Lummis Asset Management, LP has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $85.6 Billion distributed in 147 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.67B, Matador Resources CO with a value of $9.44B, Microsoft Corp with a value of $7.03B, Berkshire Hathaway Cl B with a value of $4.79B, and Oracle Corp with a value of $4.22B.
Examining the 13F form we can see an increase of $9.88B in the current position value, from $75.7B to 85.6B.
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
$85.6 Billion
Technology: $21.4 Billion
Energy: $12.9 Billion
Financial Services: $8.68 Billion
Consumer Cyclical: $7.08 Billion
Industrials: $6.87 Billion
Healthcare: $5.47 Billion
ETFs: $4.69 Billion
Communication Services: $4.16 Billion
Other: $9.3 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
