BITEX
Brown Advisory Tax-Exempt Sustainable Bond Fund
Brown Advisory Funds

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
119
Top-10 weight
20.69%
Effective holdings ?
80
Crowding ?
20.1

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 CA EARTHQUAKE AUTH-A 10,885,000 $10.98M 3.24%
2 S MIAMI FL HLTH FACS AUTH 8,000,000 $8.19M 2.41%
3 NY LIBERTY DEV 3.125% 9/15/2050 11,000,000 $8.06M 2.38%
4 NTHSIDE TX ISD 3.55% MT 7,500,000 $7.60M 2.24%
5 FL LEEAPT 10/01/2056 6,000,000 $6.43M 1.90%
6 MEMPHIS TN HLTH EDUCTNL & HSG REGD V/R B/E FHA 221 5.00000000 6,000,000 $6.03M 1.78%
7 VA NEWDEV 5 12/01/2038 NEWDEV 6,000,000 $6.00M 1.77%
8 UNIV WI HOSP 18B Q=JP V1 6,000,000 $6.00M 1.77%
9 North Dakota Housing Finance Agency, Home Mortgage Finance Program Bonds, Social Series 2023A 5,660,000 $5.70M 1.68%
10 California Community Choice Financing Authority 5,900,000 $5.64M 1.66%
11 CLIFTON TX HGR EDU FIN CORP EDU REVENUE 5,000,000 $5.48M 1.61%
12 WI PUBGEN 06/15/2063 5,500,000 $5.46M 1.61%
13 Du Page (County of), IL (Morton Abroretum), Series 2020, Ref. RB 7,495,000 $5.44M 1.60%
14 CALIFORNIA COMMUNITY VAR CCEDEV 5,000,000 $5.41M 1.60%
15 CALIFORNIA COMMUNITY VAR CCEDEV 5,000,000 $5.36M 1.58%
16 San Francisco City & County Airport Comm-San Francisco International Airport, Series 2025D 5,000,000 $5.28M 1.56%
17 CHICAGO IL BRD OF EDU DEDICATE REGD B/E 5.75000000 5,000,000 $5.23M 1.54%
18 California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB CCEDEV 5,000,000 $5.23M 1.54%
19 NY NYEFAC 07/01/2056 NYEFAC 5,000,000 $5.11M 1.51%
20 California Community Choice Financing Authority, Series A 5,000,000 $5.07M 1.49%
21 WI ST HSG & ECO-A 5,000,000 $5.04M 1.48%
22 NY TRNSPRTN DEV CRP-A NYTTRN 5,000,000 $5.03M 1.48%
23 NY TRANS CORP 5% 7/1/41 @ 5,000,000 $5.00M 1.47%
24 NORTH CAROLINA ST MED CARE COMMISSION HLTH CARE FACS REVENUE 5,000,000 $5.00M 1.47%
25 CITY OF MINNEAPOLIS M VAR MINMED 5,000,000 $5.00M 1.47%
26 Public Finance Authority 5,000,000 $4.98M 1.47%
27 COLORADO ST HSG & FIN AUTH 4,640,000 $4.95M 1.46%
28 FRST AM-GV OB-Z FGZXX 4,799,973 $4.80M 1.41%
29 Miami Beach Health Facilities Authority, Florida, Hospital Revenue Bonds, Mount Sinai Medical Center of Florida Project, Refunding 2014 4,455,000 $4.46M 1.31%
30 SAN JOAQUIN VLY CLEAN ENERGY AUTH CA CLEAN ENERGY REVENUE SSJUTL 4,000,000 $4.36M 1.28%
31 California Community Choice Financing Authority, Series 2026 A-1 4,000,000 $4.23M 1.25%
32 Development Authority for Fulton County, Series 2026 4,000,000 $4.14M 1.22%
33 City of Atlanta GA Department of Aviation 3,750,000 $4.09M 1.20%
34 ST LUKE'S HOSPITAL OBLIGATED GROUP FRN 08-15-38 4,070,000 $4.02M 1.18%
35 California Community Choice Financing Authority 3,805,000 $3.98M 1.17%
36 Utah Housing Corp 3,960,896 $3.86M 1.14%
37 PUBLIC FIN AUTH WI TAX EXEMPT POOLED SECURITIES 3,688,745 $3.69M 1.09%
38 Fairfax County Economic Development Authority, Virginia, Revenue Bonds, Smithsonian Institution, Series 2003B 3,605,000 $3.60M 1.06%
39 Fort Mill School District No 4 4,585,000 $3.57M 1.05%
40 Fort Mill School District No 4 4,675,000 $3.54M 1.04%
41 COVENANT LIVING COMMUNITIES AND SERVICES OBLIGATED GROUP 4.0% 12-01-40 COSMED 3,500,000 $3.37M 0.99%
42 RI HSG & MTGE FIN-1-A 3,300,000 $3.30M 0.97%
43 Pima County Unified School District No 20 Vail 3,280,000 $3.30M 0.97%
44 City of Harrisonburg VA 4,150,000 $3.12M 0.92%
45 MO H/E-ST LOUIS-B-1 3,100,000 $3.10M 0.91%
46 ADAMS ETC SD 28J-A 3,000,000 $3.05M 0.90%
47 COLORADO ST HLTH FACS AUTH REV REGD B/E 5.00000000 3,000,000 $3.05M 0.90%
48 State of New York Mortgage Agency Homeowner Mortgage Revenue 3,000,000 $3.02M 0.89%
49 Chicago Park District 2,930,000 $2.95M 0.87%
50 ILLINOIS ST HSG DEV AUTH REVENUE 2,700,000 $2.79M 0.82%
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