BROWN, LISLE/CUMMINGS, INC.

Holdings as of 2026-06-30, filed 2026-09-02

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 64 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
1,054
Value reported by manager
$445.8M
Sum of our stored positions
$445.8M
should match the line above
Disclosure lag
64 d
quarter end to filing
Top 5 concentration
18.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
STATE STR SPDR S&P 500 ETF TTR UNIT$18.9M25,26778462F103
ALPHABET INCCAP STK CL A$18.8M52,54502079K305
APPLE INCCOM$14.4M49,905037833100
AMAZON COM INCCOM$13.3M55,895023135106
MICROSOFT CORPCOM$11.6M30,974594918104
ALPHABET INCCAP STK CL C$10.9M30,71302079K107
AMGEN INCCOM$8.7M24,121031162100
INTERCONTINENTAL EXCHANGE INCOM$8.4M68,53645866F104
VERTIV HOLDINGS COCOM CL A$8.4M24,95492537N108
JPMORGAN CHASE &COCOM$8.1M24,74746625H100
SPDR SERIES TRUSTST STR BLO 1 ETF$7.7M83,93178468R663
ABBVIE INCCOM$7.3M28,99600287Y109
CUMMINS INCCOM$7M9,832231021106
CANADIAN NATL RY COCOM$6.5M54,928136375102
NVIDIA CORPORATIONCOM$6.2M31,14067066G104
BERKSHIRE HATHAWAY INC DELCL B NEW$6.1M12,192084670702
META PLATFORMS INCCL A$5.7M10,08030303M102
ARES CAPITAL CORPCOM$4.9M265,63304010L103
TEXAS INSTRS INCCOM$4.8M16,271882508104
THERMO FISHER SCIENTIFIC INCCOM$4.6M9,120883556102
WP CAREY INCCOM$4.4M61,80792936U109
L3HARRIS TECHNOLOGIES INCCOM$4.4M15,105502431109
PALO ALTO NETWORKS INCCOM$4.3M12,507697435105
MERCK &CO INCCOM$4.2M33,05558933Y105
DEERE &COCOM$4M6,372244199105
ECOLAB INCCOM$4M14,475278865100
EXXON MOBIL CORPCOM$4M29,08630231G102
ELI LILLY &COCOM$4M3,308532457108
BLACKSTONE INCCOM$3.6M30,53709260D107
JOHNSON &JOHNSONCOM$3.6M14,036478160104
CORNING INCCOM$3.4M13,455219350105
MARSH &MCLENNAN COS INCCOM$3.4M20,401571748102
BOSTON SCIENTIFIC CORPCOM$3.3M77,778101137107
COSTCO WHOLESALE CORPORATIONCOM$3.2M3,38222160K105
NETFLIX INC.COM$3.1M43,96364110L106
VISA INCCOM CL A$3.1M9,02492826C839
ISHARES TRSHRT NAT MUN ETF$3M27,927464288158
RTX CORPORATIONCOM$2.9M15,52075513E101
NOVO-NORDISK A SADR$2.8M59,224670100205
SELECT SECTOR SPDR TRST STR INDL ETF$2.8M15,27181369Y704
TESLA INCCOM$2.7M6,48788160R101
CATERPILLAR INCCOM$2.7M2,541149123101
ACCENTURE PLC IRELANDSHS CLASS A$2.6M21,059G1151C101
CHEVRON CORPORATIONCOM$2.6M15,398166764100
NEOS ETF TRUSTNEOS S&P 500 HI$2.5M46,45578433H303
CISCO SYS INCCOM$2.4M20,59817275R102
ASML HLDG NVN Y REGISTRY SHS$2.3M1,152N07059210
STRYKER CORPORATIONCOM$2.3M7,195863667101
BANK OF AMER CORPCOM$2.2M39,243060505104
INVESCO ACTIVELY MANAGED EXCMSCI EAFE IN ETF$2.2M38,76046090A713
COLGATE PALMOLIVE COCOM$2.1M23,315194162103
SYSCO CORPCOM$2.1M25,459871829107
VANGUARD WORLD FDHEALTH CAR ETF$2.1M7,02592204A504
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$2M24,356922042775
ISHARES TRRUS 1000 GRW ETF$2M16,324464287614
VANGUARD INDEX FDSLARGE CAP ETF$2M5,755922908637
WASHINGTON TR BANCORP INCCOM$1.9M52,765940610108
LOCKHEED MARTIN CORPCOM$1.9M3,777539830109
HONEYWELL INTL INCCOM$1.8M8,229438516205
CSX CORPCOM$1.8M38,378126408103
HONEYWELL AEROSPACE INCCOM$1.8M8,22943849R105
CITIZENS FINL GROUP INCCOM$1.8M25,925174610105
SCHWAB CHARLES CORPCOM$1.8M19,642808513105
