Portfolio diff
Brown Advisory Inc
Q1 2026 ⇄ Q2 2026
+140Added
−85Removed
200Resized
166Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| ACVA ACV AUCTIONS INC | 53.06K | 6.92M | +12950.0% |
| ADM ARCHER DANIELS MIDLAND… | 7.55K | 870.35K | +11424.8% |
| ANET ARISTA NETWORKS INC | 23.30K | 1.84M | +7796.3% |
| SPSB SPDR SERIES TRUST | 8.93K | 674.64K | +7455.6% |
| SOXX ISHARES TR | 2.29K | 171.02K | +7384.6% |
| BMO BANK MONTREAL MEDIUM | 2.37K | 81.42K | +3333.9% |
| BKNG BOOKING HOLDINGS INC | 120.37K | 2.93M | +2333.5% |
| WBS WEBSTER FINL CORP | 3.96K | 84.89K | +2043.6% |
| PLTR PALANTIR TECHNOLOGIES… | 19.72K | 219.22K | +1011.5% |
| SMH VANECK ETF TRUST | 1.77K | 18.34K | +934.7% |
| KLAC KLA CORP | 95.74K | 834.87K | +772.0% |
| MTSI MACOM TECH SOLUTIONS… | 932 | 7.85K | +742.4% |
| VGT VANGUARD WORLD FD | 116.06K | 934.24K | +705.0% |
| TFX TELEFLEX INCORPORATED | 1.72K | 12.37K | +619.6% |
| HOOD ROBINHOOD MKTS INC | 7.35K | 49.15K | +568.7% |
| COF CAPITAL ONE FINL CORP | 59.68K | 385.75K | +546.4% |
| IAUM ISHARES GOLD TRUST MICRO | 4.88K | 30.46K | +523.6% |
| WLK WESTLAKE CORPORATION | 2.23K | 13.77K | +518.4% |
| VOOG VANGUARD ADMIRAL FDS INC | 1.01K | 6.06K | +502.4% |
| SPMD SPDR SERIES TRUST | 4.66K | 27.71K | +494.7% |
| KEYS KEYSIGHT TECHNOLOGIES… | 1.52K | 8.73K | +474.0% |
| VUG VANGUARD INDEX FDS | 89.44K | 513.36K | +473.9% |
| DMXF ISHARES TR | 4.00K | 22.05K | +451.1% |
| BBJP J P MORGAN EXCHANGE… | 6.36K | 32.66K | +413.9% |
| MGK VANGUARD WORLD FD | 4.31K | 21.99K | +410.2% |
| HDV ISHARES TR | 8.11K | 39.82K | +391.0% |
| LYB LYONDELLBASELL… | 4.73K | 22.30K | +371.3% |
| SHLS SHOALS TECHNOLOGIES… | 10.50K | 46.38K | +341.7% |
| IWF ISHARES TR | 502.08K | 1.93M | +283.4% |
| TTWO TAKE-TWO INTERACTIVE… | 4.36K | 16.47K | +278.1% |
| QTWO Q2 HLDGS INC | 220.60K | 824.01K | +273.5% |
| IVES WEDBUSH SER TR | 30.18K | 112.18K | +271.6% |
| RCL ROYAL CARIBBEAN GROUP | 982 | 3.62K | +268.4% |
| VCSH VANGUARD SCOTTSDALE FDS | 13.06K | 47.71K | +265.3% |
| VO VANGUARD INDEX FDS | 109.55K | 381.70K | +248.4% |
| LMRI LUMEXA IMAGING HOLDINGS… | 1.71M | 5.78M | +238.8% |
| BBCA J P MORGAN EXCHANGE… | 3.42K | 11.30K | +230.9% |
| GUNR FLEXSHARES TR | 9.04K | 28.87K | +219.6% |
| GLBE GLOBAL E ONLINE LTD | 6.50K | 19.29K | +196.6% |
| ITA ISHARES TR | 8.62K | 25.21K | +192.3% |
| NICE NICE LTD | 13.57K | 38.06K | +180.4% |
| HHH HOWARD HUGHES HOLDINGS… | 4.89K | 13.43K | +174.4% |
| FIS FIDELITY NATL… | 242.78K | 656.57K | +170.4% |
| CVNA CARVANA CO | 8.15K | 21.66K | +165.9% |
| WDFC WD 40 CO | 8.68K | 21.44K | +147.0% |
| TSCO TRACTOR SUPPLY CO | 10.96K | 25.74K | +134.9% |
| FDS FACTSET RESH SYS INC | 7.06K | 16.14K | +128.7% |
| IXUS ISHARES TR | 30.44K | 64.36K | +111.4% |
| PBR-A PETROLEO BRASILEIRO S A | 69.83K | 144.50K | +106.9% |
| CLX CLOROX CO DEL | 3.50K | 7.06K | +101.8% |
| HGTY HAGERTY INC | 109.00K | 218.00K | +100.0% |
| NOBL PROSHARES TR | 4.11K | 8.21K | +100.0% |
| VOYG VOYAGER TECHNOLOGIES INC | 9.61K | 19.16K | +99.4% |
| WDAY WORKDAY INC | 1.94M | 26.96K | -98.6% |
| ZTS ZOETIS INC | 4.19M | 58.58K | -98.6% |
| NATL NCR ATLEOS CORPORATION | 1.18M | 18.51K | -98.4% |
| DFIV DIMENSIONAL ETF TRUST | 45.33K | 89.68K | +97.9% |
| BELFB BEL FUSE INC | 82.15K | 2.31K | -97.2% |
| VERX VERTEX INC | 1.81M | 3.55M | +96.2% |
