BROWN, LISLE/CUMMINGS, INC. Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$389.6B

Holdings

760

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (760 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
25,860$17.2B4.42%
2
MSFTMICROSOFT CORP
29,420$15.2B3.91%
3
AAPLAPPLE INC
50,276$12.8B3.29%
4
GOOGLALPHABET INC
52,201$12.7B3.26%
5
AMZNAMAZON COM INC
50,832$11.2B2.86%
6
ICEINTERCONTINENTAL EXCHANGE IN
63,268$10.7B2.74%
7
GOOGALPHABET INC
31,294$7.6B1.96%
8
BSXBOSTON SCIENTIFIC CORP
75,343$7.4B1.89%
9
JPMJPMORGAN CHASE &CO.
22,084$7.0B1.79%
10
BILSPDR SERIES TRUST
70,826$6.5B1.67%
11
ABBVABBVIE INC
28,045$6.5B1.67%
12
AMGNAMGEN INC
22,714$6.4B1.65%
13
METAMETA PLATFORMS INC
8,681$6.4B1.64%
14
ACNACCENTURE PLC IRELAND
24,101$5.9B1.53%
15
VEEVVEEVA SYS INC
18,238$5.4B1.39%
16
NVDANVIDIA CORPORATION
28,521$5.3B1.37%
17
BRK/BBERKSHIRE HATHAWAY INC DEL
10,320$5.2B1.33%
18
NFLXNETFLIX INC
4,323$5.2B1.33%
19
BXBLACKSTONE INC
27,645$4.7B1.21%
20
LHXL3HARRIS TECHNOLOGIES INC
15,294$4.7B1.20%
21
CNRCANADIAN NATL RY CO
48,978$4.6B1.19%
22
MRSHMARSH &MCLENNAN COS INC
20,347$4.1B1.05%
23
SUBISHARES TR
37,237$4.0B1.02%
24
WPCWP CAREY INC
53,601$3.6B0.93%
25
CMICUMMINS INC
8,512$3.6B0.92%
26
VRTVERTIV HOLDINGS CO
23,512$3.5B0.91%
27
ECLECOLAB INC
12,799$3.5B0.90%
28
XOMEXXON MOBIL CORP
30,503$3.4B0.88%
29
HONHONEYWELL INTL INC
15,736$3.3B0.85%
30
TMOTHERMO FISHER SCIENTIFIC INC
6,806$3.3B0.85%
31
COSTCOSTCO WHSL CORP NEW
3,426$3.2B0.81%
32
NVONOVO-NORDISK A S
54,883$3.0B0.78%
33
VVISA INC
8,776$3.0B0.77%
34
TXNTEXAS INSTRS INC
16,244$3.0B0.77%
35
ARCCARES CAPITAL CORP
145,366$3.0B0.76%
36
MINTPIMCO ETF TR
29,004$2.9B0.75%
37
FISVFISERV INC
21,794$2.8B0.72%
38
MRKMERCK &CO INC
32,660$2.7B0.70%
39
RTXRTX CORPORATION
15,495$2.6B0.67%
40
IWFISHARES TR
5,497$2.6B0.66%
41
SYKSTRYKER CORPORATION
6,876$2.5B0.65%
42
LLYELI LILLY &CO
3,320$2.5B0.65%
43
PANWPALO ALTO NETWORKS INC
12,362$2.5B0.65%
44
CVXCHEVRON CORP NEW
15,872$2.5B0.63%
45
JNJJOHNSON &JOHNSON
13,098$2.4B0.62%
46
XLISELECT SECTOR SPDR TR
15,448$2.4B0.61%
47
TSLATESLA INC
5,205$2.3B0.59%
48
SYYSYSCO CORP
25,608$2.1B0.54%
49
DEDEERE &CO
4,588$2.1B0.54%
50