PFIZER INCCOM$1.8M74,737717081103
PIMCO ETF TRENHAN SHRT MA AC$1.8M17,41972201R833
VANGUARD INDEX FDSTOTAL STK MKT$1.7M4,651922908769
PEPSICO INCCOM$1.7M12,518713448108
VANGUARD WORLD FDINF TECH ETF$1.7M13,99092204A702
COCA COLA COCOM$1.6M20,265191216100
3M COCOM$1.6M9,82988579Y101
PROCTER &GAMBLE COCOM$1.6M10,646742718109
CVS HEALTH CORPCOM$1.5M14,858126650100
BRISTOL-MYERS SQUIBB COCOM$1.5M25,387110122108
NORTHROP GRUMMAN CORPCOM$1.5M2,865666807102
VERIZON COMMUNICATIONS INCCOM$1.4M34,03192343V104
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD$1.4M18,05892206C409
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$1.4M2,928874039100
NEXTERA ENERGY INCCOM$1.4M15,89865339F101
MSA SAFETY INCCOM$1.4M7,775553498106
PRICE T ROWE GROUP INCCOM$1.3M11,72074144T108
INVESCO QQQ TRUNIT SER 1$1.3M1,80146090E103
WATERS CORPCOM$1.3M3,495941848103
PNC FINL SVCS GROUP INCCOM$1.3M5,294693475105
SELECT SECTOR SPDR TRST STR STAPL ETF$1.3M15,65781369Y308
VEEVA SYS INCCL A COM$1.3M7,293922475108
TOLL BROTHERS INCCOM$1.3M7,825889478103
VANGUARD INDEX FDSVALUE ETF$1.2M5,726922908744
STANLEY BLACK &DECKER INCCOM$1.2M13,215854502101
MARVELL TECHNOLOGY INCCOM$1.2M4,070573874104
KIMBERLY-CLARK CORPCOM$1.2M10,941494368103
BERKLEY W R CORPCOM$1.2M16,780084423102
FEDEX CORPCOM$1.2M3,72531428X106
ISHARES TRRUSSELL 2000 ETF$1.1M3,824464287655
SPACE EXPLORATION TECHN CORPCLASS A COM STK$1.1M6,67084615Q103
INTUITIVE SURGICAL INCCOM NEW$1.1M2,86246120E602
SELECT SECTOR SPDR TRST STR MATER ETF$1.1M22,30281369Y100
INTEL CORPCOM$1.1M7,963458140100
VANGUARD WORLD FDINDUSTRIAL ETF$1.1M3,05092204A603
TOOTSIE ROLL INDS INCCOM$1.1M27,775890516107
AT&T INCCOM$1.1M52,96000206R102
EMERSON ELEC COCOM$1.1M7,616291011104
ISHARES TRCORE S&P MCP ETF$1.1M13,953464287507
BROADCOM INCCOM$1.1M2,82911135F101
QUALCOMM INCCOM$1M5,577747525103
SHOPIFY INCCL A SUB VTG SHS$1M8,94982509L107
ENBRIDGE INCCOM$1M18,81229250N105
GENERAL DYNAMICS CORPCOM$1M2,872369550108
BANK OF NY MELLON CORPCOM$1M7,000064058100
UNITED PARCEL SVCS INCCL B$1M9,383911312106
INTERNATIONAL BUSINESS MACHSCOM$978.9K3,481459200101
ISHARES TRRUS MID CAP ETF$959.8K8,700464287499
CITIGROUP INCCOM NEW$955.7K6,828172967424
PALANTIR TECHNOLOGIES INCCL A$930.9K7,97969608A108
THE CIGNA GROUPCOM$899K3,261125523100
BLACKROCK HEALTH SCIENCES TECOM SHS$875.4K57,02609260E105
NIKE INCCL B$857.5K20,889654106103
NORFOLK SOUTHN CORPCOM$856.6K2,723655844108
APPLIED MATLS INCCOM$854.6K1,182038222105
AUTOMATIC DATA PROCESSING INCOM$823.5K3,677053015103
WISDOMTREE TRJAPN HEDGE EQT$819.4K4,72297717W851
STARBUCKS CORPCOM$817.9K8,004855244109
THE CAMPBELLS COMPANYCOM$794.9K35,695134429109
METTLER TOLEDO INTERNATIONALCOM$789.5K618592688105
AIR PRODUCTS AND CHEMICALS ICOM$782.2K2,668009158106
GE AEROSPACECOM NEW$763.9K2,044369604301
SALESFORCE INCCOM$751.2K4,79579466L302
VANGUARD STAR FDSVG TL INTL STK F$735.4K8,602921909768
MCDONALDS CORPCOM$720.7K2,666580135101
COMCAST CORP NEWCL A$715.8K29,15620030N101
WALMART INCCOM$705.4K6,228931142103
VANGUARD INDEX FDSSMALL CP ETF$700K2,309922908751
NASDAQ INCCOM$694.8K8,815631103108
ISHARES TRRUS 1000 VAL ETF$683.4K2,819464287598
