BROWN, LISLE/CUMMINGS, INC.

All 13F Filings

Location
Providence, RI
Most recent 13F
Q2 2026
Holdings value ($000)
445,758
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 9/2/2026 1,054 445,758 13F-HR BROWN, LISLE/CUMMINGS, INC.
Q1 2026 4/17/2026 1,021 400,427 13F-HR BROWN, LISLE/CUMMINGS, INC.
Q4 2025 1/23/2026 742 405,899 13F-HR BROWN, LISLE/CUMMINGS, INC.
Q3 2025 10/10/2025 760 389,637 13F-HR BROWN, LISLE/CUMMINGS, INC.
Q2 2025 7/16/2025 772 375,772 13F-HR BROWN, LISLE/CUMMINGS, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 361.9 K 81.2% 32.37 K 0 32.37 K
ETFs 83.05 K 18.6% 12.81 K 0 12.81 K
Debt 741 0.2% 142 0 142
Other 3 0.0% 0 5 -5
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Fund Snapshot

Q2 2026
Latest filed
9/2/2026
Total value ($000)
445,758
Holdings
1054
QoQ value change ($000)
45,331 (11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.