Fund HoldingsLummis Asset Management, LP

Total Portfolio Value
$167.20M
Total Bought
$2.81M
Total Sold
$16.50M
Net Transaction
-$13.69M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Apple Computer Inc(AAPL)52,49751,505-99213,73115,9269.53%+2,195
Acuity Brands Inc(AYI)8,7668,656-1102,4833,1531.89%+670
Acushnet Holdings Co396,67038,792-357,8783,7484,3832.62%+635
Goldman Sachs Group, Inc.(GS)4,9064,831-754,2754,9072.94%+633
Microsoft Corp(MSFT)31,89031,432-45812,45413,0717.82%+618
Eli Lilly & Co.(LLY)2,6742,675+12,4993,0901.85%+591
Alphabet Inc(GOOG)31,64231,233-40910,24810,7946.46%+545
Berkshire Hathaway15,69015,823+1337,4857,9734.77%+488
Amrize Ltd(AMRZ)49,17758,677+9,5002,7213,0441.82%+323
Thermo Fisher Scientific(TMO)6,3706,367-33,0963,4042.04%+309
Abbvie Inc(ABBV)6,2296,22901,3161,6030.96%+287
Johnson & Johnson(JNJ)12,87312,849-243,0383,2771.96%+239
Alphabet Inc.(GOOG)3,2703,27009401,1690.70%+228
General Dynamics Corp(GD)14,25514,095-1604,8985,1243.06%+227
Blackstone Minerals Company(BSM)343,843343,84304,9265,0863.04%+160
Vanguard Total16,90817,095+1871,3071,4610.87%+154
Cisco Systems Inc(CSCO)6,7256,742+176157660.46%+151
Amgen Inc.(AMGN)3,4333,43301,1891,3280.79%+139
Amphenol Corp.2,8872,792-953654920.29%+128
Coca Cola Co.(KO)20,64920,355-2941,5931,7141.03%+121
Vanguard Ftse Europe16,50416,739+2351,3631,4830.89%+121
Bunge Limited01,032+1,03201080.06%+108
Raytheon Technologies Co(RTX)2,7132,727+144795820.35%+103
Amazon Com Inc(AMZN)7,0557,088+331,5831,6841.01%+101
First Financial Bancshares, In(FFIN)24,67324,645-287628570.51%+95
Phillips(PSX)3,0113,01105406280.38%+88
Automatic Data Processing Corp2,0302,019-114265140.31%+88
Wells Fargo & Co New(WFC)31,12230,788-3342,4942,5611.53%+68
Illinois Tool Works Inc(ITW)3,0153,01507808420.50%+62
The Charles Schwab Corp(SCHW)18,23217,932-3001,6951,7521.05%+57
South St Corp8,3268,205-1217858350.50%+50
Vanguard Total Stock93393302993450.21%+46
Eaglerock Ld Llc02,000+2,0000430.03%+43
Unitedhealth Group(UNH)249256+7671060.06%+39
Ab Emerging Markets
EMER MKTS OP ETF
0713+7130370.02%+37
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR(BBVA)6,7846,78401501870.11%+37
J.P. Morgan Chase & Co.(JPM)86586502542830.17%+29
UNILEVER PLC SPON ADR NEW(UL)4,4604,444-162632900.17%+27
Procter & Gamble Co.(PG)6,7007,003+3039851,0100.60%+25
Nvidia Corp(NVDA)428497+6975990.06%+25
Southwest Airlines Co(LUV)1,5001,500056770.05%+21
CVS HEALTH CORPORATION(CVS)800800067840.05%+18
Micron Technology(MU)1819+16220.01%+16
Dollar General Corp(DG)13,93213,732-2001,6381,6530.99%+15
Visa Inc(V)229243+1469830.05%+14
Texas Instruments(TXN)127128+125380.02%+13
Vanguard Ftse Emerging0217+2170130.01%+13
INTERNATIONAL PAPER CO(IP)1,0001,000030430.03%+13
Vertiv Hldg Co(VRT)142142036480.03%+12
Vanguard S&P 500 ETF133133079910.05%+12
Exelixis Inc(EXEL)1,0001,000043540.03%+12
Kimberly Clark Corp(KMB)854854083940.06%+11
Lockheed Martin Corp(LMT)840836-44554650.28%+11
Broadcom Inc(AVGO)7085+1522320.02%+10
Brookfield Corp(BN)4,8134,81301952050.12%+10
Central Securities Corp(CET)3,0363,03601511590.10%+8
Applied Materials, Inc.613+7290.01%+7
Cullen Frost Bankers(CFR)397397054610.04%+7
Canadian Pac Railway864864068750.04%+7
Permian Basin Royalty Tr(PBT)1,8501,850040460.03%+7
Eaton Corp.4855+717230.01%+6
Liberty Media Corp267+65060.00%+6
Nuveen Mun Value Fd Inc(NUV)22,00022,00001982030.12%+5
LAMB WESTON HLDGS INC COM(LW)500500022270.02%+5
Vanguard Ftse Developed646646041460.03%+5
VANGUARD DIVIDEND APPREC IDX ETF400400091960.06%+5
Ge Vernova Inc(GEV)36+3370.00%+4
Abbott Labs29,48829,101-3872,8542,8581.71%+4
Invsc Qqq TRUST Srs 12323013170.01%+4
CSX Corp.(CSX)229272+439130.01%+4
Progressive Co Ohio(PGR)7381+814180.01%+3
Bank of America Corp056+56030.00%+3
Vertex Pharmaceutica(VRTX)2932+313160.01%+3
Taiwan Semiconductor M(TSM)06+6030.00%+3
Howard Hughes Holding Co(HHH)340340022240.01%+3
MIDDLESEX WTR CO COM(MSEX)550550028310.02%+3
Disney Walt Hldg Co(DIS)026+26030.00%+3
Home Depot Inc.(HD)07+7020.00%+2
United Rentals Inc(URI)34+1250.00%+2
Merck & Company Inc.(MRK)016+16020.00%+2
American Electric Power015+15020.00%+2
International Business Mach.(IBM)5252013150.01%+2
Linde Plc(LIN)1922+39110.01%+2
Nxp Semiconductors
COM
07+7020.00%+2
Nestle Sa1,7811,78101801820.11%+2
Seagate Technology H
ORD SHS
02+2020.00%+2
Deere & Co(DE)03+3020.00%+2
Everus Constr Group Inc(ECG)37370460.00%+2
XCEL Energy(XEL)1,8991,89901511520.09%+2
S&P Global Inc(SPGI)04+4020.00%+2
Corteva Inc(CTVA)019+19020.00%+2
Stryker Corp(SYK)05+5020.00%+2
Iqvia Holdings Inc(IQV)08+8020.00%+2
Intel Corp(INTC)011+11020.00%+2
TJX Companies Inc(TJX)010+10020.00%+2
Monster Beverage Cor(MNST)015+15010.00%+1
Capital One Financial Corp.(COF)07+7010.00%+1
T-Mobile US Inc(TMUS)08+8010.00%+1
Veralto Corp(VLTO)015+15010.00%+1
Hexcel Corp(HXL)012+12010.00%+1
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