Fund HoldingsBROWN, LISLE/CUMMINGS, INC.

Total Portfolio Value
$269.58M
Total Bought
$45.12M
Total Sold
$5.58M
Net Transaction
+$39.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)025,142+25,14209,4543.51%+9,454
APPLE INC(AAPL)051,073+51,07309,8333.65%+9,833
ACCENTURE PLC IRELAND
SHS CLASS A
21,20122,721+1,5206,5117,9732.96%+1,462
SPDR S&P 500 ETF TR(SPY)026,745+26,745012,7124.72%+12,712
CANADIAN NATL RY CO(CNI)042,018+42,01805,2791.96%+5,279
INTERCONTINENTAL EXCHANGE IN(ICE)53,85056,050+2,2005,9257,1992.67%+1,274
COMCAST CORP NEW(CCZ)033,032+33,03201,4480.54%+1,448
NOVO-NORDISK A S(NVO)37,29044,290+7,0003,3914,5821.70%+1,191
TEXAS INSTRS INC(TXN)015,416+15,41602,6280.97%+2,628
MERCK &CO INC(MRK)028,888+28,88803,1491.17%+3,149
AMAZON COM INC(AMZN)037,385+37,38505,6802.11%+5,680
BANK AMERICA CORP036,304+36,30401,2220.45%+1,222
WP CAREY INC(WPC)050,975+50,97503,3041.23%+3,304
BLACKSTONE INC(BX)24,75626,506+1,7502,6523,4701.29%+818
ABBVIE INC(ABBV)21,49225,517+4,0253,2043,9541.47%+751
NEOS ETF TRUST
NEOS S&P 500 HI
015,000+15,00007230.27%+723
COCA COLA CO(KO)018,349+18,34901,0810.40%+1,081
AMGEN INC(AMGN)22,01222,882+8705,9166,5902.44%+675
L3HARRIS TECHNOLOGIES INC(LHX)11,03012,235+1,2051,9212,5770.96%+656
ALPHABET INC(GOOG)44,73046,420+1,6905,8536,4842.41%+631
NEXTERA ENERGY INC(NEE)012,583+12,58307640.28%+764
COLGATE PALMOLIVE CO(CL)12,87219,209+6,3379151,5310.57%+616
EXXON MOBIL CORP14,36222,934+8,5721,6892,2930.85%+604
META PLATFORMS INC(META)7,3607,885+5252,2102,7911.04%+581
NETFLIX INC(NFLX)04,057+4,05701,9750.73%+1,975
LOCKHEED MARTIN CORP(LMT)02,245+2,24501,0170.38%+1,017
INTEL CORP(INTC)21,12925,183+4,0547511,2650.47%+514
RTX CORPORATION(RTX)010,675+10,67508980.33%+898
VERIZON COMMUNICATIONS INC(VZ)030,146+30,14601,1360.42%+1,136
CUMMINS INC(CMI)5,4107,160+1,7501,2361,7150.64%+479
CITIZENS FINL GROUP INC(CFG)13,60825,260+11,6523658370.31%+472
ALPHABET INC(GOOG)25,07726,717+1,6403,3063,7651.40%+459
ECOLAB INC(ECL)012,035+12,03502,3870.89%+2,387
JPMORGAN CHASE &CO(JPM)021,128+21,12803,5941.33%+3,594
CAMPBELL SOUP CO(CPB)6,71716,847+10,1302767280.27%+452
COSTCO WHSL CORP NEW(COST)3,0333,268+2351,7142,1570.80%+444
CVS HEALTH CORP(CVS)21,78024,873+3,0931,5211,9640.73%+443
QUALCOMM INC(QCOM)07,565+7,56501,0940.41%+1,094
PRICE T ROWE GROUP INC(TROW)32,82535,745+2,9203,4423,8491.43%+407
MANULIFE FINL CORP(MFC)16,95032,128+15,1783107100.26%+400
CISCO SYS INC(CSCO)11,13719,693+8,5565999950.37%+396
HONEYWELL INTL INC(HON)010,550+10,55002,2120.82%+2,212
PALO ALTO NETWORKS INC(PANW)06,249+6,24901,8430.68%+1,843
NASDAQ INC(NDAQ)5,37510,775+5,4002616260.23%+365
STANLEY BLACK &DECKER INC(SWK)3,6606,800+3,1403066670.25%+361
BOSTON SCIENTIFIC CORP(BSX)72,21772,117-1003,8134,1691.55%+356
