BROWN, LISLE/CUMMINGS, INC. Q1 2025 Filing

Filed April 22, 2025

Portfolio Value

$345.0B

Holdings

784

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (784 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
24,927$13.9B4.04%
2
AAPLAPPLE INC
50,901$11.3B3.28%
3
MSFTMICROSOFT CORP
29,904$11.2B3.25%
4
ICEINTERCONTINENTAL EXCHANGE IN
63,463$10.9B3.17%
5
AMZNAMAZON COM INC
48,411$9.2B2.67%
6
GOOGLALPHABET INC
51,006$7.9B2.29%
7
ACNACCENTURE PLC IRELAND
24,116$7.5B2.18%
8
BSXBOSTON SCIENTIFIC CORP
74,393$7.5B2.18%
9
AMGNAMGEN INC
23,039$7.2B2.08%
10
ABBVABBVIE INC
28,219$5.9B1.71%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
10,319$5.5B1.59%
12
JPMJPMORGAN CHASE &CO.
21,488$5.3B1.53%
13
GOOGALPHABET INC
31,634$4.9B1.43%
14
FISVFISERV INC
22,249$4.9B1.42%
15
METAMETA PLATFORMS INC
8,451$4.9B1.41%
16
CNRCANADIAN NATL RY CO
49,248$4.8B1.39%
17
VEEVVEEVA SYS INC
18,238$4.2B1.22%
18
SUBISHARES TR
37,237$3.9B1.14%
19
NFLXNETFLIX INC
4,168$3.9B1.13%
20
NVONOVO-NORDISK A S
55,929$3.9B1.13%
21
MINTPIMCO ETF TR
36,823$3.7B1.07%
22
BXBLACKSTONE INC
26,165$3.7B1.06%
23
XOMEXXON MOBIL CORP
29,640$3.5B1.02%
24
ECLECOLAB INC
13,224$3.4B0.97%
25
TMOTHERMO FISHER SCIENTIFIC INC
6,666$3.3B0.96%
26
COSTCOSTCO WHSL CORP NEW
3,391$3.2B0.93%
27
LHXL3HARRIS TECHNOLOGIES INC
15,294$3.2B0.93%
28
MRKMERCK &CO INC
35,415$3.2B0.92%
29
HONHONEYWELL INTL INC
14,885$3.2B0.91%
30
MRSHMARSH &MCLENNAN COS INC
12,807$3.1B0.91%
31
VVISA INC
8,805$3.1B0.89%
32
WPCWP CAREY INC
47,994$3.0B0.88%
33
ARCCARES CAPITAL CORP
132,550$2.9B0.85%
34
TXNTEXAS INSTRS INC
16,243$2.9B0.85%
35
LLYELI LILLY &CO
3,424$2.8B0.82%
36
TROWPRICE T ROWE GROUP INC
29,365$2.7B0.78%
37
CMICUMMINS INC
8,560$2.7B0.78%
38
CVXCHEVRON CORP NEW
15,633$2.6B0.76%
39
SYKSTRYKER CORPORATION
6,876$2.6B0.74%
40
BILSPDR SER TR
27,423$2.5B0.73%
41
NVDANVIDIA CORPORATION
22,480$2.4B0.71%
42
JNJJOHNSON &JOHNSON
13,869$2.3B0.67%
43
DEDEERE &CO
4,578$2.1B0.62%
44
PANWPALO ALTO NETWORKS INC
12,562$2.1B0.62%
45
CLCOLGATE PALMOLIVE CO
22,334$2.1B0.61%
46
RTXRTX CORPORATION
15,318$2.0B0.59%
47
XLISELECT SECTOR SPDR TR
15,192$2.0B0.58%
48
SYYSYSCO CORP
25,193$1.9B0.55%
49
PGPROCTER AND GAMBLE CO
10,986$1.9B0.54%
