BROWN, LISLE/CUMMINGS, INC. Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$375.8B

Holdings

772

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (772 positions)

#StockSharesValue% PortfolioType
201
WBAWALGREENS BOOTS ALLIANCE INC
19,426$223.0M0.06%
202
CGNXCOGNEX CORP
7,000$222.0M0.06%
203
EFAISHARES TR
2,474$221.2M0.06%
204
RYNRAYONIER INC
9,893$219.4M0.06%
205
VEAVANGUARD TAX-MANAGED FDS
3,842$219.0M0.06%
206
ETNEATON CORP PLC
606$216.3M0.06%
207
DWDMORGAN STANLEY
1,533$216.0M0.06%
208
ARKXARK ETF TR
8,900$215.0M0.06%
209
AMATAPPLIED MATLS INC
1,153$211.1M0.06%
210
VOVANGUARD INDEX FDS
751$210.2M0.06%
211
VGKVANGUARD INTL EQUITY INDEX F
2,628$203.7M0.05%
212
MPMP MATERIALS CORP
6,000$199.6M0.05%
213
VOEVANGUARD INDEX FDS
1,200$197.4M0.05%
214
NVSNNOVARTIS AG
1,578$191.0M0.05%
215
GPCGENUINE PARTS CO
1,541$186.9M0.05%
216
QQQINEOS ETF TRUST
3,525$183.3M0.05%
217
STTSTATE STR CORP
1,708$181.6M0.05%
218
SPYVSPDR SERIES TRUST
3,450$180.6M0.05%
219
SRLNSSGA ACTIVE ETF TR
4,317$179.5M0.05%
220
XMLVINVESCO EXCH TRADED FD TR II
2,911$179.5M0.05%
221
IVEISHARES TR
913$178.4M0.05%
222
HIGHARTFORD INSURANCE GROUP INC
1,393$176.7M0.05%
223
VGSHVANGUARD SCOTTSDALE FDS
3,000$176.3M0.05%
224
MATXMATSON INC
1,532$170.6M0.05%
225
SPYGSPDR SERIES TRUST
1,780$169.7M0.05%
226
ESEVERSOURCE ENERGY
2,666$169.6M0.05%
227
FCXFREEPORT-MCMORAN INC
3,899$169.0M0.04%
228
UNPUNION PAC CORP
733$168.6M0.04%
229
PFFISHARES TR
5,436$166.8M0.04%
230
GILDGILEAD SCIENCES INC
1,499$166.2M0.04%
231
4I1PHILIP MORRIS INTL INC
888$161.7M0.04%
232
METMETLIFE INC
1,975$158.8M0.04%
233
PYPLPAYPAL HLDGS INC
2,135$158.7M0.04%
234
BDXBECTON DICKINSON &CO
917$158.0M0.04%
235
IHEISHARES TR
2,376$155.7M0.04%
236
ZBHZIMMER BIOMET HOLDINGS INC
1,700$155.1M0.04%
237
ARMARM HOLDINGS PLC
941$152.2M0.04%
238
HRLHORMEL FOODS CORP
4,931$149.2M0.04%
239
LRCXLAM RESEARCH CORP
1,521$148.1M0.04%
240
DYHTARGET CORP
1,488$146.8M0.04%
241
TYTRI CONTL CORP
4,600$145.6M0.04%
242
AQLTISHARES TR
1,094$145.3M0.04%
243
8CWCROWN CASTLE INC
1,401$143.9M0.04%
244
SJMSMUCKER J M CO
1,458$143.2M0.04%
245
FISFIDELITY NATL INFORMATION SV
1,752$142.6M0.04%
246
VIGVANGUARD SPECIALIZED FUNDS
695$142.2M0.04%
247
AVYAVERY DENNISON CORP
810$142.1M0.04%
248
SJNKSPDR SERIES TRUST
