Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 American Electric Power Company, Inc. | AEP | 15 | $2.05K |
 Monster Beverage Corporation | MNST | 15 | $1.44K |
 Veralto Corporation | VLTO | 15 | $1.33K |
 Novartis AG | NVS | 16 | $2.51K |
 Salesforce, Inc. | CRM | 16 | $2.51K |
 Corteva, Inc. | CTVA | 19 | $1.61K |
 Micron Technology, Inc. | MU | 19 | $21.93K |
 Freeport-McMoRan Inc. | FCX | 21 | $1.32K |
 United Airlines Holdings, Inc. | UAL | 21 | $2.86K |
 Philip Morris International Inc. | PM | 23 | $4.16K |
 Six Flags Entertainment Corporation | FUN | 24 | $511 |
 The Walt Disney Company | DIS | 26 | $2.5K |
 Vertex Pharmaceuticals Incorporated | VRTX | 32 | $15.89K |
 IDEXX Laboratories, Inc. | IDXX | 35 | $18.43K |
 Seaport Entertainment Group Inc. | SEG | 36 | $958 |
 Everus Construction Group, Inc. | ECG | 37 | $6.14K |
 National Fuel Gas Company | NFG | 40 | $3.09K |
 Zoetis Inc. | ZTS | 40 | $2.87K |
 Expand Energy Corporation | EXE | 43 | $3.92K |
 DuPont de Nemours, Inc. | DD | 44 | $6.11K |