BROWN BROTHERS HARRIMAN & CO portfolio
Managed by . 1,800 reported positions worth $18.6B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| GBDC | GOLUB CAPITAL BDC INC | $11.9M | 942,550 | 0.06% |
| SEI | SOLARIS ENERGY INFRASTRUCTUR | $11.9M | 210,000 | 0.06% |
| OBDC | BLUE OWL CAPITAL CORP | $9.4M | 852,000 | 0.05% |
| MQY | BLACKROCK MUNIYIELD QUALITY | $3.9M | 351,158 | 0.02% |
| IGSB | ISHARES 1-5Y INV GRADE CORP | $3.0M | 57,300 | 0.02% |
| EUSA | ISHARES MSCI USA EQUAL WEIGH | $1.8M | 18,084 | 0.01% |
| AZN | ASTRAZENECA PLC | $1.6M | 8,269 | 0.01% |
| RVMD | REVOLUTION MEDICINES INC | $1.5M | 15,000 | 0.01% |
| CIEN | CIENA CORP | $657,662 | 1,694 | 0.00% |
| APPF | APPFOLIO INC - A | $527,592 | 3,343 | 0.00% |
| TOL | TOLL BROTHERS INC | $461,542 | 3,382 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC. COM CL | $439,872 | 11,882 | 0.00% |
| AMCR | AMCOR PLC | $300,947 | 7,571 | 0.00% |
| PHO | INVESCO WATER RESOURCES ETF | $200,580 | 3,000 | 0.00% |
| SAM | BOSTON BEER COMPANY INC-A | $195,840 | 850 | 0.00% |
| FXF | INVESCO CURRENCYSHARES SWISS | $165,615 | 1,500 | 0.00% |
| TRN | TRINITY INDUSTRIES INC | $160,900 | 5,000 | 0.00% |
| EWG | ISHARES MSCI GERMANY ETF | $158,680 | 4,000 | 0.00% |
| TLN | TALEN ENERGY CORP | $143,654 | 450 | 0.00% |
| PEN | PENUMBRA INC | $122,482 | 373 | 0.00% |
| TOWN | TOWNE BANK | $117,845 | 3,500 | 0.00% |
| TMC | TMC THE METALS CO INC | $100,405 | 21,500 | 0.00% |
| IJJ | ISHARES S&P MID-CAP 400 VALU | $77,513 | 585 | 0.00% |
| VCSH | VANGUARD S/T CORP BOND ETF | $74,276 | 937 | 0.00% |
| QQH | HCM DEFENDER 100 INDEX ETF | $56,772 | 813 | 0.00% |
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| XMYDX | BLACKROCK MUNIYIELD FUND | $2.4M | 230,344 | 0.00% |
| DFIC | DIMENSIONAL INTERNATIONAL CO | $1.4M | 41,300 | 0.00% |
| AZNN | ASTRAZENECA PLC-SPONS ADR | $1.1M | 11,960 | 0.00% |
| UDN | INVESCO DB US DOLLAR INDEX B | $993,989 | 54,495 | 0.00% |
| CLVT | CLARIVATE PLC | $611,070 | 182,955 | 0.00% |
| NBOS | NEUBERGER BERMAN OPT STR ETF | $574,470 | 21,066 | 0.00% |
| AVTR | AVANTOR INC | $573,000 | 50,000 | 0.00% |
| XBOEX | BLACKROCK ENH GLBL DVD TR | $444,453 | 37,955 | 0.00% |
| ENR | ENERGIZER HOLDINGS INC | $441,558 | 22,200 | 0.00% |
| BSCQ | INVESCO BULLETSHARES 2026 CB | $391,500 | 20,000 | 0.00% |
| NEOG | NEOGEN CORP | $384,450 | 55,000 | 0.00% |
| IGV | ISHARES EXPANDED TECH-SOFTWA | $379,956 | 3,595 | 0.00% |
| NVST | ENVISTA HOLDINGS CORP | $364,728 | 16,800 | 0.00% |