BACBANK AMERICA CORP
38,127$2.0B0.50%
51
SCHWSCHWAB CHARLES CORP
19,119$1.8B0.47%
52
CLCOLGATE PALMOLIVE CO
22,184$1.8B0.46%
53
VVVANGUARD INDEX FDS
5,755$1.8B0.45%
54
NOCNORTHROP GRUMMAN CORP
2,905$1.8B0.45%
55
LMTLOCKHEED MARTIN CORP
3,504$1.7B0.45%
56
PGPROCTER AND GAMBLE CO
11,035$1.7B0.44%
57
PFEPFIZER INC
64,536$1.6B0.42%
58
TROWPRICE T ROWE GROUP INC
15,395$1.6B0.41%
59
CSCOCISCO SYS INC
23,060$1.6B0.40%
60
VTIVANGUARD INDEX FDS
4,758$1.6B0.40%
61
VEUVANGUARD INTL EQUITY INDEX F
21,417$1.5B0.39%
62
TRTOOTSIE ROLL INDS INC
36,428$1.5B0.39%
63
PEPPEPSICO INC
10,663$1.5B0.38%
64
SPYINEOS ETF TRUST
28,200$1.5B0.38%
65
EFAAINVESCO ACTIVELY MANAGED EXC
27,393$1.4B0.37%
66
VCSHVANGUARD SCOTTSDALE FDS
17,905$1.4B0.37%
67
CFGCITIZENS FINL GROUP INC
26,163$1.4B0.36%
68
MMM3M CO
8,875$1.4B0.35%
69
IJHISHARES TR
20,708$1.4B0.35%
70
BACVERIZON COMMUNICATIONS INC
30,500$1.3B0.34%
71
CSXCSX CORP
37,203$1.3B0.34%
72
WRBBERKLEY W R CORP
16,780$1.3B0.33%
73
CRMSALESFORCE INC
5,417$1.3B0.33%
74
TAT&T INC
45,461$1.3B0.33%
75
KOCOCA COLA CO
19,021$1.3B0.32%
76
GLWCORNING INC
15,310$1.3B0.32%
77
PLTRPALANTIR TECHNOLOGIES INC
6,817$1.2B0.32%
78
XLFISELECT SECTOR SPDR TR
15,708$1.2B0.32%
79
CATCATERPILLAR INC
2,573$1.2B0.32%
80
SHOPSHOPIFY INC
8,125$1.2B0.31%
81
NEENEXTERA ENERGY INC
15,907$1.2B0.31%
82
WASHWASHINGTON TR BANCORP INC
40,907$1.2B0.30%
83
VHTVANGUARD WORLD FD
4,530$1.2B0.30%
84
ISRGINTUITIVE SURGICAL INC
2,624$1.2B0.30%
85
ADPAUTOMATIC DATA PROCESSING IN
3,677$1.1B0.28%
86
ASMLASML HOLDING N V
1,106$1.1B0.27%
87
VGTVANGUARD WORLD FD
1,425$1.1B0.27%
88
PNCPNC FINL SVCS GROUP INC
5,283$1.1B0.27%
89
TOLTOLL BROTHERS INC
7,600$1.0B0.27%
90
QCOMQUALCOMM INC
6,288$1.0B0.27%
91
XLBSELECT SECTOR SPDR TR
11,151$999.4M0.26%
92
SWKSTANLEY BLACK &DECKER INC
13,400$996.0M0.26%
93
GDGENERAL DYNAMICS CORP
2,918$995.1M0.26%
94
CPBTHE CAMPBELLS COMPANY
31,511$995.1M0.26%
95
CMCSACOMCAST CORP NEW
31,574$992.1M0.25%
96
NDQINVESCO QQQ TR
1,649$990.0M0.25%
97
VTVVANGUARD INDEX FDS
5,307$989.7M0.25%
98
CVSCVS HEALTH CORP
12,873$970.5M0.25%
99
BMYBRISTOL-MYERS SQUIBB CO
20,898$942.5M0.24%
100
ENBENBRIDGE INC
18,392$928.1M0.24%
Page 1 of 8Next