Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Equinix, Inc. | EQIX | 3.72K | $3.9M |
 BP p.l.c. | BP | 4.24K | $187.45K |
 Realty Income Corporation | O | 4.68K | $293.48K |
 Brookfield Corporation | BN | 4.81K | $204.99K |
 The Goldman Sachs Group, Inc. | GS | 4.83K | $4.91M |
 Chevron Corporation | CVX | 6K | $1.15M |
 AbbVie Inc. | ABBV | 6.23K | $1.6M |
 Thermo Fisher Scientific Inc. | TMO | 6.37K | $3.4M |
 Cisco Systems, Inc. | CSCO | 6.74K | $765.91K |
 Banco Bilbao Vizcaya Argentaria, S.A. | BBVA | 6.78K | $187.24K |
 The Procter & Gamble Company | PG | 7K | $1.01M |
 Amazon.com, Inc. | AMZN | 7.09K | $1.68M |
 Acuity Brands, Inc. | AYI | 8.66K | $3.15M |
 PepsiCo, Inc. | PEP | 9.65K | $1.31M |
 ConocoPhillips | COP | 12.31K | $1.41M |
 Dorman Products, Inc. | DORM | 12.8K | $1.75M |
 Johnson & Johnson | JNJ | 12.85K | $3.28M |
 The Williams Companies, Inc. | WMB | 13.47K | $998.95K |
 Dollar General Corporation | DG | 13.73K | $1.65M |
 General Dynamics Corporation | GD | 14.1K | $5.12M |