| WLY | WILEY (JOHN) & SONS-CLASS A | $364,497 | 11,900 | 0.00% |
| JETS | US GLOBAL JETS ETF | $262,932 | 9,367 | 0.00% |
| IJT | ISHARES S&P SMALL-CAP 600 GR | $199,177 | 1,411 | 0.00% |
| CIVI | CIVITAS RESOURCES INC COM STK | $192,854 | 7,119 | 0.00% |
| FDIS | FIDELITY CON DISCRET ETF | $187,872 | 1,839 | 0.00% |
| FSTA | FIDELITY CON STAPLES ETF | $169,460 | 3,445 | 0.00% |
| GEL | GENESIS ENERGY L.P. | $156,000 | 10,000 | 0.00% |
| CE | CELANESE CORP | $155,844 | 3,686 | 0.00% |
| VRP | INVESCO VARIABLE RATE PREFER | $146,905 | 6,038 | 0.00% |
| DAY | DAYFORCE INC | $120,823 | 1,747 | 0.00% |
| MORN | MORNINGSTAR INC | $110,393 | 508 | 0.00% |
| TFX | TELEFLEX INC | $102,270 | 838 | 0.00% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $1.1B | 1,737,782 | 6.09% | +54% |
| MSFT | MICROSOFT CORP | $720.9M | 1,947,381 | 3.87% | +5% |
| AAPL | APPLE INC | $687.4M | 2,708,731 | 3.69% | +16% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $545.6M | 1,138,587 | 2.93% | +1% |
| AMZN | AMAZON.COM INC | $475.4M | 2,282,640 | 2.55% | +2% |
| BBHL | BBH SELECT LARGE CAP ETF | $420.2M | 27,973,649 | 2.25% | +6% |
| IEFA | ISHARES CORE MSCI EAFE ETF | $386.5M | 4,269,609 | 2.07% | +44% |
| NVDA | NVIDIA CORP | $331.0M | 1,898,205 | 1.78% | +16% |
| USB | US BANCORP | $298.8M | 5,745,120 | 1.60% | +5441% |
| QLTY | GMO U.S. QUALITY ETF | $292.7M | 8,089,207 | 1.57% | +261% |
| PGR | PROGRESSIVE CORP | $258.2M | 1,302,652 | 1.38% | +25% |
| EAGL | EAGLE CAPITAL SELECT EQTY | $249.9M | 8,215,230 | 1.34% | +243% |
| WMT | WALMART INC | $240.2M | 1,932,683 | 1.29% | +2% |
| LLY | ELI LILLY & CO | $225.9M | 245,599 | 1.21% | +33% |
| GOOGL | ALPHABET INC-CL A | $169.5M | 589,515 | 0.91% | +9% |
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CWAN | CLEARWATER ANALYTICS HDS-A | $2,294 | 97 | 0.00% | -100% |
| MISTER CAR WASH INC | MISTER CAR WASH INC | $48,448 | 6,951 | 0.00% | -100% |
| RMOP | ROCKEFELLER OPPORT MUNI ETF | $1,244 | 50 | 0.00% | -100% |
| ICLR | ICON PLC | $144,190 | 1,303 | 0.00% | -100% |
| LZB | LA-Z-BOY INC | $32 | 1 | 0.00% | -99% |
| OCFC | OCEANFIRST FINANCIAL CORP | $36 | 2 | 0.00% | -99% |
| WAFD | WAFD INC | $63 | 2 | 0.00% | -99% |
| LKQ | LKQ CORP | $5,845 | 199 | 0.00% | -99% |
| LW | LAMB WESTON HOLDINGS INC | $4,099 | 97 | 0.00% | -99% |
| USFD | US FOODS HOLDING CORP | $7,653 | 83 | 0.00% | -98% |
| PFF | ISHARES PREFERRED & INCOME S | $31,836 | 1,050 | 0.00% | -98% |
| AMG | AFFILIATED MANAGERS GROUP | $6,641 | 24 | 0.00% | -97% |
