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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 33 of 38  ·  742 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GLDM WORLD GOLD TR Financial Services 23.0 $2K NEW $85.39 -7.7%
642 RJF RAYMOND JAMES FINL INC Financial Services 12.0 $2K NEW $160.58 -3.0%
643 SONY SONY GROUP CORP Technology 75.0 $2K NEW $25.60 -21.7%
644 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 13.0 $2K NEW $146.62 -31.4%
645 COIN COINBASE GLOBAL INC Financial Services 8.0 $2K NEW $236.38 -37.1%
646 FDN FIRST TR EXCHANGE-TRADED FD 7.0 $2K NEW $269.14 -3.4%
647 FNDE SCHWAB STRATEGIC TR 50.0 $2K NEW $36.06 +9.6%
648 BCS BARCLAYS PLC Financial Services 68.0 $2K NEW $25.46 +4.4%
649 SCHC SCHWAB STRATEGIC TR 38.0 $2K NEW $45.53 +4.6%
650 RELX RELX PLC Communication Services 42.0 $2K NEW $40.48 -22.8%
651 ARGX ARGENX SE Healthcare 2.0 $2K NEW $841.00 +0.9%
652 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 18.0 $2K NEW $92.39 -5.4%
653 CAH CARDINAL HEALTH INC Healthcare 8.0 $2K NEW $205.50 +14.2%
654 UBS UBS GROUP AG Financial Services 35.0 $2K NEW $46.31 +6.7%
655 FENY FIDELITY COVINGTON TRUST 65.0 $2K NEW $24.77 +19.3%
656 VOD VODAFONE GROUP PLC NEW Communication Services 120.0 $2K NEW $13.21 +4.6%
657 RMR RMR GROUP INC Real Estate 106.0 $2K NEW $14.90 +37.9%
658 RRX REGAL REXNORD CORPORATION Industrials 11.0 $2K NEW $140.36 +53.9%
659 SCHE SCHWAB STRATEGIC TR 47.0 $2K NEW $32.74 +8.7%
660 AMTM AMENTUM HOLDINGS INC Industrials 53.0 $2K NEW $29.00 -29.6%
Page 33 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%