DOSSIER · 13F-HR · Q1 2026
BROWN, LISLE/CUMMINGS, INC.
$400M in tracked AUM across 1,021 positions as of Q1 2026.
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CIK 0000014745 · last filed Mar 31, 2026
AI Analysis · Q1 2026
Portfolio Overview
Brown, Lisle/Cummings, Inc. reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 135.6%, rising from $172.28M in the previous quarter to $405.90M. This dramatic increase in assets under management (AUM) suggests substantial capital inflows, a consolidation of managed accounts, or a strategic shift toward deploying cash reserves.
The portfolio is highly diversified, co...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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