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)

StockValue
RSRELIANCE INC
$25.1M
SHELSHELL PLC
$25.1M
RACEFERRARI N V
$24.5M
WMBWILLIAMS COS INC
$24.5M
IBITISHARES BITCOIN TRUST ETF
$24.5M
BNDWVANGUARD SCOTTSDALE FDS
$24.3M
TWLOTWILIO INC
$23.8M
IGSBISHARES TR
$23.7M
SDYSPDR SERIES TRUST
$23.2M
ABRDN AUSTRALIA EQUITY FD IN
$23.1M
EFVISHARES TR
$23.0M
BCEBCE INC
$22.9M
GBTCGRAYSCALE BITCOIN TRUST ETF
$22.9M
CLFCLEVELAND-CLIFFS INC NEW
$22.8M
ROPROPER TECHNOLOGIES INC
$22.1M
GTLSCHART INDS INC
$22.1M
TIPISHARES TR
$22.0M
OBDCBLUE OWL CAPITAL CORPORATION
$21.5M
HIIHUNTINGTON INGALLS INDS INC
$21.5M
IQVIQVIA HLDGS INC
$21.4M
MLB1MERCADOLIBRE INC
$20.9M
ALSNALLISON TRANSMISSION HLDGS I
$20.9M
EQIXEQUINIX INC
$20.7M
TFLRT ROWE PRICE ETF INC
$20.6M
EPDENTERPRISE PRODS PARTNERS L
$20.5M
FLOTISHARES TR
$20.4M
OHIOMEGA HEALTHCARE INVS INC
$20.3M
ANAUTONATION INC
$19.9M
KOPKOPPERS HOLDINGS INC
$19.8M
VSTVISTRA CORP
$19.8M
AIC3 AI INC
$19.7M
TPRTAPESTRY INC
$19.4M
EMNEASTMAN CHEM CO
$18.7M
ZMZOOM COMMUNICATIONS INC
$17.5M
PHPARKER-HANNIFIN CORP
$17.5M
SCHFSCHWAB STRATEGIC TR
$17.4M
BKNGBOOKING HOLDINGS INC
$17.4M
UHSUNIVERSAL HLTH SVCS INC
$17.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$17.0M
AQLTISHARES TR
$16.6M
VLTOVERALTO CORP
$16.5M
DRIDARDEN RESTAURANTS INC
$16.3M
CIENCIENA CORP
$16.3M
HEDJWISDOMTREE TR
$16.3M
XYLXYLEM INC
$16.2M
TPHTRI POINTE HOMES INC
$16.1M
FSKFS KKR CAP CORP
$16.1M
XTNSPDR SERIES TRUST
$16.1M
TDTORONTO DOMINION BK ONT
$15.9M
QLYSQUALYS INC
$15.7M
SNOWSNOWFLAKE INC
$15.2M
DEODIAGEO PLC
$15.0M
EQTEQT CORP
$14.9M
MUMICRON TECHNOLOGY INC
$14.9M
GHGUARDANT HEALTH INC
$14.8M
SPLVINVESCO EXCH TRADED FD TR II
$14.8M
BIRKBIRKENSTOCK HOLDING PLC
$14.8M
LYGLLOYDS BANKING GROUP PLC
$14.6M
DDOGDATADOG INC
$14.1M
SLBSCHLUMBERGER LTD
$14.0M
KIMKIMCO RLTY CORP
$13.9M
GSLCGOLDMAN SACHS ETF TR
$13.8M
ETBEATON VANCE TAX MNGED BUY WR
$13.8M
OCOWENS CORNING NEW
$13.8M
DPZDOMINOS PIZZA INC
$13.5M
ITOTISHARES TR
$13.5M
EQREQUITY RESIDENTIAL
$13.5M
LRGFISHARES TR
$13.5M
EZUISHARES INC
$13.4M
AMCRAMCOR PLC
$13.3M
NLOPNET LEASE OFFICE PROPERTIES
$13.2M
MRNAMODERNA INC
$13.1M
SPOTSPOTIFY TECHNOLOGY S A
$12.8M
IJTISHARES TR
$12.8M
YETIYETI HLDGS INC
$12.6M
DGRWWISDOMTREE TR
$12.6M
HEFAISHARES TR
$12.5M
ABNBAIRBNB INC
$12.2M
W3UWESTERN UN CO
$12.1M
SHWSHERWIN WILLIAMS CO
$12.0M
EAELECTRONIC ARTS INC
$12.0M
FMSFRESENIUS MEDICAL CARE AG
$12.0M
COLBCOLUMBIA BKG SYS INC
$11.9M
SNASNAP ON INC
$11.8M
XYZBLOCK INC
$11.8M
HIXWESTERN ASSET HIGH INCOM FD
$11.8M
RFREGIONS FINANCIAL CORP NEW
$11.8M
PSTGPURE STORAGE INC
$11.5M
IUSVISHARES TR
$11.4M
GSKGSK PLC
$11.3M
PHMPULTE GROUP INC
$11.2M
INGRINGREDION INC
$11.1M
GOGLGOLDEN OCEAN GROUP LTD
$11.0M
XLCSELECT SECTOR SPDR TR
$10.9M
AWRAMER STATES WTR CO
$10.8M
ACADACADIA PHARMACEUTICALS INC
$10.8M
EMBISHARES TR
$10.7M
FTECFIDELITY COVINGTON TRUST
$10.7M
EDCONSOLIDATED EDISON INC
$10.6M
SRESEMPRA
$10.6M
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