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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 15 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BOTZ GLOBAL X FDS 2,750.0 $100K 0.03% NEW $36.23 +1.8%
282 BP BP PLC Energy 2,858.0 $99K 0.02% NEW $34.74 +7.8%
283 HSY HERSHEY CO Consumer Defensive 543.0 $99K 0.02% NEW $181.87 +0.6%
284 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,050.0 $98K 0.02% NEW $47.74 -14.4%
285 AVEM AMERICAN CENTY ETF TR 1,266.0 $98K 0.02% NEW $77.02 +26.0%
286 CME CME GROUP INC Financial Services 355.0 $97K 0.02% NEW $273.05 -15.3%
287 AZZ AZZ INC Industrials 902.0 $97K 0.02% NEW $107.22 +42.6%
288 CCI CROWN CASTLE INC Real Estate 1,081.0 $96K 0.02% NEW $88.87 -7.6%
289 RPV INVESCO EXCHANGE TRADED FD T 925.0 $96K 0.02% NEW $103.36 +9.9%
290 IXUS ISHARES TR 1,124.0 $95K 0.02% NEW $84.64 +11.2%
291 IWB ISHARES TR 252.0 $94K 0.02% NEW $373.44 +7.5%
292 PSX PHILLIPS 66 Energy 725.0 $94K 0.02% NEW $129.03 +30.7%
293 TRV TRAVELERS COMPANIES INC Financial Services 321.0 $93K 0.02% NEW $289.74 +10.7%
294 RSPA INVESCO ACTIVELY MANAGED EXC 1,825.0 $93K 0.02% NEW $50.96 +4.1%
295 D DOMINION ENERGY INC Utilities 1,533.0 $90K 0.02% NEW $58.59 +18.2%
296 MSI MOTOROLA SOLUTIONS INC Technology 232.0 $89K 0.02% NEW $383.32 +4.5%
297 ITA ISHARES TR 410.0 $88K 0.02% NEW $214.69 +10.0%
298 XLY SELECT SECTOR SPDR TR 712.0 $85K 0.02% NEW $119.41 -3.8%
299 ASTRAZENECA PLC 922.0 $85K 0.02% NEW $91.95
300 ADBE ADOBE INC Technology 228.0 $80K 0.02% NEW $349.99 -44.8%
Page 15 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%