Brown Advisory Inc.
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$60.9B
Holdings
1,327
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Increased +9940.0% (23.4k → 2.35M shares)
6.1%
02
$V
VISA INC
Q1 2026: Exited (was 22.89M shares)
3.9%
03
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q1 2026: Increased +47354.3% (32.8k → 15.58M shares)
3.5%
04
$GOOG
ALPHABET INC
Q1 2026: Sold 98.7% (12.72M → 170.1k shares)
3.3%
05
$MA
MASTERCARD INCORPORATED
Q4 2025: Sold 99.6% (741.0k → 3.3k shares)
3.0%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 19.1% (2.05M → 1.66M shares)
2.9%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 81.2% (127.3k → 23.9k shares)
2.7%
08
$BAFE
ADVISORS INNER CIRCLE FD III
Q1 2026: Increased +4.8% (5.49M → 5.75M shares)
2.4%
09
$IVV
ISHARES TR
Q1 2026: Increased +229.7% (5.9k → 19.5k shares)
1.9%
10
$AAPL
APPLE INC
Q1 2026: Sold 99.7% (14.73M → 48.9k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:42 UTC.