Brown, Lisle/Cummings, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $376 Billion distributed in 772 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 $16.2B, Microsoft Corp with a value of $14.8B, Intercontinental Exchange, Inc. with a value of $11.7B, Amazon Com Inc with a value of $10.9B, and Apple Inc. with a value of $10.4B.
Examining the 13F form we can see an increase of $30.7B in the current position value, from $345B to 376B.
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
$376 Billion
ETFs: $69.3 Billion
Technology: $60.7 Billion
Financial Services: $53.8 Billion
Healthcare: $52.8 Billion
Industrials: $40.9 Billion
Communication Services: $32 Billion
Consumer Cyclical: $19.2 Billion
Consumer Defensive: $18.7 Billion
Other: $23.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions