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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 4 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 12,669.0 $1.7M 0.43% -3K -18.3% $135.97 +57.9%
62 VV VANGUARD INDEX FDS 5,755.0 $1.7M 0.43% $298.85 +14.1%
63 VEU VANGUARD INTL EQUITY INDEX F 22,755.0 $1.7M 0.43% +1K +5.6% $75.10 +10.1%
64 WASH WASHINGTON TR BANCORP INC Financial Services 47,098.0 $1.6M 0.39% +620.0 +1.3% $33.46 +7.5%
65 PG PROCTER &GAMBLE CO Consumer Defensive 10,649.0 $1.5M 0.38% +88.0 +0.8% $144.45 +6.0%
66 ASML ASML HLDG NV Technology 1,156.0 $1.5M 0.38% +50.0 +4.5% $1321.02 +34.3%
67 VTI VANGUARD INDEX FDS 4,759.0 $1.5M 0.38% $320.82 +14.2%
68 KO COCA COLA CO Consumer Defensive 19,968.0 $1.5M 0.38% +185.0 +0.9% $76.05 +6.9%
69 TR TOOTSIE ROLL INDS INC Consumer Defensive 35,506.0 $1.5M 0.38% -775.0 -2.1% $42.72 -12.4%
70 CSX CSX CORP Industrials 36,853.0 $1.5M 0.38% $41.05 +12.9%
71 NEE NEXTERA ENERGY INC Utilities 15,882.0 $1.5M 0.37% +200.0 +1.3% $92.88 -6.3%
72 VZ VERIZON COMMUNICATIONS INC Communication Services 29,228.0 $1.5M 0.37% -3K -9.1% $50.20 -9.2%
73 VCSH VANGUARD SCOTTSDALE FDS 18,370.0 $1.5M 0.36% -348.0 -1.9% $79.27 -0.4%
74 CFG CITIZENS FINL GROUP INC Financial Services 23,925.0 $1.4M 0.36% -2K -8.2% $59.97 +16.0%
75 BMY BRISTOL-MYERS SQUIBB CO Healthcare 22,891.0 $1.4M 0.35% -120.0 -0.5% $60.65 -9.5%
76 T AT&T INC Communication Services 46,790.0 $1.4M 0.34% -3K -6.2% $28.99 -22.7%
77 ISRG INTUITIVE SURGICAL INC Healthcare 2,863.0 $1.3M 0.33% +129.0 +4.7% $461.02 -12.5%
78 MMM 3M CO Industrials 9,077.0 $1.3M 0.33% $145.24 +15.6%
79 XLP SELECT SECTOR SPDR TR 15,636.0 $1.3M 0.32% $81.98 +3.2%
80 MSA MSA SAFETY INC Industrials 7,775.0 $1.3M 0.32% $163.95 +2.3%
Page 4 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%