50
VRTVERTIV HOLDINGS CO
23,837$1.7B0.50%
51
BACBANK AMERICA CORP
38,882$1.6B0.47%
52
IWFISHARES TR
4,475$1.6B0.47%
53
NOCNORTHROP GRUMMAN CORP
3,120$1.6B0.46%
54
PFEPFIZER INC
62,505$1.6B0.46%
55
LMTLOCKHEED MARTIN CORP
3,488$1.6B0.45%
56
SCHWSCHWAB CHARLES CORP
19,543$1.5B0.44%
57
CSCOCISCO SYS INC
24,108$1.5B0.43%
58
VVVANGUARD INDEX FDS
5,755$1.5B0.43%
59
PEPPEPSICO INC
9,723$1.5B0.42%
60
CRMSALESFORCE INC
5,287$1.4B0.41%
61
BACVERIZON COMMUNICATIONS INC
31,206$1.4B0.41%
62
KOCOCA COLA CO
19,581$1.4B0.41%
63
VCSHVANGUARD SCOTTSDALE FDS
17,724$1.4B0.41%
64
TAT&T INC
48,534$1.4B0.40%
65
SPYINEOS ETF TRUST
28,475$1.4B0.40%
66
VHTVANGUARD WORLD FD
4,950$1.3B0.38%
67
MMM3M CO
8,763$1.3B0.37%
68
IJHISHARES TR
21,637$1.3B0.37%
69
ADPAUTOMATIC DATA PROCESSING IN
4,077$1.2B0.36%
70
XLFISELECT SECTOR SPDR TR
15,208$1.2B0.36%
71
VRPINVESCO EXCH TRADED FD TR II
49,799$1.2B0.35%
72
ISRGINTUITIVE SURGICAL INC
2,424$1.2B0.35%
73
WRBBERKLEY W R CORP
16,780$1.2B0.35%
74
QCOMQUALCOMM INC
7,718$1.2B0.34%
75
TRTOOTSIE ROLL INDS INC
36,464$1.1B0.33%
76
CMCSACOMCAST CORP NEW
31,092$1.1B0.33%
77
CFGCITIZENS FINL GROUP INC
27,913$1.1B0.33%
78
NEENEXTERA ENERGY INC
16,081$1.1B0.33%
79
GDGENERAL DYNAMICS CORP
3,933$1.1B0.31%
80
CSXCSX CORP
34,802$1.0B0.30%
81
BMYBRISTOL-MYERS SQUIBB CO
16,738$1.0B0.30%
82
TSLATESLA INC
3,885$1.0B0.29%
83
ENBENBRIDGE INC
22,626$1.0B0.29%
84
CPBTHE CAMPBELLS COMPANY
24,423$975.0M0.28%
85
IWMISHARES TR
4,770$951.6M0.28%
86
WASHWASHINGTON TR BANCORP INC
30,599$944.3M0.27%
87
CVSCVS HEALTH CORP
13,873$939.9M0.27%
88
XLBSELECT SECTOR SPDR TR
10,826$930.8M0.27%
89
PNCPNC FINL SVCS GROUP INC
5,283$928.6M0.27%
90
SWKSTANLEY BLACK &DECKER INC
12,062$927.4M0.27%
91
FDXFEDEX CORP
3,672$895.2M0.26%
92
CATCATERPILLAR INC
2,618$863.4M0.25%
93
VTIVANGUARD INDEX FDS
3,125$858.9M0.25%
94
EFAAINVESCO ACTIVELY MANAGED EXC
17,527$854.2M0.25%
95
KHCKRAFT HEINZ CO
27,236$828.8M0.24%
96
NTRNUTRIEN LTD
16,636$826.3M0.24%
97
VTVVANGUARD INDEX FDS
4,737$818.3M0.24%
98
CHDCHURCH &DWIGHT CO INC
7,425$817.4M0.24%
99
TOLTOLL BROTHERS INC
7,600$802.5M0.23%
100
SBUXSTARBUCKS CORP
8,176$802.0M0.23%
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