Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Norfolk Southern Corporation | NSC | 1 | $315 |
 Dollar Tree, Inc. | DLTR | 1 | $121 |
 Ingersoll Rand Inc. | IR | 2 | $164 |
 Aecom | ACM | 2 | $140 |
 Seagate Technology Holdings plc | STX | 2 | $1.93K |
 Eagle Materials Inc. | EXP | 3 | $675 |
 Deere & Company | DE | 3 | $1.9K |
 Waters Corporation | WAT | 3 | $1.13K |
 CME Group Inc. | CME | 3 | $662 |
 Edwards Lifesciences Corporation | EW | 3 | $271 |
 Mastercard Incorporated | MA | 4 | $2.05K |
 United Rentals, Inc. | URI | 4 | $4.53K |
 S&P Global Inc. | SPGI | 4 | $1.63K |
 Reddit, Inc. | RDDT | 4 | $694 |
 Hyatt Hotels Corporation | H | 4 | $775 |
 GE HealthCare Technologies Inc. | GEHC | 4 | $256 |
 AutoZone, Inc. | AZO | 5 | $15.98K |
 Stryker Corporation | SYK | 5 | $1.57K |
 Extra Space Storage Inc. | EXR | 6 | $872 |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 6 | $2.87K |