Lummis Asset Management, LP - Portfolio overview

Lummis Asset Management, LP has 209 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. MTDR - Matador Resources Co, 12.58%
2. AAPL - APPLE INC, 8.20%
3. MSFT - Microsoft Corp, 7.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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