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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 14 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SJNK SPDR SERIES TRUST 5,096.0 $127K 0.03% +62.0 +1.2% $24.98 +0.0%
262 VICI VICI PPTYS INC Real Estate 4,600.0 $126K 0.03% +700.0 +17.9% $27.32 -2.2%
263 MTRN MATERION CORP Basic Materials 854.0 $124K 0.03% $144.65 +86.4%
264 NKE NIKE INC Consumer Cyclical 2,321.0 $123K 0.03% +2K +419.2% $52.83 -20.8%
265 ITA ISHARES TR 560.0 $122K 0.03% +150.0 +36.6% $218.75 +8.0%
266 FVD FIRST TR EXCHANGE-TRADED FD 2,600.0 $122K 0.03% $47.03 +2.3%
267 MET METLIFE INC Financial Services 1,726.0 $122K 0.03% $70.72 +19.6%
268 AZN ASTRAZENECA PLC Healthcare 617.0 $122K 0.03% NEW $197.09 -7.1%
269 TSN TYSON FOODS INC Consumer Defensive 1,867.0 $120K 0.03% $64.07 -9.8%
270 HSY HERSHEY CO Consumer Defensive 572.0 $119K 0.03% +29.0 +5.3% $207.77 -11.9%
271 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 21,986.0 $117K 0.03% -2K -6.6% $5.32 -10.7%
272 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,195.0 $116K 0.03% $52.76 -12.0%
273 MDT MEDTRONIC PLC Healthcare 1,329.0 $115K 0.03% +92.0 +7.4% $86.65 -7.5%
274 IWN ISHARES TR 605.0 $115K 0.03% $189.59 +15.3%
275 WSM WILLIAMS SONOMA INC Consumer Cyclical 622.0 $113K 0.03% +62.0 +11.1% $182.33 +24.0%
276 AZZ AZZ INC Industrials 902.0 $113K 0.03% $125.18 +22.2%
277 ABM ABM INDS INC Industrials 2,916.0 $112K 0.03% $38.52 +15.7%
278 HRL HORMEL FOODS CORP Consumer Defensive 4,931.0 $112K 0.03% $22.65 +12.8%
279 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,533.0 $111K 0.03% $72.55 +4.5%
280 EEM ISHARES TR 1,875.0 $106K 0.03% -201.0 -9.7% $56.79 +18.4%
Page 14 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%