24.52M	112.95K	—	n/c	1
344	DIS The Walt Disney Company	0.0%	$24.49M	215.28K	—	n/c	1
345	FIBK First Interstate…	0.0%	$24.27M	701.43K	—	n/c	1
346	PPLI People Incorporated	0.0%	$24.20M	618.80K	—	n/c	1
347	WCN Waste Connections, Inc.	0.4%	$24.06M	137.20K	—	n/c	1
348	DELL Dell Technologies Inc.	0.0%	$24.05M	191.08K	—	n/c	1
349	SBUX Starbucks Corporation	0.0%	$24.03M	285.39K	—	n/c	1
350	CBRE CBRE Group, Inc.	0.0%	$23.90M	148.66K	—	n/c	1
351	MELI MercadoLibre, Inc.	0.0%	$23.89M	11.86K	—	n/c	1
352	BAFE Brown Advisory Flexible…	2.1%	$23.84M	872.74K	—	n/c	1
353	VUG Vanguard Morningstar Growth…	0.1%	$23.82M	48.82K	—	n/c	1
354	PWR Quanta Services, Inc.	0.0%	$23.77M	56.33K	—	n/c	1
355	DHR Danaher Corporation	1.1%	$23.67M	103.38K	—	n/c	1
356	ISRG Intuitive Surgical, Inc.	1.2%	$23.66M	41.77K	—	n/c	1
357	MDT Medtronic plc	0.0%	$23.60M	245.71K	—	n/c	1
358	VB Vanguard Morningstar…	0.0%	$23.42M	90.78K	—	n/c	1
359	TDY Teledyne Technologies…	0.0%	$23.40M	45.81K	—	n/c	1
360	HLI Houlihan Lokey, Inc.	0.0%	$23.30M	133.78K	—	n/c	1
361	BKNG Booking Holdings Inc.	0.8%	$23.26M	4.34K	—	n/c	1
362	SPOT Spotify Technology S.A.	0.7%	$23.25M	40.03K	—	n/c	1
363	CARS Cars.com Inc.	0.0%	$23.13M	1.90M	—	n/c	1
364	IOSP Innospec Inc.	0.0%	$23.05M	301.20K	—	n/c	1
365	CDRE Cadre Holdings, Inc.	0.0%	$23.05M	564.29K	—	n/c	1
366	KMI Kinder Morgan, Inc.	0.0%	$22.71M	826.23K	—	n/c	1
367	GLOB Globant S.A.	0.0%	$22.68M	346.91K	—	n/c	1
368	IWM iShares Russell 2000 ETF	0.3%	$22.65M	92.01K	—	n/c	1
369	AMT American Tower Corporation	0.0%	$22.64M	128.96K	—	n/c	1
370	NOW ServiceNow, Inc.	0.7%	$22.47M	146.66K	—	n/c	1
371	CTAS Cintas Corporation	0.2%	$22.38M	119.02K	—	n/c	1
372	WTW Willis Towers Watson Public…	0.0%	$22.30M	67.86K	—	n/c	1
373	WPC W. P. Carey Inc.	0.0%	$22.15M	344.20K	—	n/c	1
374	CASS CASS INFORMATION SYS INC	0.0%	$22.08M	531.82K	—	n/c	1
375	PGR The Progressive Corporation	0.9%	$21.71M	95.33K	—	n/c	1
376	MUSA Murphy USA Inc.	0.1%	$21.66M	53.67K	—	n/c	1
377	XLE State Street Energy Select…	0.0%	$21.57M	482.49K	—	n/c	1
378	IJH iShares Core S&P Mid-Cap ETF	0.0%	$21.49M	325.68K	—	n/c	1
379	IBM International Business…	0.1%	$21.46M	72.45K	—	n/c	1
380	AVNS Avanos Medical, Inc.	0.0%	$21.39M	1.91M	—	n/c	1
381	BELFA BEL FUSE INC	0.0%	$21.32M	140.47K	—	n/c	1
382	OEF iShares S&P 100 ETF	0.0%	$21.31M	62.14K	—	n/c	1
383	MPWR Monolithic Power Systems…	0.6%	$21.26M	23.45K	—	n/c	1
384	WST West Pharmaceutical…	0.7%	$21.23M	77.14K	—	n/c	1
385	BASV ADVISORS INNER CIRCLE FD III	0.4%	$21.21M	763.81K	—	n/c	1
386	VTV Vanguard Morningstar Value…	0.0%	$21.20M	111.01K	—	n/c	1
387	LZB La-Z-Boy Incorporated	0.0%	$21.15M	567.58K	—	n/c	1
388	WFC Wells Fargo & Company	0.0%	$21.13M	226.75K	—	n/c	1
389	BLD TopBuild Corp.	0.0%	$20.98M	50.28K	—	n/c	1
390	DE Deere & Company	0.0%	$20.89M	44.87K	—	n/c	1
391	CDNS Cadence Design Systems, Inc.	0.7%	$20.89M	66.83K	—	n/c	1
392	GE GE Aerospace	1.4%	$20.85M	67.68K	—	n/c	1
393	IWP iShares Russell Mid-Cap…	0.0%	$20.44M	149.28K	—	n/c	1
394	MRVL Marvell Technology, Inc.	0.8%	$20.35M	239.46K	—	n/c	1
395	PEBO Peoples Bancorp Inc.	0.0%	$20.34M	677.34K	—	n/c	1
