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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 16 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MCK MCKESSON CORP Healthcare 96.0 $83K 0.02% +7.0 +7.9% $865.36 -11.4%
302 LH LABCORP HOLDINGS INC Healthcare 311.0 $83K 0.02% +11.0 +3.7% $266.81 -0.6%
303 FIS FIDELITY NATL INFORMATION SV Technology 1,768.0 $83K 0.02% +16.0 +0.9% $46.91 -17.6%
304 SPDW SPDR INDEX SHS FDS 1,808.0 $83K 0.02% NEW $45.65 +8.8%
305 CTVA CORTEVA INC Basic Materials 938.0 $79K 0.02% +110.0 +13.3% $83.71 -4.3%
306 USMV ISHARES TR 839.0 $78K 0.02% $92.74 +2.3%
307 XLY SELECT SECTOR SPDR TR 712.0 $78K 0.02% $108.98 +5.6%
308 IWS ISHARES TR 525.0 $77K 0.02% $145.74 +12.0%
309 NMT NUVEEN MASS QUALITY MUN INC Financial Services 6,207.0 $76K 0.02% $12.31 +2.8%
310 FISR SSGA ACTIVE TR 2,920.0 $75K 0.02% NEW $25.72 -0.1%
311 GOVT ISHARES TR 3,253.0 $75K 0.02% NEW $22.91 -0.4%
312 ESS ESSEX PPTY TR INC Real Estate 304.0 $74K 0.02% $242.00 +16.4%
313 XEL XCEL ENERGY INC Utilities 902.0 $72K 0.02% $79.44 +1.1%
314 MO ALTRIA GROUP INC Consumer Defensive 1,050.0 $69K 0.02% $66.00 +9.2%
315 JLL JONES LANG LASALLE INC Real Estate 225.0 $68K 0.02% $304.32 -1.5%
316 WBD WARNER BROS DISCOVERY INC Communication Services 2,473.0 $68K 0.02% +30.0 +1.2% $27.46 -2.1%
317 KIM KIMCO REALTY CORP Real Estate 3,000.0 $67K 0.02% +2K +100.0% $22.47 +13.1%
318 AVUV AMERICAN CENTY ETF TR 609.0 $67K 0.02% $110.47 +11.5%
319 URNM SPROTT FDS TR 1,025.0 $65K 0.02% $63.15 -14.0%
320 AGG ISHARES TR 650.0 $65K 0.02% $99.27 -0.1%
Page 16 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%