BROWN, LISLE/CUMMINGS, INC.

CIK: 0000014745SEC EDGAR →

Portfolio Value

$405.9B

Holdings

742

As of

Q4 2025

New Positions

14

Closed Positions

26

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR S&P 500 ETF TR

25,700$17.5B
4.32%
2

ALPHABET INC

53,233$16.7B
4.10%
3

MICROSOFT CORP

29,775$14.4B
3.55%
4

APPLE INC

49,651$13.5B
3.33%
5

AMAZON COM INC

53,977$12.5B
3.07%
6

INTERCONTINENTAL EXCHANGE IN

67,093$10.9B
2.68%
7

ALPHABET INC

30,569$9.6B
2.36%
8

JPMORGAN CHASE &CO.

24,781$8.0B
1.97%
9

AMGEN INC

23,934$7.8B
1.93%
10

BOSTON SCIENTIFIC CORP

74,443$7.1B
1.75%

Quarterly Changes

Top Buys

GOOGL↑ Increased
$4.0B
TMO↑ Increased
$1.7B
CMI↑ Increased
$1.6B
AMGN↑ Increased
$1.4B
AMZN↑ Increased
$1.3B

Top Sells

FISV↓ Decreased
$2.3B
BIL↓ Decreased
$2.0B
GOOG↓ Decreased
$2.0B
MINT↓ Decreased
$1.1B
SUB↓ Decreased
$997.2M

New Positions (13)

$162.0M · 3K shares
$115.0M · 1K shares
$56.0M · 1K shares
$39.0M · 600 shares
$30.0M · 500 shares
$28.0M · 430 shares
$22.0M · 2K shares
$21.0M · 100 shares
$11.0M · 1K shares
$10.0M · 250 shares
$10.0M · 150 shares
$1.0M · 20 shares
$1.0M · 97 shares

Closed Positions (31)

$107.6M · 1K shares
$33.3M · 1K shares
$28.8M · 486 shares
$26.8M · 134 shares
ABRDN AUSTRALIA EQUITY FD IN
$24.4M · 5K shares
$20.6M · 660 shares
$19.2M · 2K shares
$13.1M · 330 shares
$11.6M · 776 shares
$10.3M · 141 shares
$10.0M · 82 shares
$8.7M · 93 shares
$8.2M · 122 shares
$7.4M · 88 shares
$4.9M · 15 shares
$4.3M · 266 shares
$4.3M · 92 shares
$3.9M · 59 shares
$3.5M · 450 shares
$3.1M · 121 shares
$3.0M · 200 shares
$2.0M · 300 shares
$1.6M · 82 shares
$1.4M · 35 shares
$1.2M · 20 shares
$1.1M · 4 shares
$780K · 90 shares
$653K · 73 shares
$645K · 55 shares
$500K · 3 shares
$100K · 1K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services245$120.3B29.7%
Technology89$63.1B15.6%
Healthcare61$57.5B14.2%
Industrials79$42.9B10.6%
Communication Services24$39.8B9.8%
Consumer Cyclical64$22.2B5.5%
Consumer Defensive36$17.1B4.2%
Energy31$14.3B3.5%
Unknown38$11.2B2.8%
Basic Materials34$9.2B2.3%
Real Estate22$4.9B1.2%
Utilities19$3.1B0.8%