LAM RESEARCH CORPCOM NEW$676.9K1,562512807306
LINDE PLCSHS$672.2K1,295G54950103
FIDELITY COVINGTON TRUSTDIVID ETF RISI$671.5K10,350316092832
KRAFT HEINZ COCOM$665.2K28,164500754106
ORACLE CORPCOM$654.2K4,46468389X105
ILLINOIS TOOL WKS INCCOM$652.9K2,414452308109
VANGUARD WHITEHALL FDSHIGH DIV YLD$649.5K4,110921946406
VANGUARD INDEX FDSS&P 500 ETF SHS$647.7K943922908363
HOME DEPOT INCCOM$642.4K1,822437076102
AMERICAN EXPRESS COCOM$634.6K1,876025816109
YUM BRANDS INCCOM$627.3K3,924988498101
ISHARES TRCORE S&P SCP ETF$625K4,214464287804
SPDR SERIES TRUSTST STR R1K YLD$623.2K4,86578468R770
WELLS FARGO &COCOM$618.6K7,486949746101
BLACKROCK ETF TRUST IIISHA FLEX IN ETF$592.3K11,317092528603
FIDELITY COVINGTON TRUSTHIGH DIVID ETF$591.1K9,805316092840
GE VERNOVA INCCOM$585.5K49836828A101
BOEING COCOM$583.8K2,697097023105
VANGUARD BD INDEX FDSSHORT TRM BOND$574.1K7,369921937827
CHURCH &DWIGHT CO INCCOM$574K5,925171340102
EXPEDITORS INTL WASH INCCOM$562K3,448302130109
SIMON PPTY GROUP INC NEWCOM$557.8K2,494828806109
ISHARES TRINTL SEL DIV ETF$549.8K13,271464288448
MANULIFE FINL CORPCOM$546.9K13,50056501R106
UNITEDHEALTH GROUP INCCOM$544.5K1,31091324P102
FORD MTR COCOM$527.6K37,957345370860
NUTRIEN LTDCOM$512.5K8,14267077M108
NATIONAL GRID PLCSPONSORED ADR NE$506.7K6,114636274409
CLEAR SECURE INCCOM CL A$493.9K8,86318467V109
COREWEAVE INCCOM CL A$486.3K4,88521873S108
HASBRO INCCOM$474.2K5,741418056107
ISHARES TRCORE S&P500 ETF$472.6K631464287200
AGILENT TECHNOLOGIES INCCOM$465.8K3,50700846U101
ABBOTT LABORATORIESCOM$462.8K5,100002824100
SCHWAB STRATEGIC TRUS DIVIDEND EQ$461.5K14,555808524797
ISHARES TRCORE MSCI EAFE$455.3K4,71446432F842
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL$455K8,95046138E362
ANALOG DEVICES INCCOM$450.8K1,135032654105
BLACKROCK INCCOM$448.1K46609290D101
GRACO INCCOM$443.8K5,870384109104
INVESCO EXCH TRADED FD TR IIVAR RATE PFD$425.3K17,49746138G870
DISNEY WALT COCOM$425.3K4,418254687106
PAYCHEX INCCOM$420.6K4,278704326107
INVESCO ACTIVELY MANAGED EXCS&P 500 EQUA ETF$419.8K7,86946090A697
REALTY INCOME CORPCOM$410.5K6,625756109104
SPDR INDEX SHS FDSST STR PO EX ETF$380.7K7,55678463X889
PACKAGING CORP AMERCOM$376.2K1,579695156109
VANGUARD INDEX FDSGROWTH ETF$369K4,284922908736
MARRIOTT INTL INC NEWCL A$368.2K994571903202
INTUITCOM$367.2K1,407461202103
SPDR SERIES TRUSTST STR AGGRE ETF$356.9K13,98478464A649
SOUTHERN COCOM$350.5K3,662842587107
OMNICOM GROUP INCCOM$342.2K4,699681919106
LOWES COS INCCOM$336.8K1,528548661107
SMUCKER J M COCOM NEW$334.9K2,977832696405
ARK ETF TRSPACE &DEFENSE$332.7K9,75000214Q807
RIO TINTO PLCSPONSORED ADR$332.2K3,500767204100
MORGAN STANLEYCOM NEW$331.8K1,587617446448
CLOROX CO DELCOM$330.5K3,463189054109
ARM HOLDINGS PLCSPONSORED ADS$326.6K921042068205
CF INDUSTRIES HOLDCOM$320.9K2,964125269100
SELECT SECTOR SPDR TRST STR CARE ETF$308.9K1,94781369Y209
WASTE MGMT INC DELCOM$308.5K1,38494106L109
CONSTELLATION BRANDS INCCL A$301.4K2,16721036P108
FLOWSERVE CORPCOM$298.9K4,03034354P105
MATSON INCCOM$294.5K1,53257686G105
SSGA ACTIVE ETF TRST STR BL LN ETF$286.3K7,10778467V608
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-02