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Portfolio (Quarterly) Guide ↗

BROWN, LISLE/CUMMINGS, INC.

· CIK 0000014745
13F Portfolio $406M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 742 New
Page 13 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,195.0 $150K 0.04% NEW $68.36 -32.1%
242 CB CHUBB LIMITED Financial Services 470.0 $147K 0.04% NEW $312.12 +7.4%
243 AEP AMERICAN ELEC PWR CO INC Utilities 1,261.0 $145K 0.04% NEW $115.31 +17.0%
244 PFF ISHARES TR 4,674.0 $145K 0.04% NEW $30.96 -1.0%
245 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 499.0 $143K 0.04% NEW $287.25 +19.6%
246 TGT TARGET CORP Consumer Defensive 1,463.0 $143K 0.04% NEW $97.75 +44.5%
247 PM PHILIP MORRIS INTL INC Consumer Defensive 888.0 $142K 0.04% NEW $160.40 +11.5%
248 TY TRI CONTL CORP Financial Services 4,200.0 $137K 0.03% NEW $32.66 +6.8%
249 DD DUPONT DE NEMOURS INC Basic Materials 3,401.0 $137K 0.03% NEW $40.20 +242.8%
250 MET METLIFE INC Financial Services 1,726.0 $136K 0.03% NEW $78.94 +7.2%
251 TJX TJX COS INC NEW Consumer Cyclical 886.0 $136K 0.03% NEW $153.61 +7.5%
252 TXT TEXTRON INC Industrials 1,505.0 $131K 0.03% NEW $87.16 -0.7%
253 MPC MARATHON PETE CORP Energy 804.0 $131K 0.03% NEW $162.63 +51.6%
254 VOOV VANGUARD ADMIRAL FDS INC 635.0 $130K 0.03% NEW $204.85 +6.7%
255 MA MASTERCARD INCORPORATED Financial Services 223.0 $128K 0.03% NEW $571.98 -13.6%
256 SJNK SPDR SERIES TRUST 5,034.0 $127K 0.03% NEW $25.32 -1.3%
257 ABM ABM INDS INC Industrials 2,916.0 $123K 0.03% NEW $42.30 +5.4%
258 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 23,540.0 $121K 0.03% NEW $5.16 -7.9%
259 FVD FIRST TR EXCHANGE-TRADED FD 2,600.0 $120K 0.03% NEW $46.08 +4.4%
260 CNX CNX RES CORP Energy 3,250.0 $120K 0.03% NEW $36.77 -8.3%
Page 13 of 38  ·  742 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Technology 18.0%
Healthcare 16.7%
Industrials 13.9%
Communication Services 11.8%
Consumer Cyclical 6.4%
Consumer Defensive 5.1%
Basic Materials 2.6%
Energy 2.6%
Real Estate 1.4%