Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Central Securities Corp. | CET | 3.04K | $159.24K |
 Illinois Tool Works Inc. | ITW | 3.02K | $841.93K |
 Phillips 66 | PSX | 3.01K | $627.88K |
 Amphenol Corporation | APH | 2.79K | $492.29K |
 RTX Corporation | RTX | 2.73K | $582K |
 Eli Lilly and Company | LLY | 2.67K | $3.09M |
 Automatic Data Processing, Inc. | ADP | 2.02K | $513.59K |
 The Clorox Company | CLX | 1.97K | $190.94K |
 Xcel Energy Inc. | XEL | 1.9K | $152.49K |
 Southwest Airlines Co. | LUV | 1.5K | $77.13K |
 Conagra Brands, Inc. | CAG | 1.5K | $22.55K |
 Kinder Morgan, Inc. | KMI | 1.5K | $47.49K |
 Atmos Energy Corporation | ATO | 1.13K | $194.32K |
 Exelixis, Inc. | EXEL | 1K | $54.41K |
 International Paper Company | IP | 1K | $43.15K |
 Energy Transfer LP | ET | 970 | $18.55K |
 JPMorgan Chase & Co. | JPM | 865 | $283.14K |
 Kimberly-Clark Corporation | KMB | 854 | $93.93K |
 Lockheed Martin Corporation | LMT | 836 | $465.41K |
 Mondelez International, Inc. | MDLZ | 825 | $47.72K |