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Anne Wright

@Lummis Asset Management, Lp

Latest period2024 - Q4ReportedManaged Assets$78.931MTotal holdings148
Assets growth rate-7.79%Assets growth rate (2-Q avg)2.63%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lummis Asset Management, Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 148 positions.

Assets under management

The assets under management (AUM) of Lummis Asset Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 78.931M in assets, with a quarterly growth rate of -7.79% and a 2-quarter average growth rate of 2.63%. The portfolio is managed by Anne Wright, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MIDDMiddleby Corp The
Recent Activity
Decreased -2.17%
1.51%
$1.19M
8,784 shares@ $135.46 avg price
AMZNAmazon Com Inc
Recent Activity
1.41%
$1.106M
5,041 shares@ $219.4 avg price
DVNDevon Energy Corp
Recent Activity
Increased 2.26%
1.31%
$1.029M
31,429 shares@ $32.73 avg price
KOCoca Cola Co.
Recent Activity
Decreased -1.54%
1.16%
$913,666
14,675 shares@ $62.27 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.03%
1.15%
$904,309
6,253 shares@ $144.63 avg price
SCHWThe Charles Schwab Corp
Recent Activity
1.13%
$885,826
11,969 shares@ $74.02 avg price
VGKVanguard Ftse Europe
Recent Activity
Decreased -1.84%
1.09%
$860,082
13,551 shares@ $63.48 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -0.4%
1.05%
$822,588
7,647 shares@ $107.58 avg price
WMBWilliams Cos Inc Com
Recent Activity
Decreased -3.38%
0.97%
$764,878
14,133 shares@ $54.13 avg price
VXUSVanguard Total
Recent Activity
Decreased -2.14%
0.96%
$753,656
12,789 shares@ $58.94 avg price