Fund HoldingsLummis Asset Management, LP

Total Portfolio Value
$152.85M
Total Bought
$5.78M
Total Sold
$17.43M
Net Transaction
-$11.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Microsoft Corp(MSFT)33,45633,381-7512,90317,03111.14%+4,127
Oracle Corp(ORCL)33,30533,043-2624,6657,5064.91%+2,841
ABBOTT LABORATORIES31,37145,787+14,4164,1336,1774.04%+2,043
Triple Flag Precious M(TFPM)132,116165,216+33,1002,5854,1012.68%+1,515
Alphabet Inc(GOOG)33,54533,514-315,2986,2504.09%+952
Goldman Sachs Group, Inc.(GS)5,4905,475-153,0013,8972.55%+895
Matador Resources Co(MTDR)333,390336,415+3,02515,38815,88610.39%+498
AMRIZE LTD SHS(AMRZ)010,040+10,04004790.31%+479
Raytheon Technologies Co(RTX)922,713+2,621124190.27%+407
Acuity Brands Inc(AYI)9,4879,411-762,4432,8321.85%+389
General Dynamics Corp(GD)15,09715,003-944,1134,4822.93%+370
Dollar General Corp(DG)15,05614,871-1851,3581,7121.12%+355
Phillips(PSX)1503,011+2,861193590.23%+340
The Charles Schwab Corp(SCHW)20,05519,782-2731,5951,8531.21%+257
Wells Fargo & Co New(WFC)33,75133,495-2562,4182,6701.75%+252
Amazon Com Inc(AMZN)7,0417,04101,3281,5511.01%+223
Vanguard Ftse Europe14,53915,395+8561,0211,1930.78%+172
Acushnet Holdings Co46,00444,942-1,0623,1293,2992.16%+170
Vanguard Total13,18314,038+8558199700.63%+151
FIRST NATL BK ALASKA COM0460+46001220.08%+122
Amphenol Corp03,236+3,23603200.21%+320
CISCO SYSTEMS INC(CSCO)6,6686,66803854790.31%+94
Chevrontexaco Corp(CVX)6,2476,075-1728549400.62%+86
Alphabet Inc(GOOG)03,384+3,38405960.39%+596
Meta Platforms, Inc.(META)30730701702340.15%+64
INTERNATIONAL PAPER CO(IP)01,000+1,0000480.03%+48
Williams Cos Inc Com(WMB)15,16515,121-449069470.62%+41
J.P. Morgan Chase & Co.(JPM)85885802102490.16%+38
Illinois Tool Works Inc(ITW)3,0153,01507327650.50%+33
Brookfield Corp(BN)03,211+3,21101990.13%+199
Johnson & Johnson(JNJ)13,74313,598-1452,2082,2311.46%+23
Nvidia Corp(NVDA)0400+4000630.04%+63
Ross Stores Inc(ROST)22,57122,416-1552,9622,9811.95%+20
Abbvie Inc(ABBV)6,2296,22901,2161,2330.81%+18
DICK'S SPORTING GOODS INC(DKS)5075070951070.07%+12
Automatic Data Processing Corp2,0702,07006256340.41%+10
Central Securities Corp(CET)03,036+3,03601450.10%+145
SPDR Gold Trust(GLD)52552501511600.10%+9
Vertiv Hldg Co(VRT)0142+1420180.01%+18
Canadian Pac Railway864864061680.04%+8
Broadcom Inc(AVGO)070+700190.01%+19
First Financial Bancshares, In(FFIN)25,11625,11608728790.58%+7
Vanguard S&P 500 ETF133133068760.05%+7
Brookfield Asset Mgm(BAM)0797+7970440.03%+44
Autodesk Inc0111+1110340.02%+34
Permian Basin Royalty Tr(PBT)01,850+1,8500230.02%+23
BUNGE GLOBAL(BG)1,0001,000079830.05%+4
Eaton Corp.048+480170.01%+17
Idexx Labs Inc(IDXX)035+350190.01%+19
Vanguard Ftse Developed646646033370.02%+4
Booking Holdings Inc(BKNG)03+30170.01%+17
Texas Instruments(TXN)0127+1270260.02%+26
NETFLIX INC(NFLX)3434038410.03%+3
Wal Mart Stores Inc.(WMT)0234+2340230.01%+23
PFIZER INC(PFE)11,31411,31402762780.18%+2
Tpg Inc(TPG)0379+3790200.01%+20
Cullen Frost Bankers(CFR)0397+3970510.03%+51
Visa Inc Cl A(V)227227080810.05%+1
Vanguard Short-Term Bond2,4602,46001931940.13%+1
Liberty Media Corp65650670.00%+1
Vanguard Ftse Emerging212212010110.01%+1
KINDER MORGAN INC(KMI)1,5001,500039400.03%+1
Lundin Mining Corp3533530340.00%+1
CSX Corp.(CSX)0229+229070.00%+7
General Electric Co.(GE)012+12030.00%+3
Ge Vernova Inc(GEV)03+3020.00%+2
DUPONT DE NEMOURS INC(DD)1331330990.01%+1
Philip Morris Intl Inc(PM)23230440.00%+1
Costco Wholesale(COST)010+100100.01%+10
Roundhill Bitkrft Esprt
ROUNDHILL VIDEO
065+65020.00%+2
United Rentals Inc(URI)03+3020.00%+2
Edwards Lifesciences053+53040.00%+4
Cognizant Tech Sol(CTSH)0180+1800140.01%+14
Align Technology Inc08+8020.00%+2
Expand Energy Corp(EXE)43430550.00%0
Qualcomm, Inc.(QCOM)042+42070.00%+7
United Airlines Hldgs(UAL)021+21020.00%+2
ishares 1-3 Year Treasry1,5951,59501321320.09%0
Intrcontinentalexchange015+15030.00%+3
Ishares Silver TRUST(SLV)85850330.00%0
Honeywell Int'l(HON)05+5010.00%+1
Salesforce Com(CRM)016+16040.00%+4
Linde Plc(LIN)19190990.01%0
Veralto Corp(VLTO)019+19020.00%+2
Stellar Bancorp Inc0200+200060.00%+6
Mastercard Inc(MA)04+4020.00%+2
Ingersoll Rand Co.(IR)015+15010.00%+1
Cboe Global Mkts Inc(CBOE)06+6010.00%+1
Frontera Energy Corpor0328+328020.00%+2
Cme Group Inc(CME)03+3010.00%+1
Adobe Systems, Inc.(ADBE)09+9030.00%+3
Vanguard Total Bond0169+1690120.01%+12
Liberty Media Corp02+2000.00%0
Tencent Holdings36360220.00%0
Home Depot Inc.(HD)041+410150.01%+15
Northrop Grumman Corp(NOC)02+2010.00%+1
Ge Healthcare Technologi(GEHC)04+4000.00%0
Pimco Exch Traded Fund
ENHAN SHRT MA AC
0541+5410540.04%+54
Nextera Energy Inc(NEE)061+61040.00%+4
Seaport Entertainment Gr036+36010.00%+1
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