EXPEDITORS INTL WASH INC(EXPD)02,875+2,87503660.14%+366
ENBRIDGE INC(ENB)17,71925,131+7,4125889050.34%+317
SALESFORCE INC(CRM)04,979+4,97901,3100.49%+1,310
AT&T INC(T)050,514+50,51408480.31%+848
PFIZER INC(PFE)34,23050,220+15,9901,1351,4460.54%+310
SYSCO CORP(SYY)025,716+25,71601,8810.70%+1,881
TOLL BROTHERS INC(TOL)07,150+7,15007350.27%+735
WASHINGTON TR BANCORP INC7,69514,945+7,2502034840.18%+281
CORNING INC(GLW)4,17513,375+9,2001274070.15%+280
LINDE PLC(LIN)01,202+1,20204940.18%+494
THERMO FISHER SCIENTIFIC INC(TMO)06,052+6,05203,2121.19%+3,212
STARBUCKS CORP(SBUX)07,902+7,90207590.28%+759
VISA INC(V)08,087+8,08702,1050.78%+2,105
KRAFT HEINZ CO(KHC)017,887+17,88706610.25%+661
SCHWAB CHARLES CORP(SCHW)15,52515,375-1508521,0580.39%+205
SELECT SECTOR SPDR TR
ST STR INDL ETF
15,45115,531+801,5661,7700.66%+204
MP MATERIALS CORP(MP)010,100+10,10002000.07%+200
ISHARES TR05,390+5,39001,6340.61%+1,634
GENERAL DYNAMICS CORP(GD)2,8933,202+3096398320.31%+192
CSX CORP(CSX)08,034+8,03402790.10%+279
ASML HOLDING N V
N Y REGISTRY SHS
01,100+1,10008330.31%+833
CELANESE CORP DEL(CE)6,0006,00007539320.35%+179
SHOPIFY INC(SHOP)07,450+7,45005800.22%+580
BOEING CO(BA)02,206+2,20605750.21%+575
AZEK CO INC09,825+9,82503760.14%+376
NVIDIA CORPORATION(NVDA)1,1691,354+1855096710.25%+162
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
017,704+17,70401,3700.51%+1,370
PROCTER AND GAMBLE CO(PG)06,438+6,43809430.35%+943
3M CO(MMM)07,981+7,98108720.32%+872
SIMON PPTY GROUP INC NEW(SPG)02,915+2,91504160.15%+416
BLACKROCK HEALTH SCIENCES TE034,633+34,63305070.19%+507
ISHARES TR04,445+4,44501,2320.46%+1,232
CLEAR SECURE INC(YOU)07,000+7,00001450.05%+145
MGM RESORTS INTERNATIONAL(MGM)012,850+12,85005740.21%+574
VANGUARD WORLD FDS
INF TECH ETF
0875+87504240.16%+424
ARES CAPITAL CORP(ARCC)52,67558,225+5,5501,0261,1660.43%+141
OLIN CORP(OLN)02,480+2,48001340.05%+134
PIMCO ETF TR
ENHAN SHRT MA AC
022,661+22,66102,2610.84%+2,261
DOW INC(DOW)10,20211,991+1,7895266580.24%+132
VANGUARD INDEX FDS05,855+5,85501,2770.47%+1,277
RIO TINTO PLC(RIO)16,62515,950-6751,0581,1880.44%+130
STRYKER CORPORATION(SYK)4,9494,936-131,3521,4780.55%+126
BROADCOM INC(AVGO)0283+28303160.12%+316
UNITED PARCEL SERVICE INC(UPS)02,372+2,37203730.14%+373
DOMINION ENERGY INC(D)02,776+2,77601300.05%+130
PNC FINL SVCS GROUP INC(PNC)5,9015,376-5257248320.31%+108
FIRST TR VALUE LINE DIVID IN
SHS
02,825+2,82501150.04%+115
INVESCO QQQ TR01,469+1,46906020.22%+602
METLIFE INC(MET)01,975+1,97501310.05%+131
ISHARES TR06,435+6,43506970.26%+697
WATERS CORP(WAT)1,7691,76904855820.22%+97
ZOETIS INC(ZTS)3,7003,750+506447400.27%+96
WALGREENS BOOTS ALLIANCE INC19,98820,713+7254455410.20%+96
ISHARES TR037,237+37,23703,9261.46%+3,926
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