Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 6 | $7.05K |
 Digital Realty Trust, Inc. | DLR | 6 | $1.08K |
 The Home Depot, Inc. | HD | 7 | $2.47K |
 PACCAR Inc | PCAR | 7 | $841 |
 Capital One Financial Corporation | COF | 7 | $1.4K |
 Marsh & McLennan Companies, Inc. | MRSH | 7 | $1.17K |
 NXP Semiconductors N.V. | NXPI | 7 | $1.97K |
 IQVIA Holdings Inc. | IQV | 8 | $1.55K |
 T-Mobile US, Inc. | TMUS | 8 | $1.34K |
 Encompass Health Corporation | EHC | 8 | $809 |
 Ameren Corporation | AEE | 9 | $1.02K |
 Carrier Global Corporation | CARR | 10 | $734 |
 The TJX Companies, Inc. | TJX | 10 | $1.51K |
 Fifth Third Bancorp | FITB | 11 | $620 |
 Intel Corp. | INTC | 11 | $1.54K |
 PriceSmart, Inc. | PSMT | 11 | $2.15K |
 Costco Wholesale Corporation | COST | 11 | $10.29K |
 Hexcel Corporation | HXL | 12 | $1.2K |
 Applied Materials, Inc. | AMAT | 13 | $9.4K |
 Prologis, Inc. | PLD | 14 | $1.9K |