Fund HoldingsLummis Asset Management, LP

Total Portfolio Value
$85.61M
Total Bought
$11.42M
Total Sold
$1.51M
Net Transaction
+$9.92M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Apple Computer Inc(AAPL)39,07141,518+2,4478,2299,67411.30%+1,445
Berkshire Hathaway Cl B010,397+10,39704,7855.59%+4,785
Microsoft Corp(MSFT)13,24716,339+3,0925,9217,0318.21%+1,110
Oracle Corp(ORCL)23,74524,789+1,0443,3534,2244.93%+871
General Dynamics Corp(GD)7,81710,368+2,5512,2683,1333.66%+865
Triple Flag Precious M(TFPM)47,88798,129+50,2427421,5881.85%+845
Thermo Fisher Scientific(TMO)03,891+3,89102,4072.81%+2,407
Abbott Labs016,840+16,84001,9202.24%+1,920
Amern Tower Corp Class A(AMT)012,012+12,01202,7943.26%+2,794
Garrett Motion Inc(GTX)0175,150+175,15001,4331.67%+1,433
Matador Resources Co(MTDR)0191,102+191,10209,44411.03%+9,444
Ross Stores Inc(ROST)015,795+15,79502,3772.78%+2,377
Illinois Tool Works Inc(ITW)01,015+1,01502660.31%+266
Acushnet Holdings Co034,497+34,49702,1992.57%+2,199
Acuity Brands Inc(AYI)06,776+6,77601,8662.18%+1,866
Middleby Corp The(MIDD)08,979+8,97901,2491.46%+1,249
Goldman Sachs Group, Inc.(GS)3,9633,946-171,7931,9542.28%+161
J.P. Morgan Chase & Co.(JPM)182858+676371810.21%+144
South St Corp06,696+6,69606510.76%+651
M & T Bank Corp(MTB)0780+78001390.16%+139
Lockheed Martin Corp(LMT)4229+22521340.16%+132
Coca Cola Co.(KO)14,85514,905+509461,0711.25%+126
Johnson & Johnson(JNJ)06,255+6,25501,0141.18%+1,014
First Financial Bancshares, In(FFIN)012,465+12,46504610.54%+461
Alphabet Inc Class C(GOOG)18,95921,313+2,3543,4773,5634.16%+86
American International Group031,319+31,31902,2932.68%+2,293
Vanguard Ftse Europe013,806+13,80609821.15%+982
Vanguard Total12,81413,070+2567738460.99%+73
Williams Cos Inc Com(WMB)14,14314,628+4856016680.78%+67
Vanguard S&P 500 ETF14133+1197700.08%+63
XCEL Energy(XEL)4,9494,94902643230.38%+59
Realty Incm Corp(O)05,457+5,45703460.40%+346
Pepsico Incorporated(PEP)011,376+11,37601,9342.26%+1,934
Brookfield Asset Mgm(BAM)0797+7970380.04%+38
Brookfield Corp(BN)03,211+3,21101710.20%+171
Vanguard Ftse Developed0646+6460340.04%+34
Meta Platforms, Inc.(META)057+570330.04%+33
Atmos Energy Corp(ATO)1,1281,12801321560.18%+25
Automatic Data Processing Corp0499+49901380.16%+138
Vanguard Total Stock1,6261,595-314354520.53%+17
SPDR Gold Trust(GLD)521525+41121280.15%+16
Exxon Mobil Corporation7,6887,678-108859001.05%+15
Tpg Inc(TPG)0758+7580440.05%+44
McDonald's Corp(MCD)0282+2820860.10%+86
Nuveen Mun Value Fd Inc(NUV)022,000+22,00001980.23%+198
Vanguard Ftse Emerging37207+1702100.01%+8
Duke Energy Corporation(DUK)500500050580.07%+8
Motorola Solutions(MSI)117117045530.06%+7
Blackstone Minerals Company(BSM)02,995+2,9950450.05%+45
Factset Research Systems(FDS)0140+1400640.08%+64
Mondelez Intl(MDLZ)0825+8250610.07%+61
Central Securities Corp(CET)3,0363,03601341390.16%+6
Vanguard Short-Term Bond2,4602,46001891940.23%+5
Vertiv Hldg Co(VRT)112142+3010140.02%+4
Accenture Plc
SHS CLASS A
087+870310.04%+31
Howard Hughes Holding Co(HHH)0340+3400260.03%+26
Cullen Frost Bankers(CFR)0397+3970440.05%+44
Fiserv Inc(FISV)0129+1290230.03%+23
Unitedhealth Group(UNH)4646023270.03%+3
Progressive Co Ohio(PGR)7373015190.02%+3
Autodesk Inc0111+1110310.04%+31
Wal Mart Stores Inc.(WMT)234234016190.02%+3
Visa Inc Cl A(V)0227+2270620.07%+62
Home Depot Inc.(HD)041+410170.02%+17
Procter & Gamble Co.(PG)293293048510.06%+2
Ishares Silver TRUST(SLV)085+85020.00%+2
Medtronic Inc(MDT)0213+2130190.02%+19
ishares 1-3 Year Treasry1,5951,59501301330.15%+2
AON Corporation(AON)043+430150.02%+15
Raytheon Technologies Co(RTX)929209110.01%+2
Danaher Corp.(DHR)5959015160.02%+2
Cognizant Tech Sol Cl A(CTSH)0180+1800140.02%+14
Kimberly Clark Corp(KMB)400400055570.07%+2
Southwest Airlines Co(LUV)01,500+1,5000440.05%+44
Texas Instruments(TXN)127127025260.03%+2
Permian Basin Royalty Tr(PBT)1,8501,850021220.03%+1
Seaport Entertainment Gr036+36010.00%+1
Six Flags Entmt Corp(FUN)024+24010.00%+1
Autozone Inc(AZO)05+50160.02%+16
Zoetis Inc(ZTS)40400780.01%+1
Liberty Media Corp5865+7450.01%+1
Eaton Corp.4848015160.02%+1
Nextera Energy Inc(NEE)61610450.01%+1
Broadcom Inc(AVGO)770+6311120.01%+1
Salesforce Com(CRM)016+16040.01%+4
Booking Holdings Inc(BKNG)33012130.01%+1
Linde Plc(LIN)019+19090.01%+9
Tencent Holdings2836+8120.00%+1
Idexx Labs Inc(IDXX)035+350180.02%+18
Stellar Bancorp Inc2002000550.01%+1
Lundin Mining Corp280353+73340.00%+1
Abbvie Inc(ABBV)20200340.00%+1
Vanguard Total Bond169169012130.01%+1
United Rentals Inc(URI)330220.00%0
Philip Morris Intl Inc(PM)23230230.00%0
Costco Wholesale(COST)10100990.01%0
Intrcontinentalexchange15150220.00%0
General Electric Co.(GE)12120220.00%0
Paychex, Inc(PAYX)22220330.00%0
United Airlines Hldgs(UAL)1821+3110.00%0
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