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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 18 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 968.0 $57K 0.01% +8.0 +0.8% $58.63 +13.6%
342 HTGC HERCULES CAPITAL INC Financial Services 3,811.0 $56K 0.01% $14.77 +2.6%
343 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 683.0 $55K 0.01% $80.95 +1.2%
344 XLU SELECT SECTOR SPDR TR 1,200.0 $55K 0.01% $45.89 -0.7%
345 VWOB VANGUARD WHITEHALL FDS 825.0 $54K 0.01% $65.69 +2.4%
346 Q QNITY ELECTRONICS INC Technology 469.0 $54K 0.01% -946.0 -66.9% $115.38 +37.6%
347 VLYPN VALLEY NATL BANCORP Financial Services 4,400.0 $54K 0.01% $12.28 +108.1%
348 AMD ADVANCED MICRO DEVICES INC Technology 265.0 $54K 0.01% +91.0 +52.3% $203.43 +155.5%
349 SMH VANECK ETF TRUST 140.0 $54K 0.01% NEW $383.40 +61.7%
350 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 162.0 $54K 0.01% +30.0 +22.7% $330.87 -11.1%
351 SPEM SPDR INDEX SHS FDS 1,128.0 $53K 0.01% NEW $46.91 +9.1%
352 LW LAMB WESTON HLDGS INC Consumer Defensive 1,248.0 $53K 0.01% $42.26 +8.1%
353 WMB WILLIAMS COS INC Energy 724.0 $53K 0.01% +334.0 +85.6% $72.78 +4.1%
354 IVW ISHARES TR 460.0 $52K 0.01% $113.11 +17.9%
355 NRK NUVEEN NY AMT FREE Financial Services 5,036.0 $51K 0.01% $10.21 +3.8%
356 VRTX VERTEX PHARMACEUTICALS INC Healthcare 115.0 $51K 0.01% +33.0 +40.2% $446.54 +4.9%
357 ACM AECOM Industrials 600.0 $51K 0.01% $84.82 -17.7%
358 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 706.0 $50K 0.01% +160.0 +29.3% $71.18 -8.9%
359 DIA STATE STR SPDR DOW JONES IND Financial Services 108.0 $50K 0.01% $463.19 +11.9%
360 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 614.0 $49K 0.01% +15.0 +2.5% $80.56 -30.3%
Page 18 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%