| XBI | SPDR S&P BIOTECH ETF | $17,116 | 134 | 0.00% | -97% |
| VTIP | VANGUARD SHORT-TERM TIPS | $2,697 | 54 | 0.00% | -97% |
| IMO | IMPERIAL OIL LTD | $65,672 | 502 | 0.00% | -96% |
Largest 150 of 1,800 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $1.1B | 1,737,782 | 6.09% | — |
| GOOG | ALPHABET INC-CL C | $810.7M | 2,826,005 | 4.35% | — |
| MSFT | MICROSOFT CORP | $720.9M | 1,947,381 | 3.87% | — |
| AAPL | APPLE INC | $687.4M | 2,708,731 | 3.69% | — |
| AKRE | AKRE FOCUS ETF | $633.9M | 11,994,065 | 3.40% | — |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $545.6M | 1,138,587 | 2.93% | — |
| KLAC | KLA CORP | $515.2M | 349,901 | 2.76% | — |
| AMZN | AMAZON.COM INC | $475.4M | 2,282,640 | 2.55% | — |
| BBHM | BBH SELECT MID CAP ETF | $462.7M | 42,028,437 | 2.48% | — |
| BBHL | BBH SELECT LARGE CAP ETF | $420.2M | 27,973,649 | 2.25% | — |
| IEFA | ISHARES CORE MSCI EAFE ETF | $386.5M | 4,269,609 | 2.07% | — |
| WM | WASTE MANAGEMENT INC | $379.2M | 1,650,235 | 2.03% | — |
| MA | MASTERCARD INC - A | $362.2M | 724,865 | 1.94% | — |
| LIN | LINDE PLC | $358.8M | 723,725 | 1.92% | — |
| NVDA | NVIDIA CORP | $331.0M | 1,898,205 | 1.78% | — |
| AMAT | APPLIED MATERIALS INC | $300.5M | 879,089 | 1.61% | — |
| USB | US BANCORP | $298.8M | 5,745,120 | 1.60% | — |
| QLTY | GMO U.S. QUALITY ETF | $292.7M | 8,089,207 | 1.57% | — |
| ORCL | ORACLE CORP | $277.5M | 1,886,497 | 1.49% | — |
| PGR | PROGRESSIVE CORP | $258.2M | 1,302,652 | 1.38% | — |
| EAGL | EAGLE CAPITAL SELECT EQTY | $249.9M | 8,215,230 | 1.34% | — |
| WMT | WALMART INC | $240.2M | 1,932,683 | 1.29% | — |
| COST | COSTCO WHOLESALE CORP | $233.2M | 234,028 | 1.25% | — |
| LLY | ELI LILLY & CO | $225.9M | 245,599 | 1.21% | — |
| AJG | ARTHUR J GALLAGHER & CO | $223.4M | 1,031,635 | 1.20% | — |
| GOOGL | ALPHABET INC-CL A | $169.5M | 589,515 | 0.91% | — |
| SPY | STATE STREET SPDR S&P 500 ETF TRUS | $167.7M | 257,892 | 0.90% | — |
| ZTS | ZOETIS INC | $167.5M | 1,416,566 | 0.90% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.4M | 338,619 | 0.89% | — |
| JPM | JPMORGAN CHASE & CO | $166.1M | 564,561 | 0.89% | — |
| ALC | ALCON INC | $154.6M | 2,052,229 | 0.83% | — |
| ROK | ROCKWELL AUTOMATION INC | $152.8M | 425,771 | 0.82% | — |
| NKE | NIKE INC -CL B | $152.1M | 2,879,404 | 0.82% | — |
| TXN | TEXAS INSTRUMENTS INC | $150.3M | 774,141 | 0.81% | — |
| CDNS | CADENCE DESIGN SYS INC | $150.1M | 540,303 | 0.81% | — |
| MCD | MCDONALDS CORP | $149.2M | 480,179 | 0.80% | — |
