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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 25 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IUSV ISHARES TR 185.0 $19K 0.01% +35.0 +23.3% $102.25 +7.3%
482 XTN SPDR SERIES TRUST 200.0 $19K 0.01% $93.00 +24.4%
483 TIPX SPDR SERIES TRUST 964.0 $18K 0.01% NEW $19.19 -1.5%
484 GEN GEN DIGITAL INC Technology 976.0 $18K 0.01% $18.83 +23.8%
485 RCAT RED CAT HLDGS INC Technology 1,400.0 $18K 0.01% $13.09 -31.9%
486 RACE FERRARI N V Consumer Cyclical 54.0 $18K 0.01% +4.0 +8.0% $338.44 +4.1%
487 ZM ZOOM COMMUNICATIONS INC Technology 225.0 $18K 0.01% $80.39 +3.1%
488 MCO MOODYS CORP Financial Services 41.0 $18K 0.00% +32.0 +355.6% $436.24 +0.6%
489 AWK AMERICAN WTR WKS CO INC NEW Utilities 130.0 $18K 0.00% $136.09 -4.5%
490 HEDJ WISDOMTREE TR 338.0 $18K 0.00% $52.30 +8.6%
491 CBOE CBOE GLOBAL MKTS INC Financial Services 62.0 $17K 0.00% +61.0 +6100.0% $282.11 -13.2%
492 IDXX IDEXX LABS INC Healthcare 31.0 $17K 0.00% +29.0 +1450.0% $561.90 -1.2%
493 LYG LLOYDS BANKING GROUP PLC Financial Services 3,428.0 $17K 0.00% $5.03 +14.3%
494 IBIT ISHARES BITCOIN TRUST ETF Financial Services 440.0 $17K 0.00% +40.0 +10.0% $38.42 -12.8%
495 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 2,000.0 $17K 0.00% $8.45 +27.3%
496 DRI DARDEN RESTAURANTS INC Consumer Cyclical 84.0 $16K 0.00% +9.0 +12.0% $196.04 +8.5%
497 GWX SPDR INDEX SHS FDS 388.0 $16K 0.00% NEW $42.23 +2.7%
498 GSK GSK PLC Healthcare 293.0 $16K 0.00% $55.19 -6.0%
499 TM TOYOTA MOTOR CORP Consumer Cyclical 78.0 $16K 0.00% +73.0 +1460.0% $206.09 -19.2%
500 SRE SEMPRA Utilities 162.0 $16K 0.00% +22.0 +15.7% $97.17 -3.9%
Page 25 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%