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Home > Institutional Investor > Lummis Asset Management, Lp > Profile

Instuitional Investor - Lummis Asset Management, Lp

Fund Profile
Filing Period:
Fund Name: Lummis Asset Management, Lp
Portfolio Value $152,850,323
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 33,381 $17,030,930 11.14%
2.
Matador Resources Co
 MTDR 336,415 $15,885,623 10.39%
3.
Apple Inc.
 AAPL 46,694 $10,709,269 7.01%
4.
Berkshire Hathaway Inc
 BRK.A 16,294 $7,792,509 5.1%
5.
Oracle Corp
 ORCL 33,043 $7,505,871 4.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)