Brown, Lisle/Cummings, Inc. Purchases in Q4 2025

Brown, Lisle/Cummings, Inc.

  • $406 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
1.88K
+ 50.03%
N/A
5.65K $298M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
4.1K
+ 8.78%
$14.55 - $15.23 $59.6K - $62.4K
50.8K $764M
PLTR
Palantir Technologies Inc.

Technology
675
+ 9.9%
$172.14 - $207.18 $116K - $140K
7.49K $1.33B
ORCL
Oracle Corp

Technology
1.65K
+ 60.77%
$217.57 - $313.0 $359K - $516K
4.37K $851M
CL
Colgate Palmolive CO

Consumer Defensive
1.23K
+ 5.54%
$74.98 - $79.86 $92.2K - $98.2K
23.4K $1.85B
MMM
3 M CO

Industrials
201
+ 2.26%
$148.75 - $171.6 $29.9K - $34.5K
9.08K $1.45B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
813
+ 4.54%
$79.55 - $80.13 $64.7K - $65.1K
18.7K $1.49B
VEU
Vanguard Ftse All World Ex Us

ETFs
138
+ 0.64%
$70.2 - $73.89 $9.69K - $10.2K
21.6K $1.59B
URNM
Sprott Fds Tr Uranium Miners E

ETFs
1.03K
New
$54.04 - $66.33 $55.4K - $68K
1.03K $56.3M
BA
Boeing CO

Industrials
192
+ 7.82%
$191.81 - $225.32 $36.8K - $43.3K
2.65K $575M
VICI
Vici Properties Inc.

Real Estate
1.8K
+ 85.71%
$29.52 - $32.91 $53.1K - $59.2K
3.9K $110M
IDV
Ishares Tr

ETFs
16
+ 0.12%
$35.91 - $38.56 $575 - $617
13.5K $532M
ABT
Abbott Laboratories

Healthcare
600
+ 14.61%
$123.62 - $134.59 $74.2K - $80.8K
4.71K $590M
MTH
Meritage Homes Corp

Consumer Cyclical
600
New
$65.31 - $74.73 $39.2K - $44.8K
600 $39.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 0.73%
$475.68 - $513.11 $35.7K - $38.5K
10.4K $5.23B
ABBV
Abb Vie Inc.

Healthcare
534
+ 1.9%
$211.96 - $244.38 $113K - $130K
28.6K $6.53B
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
500
+ 142.86%
$69.45 - $70.32 $34.7K - $35.2K
850 $58.4M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.02%
$321.8 - $337.95 $322 - $338
4.76K $1.6B
SJM
J M Smucker CO

Consumer Defensive
500
+ 34.29%
$101.21 - $110.3 $50.6K - $55.2K
1.96K $192M
Invesco Actively Managed Exc
650
+ 55.32%
N/A
1.83K $93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
875
+ 40.98%
$61.89 - $76.13 $54.2K - $66.6K
3.01K $176M
SHEL
Shell PLC

Energy
425
+ 170.0%
$71.37 - $77.01 $30.3K - $32.7K
675 $49.6M
BROS
Dutch Bros Inc.

Consumer Cyclical
500
New
$47.66 - $59.87 $23.8K - $29.9K
500 $30.6M
Unilever PLC
430
New
N/A
430 $28.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
124
+ 1.46%
$72.17 - $75.74 $8.95K - $9.39K
8.6K $648M
VGT
Vanguard Information Technolog

ETFs
20
+ 1.4%
$736.33 - $801.52 $14.7K - $16K
1.45K $1.09B
DVN
Devon Energy Corp

Energy
200
+ 1.87%
$31.74 - $35.84 $6.35K - $7.17K
10.9K $399M
CVX
Chevron Corp

Energy
455
+ 2.87%
$148.9 - $157.72 $67.7K - $71.8K
16.3K $2.49B
Abrdn Australia Equity Fd In
1.77K
New
N/A
1.77K $22.8M
VDC
Vanguard Consumer Staples ETF

ETFs
100
New
$206.7 - $217.75 $20.7K - $21.8K
100 $21.1M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
300
+ 57.14%
N/A
825 $55.6M
PFE
Pfizer Inc

Healthcare
2.3K
+ 3.57%
$24.23 - $27.37 $55.8K - $63K
66.8K $1.66B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
650
+ 7.83%
$46.96 - $49.73 $30.5K - $32.3K
8.95K $430M
SPG
Simon Property Group Inc

Real Estate
130
+ 5.13%
$173.35 - $185.76 $22.5K - $24.1K
2.66K $493M
AMCR
Amcor PLC

Consumer Cyclical
2K
+ 137.93%
$7.82 - $8.58 $15.6K - $17.2K
3.45K $28.8M
KIM
Kimco Realty Corp

Real Estate
840
+ 127.27%
$20.24 - $22.41 $17K - $18.8K
1.5K $30.4M
FDVV
Fidelity High Dividend ETF

ETFs
100
+ 1.01%
$54.66 - $56.68 $5.47K - $5.67K
9.98K $565M
ENB
Enbridge Inc

Energy
1.32K
+ 7.17%
$46.39 - $50.07 $61.2K - $66K
19.7K $943M
XLB
Select Sector Spdr Fd Material

ETFs
11.2K
+ 100.0%
$84.72 - $89.9 $945K - $1M
22.3K $1.01B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
200
+ 47.62%
$76.92 - $92.53 $15.4K - $18.5K
620 $47.7M
EMN
Eastman Chemical CO

Basic Materials
175
+ 70.0%
$57.89 - $64.37 $10.1K - $11.3K
425 $27.1M
RCAT
Red Cat Holdings, Inc.

Technology
1.4K
New
$7.12 - $15.64 $9.97K - $21.9K
1.4K $11.1M
DT
Dynatrace, Inc.

Technology
250
New
$46.06 - $50.95 $11.5K - $12.7K
250 $10.8M
EEM
Ishares Msci Emerging Markets

ETFs
150
+ 7.79%
$51.94 - $56.01 $7.79K - $8.4K
2.08K $114M
Rocket Lab Corp
150
New
N/A
150 $10.5M
VOOV
Vanguard S&P 500 Value ETF

ETFs
35
+ 5.83%
$195.54 - $204.93 $6.84K - $7.17K
635 $130M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.04%
$248.1 - $260.08 $248 - $260
2.31K $595M
GIS
General Mills Inc

Consumer Defensive
286
+ 14.2%
$45.98 - $50.93 $13.2K - $14.6K
2.3K $107M
AROW
Arrow Financial Corp

Financial Services
12
+ 0.92%
$26.05 - $31.09 $313 - $373
1.31K $41.1M
Activity Summary
Buys All Purchases 138 New Holdings 13 Increased Positions 125 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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