Fund HoldingsLummis Asset Management, LP

Total Portfolio Value
$78.93M
Total Bought
$759.6K
Total Sold
$10.10M
Net Transaction
-$9.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Matador Resources Co(MTDR)191,102189,864-1,2389,44410,68213.53%+1,237
Wells Fargo & Co New(WFC)027,559+27,55901,9362.45%+1,936
Goldman Sachs Group, Inc.(GS)3,9463,872-741,9542,2172.81%+263
Amazon Com Inc(AMZN)05,041+5,04101,1061.40%+1,106
The Charles Schwab Corp(SCHW)011,969+11,96908861.12%+886
Williams Cos Inc Com(WMB)14,62814,133-4956687650.97%+97
Garrett Motion Inc(GTX)175,150168,705-6,4451,4331,5231.93%+91
Acuity Brands Inc(AYI)6,7766,673-1031,8661,9492.47%+83
Alphabet Inc. Class A(GOOG)03,384+3,38406410.81%+641
Vanguard Total Stock1,5951,625+304524710.60%+19
Sprott Physical Uraniu0900+9000160.02%+16
Energy Transfer Equity(ET)04,070+4,0700800.10%+80
Amphenol Corp.03,318+3,31802300.29%+230
Brookfield Corp(BN)3,2113,21101711840.23%+14
Enterprise Prd Prtnrs Lp(EPD)02,151+2,1510670.09%+67
XCEL Energy(XEL)4,9494,94903233340.42%+11
Visa Inc Cl A(V)227227062720.09%+9
Cullen Frost Bankers(CFR)397397044530.07%+9
Automatic Data Processing Corp499498-11381460.18%+8
South St Corp6,6966,608-886516570.83%+7
Southwest Airlines Co(LUV)1,5001,500044500.06%+6
Brookfield Asset Mgm(BAM)797797038430.05%+5
Nvidia Corp(NVDA)0400+4000540.07%+54
Cameco Corp(CCJ)0100+100050.01%+5
Sprott Uranium Miners
URANI MINER ETF
0111+111040.01%+4
Broadcom Inc(AVGO)7070012160.02%+4
Vanguard Financials Etf
FINANCIALS ETF
031+31040.00%+4
Fiserv Inc(FISV)129128-123260.03%+3
Factset Research Systems(FDS)140140064670.09%+3
Global X Uranium Etf
GLOBAL X URANIUM
0100+100030.00%+3
Booking Holdings Inc(BKNG)33013150.02%+2
Wal Mart Stores Inc.(WMT)234234019210.03%+2
Autodesk Inc111111031330.04%+2
Motorola Solutions(MSI)117117053540.07%+1
Meta Platforms, Inc.(META)5757033330.04%+1
Ark Innovation Etf
INNOVATION ETF
013+13010.00%+1
Atmos Energy Corp(ATO)1,1281,12801561570.20%+1
AON Corporation(AON)4343015150.02%+1
Stellar Bancorp Inc2002000560.01%0
Edwards Lifesciences053+53040.00%+4
Liberty Media Corp6558-7550.01%0
Salesforce Com(CRM)1614-2450.01%0
Costco Wholesale(COST)10100990.01%0
Autozone Inc(AZO)55016160.02%0
United Airlines Hldgs(UAL)2115-6110.00%0
Sunrun Inc.(RUN)026+26000.00%0
Ge Vernova Inc(GEV)03+3010.00%+1
Six Flags Entmt Corp(FUN)24240110.00%0
Paychex, Inc(PAYX)22220330.00%0
Mastercard Inc(MA)04+4020.00%+2
Roundhill Bitkrft Esprt
ROUNDHILL VIDEO
065+65010.00%+1
O Reilly Automotive(ORLY)03+3040.00%+4
Honeywell Int'l(HON)05+5010.00%+1
Cme Group Inc(CME)03+3010.00%+1
Liberty Media Corp02+2000.00%0
Eaton Corp.4848016160.02%0
Seaport Entertainment Gr36360110.00%0
E O G Resources Inc(EOG)058+58070.01%+7
Philip Morris Intl Inc(PM)23230330.00%-0
Cognizant Tech Sol Cl A(CTSH)180180014140.02%-0
Cboe Global Mkts Inc(CBOE)06+6010.00%+1
Ge Healthcare Technologi(GEHC)04+4000.00%0
Marsh & Mc Lennan Co Inc(MRSH)08+8020.00%+2
Seaport Entmt Gro 24 Rts000000
Ingersoll Rand Co.(IR)015+15010.00%+1
Northrop Grumman Corp(NOC)02+2010.00%+1
Accenture Plc
SHS CLASS A
8787031310.04%-0
Howard Hughes Holding Co(HHH)340340026260.03%-0
Intrcontinentalexchange15150220.00%-0
Pimco Exch Traded Fund
ENHAN SHRT MA AC
0541+5410540.07%+54
Veralto Corp(VLTO)019+19020.00%+2
General Electric Co.(GE)12120220.00%-0
Frontera Energy Corpor0266+266020.00%+2
Chevrontexaco Corp(CVX)0127+1270180.02%+18
United Rentals Inc(URI)330220.00%-0
Align Technology Inc08+8020.00%+2
Abbvie Inc(ABBV)20200440.00%-0
Prologis Inc.(PLD)021+21020.00%+2
Central Securities Corp(CET)3,0363,03601391390.18%-0
Raytheon Technologies Co(RTX)9292011110.01%-1
Tencent Holdings3628-8210.00%-1
CSX Corp.(CSX)0229+229070.01%+7
Vanguard Total Bond169169013120.02%-1
Adobe Systems, Inc.(ADBE)09+9040.01%+4
Home Depot Inc.(HD)4141017160.02%-1
Eli Lilly & Co.(LLY)06+6050.01%+5
Merck & Company Inc.(MRK)049+49050.01%+5
Qualcomm, Inc.(QCOM)042+42060.01%+6
Nextera Energy Inc(NEE)61610540.01%-1
Apache Corp(APA)0700+7000160.02%+16
Nxp Semiconductors
COM
030+30060.01%+6
Progressive Co Ohio(PGR)7373019170.02%-1
Linde Plc(LIN)19190980.01%-1
Lundin Mining Corp353280-73420.00%-1
Zoetis Inc(ZTS)40400870.01%-1
Vertiv Hldg Co(VRT)142112-3014130.02%-1
SPDR Gold Trust(GLD)525521-41281260.16%-1
Blackstone Minerals Company(BSM)2,9952,995045440.06%-1
Permian Basin Royalty Tr(PBT)1,8501,850022200.03%-2
Procter & Gamble Co.(PG)293293051490.06%-2
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