Stock Taper 
LUMMIS ASSET MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 800 | $84.18K |
 Dow Inc. | DOW | 633 | $19.05K |
 Middlesex Water Company | MSEX | 550 | $30.7K |
 DICK'S Sporting Goods, Inc. | DKS | 507 | $101.35K |
 Duke Energy Corporation | DUK | 500 | $63.29K |
 Lamb Weston Holdings, Inc. | LW | 500 | $26.77K |
 NVIDIA Corporation | NVDA | 497 | $99.44K |
 Cullen/Frost Bankers, Inc. | CFR | 397 | $61.34K |
 TPG Inc. | TPG | 379 | $15.37K |
 Netflix, Inc. | NFLX | 340 | $24.88K |
 Howard Hughes Holdings Inc. | HHH | 340 | $24.31K |
 White Mountains Insurance Group, Ltd. | WTM | 325 | $688.55K |
 Meta Platforms, Inc. | META | 319 | $173.62K |
 LyondellBasell Industries N.V. | LYB | 300 | $18.13K |
 Walmart Inc. | WMT | 272 | $30.81K |
 CSX Corporation | CSX | 272 | $12.93K |
 UnitedHealth Group Incorporated | UNH | 256 | $106.4K |
 Medtronic plc | MDT | 253 | $19.79K |
 McDonald's Corporation | MCD | 251 | $67.85K |
 Visa Inc. | V | 243 | $83.37K |