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Anne Wright

Lummis Asset Management, Lp

Assets Managed
$167.293M
Holdings
192
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
2.89%(2Q avg: 4.85%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Lummis Asset Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 192 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.293M in assets, with a quarterly growth rate of 2.89% and a 2-quarter average growth rate of 4.85%. The portfolio is managed by Anne Wright, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MTDR
Matador Resources Co
Recent Activity
Decreased -1.08%
12.59%
$21.05M
332,594 shares@ $63.3 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.79%
8.21%
$13.731M
52,497 shares@ $261.56 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.81%
7.45%
$12.454M
31,890 shares@ $390.52 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.77%
6.13%
$10.248M
31,642 shares@ $323.88 avg price
ur-9⤦
Berkshire Hathaway Cl B
Recent Activity
Decreased -2.33%
4.48%
$7.485M
15,690 shares@ $477.07 avg price
BSM
Black Stone Minerals Lp
Recent Activity
Increased 0.24%
2.95%
$4.926M
343,843 shares@ $14.33 avg price
GD
General Dynamics Corp
Recent Activity
Decreased -3.98%
2.93%
$4.898M
14,255 shares@ $343.58 avg price
ROST
Ross Stores Inc
Recent Activity
Decreased -5%
2.72%
$4.55M
20,651 shares@ $220.33 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -5.92%
2.67%
$4.46M
29,461 shares@ $151.39 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -27.98%
2.56%
$4.275M
4,906 shares@ $871.3 avg price

1-10 of 192