Lummis Asset Management, LP has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Matador Resources CO with a value of $15.1B, Apple Inc. with a value of $14.1B, Oracle Corp with a value of $9.08B, Microsoft Corp with a value of $8.22B, and Berkshire Hathaway with a value of $8.19B.
Examining the 13F form we can see an decrease of $596M in the current position value, from $153B to 152B.
Lummis Asset Management, LP is based out at Fort Worth, TX
Below you can find more details about Lummis Asset Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$152 Billion
Technology: $32.5 Billion
Energy: $27.1 Billion
Financial Services: $15.6 Billion
Healthcare: $14.8 Billion
Industrials: $10.8 Billion
Communication Services: $9.24 Billion
Consumer Cyclical: $8.7 Billion
Consumer Defensive: $7.53 Billion
Other: $15.6 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
