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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 33 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TT TRANE TECHNOLOGIES PLC Industrials 16.0 $7K 0.00% +3.0 +23.1% $409.44 +22.2%
642 PSTG EVERPURE INC Technology 110.0 $6K 0.00% $59.04 +46.0%
643 IX ORIX CORP Financial Services 216.0 $6K 0.00% +135.0 +166.7% $29.95 +29.2%
644 KDP KEURIG DR PEPPER INC Consumer Defensive 236.0 $6K 0.00% NEW $26.33 +22.5%
645 PINS PINTEREST INC Communication Services 334.0 $6K 0.00% +54.0 +19.3% $18.34 +6.5%
646 RGA REINSURANCE GROUP AMER INC Financial Services 30.0 $6K 0.00% NEW $204.17 +2.4%
647 SU SUNCOR ENERGY INC NEW Energy 92.0 $6K 0.00% NEW $66.11 -17.7%
648 BRX BRIXMOR PPTY GROUP INC Real Estate 211.0 $6K 0.00% NEW $28.80 +10.3%
649 TDY TELEDYNE TECHNOLOGIES INC Technology 10.0 $6K 0.00% NEW $605.00 +4.0%
650 CBRE CBRE GROUP INC Real Estate 44.0 $6K 0.00% +20.0 +83.3% $135.45 -0.0%
651 DAL DELTA AIR LINES INC Industrials 89.0 $6K 0.00% NEW $66.48 +41.9%
652 SPTS SPDR SERIES TRUST 200.0 $6K 0.00% NEW $29.18 -0.6%
653 FIDELITY COVINGTON TRUST 82.0 $6K 0.00% $70.37
654 CUT INVESCO EXCH TRADED FD TR II 200.0 $6K 0.00% $28.65 -1.1%
655 TTEK TETRA TECH INC NEW Industrials 190.0 $6K 0.00% NEW $30.12 -5.0%
656 TOTALENERGIES SE 63.0 $6K 0.00% +43.0 +215.0% $90.83
657 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 176.0 $6K 0.00% NEW $32.01 -0.0%
658 PINNACLE FINL PARTNERS INC 65.0 $6K 0.00% NEW $86.14
659 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 19.0 $6K 0.00% NEW $292.74 +32.8%
660 QUAL ISHARES TR 29.0 $6K 0.00% NEW $191.79 +11.5%
Page 33 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%