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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 15 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CME CME GROUP INC Financial Services 355.0 $105K 0.03% $295.32 -21.5%
282 YUMC YUM CHINA HLDGS INC Consumer Cyclical 2,095.0 $102K 0.03% +45.0 +2.2% $48.78 -16.0%
283 AVEM AMERICAN CENTY ETF TR 1,266.0 $102K 0.03% $80.58 +17.6%
284 MSI MOTOROLA SOLUTIONS INC Technology 232.0 $101K 0.03% $433.97 -7.7%
285 RPV INVESCO EXCHANGE TRADED FD T 925.0 $99K 0.03% $107.39 +5.8%
286 ISPY PROSHARES TR 2,290.0 $99K 0.03% $43.35 +9.1%
287 PROSHARES TR 2,360.0 $98K 0.03% $41.69
288 IXUS ISHARES TR 1,124.0 $97K 0.02% $86.64 +8.7%
289 D DOMINION ENERGY INC Utilities 1,533.0 $95K 0.02% $61.82 +12.0%
290 TRV TRAVELERS COMPANIES INC Financial Services 321.0 $94K 0.02% $291.35 +10.1%
291 BDX BECTON DICKINSON &CO Healthcare 590.0 $93K 0.02% -25.0 -4.1% $157.23 -6.0%
292 MTH MERITAGE HOMES CORP Consumer Cyclical 1,500.0 $93K 0.02% +900.0 +150.0% $61.84 +33.2%
293 BOTZ GLOBAL X FDS 2,750.0 $91K 0.02% $33.22 +10.1%
294 CEG CONSTELLATION ENERGY CORP Utilities 322.0 $90K 0.02% +23.0 +7.7% $279.25 -4.0%
295 IWB ISHARES TR 252.0 $90K 0.02% $356.56 +12.6%
296 ANET ARISTA NETWORKS INC Technology 724.0 $89K 0.02% +574.0 +382.7% $122.78 +31.7%
297 XLSR SSGA ACTIVE TR 1,536.0 $89K 0.02% NEW $57.74 +10.2%
298 CCI CROWN CASTLE INC Real Estate 1,084.0 $88K 0.02% $81.32 +1.0%
299 ROK ROCKWELL AUTOMATION INC Industrials 241.0 $86K 0.02% +41.0 +20.5% $358.88 +28.3%
300 TMUS T-MOBILE US INC Communication Services 411.0 $86K 0.02% +35.0 +9.3% $210.03 -13.9%
Page 15 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%