396	CARR Carrier Global Corporation	0.8%	$20.29M	384.05K	—	n/c	1
397	JAMES HARDIE INDS PLC (chưa ánh xạ)	—	$20.27M	977.09K	—		—
398	BLK BlackRock, Inc.	0.0%	$20.25M	18.92K	—	n/c	1
399	SGOV iShares 0-3 Month Treasury…	0.0%	$20.07M	199.98K	—	n/c	1
400	NVS Novartis AG	0.0%	$20.05M	145.40K	—	n/c	1
401	SW Smurfit Westrock plc	0.0%	$19.88M	514.05K	—	n/c	1
402	ADBE Adobe Inc.	0.0%	$19.77M	56.48K	—	n/c	1
403	BELFB Bel Fuse Inc.	0.0%	$19.69M	116.09K	—	n/c	1
404	IJS iShares S&P Small-Cap 600…	0.0%	$19.48M	171.28K	—	n/c	1
405	FIS Fidelity National…	0.0%	$19.46M	292.88K	—	n/c	1
406	CMI Cummins Inc.	0.0%	$19.46M	38.12K	—	n/c	1
407	VTEB Vanguard Tax-Exempt Bond ETF	0.0%	$19.40M	385.73K	—	n/c	1
408	CABO Cable One, Inc.	0.0%	$19.24M	170.47K	—	n/c	1
409	CRM Salesforce, Inc.	0.1%	$19.20M	72.48K	—	n/c	1
410	IDXX IDEXX Laboratories, Inc.	0.1%	$19.16M	28.32K	—	n/c	1
411	UBER Uber Technologies, Inc.	1.0%	$19.15M	234.38K	—	n/c	1
412	VXF Vanguard Extended Market ETF	0.0%	$19.07M	91.20K	—	n/c	1
413	TMO Thermo Fisher Scientific…	0.1%	$18.99M	32.78K	—	n/c	1
414	PM Philip Morris International…	0.0%	$18.99M	118.37K	—	n/c	1
415	CEG Constellation Energy…	0.1%	$18.83M	53.31K	—	n/c	1
416	ARES Ares Management Corporation	0.5%	$18.79M	116.23K	—	n/c	1
417	WHD Cactus, Inc.	0.0%	$18.73M	409.96K	—	n/c	1
418	BRK-B Berkshire Hathaway Inc.	0.7%	$18.64M	37.09K	—	n/c	1
419	SCHW The Charles Schwab…	1.7%	$18.58M	185.95K	—	n/c	1
420	DOV Dover Corporation	0.1%	$18.54M	94.94K	—	n/c	1
421	ABNB Airbnb, Inc.	0.5%	$18.29M	134.73K	—	n/c	1
422	DDOG Datadog, Inc.	0.7%	$18.15M	133.49K	—	n/c	1
423	BNY Bank of New York Mellon Corp	0.0%	$18.06M	155.56K	—	n/c	1
424	ECL Ecolab Inc.	0.6%	$18.05M	68.76K	—	n/c	1
425	AVGO Broadcom Inc.	1.2%	$17.88M	51.66K	—	n/c	1
426	NEE NextEra Energy, Inc.	0.0%	$17.79M	221.65K	—	n/c	1
427	KKR KKR & Co. Inc.	1.2%	$17.78M	139.50K	—	n/c	1
428	ABT Abbott Laboratories	0.1%	$17.75M	141.65K	—	n/c	1
429	APH Amphenol Corporation	0.1%	$17.68M	130.79K	—	n/c	1
430	CTVA Corteva, Inc.	0.0%	$17.64M	263.14K	—	n/c	1
431	EXPE Expedia Group, Inc.	0.0%	$17.45M	61.58K	—	n/c	1
432	TJX The TJX Companies, Inc.	0.2%	$17.20M	112.00K	—	n/c	1
433	NOW ServiceNow, Inc.	0.7%	$17.18M	112.17K	—	n/c	1
434	MRVL Marvell Technology, Inc.	0.8%	$16.94M	199.37K	—	n/c	1
435	GEV GE Vernova Inc.	0.0%	$16.94M	25.91K	—	n/c	1
436	VRSK Verisk Analytics, Inc.	0.5%	$16.85M	75.33K	—	n/c	1
437	CB Chubb Limited	0.0%	$16.75M	53.66K	—	n/c	1
438	PEP PepsiCo, Inc.	0.1%	$16.68M	116.20K	—	n/c	1
439	THR Thermon Group Holdings, Inc.	0.0%	$16.61M	447.12K	—	n/c	1
440	ICLR ICON Public Limited Company	0.0%	$16.58M	91.00K	—	n/c	1
441	CRM Salesforce, Inc.	0.1%	$16.54M	62.45K	—	n/c	1
442	PGR The Progressive Corporation	0.9%	$16.54M	72.64K	—	n/c	1
443	IJT iShares S&P Small-Cap 600…	0.2%	$16.32M	115.62K	—	n/c	1
444	IAU iShares Gold Trust	0.0%	$16.28M	200.59K	—	n/c	1
445	RSP Invesco S&P 500 Equal…	0.2%	$16.24M	84.77K	—	n/c	1
446	PNC The PNC Financial Services…	0.0%	$16.18M	77.51K	—	n/c	1
447	BAC Bank of America Corporation	0.3%	$16.09M	292.54K	—	n/c	1
