Brown Advisory Flexible Equity Strategy Q2 2026 Portfolio Activity

Brown Advisory 14 Followers Follow Summary Taiwan Semiconductor Manufacturing traded higher during the quarter after reporting strong results and guidance ahead of consensus expectations. Intuit declined after reporting lower-than-consensus-expected growth in its DIY tax franchise, driven primarily by top-of-funnel and price-sensitive consumers. We saw a favorable risk-reward opportunity to initiate a position in Capital One Financial in a high-quality financial franchise with meaningful long-term growth potential. We exited Canadian National Railway to redeploy capital into Watsco, where we see a more favorable risk-reward opportunity. We Are/DigitalVision via Getty Images The following segment was excerpted from the Brown Advisory Flexible Equity Strategy Q2 2026 Letter . QUARTER-TO-DATE TOP FIVE CONTRIBUTORS TO RETURN REPRESENTATIVE FLEXIBLE EQUITY ACCOUNT AS OF JUNE 30, 2026 SYMBOL NAME DESCRIPTION AVERAGE This article was written by Brown Advisory 14 Followers Follow Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm. Note: This account is not managed or monitored by Brown Advisory, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the firm's official channels.