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
301
HTGCHERCULES CAPITAL INC
3,811$69.7M0.02%
302
RMERESMED INC
270$69.7M0.02%
303
AGGISHARES TR
700$69.4M0.02%
304
ADBEADOBE INC
179$69.4M0.02%
305
VICIVICI PPTYS INC
2,100$68.5M0.02%
306
IWSISHARES TR
516$68.2M0.02%
307
MTRNMATERION CORP
854$67.8M0.02%
308
ACMAECOM
600$67.7M0.02%
309
ROKROCKWELL AUTOMATION INC
200$66.4M0.02%
310
MCKMCKESSON CORP
89$65.2M0.02%
311
LWLAMB WESTON HLDGS INC
1,248$64.7M0.02%
312
ICLNISHARES TR
4,743$62.2M0.02%
313
MOALTRIA GROUP INC
1,050$61.6M0.02%
314
XELXCEL ENERGY INC
902$61.4M0.02%
315
CYBRCYBERARK SOFTWARE LTD
150$61.0M0.02%
316
SOLVSOLVENTUM CORP
798$60.5M0.02%
317
AOSSMITH A O CORP
920$60.3M0.02%
318
OFLXOMEGA FLEX INC
1,850$59.9M0.02%
319
VNQVANGUARD INDEX FDS
649$57.8M0.02%
320
TFCTRUIST FINL CORP
1,340$57.6M0.02%
321
JLLJONES LANG LASALLE INC
225$57.6M0.02%
322
PEGPUBLIC SVC ENTERPRISE GRP IN
683$57.5M0.02%
323
AWMSKYWORKS SOLUTIONS INC
771$57.5M0.02%
324
BUDANHEUSER BUSCH INBEV SA/NV
811$55.7M0.01%
325
AVUVAMERICAN CENTY ETF TR
609$55.5M0.01%
326
BPBP PLC
1,849$55.3M0.01%
327
DGROISHARES TR
850$54.3M0.01%
328
HYSPIMCO ETF TR
570$54.2M0.01%
329
CBUCOMMUNITY FINANCIAL SYSTEM I
945$53.8M0.01%
330
DXCDXC TECHNOLOGY CO
3,450$52.8M0.01%
331
IEMGISHARES INC
867$52.1M0.01%
332
HACKAMPLIFY ETF TR
600$51.8M0.01%
333
TELTE CONNECTIVITY PLC
305$51.4M0.01%
334
COFCAPITAL ONE FINL CORP
239$50.9M0.01%
335
IVWISHARES TR
460$50.6M0.01%
336
NRKNUVEEN NEW YORK AMT QLT MUNI
5,036$49.9M0.01%
337
XLUSELECT SECTOR SPDR TR
600$49.0M0.01%
338
NOWSERVICENOW INC
47$48.5M0.01%
339
OGNORGANON &CO
4,981$48.2M0.01%
340
DONSPDR DOW JONES INDL AVERAGE
108$47.6M0.01%
341
BB3BROOKLINE BANCORP INC DEL
4,508$47.6M0.01%
342
VXFVANGUARD INDEX FDS
245$47.2M0.01%
343
AMDADVANCED MICRO DEVICES INC
329$46.7M0.01%
344
GOLFACUSHNET HLDGS CORP
625$45.5M0.01%
345
JEPIJ P MORGAN EXCHANGE TRADED F
786$44.7M0.01%
346
ARKTARK ETF TR
300$44.3M0.01%
347
DTEDTE ENERGY CO
333$44.1M0.01%
348
RVTROYCE SMALL CAP TRUST INC
2,900$43.6M0.01%
349
ETRENTERGY CORP NEW
518$43.1M0.01%
350
ALNYALNYLAM PHARMACEUTICALS INC
132$43.0M0.01%
351
BF/BBROWN FORMAN CORP
1,571$42.3M0.01%
352
NYTNEW YORK TIMES CO
750$42.0M0.01%
353
CARRCARRIER GLOBAL CORPORATION
567$41.5M0.01%
354
MUSAMURPHY USA INC
102$41.5M0.01%
355
GWREGUIDEWIRE SOFTWARE INC
175$41.2M0.01%
356
UBERUBER TECHNOLOGIES INC
437$40.8M0.01%
357
GEHCGE HEALTHCARE TECHNOLOGIES I
546$40.4M0.01%
358
PNWPINNACLE WEST CAP CORP
450$40.3M0.01%
359
GMGENERAL MTRS CO
816$40.2M0.01%
360
VACMARRIOTT VACATIONS WORLDWIDE
554$40.1M0.01%
361
AWCAMERICAN WTR WKS CO INC NEW
286$39.8M0.01%
362
REGNREGENERON PHARMACEUTICALS
75$39.4M0.01%
363
VLYVALLEY NATL BANCORP
4,400$39.3M0.01%
364
FBNDFIDELITY MERRIMACK STR TR
834$38.2M0.01%
365
ELLAUDER ESTEE COS INC
470$38.0M0.01%
366
HCAHCA HEALTHCARE INC
96$36.8M0.01%
367
VRTXVERTEX PHARMACEUTICALS INC
82$36.5M0.01%
368
NJRNEW JERSEY RES CORP
786$35.2M0.01%
369
PEOEXELON CORP
800$34.7M0.01%
370
LYBLYONDELLBASELL INDUSTRIES N
599$34.7M0.01%
371
WHRWHIRLPOOL CORP
340$34.5M0.01%
372
UTFCOHEN &STEERS INFRASTRUCTUR
1,276$34.4M0.01%
373
VWOBVANGUARD WHITEHALL FDS
525$34.3M0.01%
374
AROWARROW FINL CORP
1,285$33.9M0.01%
375
PG4PRINCIPAL FINANCIAL GROUP IN
423$33.6M0.01%
376
NXPINXP SEMICONDUCTORS N V
153$33.4M0.01%
377
CNPCENTERPOINT ENERGY INC
900$33.1M0.01%
378
ANETARISTA NETWORKS INC
320$32.7M0.01%
379
FALNISHARES TR
1,200$32.6M0.01%
380
NKENIKE INC
447$31.8M0.01%
381
IJSISHARES TR
317$31.5M0.01%
382
ONON SEMICONDUCTOR CORP
600$31.4M0.01%
383
SYFSYNCHRONY FINANCIAL
464$31.0M0.01%
384
ABGCENCORA INC
100$30.0M0.01%
385
ULUNILEVER PLC
486$29.7M0.01%
386
ARKKARK ETF TR
420$29.5M0.01%
387
AXONAXON ENTERPRISE INC
35$29.0M0.01%
388
GENGEN DIGITAL INC
976$28.7M0.01%
389
WHWYNDHAM HOTELS &RESORTS INC
350$28.4M0.01%
390
ICFISHARES TR
463$28.3M0.01%
391
ESGUISHARES TR
209$28.3M0.01%
392
WELLWELLTOWER INC
183$28.1M0.01%
393
WBDWARNER BROS DISCOVERY INC
2,443$28.0M0.01%
394
XLKSELECT SECTOR SPDR TR
108$27.3M0.01%
395
TTDTHE TRADE DESK INC
375$27.0M0.01%
396
VIKVIKING HOLDINGS LTD
500$26.6M0.01%
397
GWWGRAINGER W W INC
25$26.0M0.01%
398
NUENUCOR CORP
200$25.9M0.01%
399
DINTDAVIS FUNDAMENTAL ETF TR
1,000$25.9M0.01%
400
HQHABRDN HEALTHCARE INVESTORS
1,656$25.7M0.01%
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