Lummis Asset Management, LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Matador Resources CO with a value of $15.4B, Apple Inc. with a value of $14B, Microsoft Corp with a value of $12.9B, Berkshire Hathaway with a value of $8.72B, and Alphabet Inc. with a value of $5.3B.
Examining the 13F form we can see an increase of $65.1B in the current position value, from $78.9B to 144B.
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
$144 Billion
Technology: $32.4 Billion
Energy: $27.2 Billion
Healthcare: $14.5 Billion
Financial Services: $13.9 Billion
Consumer Cyclical: $9.57 Billion
Industrials: $8.59 Billion
Consumer Defensive: $7.87 Billion
Real Estate: $6.87 Billion
Other: $13.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