| MWA MUELLER WTR PRODS INC | 469.17K | 28.14K | -94.0% |
| VLTO VERALTO CORP | 3.01M | 294.62K | -90.2% |
| FNDX SCHWAB STRATEGIC TR | 8.90K | 16.46K | +85.0% |
| BBEU J P MORGAN EXCHANGE… | 5.68K | 10.50K | +84.9% |
| LKQ LKQ CORP | 277.02K | 45.41K | -83.6% |
| ADSK AUTODESK INC | 2.56M | 421.02K | -83.6% |
| PRIM PRIMORIS SVCS CORP | 49.53K | 8.15K | -83.5% |
| SMPL SIMPLY GOOD FOODS CO | 1.16M | 2.12M | +83.0% |
| INSM INSMED INC | 22.95K | 41.69K | +81.7% |
| VONE VANGUARD SCOTTSDALE FDS | 824 | 1.49K | +81.2% |
| DPZ DOMINOS PIZZA INC | 13.22K | 2.56K | -80.6% |
| BNDX VANGUARD CHARLOTTE FDS | 11.05K | 19.86K | +79.7% |
| NOW SERVICENOW INC | 1.46M | 316.92K | -78.3% |
| VDE VANGUARD WORLD FD | 2.38K | 4.23K | +78.0% |
| METL SPROTT FDS TR | 15.48K | 27.49K | +77.6% |
| BALL BALL CORP | 27.55K | 48.67K | +76.7% |
| BND VANGUARD BD INDEX FDS | 510.77K | 894.30K | +75.1% |
| QQQM INVESCO EXCH TRADED FD… | 19.99K | 34.66K | +73.4% |
| EMXC ISHARES INC | 13.27K | 22.85K | +72.2% |
| STRL STERLING INFRASTRUCTURE… | 1.95K | 545 | -72.0% |
| DIHP DIMENSIONAL ETF TRUST | 29.21K | 8.54K | -70.8% |
| TYL TYLER TECHNOLOGIES INC | 14.76K | 4.32K | -70.7% |
| FNDA SCHWAB STRATEGIC TR | 6.60K | 11.24K | +70.3% |
| VXUS VANGUARD STAR FDS | 296.22K | 504.46K | +70.3% |
| ZS ZSCALER INC | 9.53K | 2.88K | -69.8% |
| CIBR FIRST TR… | 4.51K | 7.65K | +69.5% |
| MAIN MAIN STR CAP CORP | 4.88K | 8.25K | +68.9% |
| ATOM ATOMERA INC | 100.24K | 31.14K | -68.9% |
| GLW CORNING INC | 152.32K | 257.06K | +68.8% |
| LDUR PIMCO ETF TR | 166.27K | 52.48K | -68.4% |
| SAP SAP SE | 427.15K | 715.36K | +67.5% |
| PFG PRINCIPAL FINANCIAL… | 2.27K | 3.78K | +66.3% |
| GEHC GE HEALTHCARE… | 35.43K | 58.68K | +65.6% |
| GSBD GOLDMAN SACHS BDC INC | 38.20K | 63.20K | +65.4% |
| R RYDER SYS INC | 2.20K | 761 | -65.4% |
| GSIE GOLDMAN SACHS ETF TR | 6.36K | 10.48K | +64.9% |
| HWM HOWMET AEROSPACE INC | 14.27K | 5.17K | -63.8% |
| B BARRICK MNG CORP | 18.16K | 29.61K | +63.1% |
| WSM WILLIAMS SONOMA INC | 3.60K | 5.86K | +62.9% |
| MRVL MARVELL TECHNOLOGY INC | 4.97M | 1.85M | -62.7% |
| TOST TOAST INC | 144.79K | 54.23K | -62.5% |
| FWRG FIRST WATCH RESTAURANT… | 248.63K | 403.74K | +62.4% |
| TW TRADEWEB MKTS INC | 38.85K | 14.81K | -61.9% |
| DD DUPONT DE NEMOURS INC | 336.29K | 128.44K | -61.8% |
| CSGP COSTAR GROUP INC | 337.02K | 128.90K | -61.8% |
| REGN REGENERON… | 3.26K | 5.27K | +61.6% |
| HLT HILTON WORLDWIDE HLDGS… | 480.48K | 188.84K | -60.7% |
| DBRG DIGITALBRIDGE GROUP INC | 1.98M | 779.03K | -60.6% |
| VEEV VEEVA SYS INC | 45.42K | 18.09K | -60.2% |
| FTEC FIDELITY COVINGTON TRUST | 1.84K | 2.92K | +58.8% |
| GRDN GUARDIAN PHARMACY SVCS… | 1.26M | 524.01K | -58.4% |
| SLGN SILGAN HLDGS INC | 12.68K | 5.29K | -58.3% |
| XLY SELECT SECTOR SPDR TR | 35.77K | 15.00K | -58.1% |
| FCNCA FIRST CTZNS BANCSHARES… | 87.12K | 36.59K | -58.0% |
| EQH EQUITABLE HLDGS INC | 55.74K | 23.62K | -57.6% |
| PODD INSULET CORP | 19.42K | 8.26K | -57.5% |
| DDOG DATADOG INC | 2.81M | 1.20M | -57.3% |
| PNR PENTAIR PLC | 225.85K | 354.02K | +56.7% |
| WIT WIPRO LTD | 38.01K | 16.49K | -56.6% |
| PBDC PUTNAM ETF TRUST | 33.32K | 14.60K | -56.2% |
| CNI CANADIAN NATL RY CO | 489.82K | 216.09K | -55.9% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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