448	VT Vanguard Total World Stock…	0.2%	$16.05M	113.79K	—	n/c	1
449	MU Micron Technology, Inc.	0.0%	$15.91M	55.76K	—	n/c	1
450	BKR Baker Hughes Company	0.0%	$15.78M	346.61K	—	n/c	1
451	EMR Emerson Electric Co.	0.0%	$15.54M	117.07K	—	n/c	1
452	ADSK Autodesk, Inc.	0.9%	$15.53M	52.47K	—	n/c	1
453	CNXN PC Connection, Inc.	0.0%	$15.49M	268.12K	—	n/c	1
454	RTX RTX Corporation	0.1%	$15.48M	84.39K	—	n/c	1
455	VLTO Veralto Corporation	0.6%	$15.36M	153.95K	—	n/c	1
456	SAIL SailPoint, Inc.	0.0%	$15.33M	757.96K	—	n/c	1
457	MOD Modine Manufacturing Company	0.0%	$15.26M	114.33K	—	n/c	1
458	DXCM DexCom, Inc.	0.0%	$15.13M	227.97K	—	n/c	1
459	SNOW Snowflake Inc.	0.4%	$15.08M	68.73K	—	n/c	1
460	LH Labcorp Holdings Inc.	0.0%	$15.07M	60.07K	—	n/c	1
461	IOT Samsara Inc.	0.6%	$14.97M	422.40K	—	n/c	1
462	V Visa Inc.	3.6%	$14.88M	42.44K	—	n/c	1
463	FLEX Flex Ltd.	0.0%	$14.84M	245.66K	—	n/c	1
464	QCOM QUALCOMM Incorporated	0.0%	$14.81M	86.60K	—	n/c	1
465	IVW iShares S&P 500 Growth ETF	0.0%	$14.80M	120.10K	—	n/c	1
466	RBLX Roblox Corporation	0.0%	$14.74M	181.93K	—	n/c	1
467	EW Edwards Lifesciences…	0.9%	$14.61M	171.40K	—	n/c	1
468	UNH UnitedHealth Group…	0.3%	$14.59M	44.20K	—	n/c	1
469	COF Capital One Financial…	0.0%	$14.50M	59.85K	—	n/c	1
470	PNR Pentair plc	0.0%	$14.50M	139.23K	—	n/c	1
471	VRTS Virtus Investment Partners…	0.0%	$14.49M	88.83K	—	n/c	1
472	TSLA Tesla, Inc.	0.0%	$14.35M	31.91K	—	n/c	1
473	DT Dynatrace, Inc.	0.6%	$14.33M	330.65K	—	n/c	1
474	GOOG Alphabet Inc.	3.3%	$14.31M	45.62K	—	n/c	1
475	SPGI S&P Global Inc.	0.2%	$14.27M	27.31K	—	n/c	1
476	MKC McCormick & Company…	0.0%	$14.27M	209.51K	—	n/c	1
477	CLMT Calumet Inc.	0.0%	$14.22M	715.72K	—	n/c	1
478	SHOP Shopify Inc.	0.4%	$14.16M	87.96K	—	n/c	1
479	ADP Automatic Data Processing…	0.1%	$14.11M	54.84K	—	n/c	1
480	SNX TD Synnex Corp	0.0%	$14.11M	93.89K	—	n/c	1
481	MINT PIMCO Enhanced Short…	0.0%	$14.07M	140.18K	—	n/c	1
482	PFE Pfizer Inc.	0.0%	$14.01M	562.64K	—	n/c	1
483	SHW The Sherwin-Williams Company	0.0%	$13.92M	42.97K	—	n/c	1
484	WH Wyndham Hotels & Resorts…	0.0%	$13.85M	183.33K	—	n/c	1
485	IWV iShares Russell 3000 ETF	0.1%	$13.84M	35.78K	—	n/c	1
486	ARTY iShares Future AI & Tech ETF	0.0%	$13.77M	285.77K	—	n/c	1
487	AMP Ameriprise Financial, Inc.	0.1%	$13.62M	27.77K	—	n/c	1
488	BRK-A Berkshire Hathaway Inc.	0.2%	$13.59M	18	—	n/c	1
489	VYM Vanguard High Dividend…	0.0%	$13.56M	94.47K	—	n/c	1
490	ACWI iShares MSCI ACWI ETF	0.1%	$13.33M	94.21K	—	n/c	1
491	VLTO Veralto Corporation	0.6%	$13.30M	133.26K	—	n/c	1
492	PGC PEAPACK-GLADSTONE FINL CORP	0.0%	$13.14M	471.94K	—	n/c	1
493	EQH Equitable Holdings, Inc.	0.0%	$13.12M	275.26K	—	n/c	1
494	URI United Rentals, Inc.	0.3%	$13.10M	16.18K	—	n/c	1
495	MKC-V MCCORMICK & CO INC	0.0%	$13.00M	191.15K	—	n/c	1
496	ITW Illinois Tool Works Inc.	0.0%	$12.91M	52.44K	—	n/c	1
497	SON Sonoco Products Company	0.1%	$12.76M	292.46K	—	n/c	1
498	BASV ADVISORS INNER CIRCLE FD III	0.4%	$12.72M	458.17K	—	n/c	1
499	VEA Vanguard FTSE Developed…	0.1%	$12.68M	202.97K	—	n/c	1
500	ACWX iShares MSCI ACWI ex U.S.…	0.0%	$12.58M	187.38K	—	n/c	1

