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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 23 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XYL XYLEM INC Industrials 125.0 $17K 0.00% NEW $136.18 -18.9%
442 AWK AMERICAN WTR WKS CO INC NEW Utilities 130.0 $17K 0.00% NEW $130.50 -0.7%
443 KOP KOPPERS HOLDINGS INC Basic Materials 617.0 $17K 0.00% NEW $27.08 +62.0%
444 IEO ISHARES TR 187.0 $17K 0.00% NEW $89.26 +21.7%
445 VST VISTRA CORP Utilities 102.0 $16K 0.00% NEW $161.33 +0.7%
446 MELI MERCADOLIBRE INC Consumer Cyclical 8.0 $16K 0.00% NEW $2014.25 -17.6%
447 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3.0 $16K 0.00% NEW $5355.33 -96.6%
448 VXF VANGUARD INDEX FDS 76.0 $16K 0.00% NEW $209.12 +14.4%
449 TPH TRI POINTE HOMES INC Consumer Cyclical 505.0 $16K 0.00% NEW $31.47 +49.2%
450 IUSV ISHARES TR 150.0 $15K 0.00% NEW $102.54 +7.0%
451 SLB SLB LIMITED Energy 400.0 $15K 0.00% NEW $38.38 +21.4%
452 EA ELECTRONIC ARTS INC Communication Services 75.0 $15K 0.00% NEW $204.33 +0.1%
453 GSLC GOLDMAN SACHS ETF TR 114.0 $15K 0.00% NEW $132.37 +5.4%
454 ITOT ISHARES TR 100.0 $15K 0.00% NEW $148.69 +8.3%
455 VLTO VERALTO CORP Industrials 147.0 $15K 0.00% NEW $99.78 -13.5%
456 QLYS QUALYS INC Technology 110.0 $15K 0.00% NEW $132.90 -13.2%
457 LRGF ISHARES TR 210.0 $15K 0.00% NEW $69.43 +7.1%
458 ETB EATON VANCE TAX MNGED BUY WR Financial Services 954.0 $15K 0.00% NEW $15.27 -0.7%
459 SPLV INVESCO EXCH TRADED FD TR II 203.0 $14K 0.00% NEW $71.42 +4.6%
460 EZU ISHARES INC 225.0 $14K 0.00% NEW $64.10 +5.3%
Page 23 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%