| JNJ | JOHNSON & JOHNSON | $147.0M | 601,322 | 0.79% | — |
| PG | PROCTER & GAMBLE CO/THE | $139.6M | 966,537 | 0.75% | — |
| AVGO | BROADCOM INC | $139.5M | 450,849 | 0.75% | — |
| SPGI | S&P GLOBAL INC | $135.7M | 319,107 | 0.73% | — |
| ABT | ABBOTT LABORATORIES | $126.3M | 1,229,974 | 0.68% | — |
| BKNG | BOOKING HOLDINGS INC | $122.9M | 29,187 | 0.66% | — |
| IWM | ISHARES RUSSELL 2000 ETF ETF | $119.9M | 483,271 | 0.64% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $105.6M | 706,244 | 0.57% | — |
| KO | COCA-COLA CO/THE | $103.7M | 1,363,492 | 0.56% | — |
| ADI | ANALOG DEVICES INC | $102.8M | 323,041 | 0.55% | — |
| BRK/A | BERKSHIRE HATHAWAY INC-CL A | $98.4M | 137 | 0.53% | — |
| PANW | PALO ALTO NETWORKS INC | $96.3M | 600,388 | 0.52% | — |
| WWD | WOODWARD INC | $85.7M | 239,421 | 0.46% | — |
| WSO | WATSCO INC | $82.2M | 225,996 | 0.44% | — |
| V | VISA INC-CLASS A SHARES | $81.3M | 269,111 | 0.44% | — |
| KEYS | KEYSIGHT TECHNOLOGIES IN | $76.6M | 271,410 | 0.41% | — |
| DAR | DARLING INGREDIENTS INC | $72.9M | 1,178,628 | 0.39% | — |
| WH | WYNDHAM HOTELS & RESORTS INC | $72.4M | 891,739 | 0.39% | — |
| GFL | GFL ENVIRONMENTAL INC-SUB VT | $72.1M | 1,728,734 | 0.39% | — |
| GXO | GXO LOGISTICS INC | $70.9M | 1,368,285 | 0.38% | — |
| DE | DEERE AND CO | $70.9M | 125,904 | 0.38% | — |
| PM | PHILIP MORRIS INTERNATIONAL | $67.9M | 410,938 | 0.36% | — |
| CBRE | CBRE GROUP INC - A | $66.4M | 490,368 | 0.36% | — |
| ANET | ARISTA NETWORKS INC | $66.2M | 538,886 | 0.35% | — |
| PH | PARKER HANNIFIN CORP | $65.0M | 72,597 | 0.35% | — |
| PRM | PERIMETER SOLUTIONS INC | $63.7M | 2,608,289 | 0.34% | — |
| ENTG | ENTEGRIS INC | $63.5M | 541,857 | 0.34% | — |
| HLT | HILTON WORLDWIDE HLDGS | $63.3M | 208,278 | 0.34% | — |
| ITT | ITT INC | $62.8M | 329,768 | 0.34% | — |
| WMS | ADVANCED DRAINAGE SYSTEMS IN | $62.5M | 455,614 | 0.34% | — |
| ECL | ECOLAB INC | $61.6M | 231,375 | 0.33% | — |
| OTIS | OTIS WORLDWIDE CORP | $60.0M | 778,135 | 0.32% | — |
| VMC | VULCAN MATERIALS CO | $58.3M | 213,929 | 0.31% | — |
| IJR | ISHARES CORE S&P SMALL-CAP ETF ET | $57.9M | 466,003 | 0.31% | — |
| WST | WEST PHARMACEUTICAL SERVICES | $57.2M | 228,415 | 0.31% | — |
| BLK | BLACKROCK INC | $56.5M | 58,785 | 0.30% | — |
| PAY | PAYMENTUS HOLDINGS INC-A | $54.7M | 2,151,588 | 0.29% | — |
| ISRG | INTUITIVE SURGICAL INC | $53.2M | 115,476 | 0.29% | — |
| BJ | BJ'S WHOLESALE CLUB HOLDINGS | $52.8M | 536,755 | 0.28% | — |
| UNP | UNION PACIFIC CORP | $51.1M | 210,750 | 0.27% | — |