Chỉ các vị thế cổ phiếu phổ thông (SH); các dòng quyền chọn nằm trong tab Options và không bao giờ được khấu trừ ròng. ✂ = thay đổi được tính dựa trên số cổ phiếu kỳ trước đã điều chỉnh tách cổ phiếu. "Held N+" = nắm giữ mỗi quý trong khoảng thời gian theo dõi của chúng tôi, có thể còn lâu hơn.

Tuổi vị thế

13480–1 quý

Số quý liên tiếp mỗi vị thế hiện tại được báo cáo, trong khoảng thời gian dữ liệu của chúng tôi.

Quản lý quỹ tương tự

Nhà quản lý	Vị thế chung	Mức độ trùng lặp tên	Mức độ tương đồng có trọng số
Alliancebernstein L.P.	1074	29.7%	0.6644	So sánh ⇄
Russell Investments Group, Ltd.	1268	29.5%	0.6617	So sánh ⇄
Blair William & Co/Il	977	41.9%	0.6575	So sánh ⇄
Neuberger Berman Group LLC	1034	39.5%	0.6422	So sánh ⇄
Schroder Investment Management Group	673	35.9%	0.6227	So sánh ⇄
Franklin Resources Inc	1163	35.7%	0.6137	So sánh ⇄
CIBC Bancorp USA Inc.	977	43.7%	0.6126	So sánh ⇄
Chevy Chase Trust Holdings, LLC	547	36.2%	0.6029	So sánh ⇄

Chỉ tương đồng về vị thế mua được báo cáo — các vị thế phòng hộ và tài sản ngoài 13F không hiển thị. Phương pháp luận

Hồ sơ nộp

Aug 14 2026 13F-HR · kỳ Q2 2026

$64.57B · 2,425 vị thế · Xem hồ sơ SEC gốc ↗

May 15 2026 13F-HR · kỳ Q1 2026

$60.86B · 2,375 vị thế · Xem hồ sơ SEC gốc ↗

Feb 13 2026 13F-HR · kỳ Q4 2025

$71.68B · 2,914 vị thế · Xem hồ sơ SEC gốc ↗

Nov 14 2025 13F-HR · kỳ Q3 2025

$76.82B · 3,106 vị thế · Xem hồ sơ SEC gốc ↗

Aug 13 2025 13F-HR · kỳ Q2 2025

$75.96B · 3,063 vị thế · Xem hồ sơ SEC gốc ↗

Nguồn gốc: Tất cả các vị thế được phân tích từ bảng thông tin 13F của nhà quản lý này trên SEC EDGAR; giá trị theo báo cáo, đơn vị USD nguyên. Các thay đổi so sánh phiên bản chấp thuận mới nhất của mỗi quý (bao gồm sửa đổi) trên số cổ phiếu đã điều chỉnh theo phân tách cổ phiếu. Kỳ báo cáo: Q4 2025 · hồ sơ mới nhất Aug 14, 2026 · Phương pháp tính thay đổi

☆ Brown Advisory Inc

Brown Advisory Inc