Fund HoldingsLummis Asset Management, LP

Total Portfolio Value
$143.99M
Total Bought
$66.36M
Total Sold
$1.20M
Net Transaction
+$65.16M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Microsoft Corp(MSFT)033,456+33,456012,9038.96%+12,903
Blackstone Minerals Company(BSM)2,995340,513+337,518444,8083.34%+4,764
Matador Resources Co(MTDR)189,864333,390+143,52610,68215,38810.69%+4,706
Berkshire Hathaway016,360+16,36008,7176.05%+8,717
Apple Computer Inc(AAPL)064,190+64,190014,0349.75%+14,034
Equinix Inc(EQIX)03,723+3,72303,2052.23%+3,205
Abbott Labs031,371+31,37104,1332.87%+4,133
Eli Lilly & Co.(LLY)62,674+2,66852,4031.67%+2,399
General Dynamics Corp(GD)015,097+15,09704,1132.86%+4,113
Alphabet Inc(GOOG)033,545+33,54505,2983.68%+5,298
Thermo Fisher Scientific(TMO)06,683+6,68303,1312.17%+3,131
Exxon Mobil Corporation021,554+21,55402,3781.65%+2,378
American International Group042,364+42,36403,6242.52%+3,624
Johnson & Johnson(JNJ)013,743+13,74302,2081.53%+2,208
Triple Flag Precious M(TFPM)0132,116+132,11602,5851.80%+2,585
Abbvie Inc(ABBV)206,229+6,20941,2160.84%+1,212
Amern Tower Corp(AMT)015,032+15,03203,2952.29%+3,295
Procter & Gamble Co.(PG)2936,700+6,407491,0920.76%+1,042
Acushnet Holdings Co046,004+46,00403,1292.17%+3,129
Pepsico Incorporated(PEP)018,815+18,81502,7141.88%+2,714
Amgen Inc(AMGN)03,333+3,33309700.67%+970
Ross Stores Inc(ROST)022,571+22,57102,9622.06%+2,962
Chevrontexaco Corp(CVX)1276,247+6,120188540.59%+836
Conocophillips(COP)012,962+12,96201,2210.85%+1,221
Goldman Sachs Group, Inc.(GS)3,8725,490+1,6182,2173,0012.08%+784
Coca Cola Co.(KO)023,225+23,22501,6711.16%+1,671
Oracle Corp(ORCL)033,305+33,30504,6653.24%+4,665
Illinois Tool Works Inc(ITW)03,015+3,01507320.51%+732
Schwab Charles Corp(SCHW)11,96920,055+8,0868861,5951.11%+710
Dollar General Corp(DG)015,056+15,05601,3580.94%+1,358
White Mountains Insurance Group LTD
COM
0325+32505740.40%+574
Acuity Brands Inc(AYI)6,6739,487+2,8141,9492,4431.70%+494
Wells Fargo & Co New(WFC)27,55933,751+6,1921,9362,4181.68%+483
Automatic Data Processing Corp4982,070+1,5721466250.43%+479
Lockheed Martin Corp(LMT)0927+92704360.30%+436
First Financial Bancshares, In(FFIN)025,116+25,11608720.61%+872
Garrett Motion Inc(GTX)168,705224,155+55,4501,5231,9181.33%+394
Cisco Systems Inc(CSCO)06,668+6,66803850.27%+385
RTX Corporation02,621+2,62103310.23%+331
Unilever PLC(UL)05,000+5,00003180.22%+318
Devon Energy Corp(DVN)036,186+36,18601,3310.92%+1,331
Pfizer Inc(PFE)011,314+11,31402760.19%+276
Clorox Co(CLX)01,734+1,73402470.17%+247
Amazon Com Inc(AMZN)5,0417,041+2,0001,1061,3280.92%+222
South St Corp6,6089,551+2,9436578690.60%+212
Nestle Sa01,753+1,75301860.13%+186
J.P. Morgan Chase & Co.(JPM)0858+85802100.15%+210
Vanguard Ftse Europe014,539+14,53901,0210.71%+1,021
Williams Cos Inc Com(WMB)14,13315,165+1,0327659060.63%+141
Meta Platforms, Inc.(META)57307+250331700.12%+137
BP PLC(BP)04,239+4,23901160.08%+116
Vanguard Consumer Staples ETF
CONSUM STP ETF
0490+49001080.08%+108
Banco Bilbao Vizcaya Argenta(BBVA)07,471+7,47101020.07%+102
Dick's Sporting Goods Inc(DKS)0507+5070950.07%+95
Realty Incm Corp(O)06,309+6,30903660.25%+366
Kimberly Clark Corp(KMB)01,000+1,00001360.09%+136
Bunge Global SA(BG)01,000+1,0000790.05%+79
Vanguard Total013,183+13,18308190.57%+819
Vanguard S&P 500 ETF0133+1330680.05%+68
Canadian Pac Railway0864+8640610.04%+61
Schwab Short Term US053,458+53,45801,3010.90%+1,301
CVS Health Corporation(CVS)0800+8000530.04%+53
International Paper Co01,000+1,0000460.03%+46
Kinder Morgan Inc(KMI)01,500+1,5000390.03%+39
Netflix Inc(NFLX)034+340380.03%+38
Conagra Brands Inc(CAG)01,500+1,5000370.03%+37
Vanguard Ftse Developed0646+6460330.02%+33
Lamb Weston Holdings Inc(LW)0500+5000260.02%+26
SPDR Gold Trust(GLD)521525+41261510.11%+25
Dow Inc(DOW)0633+6330190.01%+19
Lyondellbasell Industries NV
SHS - A -
0300+3000170.01%+17
Atmos Energy Corp(ATO)1,1281,12801571740.12%+17
XCEL Energy(XEL)4,9494,94903343500.24%+16
Dupont De Nemours Inc(DD)0133+133090.01%+9
Vanguard Ftse Emerging0212+2120100.01%+10
Visa Inc(V)227227072800.06%+8
Duke Energy Corporation(DUK)0500+5000610.04%+61
Mondelez Intl(MDLZ)0825+8250560.04%+56
Expand Energy Corp(EXE)043+43050.00%+5
McDonald's Corp(MCD)0275+2750860.06%+86
Nuveen Mun Value Fd Inc(NUV)022,000+22,00001930.13%+193
Progressive Co Ohio(PGR)7373017210.01%+3
Autozone Inc(AZO)55016190.01%+3
Ishares Silver TRUST(SLV)085+85030.00%+3
Vanguard Short-Term Bond02,460+2,46001930.13%+193
Vertex Pharmaceutica(VRTX)029+290140.01%+14
Medtronic Inc(MDT)0213+2130190.01%+19
Fiserv Inc(FISV)128128026280.02%+2
AON Corporation(AON)4343015170.01%+2
Raytheon Technologies Co(RTX)9292011120.01%+2
Phillips(PSX)0150+1500190.01%+19
ishares 1-3 Year Treasry01,595+1,59501320.09%+132
Elevance Health Inc(ELV)018+18080.01%+8
Linde Plc(LIN)19190890.01%+1
Philip Morris Intl Inc(PM)23230340.00%+1
Unitedhealth Group(UNH)046+460240.02%+24
Tencent Holdings2836+8120.00%+1
O Reilly Automotive(ORLY)330440.00%+1
Liberty Media Corp5865+7560.00%0
Lundin Mining Corp280353+73230.00%0
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