Brown, Lisle/Cummings, Inc. has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $406 Billion distributed in 742 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.5B, Alphabet Inc. with a value of $16.7B, Microsoft Corp with a value of $14.4B, Apple Inc. with a value of $13.5B, and Amazon Com Inc with a value of $12.5B.
Examining the 13F form we can see an increase of $16.3B in the current position value, from $390B to 406B.
Brown, Lisle/Cummings, Inc. is based out at Providence, RI
Below you can find more details about Brown, Lisle/Cummings, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$406 Billion
ETFs: $67.3 Billion
Technology: $61.9 Billion
Healthcare: $58.1 Billion
Financial Services: $57.1 Billion
Industrials: $48.3 Billion
Communication Services: $41.1 Billion
Consumer Cyclical: $22.1 Billion
Consumer Defensive: $17.6 Billion
Other: $25 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
