StockDriftsStockDriftsTop 50 Brown Advisory INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 4.92% | 8.51M | $3.17B | -12.44%(-1.21M) | $184.96(+162.80%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.42% | 5.98M | $2.85B | -2.68%(-164.45K) | $122.11(+249.60%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.31% | 7.88M | $2.78B | +16.48%(+1.11M) | $120.20(+185.06%) | 2026-06-30 | |
| V | VISA INC | 3.77% | 7.10M | $2.44B | -6.50%(-493.94K) | $181.65(+99.25%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.19% | 10.29M | $2.06B | +5.67%(+552.30K) | $30.26(+647.01%) | 2026-06-30 | |
| MA | MASTERCARD INCORPORATED | 2.74% | 3.44M | $1.77B | -1.36%(-47.46K) | $290.37(+95.21%) | 2026-06-30 | |
| BAFE | ADVISORS INNER CIRCLE FD III | 2.51% | 55.55M | $1.62B | -1.15%(-647.11K) | $25.17(+20.81%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.33% | 2.01M | $1.51B | +16.95%(+291.77K) | $458.53(+69.87%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.28% | 6.18M | $1.47B | -19.20%(-1.47M) | $75.11(+249.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.81% | 4.03M | $1.17B | +0.47%(+19.05K) | $49.49(+517.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.08% | +60.48% | +9.35% | +56.37% |
| Top 20 Holdings Unweighted | +16.32% | +57.39% | +8.94% | +53.47% |
Brown Advisory INC reports $64.57B in US-listed equity holdings across 1,447 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.9%), TSM (4.4%) and GOOG (4.3%). The top 20 holdings account for 43.82% of reported assets. Its disclosed equity book has returned +60.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brown Advisory INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1345929). View Brown Advisory INC’s 13F filings on SEC