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Home > Institutional Investor > Lummis Asset Management, Lp > Profile

Instuitional Investor - Lummis Asset Management, Lp

Fund Profile
Filing Period:
Fund Name: Lummis Asset Management, Lp
Portfolio Value $78,931,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Matador Resources Co
 MTDR 189,864 $10,681,749 13.53%
2.
Apple Inc.
 AAPL 37,308 $9,342,669 11.83%
3.
Microsoft Corp
 MSFT 12,762 $5,379,183 6.81%
4.
Berkshire Hathaway Inc
 BRK.A 8,872 $4,021,500 5.09%
5.
Oracle Corp
 ORCL 23,482 $3,913,040 4.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)