Brown Advisory INC

Mike Hankin

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

1,387

Market Value

$60.8B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Mike Hankin - Brown Advisory INC, under the leadership of Mike Hankin, represents a sophisticated archetype of the modern institutional asset manager. As of the portfolio snapshot on March 31, 2026, the institution manages a formidable reported market value of approximately $60.85 billion. This scale places Brown Advisory in the upper echelons of global...

The sheer number of stocks held—nearly 1,400—suggests that Brown Advisory operates with a dual-engine approach. On one hand, the institution functions as a high-level fiduciary managing broad-based institutional and private wealth, necessitating a diversified footprint to smooth out idiosyncratic risks across various market caps and geographies. On the...

Analyzing the scale trend, Brown Advisory appears to be in a phase of strategic stability. While the global markets in early 2026 have faced various headwinds, the institution’s ability to maintain a $60 billion-plus AUM (Assets Under Management) highlights strong client retention and a robust investment framework. The investment style can be characterized...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$MSFT

Microsoft Corporation

5.9%

% of Portfolio

2

$V

Visa Inc.

3.8%

% of Portfolio

3

$TSM

Taiwan Semiconductor Manufacturing Company Limited

3.4%

% of Portfolio

4

$GOOG

Alphabet Inc.

3.2%

% of Portfolio

5

$MA

Mastercard Incorporated

2.9%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
MSFT5.9%7.3%7.7%7.7%
V3.8%3.6%3.4%3.4%
TSM3.4%2.7%2.4%2.0%
GOOG3.2%3.3%2.6%1.8%
MA2.9%2.5%2.5%2.4%
NVDA2.8%2.9%3.3%3.6%
AMZN2.6%3.0%3.3%3.6%
ETF-BAFE2.3%2.1%1.9%-
ETF-IVV1.9%---
AAPL1.7%---

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

GOOG+24.30%
NVDA+17.47%
AMZN+15.96%
MRVL+183.40%
TSM+24.60%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

ZTS-31.14%
ETF-IWF-70.85%
EFX-11.38%
DHR-4.65%
INTU-35.96%

Sector Analysis

Energy2.2%
Others0.8%
Materials1.9%
Financials19.4%
Healthcare10.5%
Technology32.4%
Industrials12.4%
Real Estate0.8%

Trading Summary

1

$ETF-BAIV

0.1%

2

$LNTH

0.1%

3

$VVV

0.1%

4

$FCN

0.1%

5

$FFBC

0.1%

6

$GH

0.1%

7

$SMPL

0.0%

8

$KNF

0.0%

9

$LMRI

0.0%

10

$QTWO

0.0%

11

$ETF-IDEV

0.0%

12

$RYN

0.0%

13

$ABEV

0.0%

14

$AEIS

0.0%

15

$AER

0.0%

16

$AKAM

0.0%

17

$AMC

0.0%

18

$BG

0.0%

All Holdings

1

$MSFT

5.9%

2

$V

3.8%

3

$TSM

3.4%

4

$GOOG

3.2%

5

$MA

2.9%

6

$NVDA

2.8%

7

$AMZN

2.6%

8

$ETF-BAFE

2.3%

9

$ETF-IVV

1.9%

10

$AAPL

1.7%

11

$SCHW

1.4%

12

$AVGO

1.2%

13

$ETF-DSPY

1.2%

14

$GE

1.2%

15

$ETF-VTI

1.2%

16

$EFX

1.1%

17

$ETF-SPY

1.0%

18

$ADSK

1.0%

19

$GOOGL

1.0%

20

$ISRG

1.0%

21

$EW

0.9%

22

$KKR

0.9%

23

$DHR

0.9%

24

$FERG

0.8%

25

$BKNG

0.8%

26

$META

0.8%

27

$ZTS

0.8%

28

$MRVL

0.8%

29

$INTU

0.8%

30

$BRK.B

0.8%

31

$CARR

0.8%

32

$UBER

0.8%

33

$SPOT

0.7%

34

$ASML

0.7%

35

$AZO

0.7%

36

$MPWR

0.7%

37

$MELI

0.7%

38

$ETF-BASG

0.6%

39

$JPM

0.6%

40

$ETF-EAGL

0.6%

41

$AJG

0.6%

42

$WST

0.6%

43

$CDNS

0.6%

44

$DDOG

0.5%

45

$CTAS

0.5%

46

$IOT

0.5%

47

$ETF-BASV

0.5%

48

$COST

0.5%

49

$XOM

0.5%

50

$PGR

0.5%