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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 30 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RKLB ROCKET LAB CORP Industrials 150.0 $10K 0.00% $64.22 +25.6%
582 GSIE GOLDMAN SACHS ETF TR 223.0 $10K 0.00% NEW $43.13 +5.4%
583 WTFC WINTRUST FINL CORP Financial Services 69.0 $10K 0.00% NEW $138.94 +16.5%
584 NRG NRG ENERGY INC Utilities 65.0 $9K 0.00% NEW $146.14 +0.7%
585 NTRS NORTHERN TR CORP Financial Services 68.0 $9K 0.00% +31.0 +83.8% $139.57 +26.1%
586 BIDU BAIDU INC Communication Services 85.0 $9K 0.00% +35.0 +70.0% $111.42 -6.7%
587 FMS FRESENIUS MEDICAL CARE AG Healthcare 419.0 $9K 0.00% $22.56 +3.1%
588 FN FABRINET Technology 18.0 $9K 0.00% NEW $521.50 +8.9%
589 VWO VANGUARD INTL EQUITY INDEX F 173.0 $9K 0.00% NEW $54.05 +8.8%
590 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 150.0 $9K 0.00% $62.29 +11.9%
591 SCZ ISHARES TR 119.0 $9K 0.00% $78.41 +5.1%
592 FOXA FOX CORP Communication Services 159.0 $9K 0.00% NEW $58.40 -16.3%
593 ACA ARCOSA INC Industrials 86.0 $9K 0.00% +20.0 +30.3% $106.14 +36.6%
594 ACGL ARCH CAP GROUP LTD Financial Services 95.0 $9K 0.00% NEW $95.99 -1.7%
595 OXY OCCIDENTAL PETE CORP Energy 140.0 $9K 0.00% $65.00 -21.2%
596 VBK VANGUARD INDEX FDS 30.0 $9K 0.00% $302.27 +18.4%
597 NEM NEWMONT CORP Basic Materials 83.0 $9K 0.00% +77.0 +1283.3% $108.70 -12.3%
598 IYJ ISHARES TR 60.0 $9K 0.00% $147.53 +11.6%
599 BCE BCE INC Communication Services 347.0 $9K 0.00% +5.0 +1.5% $25.21 -8.0%
600 ARKG ARK ETF TR 325.0 $9K 0.00% $26.42 +52.0%
Page 30 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%