| ULS | UL SOLUTIONS INC - CLASS A | $50.8M | 592,408 | 0.27% | — |
| CSL | CARLISLE COS INC | $49.9M | 149,432 | 0.27% | — |
| HAYW | HAYWARD HOLDINGS INC | $47.7M | 3,567,200 | 0.26% | — |
| HD | HOME DEPOT INC | $46.8M | 142,219 | 0.25% | — |
| HEI/A | HEICO CORP-CLASS A | $46.1M | 218,444 | 0.25% | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWRE | $46.1M | 233,301 | 0.25% | — |
| EXMOC | EXXON MOBIL CORP | $45.8M | 270,246 | 0.25% | — |
| ATR | APTARGROUP INC | $45.1M | 358,102 | 0.24% | — |
| KAI | KADANT INC | $44.4M | 151,837 | 0.24% | — |
| LPLA | LPL FINANCIAL HOLDINGS INC | $44.0M | 146,193 | 0.24% | — |
| BRO | BROWN & BROWN INC | $43.3M | 663,762 | 0.23% | — |
| TW | TRADEWEB MARKETS INC-CLASS A | $41.3M | 351,431 | 0.22% | — |
| HCA | HCA HOLDINGS INC | $40.0M | 84,475 | 0.21% | — |
| CCC | CCC INTELLIGENT SOLUTIONS HO | $39.7M | 6,623,564 | 0.21% | — |
| IEMG | ISHARES CORE MSCI EMERGING | $33.4M | 478,619 | 0.18% | — |
| ITW | ILLINOIS TOOL WORKS | $32.3M | 124,163 | 0.17% | — |
| NOW | SERVICENOW INC | $31.5M | 301,180 | 0.17% | — |
| INTA | INTAPP INC | $31.3M | 1,217,949 | 0.17% | — |
| FOUR | SHIFT4 PAYMENTS INC-CLASS A | $30.1M | 688,502 | 0.16% | — |
| MRK | MERCK & CO. INC. | $28.9M | 239,838 | 0.15% | — |
| BR | BROADRIDGE FINANCIAL SOLUTIO | $26.9M | 165,445 | 0.14% | — |
| GGG | GRACO INC | $26.9M | 317,423 | 0.14% | — |
| RTX | RAYTHEON TECHNOLOGIES CORP | $26.8M | 138,841 | 0.14% | — |
| HUBB | HUBBELL INC | $26.6M | 54,171 | 0.14% | — |
| UNH | UNITEDHEALTH GROUP INC | $26.4M | 97,531 | 0.14% | — |
| AZO | AUTOZONE INC | $26.3M | 7,787 | 0.14% | — |
| EQT | EQT CORP | $26.0M | 409,229 | 0.14% | — |
| STT | STATE STREET CORP | $25.9M | 204,800 | 0.14% | — |
| WSC | WILLSCOT HOLDINGS CORP | $25.8M | 1,485,036 | 0.14% | — |
| EFA | ISHARES MSCI EAFE ETF CL USD INC | $25.6M | 263,344 | 0.14% | — |
| META | META PLATFORMS INC-CLASS A | $25.5M | 44,550 | 0.14% | — |
| CVX | CHEVRON CORP | $25.4M | 122,903 | 0.14% | — |
| ZBRA | ZEBRA TECHNOLOGIES CORP-CL A | $23.5M | 112,422 | 0.13% | — |
| ABBV | ABBVIE INC | $23.1M | 106,401 | 0.12% | — |
| MRSH | MARSH & MCLENNAN COS | $21.9M | 126,349 | 0.12% | — |
| NCNO | NCINO INC | $21.9M | 1,461,808 | 0.12% | — |
| VOO | VANGUARD S&P 500 ETF | $20.9M | 34,932 | 0.11% | — |
| GLD | SPDR GOLD TRUST | $20.3M | 47,271 | 0.11% | — |
| FCNCA | FIRST CITIZENS BCSHS -CL A | $20.0M | 10,605 | 0.11% | — |
| IJH | ISHARES CORE S&P MIDCAP ETF | $19.9M | 294,992 | 0.11% | — |
