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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 7 of 52  ·  1,021 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SBUX STARBUCKS CORP Consumer Cyclical 8,006.0 $717K 0.18% $89.59 +15.3%
122 IBM INTERNATIONAL BUSINESS MACHS Technology 2,899.0 $703K 0.17% +150.0 +5.5% $242.39 +8.2%
123 VXUS VANGUARD STAR FDS 8,596.0 $663K 0.17% $77.11 +9.6%
124 LIN LINDE PLC Basic Materials 1,296.0 $643K 0.16% +20.0 +1.6% $495.88 +5.2%
125 ORCL ORACLE CORP Technology 4,347.0 $639K 0.16% $147.11 +7.5%
126 FDRR FIDELITY COVINGTON TRUST 10,750.0 $632K 0.16% -225.0 -2.0% $58.80 +10.8%
127 ITW ILLINOIS TOOL WKS INC Industrials 2,419.0 $630K 0.16% $260.29 +1.4%
128 INTU INTUIT Technology 1,430.0 $618K 0.15% +12.0 +0.8% $432.37 -38.2%
129 YUM YUM BRANDS INC Consumer Cyclical 3,926.0 $610K 0.15% +26.0 +0.7% $155.48 -2.1%
130 VYM VANGUARD WHITEHALL FDS 4,110.0 $609K 0.15% $148.10 +6.9%
131 VB VANGUARD INDEX FDS 2,309.0 $605K 0.15% $261.89 +14.0%
132 IWD ISHARES TR 2,819.0 $602K 0.15% -116.0 -4.0% $213.67 +13.2%
133 WFC WELLS FARGO &CO Financial Services 7,535.0 $600K 0.15% +112.0 +1.5% $79.61 +5.2%
134 ONEY SPDR SERIES TRUST 4,925.0 $591K 0.15% $120.05 +6.8%
135 BINC BLACKROCK ETF TRUST II 11,317.0 $588K 0.15% +6K +100.4% $51.93 +0.8%
136 GE GE AEROSPACE Industrials 2,064.0 $586K 0.15% $283.77 +29.0%
137 BSV VANGUARD BD INDEX FDS 7,369.0 $578K 0.14% $78.41 -0.7%
138 IDV ISHARES TR 13,494.0 $574K 0.14% $42.56 -2.6%
139 AXP AMERICAN EXPRESS CO Financial Services 1,893.0 $573K 0.14% +44.0 +2.4% $302.48 +13.2%
140 VOO VANGUARD INDEX FDS 943.0 $563K 0.14% $597.55 +13.9%
Page 7 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%