5,439$138.6M0.04%
249
ABMABM INDS INC
2,916$137.7M0.04%
250
CBCHUBB LIMITED
470$136.2M0.04%
251
MPCMARATHON PETE CORP
804$133.6M0.04%
252
HLTHILTON WORLDWIDE HLDGS INC
499$132.9M0.04%
253
VTWVVANGUARD SCOTTSDALE FDS
950$132.1M0.04%
254
HSYHERSHEY CO
792$131.4M0.03%
255
AEPAMERICAN ELEC PWR CO INC
1,261$130.8M0.03%
256
GSGOLDMAN SACHS GROUP INC
183$129.5M0.03%
257
MAMASTERCARD INCORPORATED
223$125.6M0.03%
258
TJXTJX COS INC NEW
986$121.8M0.03%
259
TXTTEXTRON INC
1,505$120.8M0.03%
260
MDTMEDTRONIC PLC
1,376$120.0M0.03%
261
FVDFIRST TR EXCHANGE-TRADED FD
2,600$116.2M0.03%
262
COPCONOCOPHILLIPS
1,263$113.4M0.03%
263
VOOVVANGUARD ADMIRAL FDS INC
600$113.2M0.03%
264
IFFINTERNATIONAL FLAVORS&FRAGRA
1,533$112.8M0.03%
265
GQ9SPDR GOLD TR
366$111.6M0.03%
266
MDLZMONDELEZ INTL INC
1,606$108.3M0.03%
267
TSNTYSON FOODS INC
1,867$104.4M0.03%
268
GISGENERAL MLS INC
2,014$104.3M0.03%
269
KELKELLANOVA
1,312$104.3M0.03%
270
GGNGAMCO GLOBAL GOLD NAT RES &
23,193$101.8M0.03%
271
CMECME GROUP INC
355$97.8M0.03%
272
MSIMOTOROLA SOLUTIONS INC
232$97.5M0.03%
273
CEGCONSTELLATION ENERGY CORP
299$96.5M0.03%
274
CAGCONAGRA BRANDS INC
4,697$96.1M0.03%
275
IWNISHARES TR
605$95.4M0.03%
276
OLNOLIN CORP
4,747$95.4M0.03%
277
USMVISHARES TR
1,014$95.2M0.03%
278
IXUSISHARES TR
1,202$92.9M0.02%
279
YUMCYUM CHINA HLDGS INC
2,050$91.7M0.02%
280
WSMWILLIAMS SONOMA INC
560$91.5M0.02%
281
KMIKINDER MORGAN INC DEL
3,083$90.6M0.02%
282
BOTZGLOBAL X FDS
2,750$89.8M0.02%
283
TMUST-MOBILE US INC
376$89.6M0.02%
284
AVEMAMERICAN CENTY ETF TR
1,266$86.8M0.02%
285
RPVINVESCO EXCHANGE TRADED FD T
925$86.7M0.02%
286
DDOMINION ENERGY INC
1,533$86.6M0.02%
287
PSXPHILLIPS 66
725$86.5M0.02%
288
ESSESSEX PPTY TR INC
304$86.2M0.02%
289
TRVTRAVELERS COMPANIES INC
321$85.8M0.02%
290
IWBISHARES TR
252$85.6M0.02%
291
AZZAZZ INC
902$85.3M0.02%
292
EEMISHARES TR
1,725$83.2M0.02%
293
AMTAMERICAN TOWER CORP NEW
363$80.2M0.02%
294
LHLABCORP HOLDINGS INC
300$78.8M0.02%
295
XLYSELECT SECTOR SPDR TR
356$77.4M0.02%
296
ITA*ISHARES TR
410$77.3M0.02%
297
OTISOTIS WORLDWIDE CORP
776$76.8M0.02%
298
AZNASTRAZENECA PLC
1,071$74.9M0.02%
299
NMTNUVEEN MASSACHUSETS QLT MUN
6,207$73.0M0.02%
300
CTVACORTEVA INC
972$72.4M0.02%
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