| IFF | INTL FLAVORS & FRAGRANCES | $18.5M | 254,774 | 0.10% | — |
| ATNI | ATN INTERNATIONAL INC | $18.0M | 662,544 | 0.10% | — |
| OEF | ISHARES S&P 100 ETF CL USD INC | $17.3M | 54,471 | 0.09% | — |
| TSLA | TESLA INC | $16.8M | 45,207 | 0.09% | — |
| NVO | NOVO-NORDISK A/S-SPONS ADR | $15.9M | 433,278 | 0.09% | — |
| DEO | DIAGEO PLC-SPONSORED ADR | $15.6M | 209,615 | 0.08% | — |
| RSP | INVESCO S&P 500 EQUAL WEIGHT | $15.3M | 79,763 | 0.08% | — |
| PEP | PEPSICO INC | $14.8M | 95,001 | 0.08% | — |
| VTI | VANGUARD TOTAL STOCK MARKET VIPERS | $14.7M | 45,784 | 0.08% | — |
| CSCO | CISCO SYSTEMS INC | $14.6M | 188,656 | 0.08% | — |
| AXP | AMERICAN EXPRESS CO | $14.4M | 47,462 | 0.08% | — |
| CERT | CERTARA INC | $14.3M | 2,507,163 | 0.08% | — |
| PRCS | PARNASSUS CORE SELECT ETF | $14.1M | 563,519 | 0.08% | — |
| IBM | INTL BUSINESS MACHINES CORP | $13.1M | 53,909 | 0.07% | — |
| BAC | BANK OF AMERICA CORP | $13.0M | 266,555 | 0.07% | — |
| CMCSA | COMCAST CORP-CLASS A | $12.5M | 436,327 | 0.07% | — |
| CAT | CATERPILLAR INC | $12.2M | 17,264 | 0.07% | — |
| GBDC | GOLUB CAPITAL BDC INC | $11.9M | 942,550 | 0.06% | — |
| SEI | SOLARIS ENERGY INFRASTRUCTUR | $11.9M | 210,000 | 0.06% | — |
| SON | SONOCO PRODUCTS CO | $11.8M | 217,335 | 0.06% | — |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $11.7M | 921,978 | 0.06% | — |
| AWK | AMERICAN WATER WORKS CO INC | $11.5M | 84,788 | 0.06% | — |
| MDT | MEDTRONIC PLC | $11.5M | 132,593 | 0.06% | — |
| SLB | SCHLUMBERGER LTD | $11.4M | 221,012 | 0.06% | — |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $11.0M | 51,012 | 0.06% | — |
| MDY | STATE STREET SPDR S&P MIDCAP 400 E | $10.5M | 16,948 | 0.06% | — |
| CPRT | COPART INC | $9.8M | 294,912 | 0.05% | — |
| MO | ALTRIA GROUP INC | $9.8M | 148,288 | 0.05% | — |
| KMB | KIMBERLY-CLARK CORP | $9.7M | 100,359 | 0.05% | — |
| PFE | PFIZER INC | $9.7M | 344,489 | 0.05% | — |
| OBDC | BLUE OWL CAPITAL CORP | $9.4M | 852,000 | 0.05% | — |
| SHEL | SHELL PLC-ADR | $9.3M | 99,869 | 0.05% | — |
| GRBK | GREEN BRICK PARTNERS INC | $9.1M | 141,628 | 0.05% | — |
| AMGN | AMGEN INC | $9.1M | 25,937 | 0.05% | — |
This table is the 150 largest positions by value, out of 1,800 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
This page was built from one document: the 2026-03-31 Form 13F info table filed by BROWN BROTHERS HARRIMAN & CO (CIK 14661, accession 0001104659-26-060871). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
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