Holdings
Brown Financial Advisory
As of Jun 30, 2026, Brown Financial Advisory reported 16 positions worth US$10.2M. Largest: Berkshire Hathaway Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 4,135 | US$2.07M | −146 | Jun 30, 2026 |
| Apple Inc | 4,253 | US$1.23M | −704 | Jun 30, 2026 |
| Microsoft Corp. | 3,014 | US$1.12M | −257 | Jun 30, 2026 |
| Abbvie Inc. | 3,303 | US$831K | −419 | Jun 30, 2026 |
| Sensient Technologies Corporation | 4,551 | US$561K | −2,028 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,318 | US$552K | −210 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,415 | US$506K | +650 | Jun 30, 2026 |
| Coca-cola Consolidated, Inc. | 2,580 | US$493K | new | Jun 30, 2026 |
| Nvidia Corporation | 2,436 | US$487K | −666 | Jun 30, 2026 |
| Caterpillar, Inc. | 410 | US$437K | no change | Jun 30, 2026 |