Fund Holdings — Lummis Asset Management, LP

Total Portfolio Value
$152.25M
Total Bought
$6.84M
Total Sold
$20.19M
Net Transaction
-$13.35M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
Apple Computer Inc(AAPL)46,69455,408+8,71410,70914,1099.27%+3,399
Alphabet Inc(GOOG)33,51433,446-686,2508,1465.35%+1,896
Oracle Corp(ORCL)33,04332,287-7567,5069,0805.96%+1,575
Amrize Ltd(AMRZ)10,04035,277+25,2374791,7121.12%+1,233
General Dynamics Corp(GD)15,00314,977-264,4825,1073.35%+625
Ross Stores Inc(ROST)22,41622,161-2552,9813,3772.22%+396
Berkshire Hathaway16,29416,285-97,7938,1875.38%+395
Acuity Brands Inc(AYI)9,4119,358-532,8323,2232.12%+391
Eli Lilly & Co.(LLY)2,6742,67401,6742,0401.34%+366
Thermo Fisher Scientific(TMO)6,5696,565-42,8203,1842.09%+364
Goldman Sachs Group, Inc.(GS)5,4755,290-1853,8974,2132.77%+316
Johnson & Johnson(JNJ)13,59813,584-142,2312,5191.65%+288
Alphabet Inc(GOOG)3,3843,38405968230.54%+226
Blackstone Minerals Company(BSM)340,513340,763+2504,2684,4782.94%+209
Abbvie Inc(ABBV)6,2296,22901,2331,4420.95%+209
Acushnet Holdings Co44,94244,250-6923,2993,4732.28%+174
BP PLC SPONSORED ADR04,239+4,23901460.10%+146
NESTLE S A SPONSORED ADR REPRESENTING REGISTERED SH871,666+1,57991530.10%+144
Vanguard Total14,03815,095+1,0579701,1090.73%+139
Wells Fargo & Co New(WFC)33,49533,350-1452,6702,7951.84%+126
Exxon Mobil Corporation21,55421,55402,3102,4301.60%+121
Devon Energy Corp(DVN)36,13136,311+1801,1541,2730.84%+119
VANGUARD CONSUMER STAPLES ETF (MKT)
CONSUM STP ETF
0490+49001050.07%+105
Vanguard Ftse Europe15,39516,247+8521,1931,2970.85%+103
VANGUARD DIVIDEND APPREC IDX ETF (MKT)0400+4000860.06%+86
BUNGE GLOBAL SA COM SHS(BP)01,000+1,0000810.05%+81
Unitedhealth Group(UNH)46249+20314860.06%+72
BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR(BG)1,0007,471+6,471831440.09%+61
South St Corp9,3949,328-668659220.61%+57
Lockheed Martin Corp(LMT)87387303804360.29%+56
Pepsico Incorporated(PEP)18,06818,053-152,4812,5351.67%+54
Phillips(PSX)3,0113,01103594100.27%+51
SPDR Gold Trust(GLD)525580+551602060.14%+46
Amphenol Corp.3,2362,955-2813203660.24%+46
VANGUARD PACIFIC STOCK INDEX ETF (MKT)0464+4640410.03%+41
Raytheon Technologies Co(RTX)2,7132,71304194540.30%+35
CONAGRA BRANDS INC01,500+1,5000270.02%+27
EQUINIX INC(EQIX)3,7233,72302,8902,9161.92%+26
Vanguard Total Stock1,0731,07303263520.23%+26
Conocophillips(COP)12,96212,939-231,2001,2240.80%+24
XCEL Energy(XEL)1,8991,89901291530.10%+24
J.P. Morgan Chase & Co.(JPM)85885802492710.18%+22
Brookfield Corp(BN)3,2113,21101992200.14%+22
Illinois Tool Works Inc(ITW)3,0153,01507657860.52%+21
Medtronic Inc0213+2130200.01%+20
Atmos Energy Corp(ATO)1,1281,12801741930.13%+19
Realty Incm Corp(O)5,2285,22803013180.21%+17
International Business Mach.(IBM)052+520150.01%+15
SCHWAB CHARLES CORP(SCHW)19,78219,546-2361,8531,8661.23%+14
Williams Cos Inc Com(WMB)15,12115,161+409479600.63%+14
Nvidia Corp(NVDA)400400063750.05%+11
Permian Basin Royalty Tr(PBT)1,8501,850023340.02%+11
Central Securities Corp(CET)3,0363,03601451560.10%+11
PFIZER INC(PFE)11,31411,31402782880.19%+10
Schwab Short Term US53,16053,458+2981,2961,3040.86%+8
CVS HEALTH CORPORATION(CVS)800800052600.04%+8
Nuveen Mun Value Fd Inc(NUV)22,00022,00001911980.13%+6
Vanguard S&P 500 ETF133133076810.05%+6
DICK'S SPORTING GOODS INC(DKS)50750701071130.07%+6
Howard Hughes Holding Co(HHH)340340023280.02%+5
Motorola Solutions(MSI)117117049540.04%+4
Broadcom Inc(AVGO)7070019230.02%+4
Idexx Labs Inc(IDXX)3535019220.01%+4
FIRST NATL BK ALASKA COM46046001221250.08%+3
LAMB WESTON HLDGS INC COM(LW)500500026290.02%+3
McDonald's Corp(MCD)275275080840.05%+3
Chevrontexaco Corp(CVX)6,0756,07509409430.62%+3
Vertiv Hldg Co(VRT)142142018210.01%+3
Autozone Inc(AZO)55019210.01%+3
Vanguard Total Bond169206+3712150.01%+3
Duke Energy Corporation(DUK)500500059620.04%+3
KINDER MORGAN INC(KMI)1,5001,500040420.03%+2
Tpg Inc(TPG)379379020220.01%+2
Vanguard Ftse Developed646646037390.03%+2
Home Depot Inc.(HD)4141015170.01%+2
Lundin Mining Corp3533530450.00%+2
Brookfield Asset Mgm(BAM)797797044450.03%+1
Wal Mart Stores Inc.(WMT)234234023240.02%+1
DOW INC COM(DOW)633633013150.01%+1
DUPONT DE NEMOURS INC(DD)13313309100.01%+1
Autodesk Inc111111034350.02%+1
Eaton Corp.4848017180.01%+1
Ishares Silver TRUST(SLV)85850340.00%+1
O Reilly Automotive(ORLY)45450450.00%+1
Tencent Holdings36360230.00%+1
CSX Corp.(CSX)2292290780.01%+1
United Rentals Inc(URI)330230.00%+1
General Electric Co.(GE)12120340.00%+1
Vanguard Short-Term Bond2,4602,46001941940.13%+1
Enterprise Prd Prtnrs Lp(EPD)1,9321,932060600.04%+1
Stellar Bancorp Inc2002000660.00%0
Nextera Energy Inc(NEE)61610450.00%0
United Airlines Hldgs(UAL)21210220.00%0
Qualcomm, Inc.(QCOM)42420770.00%0
Ge Vernova Inc(GEV)330220.00%0
Prologis Inc.(PLD)21210220.00%0
ishares 1-3 Year Treasry1,5951,59501321320.09%0
Seaport Entertainment Gr(SEG)36360110.00%0
Linde Plc(LIN)19190990.01%0
Veralto Corp(VLTO)19190220.00%0
Page 1 of 2