Position in AI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,736
-$4,048 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $15,502,770 across 26 Software - Infrastructure names. AI ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
30,211 | $11,183,205 | |
| 2 | PANW |
Palo Alto Networks Inc
|
12,637 | $2,025,963 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
7,706 | $1,127,233 | |
| 4 | ORCL |
Oracle Corp
|
4,347 | $639,487 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,885 | $378,440 | |
| 6 | TWLO |
Twilio Inc
|
191 | $24,031 | |
| 7 | GEN |
Gen Digital Inc.
|
976 | $18,378 | |
| 8 | OKTA |
Okta, Inc.
|
172 | $13,538 |
All Filings in AI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,736 | 800 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,784 | 800 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,872 | 800 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $19,656 | 800 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $16,840 | 800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $27,544 | 800 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $9,692 | 400 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $11,584 | 400 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||