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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 $163,134,520
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Matador Resources Co
 MTDR 323,556 $18,016,696 11.04%
2.
Apple Inc.
 AAPL 43,942 $14,902,952 9.14%
3.
Microsoft Corp
 MSFT 28,659 $14,854,560 9.11%
4.
Alphabet Inc.
 GOOGL 29,294 $9,211,766 5.65%
5.
Berkshire Hathaway Inc
 BRK-B 15,181 $7,826,530 4.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.