Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Black Stone Minerals, L.P. | BSM | 343.84K | $5.09M |
 Matador Resources Company | MTDR | 328.77K | $16.16M |
 Amrize Ltd | AMRZ | 58.68K | $3.04M |
 Apple Inc. | AAPL | 51.51K | $15.93M |
 American International Group, Inc. | AIG | 40.27K | $3.05M |
 Acushnet Holdings Corp. | GOLF | 38.79K | $4.38M |
 Microsoft Corporation | MSFT | 31.43K | $13.07M |
 Alphabet Inc. | GOOG | 31.23K | $10.79M |
 Wells Fargo & Company | WFC | 30.79K | $2.56M |
 Abbott Laboratories | ABT | 29.1K | $2.86M |
 Oracle Corporation | ORCL | 28.78K | $4.05M |
 Devon Energy Corporation | DVN | 26.89K | $1.54M |
 First Financial Bankshares, Inc. | FFIN | 24.64K | $856.67K |
 Exxon Mobil Corporation | XOM | 20.48K | $3.08M |
 The Coca-Cola Company | KO | 20.36K | $1.71M |
 Ross Stores, Inc. | ROST | 20.06K | $4.54M |
 The Charles Schwab Corporation | SCHW | 17.93K | $1.75M |
 American Tower Corporation | AMT | 15.03K | $2.49M |
 General Dynamics Corporation | GD | 14.1K | $5.12M |
 Dollar General Corporation | DG | 13.73K | $1.65M |