Long-term investor
Brown, Lisle/Cummings, Inc. @brownlislecummingsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000014745).
Record
- Tracked since 2025-06-30 (441 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +6.6% · 6 months n/a · 1 year +11.0% · all +11.0%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 4.2% · long · since 2025-06-30
- GOOGL · 4.2% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- AMZN · 3.0% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- AMGN · 2.0% · long · since 2025-06-30
- ICE · 1.9% · long · since 2025-06-30
- VRT · 1.9% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- BIL · 1.7% · long · since 2025-06-30
- ABBV · 1.6% · long · since 2025-06-30