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| Happy Holidays!! thanks for using AUM13F!! |
| Brown Lisle/Cummings Inc
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|---|---|
| CRD # | 1331 |
| SEC # | 801-121156 |
| CIK # | 0000014745 |
| AUM | $414.7 M (2025-03-03) |
| Employees | 12 (58% Investors, 58% Brokers) |
| Phone | 401-421-8900 |
| Address | One Turks Head Place Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.8 | ||
| Intercontinentalexchange Group Inc | 11.7 | ||
| Amazon Com Inc | 10.9 | ||
| Apple Inc | 10.4 | ||
| Alphabet Inc | 9.2 | ||
| Boston Scientific Corp | 8.1 | ||
| Accenture PLC | 7.2 | ||
| Amgen Inc | 6.4 | ||
| Facebook Inc | 6.4 | ||
| J P Morgan Chase & Co | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 50.3 |
| (b) Individuals (high net worth individuals) | 117 | 355.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 414.7 |
| By Discretionary | ||
| Discretionary | 432 | 408.2 |
| Non-Discretionary | 13 | 6.5 |
| Total | 445 | 414.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 412.9 | |
| Total | 445 | 414.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000014745] |
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