Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 O'Reilly Automotive, Inc. | ORLY | 45 | $4.14K |
 International Business Machines Corporation | IBM | 52 | $14.62K |
 The Mosaic Company | MOS | 55 | $1.17K |
 Bank of America Corporation | BAC | 56 | $3.19K |
 Danaher Corporation | DHR | 59 | $11.24K |
 Qnity Electronics, Inc. | Q | 66 | $8.61K |
 Sanofi | SNY | 80 | $3.41K |
 The Progressive Corporation | PGR | 81 | $17.69K |
 Autodesk, Inc. | ADSK | 83 | $16.14K |
 Broadcom Inc. | AVGO | 85 | $32.11K |
 EOG Resources, Inc. | EOG | 85 | $11.03K |
 Accenture plc | ACN | 87 | $10.83K |
 L3Harris Technologies, Inc. | LHX | 100 | $29.06K |
 Motorola Solutions, Inc. | MSI | 119 | $49.42K |
 Texas Instruments Incorporated | TXN | 128 | $38.15K |
 Vertiv Holdings Co | VRT | 142 | $47.54K |
 MDU Resources Group, Inc. | MDU | 150 | $3.18K |
 Cognizant Technology Solutions Corporation | CTSH | 180 | $6.97K |
 Visa Inc. | V | 243 | $83.37K |
 McDonald's Corporation | MCD | 251 | $67.85K |