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Portfolio (Quarterly) Guide ↗

BROWN, LISLE/CUMMINGS, INC.

· CIK 0000014745
13F Portfolio $400M AUM 1,021 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 289 New 262 Added 83 Reduced 10 Exited
Page 11 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KMI KINDER MORGAN INC DEL Energy 6,931.0 $232K 0.06% +48.0 +0.7% $33.53 -2.8%
202 GS GOLDMAN SACHS GROUP INC Financial Services 257.0 $217K 0.05% +74.0 +40.4% $845.99 +27.3%
203 CLX CLOROX CO DEL Consumer Defensive 2,098.0 $217K 0.05% +287.0 +15.8% $103.63 -8.0%
204 VO VANGUARD INDEX FDS 751.0 $216K 0.05% $287.18 -72.1%
205 VOE VANGUARD INDEX FDS 1,170.0 $216K 0.05% -45.0 -3.7% $184.28 +7.6%
206 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,825.0 $216K 0.05% -1K -16.2% $37.01 +27.2%
207 FCX FREEPORT MCMORAN INC Basic Materials 3,485.0 $205K 0.05% -189.0 -5.1% $58.78 +5.2%
208 ETN EATON CORP PLC Industrials 565.0 $202K 0.05% +84.0 +17.5% $357.64 +13.1%
209 MPC MARATHON PETE CORP Energy 816.0 $199K 0.05% +12.0 +1.5% $244.18 +1.0%
210 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,616.0 $199K 0.05% -726.0 -21.7% $76.16 +13.8%
211 VGK VANGUARD INTL EQUITY INDEX F 2,415.0 $199K 0.05% $82.43 +5.5%
212 SRLN SSGA ACTIVE ETF TR 4,929.0 $198K 0.05% +612.0 +14.2% $40.14 +0.1%
213 ICLN ISHARES TR 10,697.0 $196K 0.05% +54.0 +0.5% $18.29 +12.0%
214 SPYV SPDR SERIES TRUST 3,450.0 $195K 0.05% $56.58 +7.1%
215 IVE ISHARES TR 913.0 $193K 0.05% $211.15 +7.2%
216 ZTS ZOETIS INC Healthcare 1,621.0 $192K 0.05% +96.0 +6.3% $118.21 -33.9%
217 IHE ISHARES TR 2,196.0 $190K 0.05% -180.0 -7.6% $86.68 +9.7%
218 SJM SMUCKER J M CO Consumer Defensive 1,965.0 $190K 0.05% $96.44 +15.8%
219 PPG PPG INDS INC Basic Materials 1,770.0 $189K 0.05% +38.0 +2.2% $106.88 +13.2%
220 GILD GILEAD SCIENCES INC Healthcare 1,349.0 $188K 0.05% $139.39 -10.2%
Page 11 of 52  ·  1,021 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 19.8%
Technology 16.6%
Industrials 15.9%
Healthcare 15.7%
Communication Services 11.4%
Consumer Cyclical 6.2%
Consumer Defensive 5.6%
Energy 3.3%
Basic Materials 2.7%
Real Estate 1.6%