Sponsored

The Analysis of Lummis Asset Management, LP's Holdings & P&L

Currently, Lummis Asset Management, LP holds 192 types of securities in its portfolio with a total value $167.3M. In the most recent quarter, they have increased their positions in GOLF (+353.7K shares, valued at $3.3M), DORM (+19.6K shares, valued at $2.1M), VPL (+13.8K shares, valued at $1.4M); decreased their positions in GS (-1.9K shares, valued at $1.7M), AAPL (-2.1K shares, valued at $541.9K), N/A (-1.2K shares, valued at $401.6K); initiated new positions in DORM (+19.6K shares, valued at $2.1M), CLX (+2.0K shares, valued at $190.4K), N/A (+460 shares, valued at $151.3K).

1M P&L

+767.9K+0.50%

3M P&L

+2.4M+1.60%

HY P&L

+10.1M+7.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure22.0M

15.1%

2Oil & Gas E&P21.3M

14.6%

3Consumer Electronics14.8M

10.2%

Top Industries by Stock Count

1N/A37 stocks

22.2%

2Drug Manufacturers - General6 stocks

3.6%

3Oil & Gas E&P6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MTDR Matador Resources Co332.6K shares-1.08%2026-03-312026-05-11

AAPL APPLE INC52.5K shares-3.80%2026-03-312026-05-11

MSFT Microsoft Corp31.9K shares-2.82%2026-03-312026-05-11

Alphabet Inc Alphabet Inc31.6K shares-3.77%2026-03-312026-05-11

BRK.B Berkshire Hathaway15.7K shares-2.33%2026-03-312026-05-11

BSM Blackstone Minerals Company343.8K shares0.23%2026-03-312026-05-11

General Dynamics Corp General Dynamics Corp14.3K shares-3.98%2026-03-312026-05-11

ROST Ross Stores Inc20.7K shares-5.00%2026-03-312026-05-11

Sponsored

ORCL Oracle Corp29.5K shares-5.93%2026-03-312026-05-11

GS Goldman Sachs Group, Inc.4.9K shares-27.98%2026-03-312026-05-11

TFPM Triple Flag Precious Metals Corp124.7K shares-5.14%2026-03-312026-05-11

EQIX EQUINIX INC3.7K shares0.00%2026-03-312026-05-11

GOLF Acushnet Holdings Co396.7K shares823.95%2026-03-312026-05-11

XOM Exxon Mobil Corporation20.6K shares-3.24%2026-03-312026-05-11

TMO Thermo Fisher Scientific6.4K shares-2.12%2026-03-312026-05-11

AIG American International Group40.7K shares-3.03%2026-03-312026-05-11

Sponsored

JNJ Johnson & Johnson12.9K shares-3.74%2026-03-312026-05-11

ABT Abbott Labs29.5K shares-3.96%2026-03-312026-05-11

AMRZ Amrize Ltd49.2K shares-4.49%2026-03-312026-05-11

PEP Pepsico Incorporated17.2K shares-3.54%2026-03-312026-05-11

AMT Amern Tower Corp15.0K shares0.00%2026-03-312026-05-11

LLY Eli Lilly & Co.2.7K shares0.00%2026-03-312026-05-11

WFC Wells Fargo & Co New31.1K shares-4.48%2026-03-312026-05-11

AYI Acuity Brands Inc8.8K shares-4.85%2026-03-312026-05-11

Sponsored

DORM Dorman Prods Inc19.6K sharesnew addition2026-03-312026-05-11

DVN Devon Energy Corp37.1K shares6.31%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP18.2K shares-4.23%2026-03-312026-05-11

DG Dollar General Corp13.9K shares-5.01%2026-03-312026-05-11

COP Conocophillips12.5K shares-0.99%2026-03-312026-05-11

KO Coca Cola Co.20.6K shares-7.00%2026-03-312026-05-11

AMZN Amazon Com Inc7.1K shares0.00%2026-03-312026-05-11

VPL Vanguard Pacific VPRS14.3K shares2973.28%2026-03-312026-05-11

Sponsored

VGK Vanguard Ftse Europe16.5K shares1.66%2026-03-312026-05-11

ABBV Abbvie Inc6.2K shares0.00%2026-03-312026-05-11

VXUS Vanguard Total16.9K shares12.11%2026-03-312026-05-11

AMGN Amgen Inc.3.4K shares3.00%2026-03-312026-05-11

CVX Chevrontexaco Corp6.0K shares0.00%2026-03-312026-05-11

SCHO Schwab Short Term US46.8K shares-9.53%2026-03-312026-05-11

WMB Williams Cos Inc Com14.0K shares-7.14%2026-03-312026-05-11

PG Procter & Gamble Co.6.7K shares0.00%2026-03-312026-05-11

Sponsored

Alphabet Inc Alphabet Inc3.3K shares-2.30%2026-03-312026-05-11

SSB South St Corp8.3K shares-7.64%2026-03-312026-05-11

ITW Illinois Tool Works Inc3.0K shares0.00%2026-03-312026-05-11

FFIN First Financial Bancshares, In24.7K shares-0.54%2026-03-312026-05-11

WTM WHITE MOUNTAINS INSURANCE GROUP LTD325 shares0.00%2026-03-312026-05-11

CSCO Cisco Systems Inc6.7K shares0.00%2026-03-312026-05-11

PSX Phillips 663.0K shares0.00%2026-03-312026-05-11

RTX Raytheon Technologies Co2.7K shares0.00%2026-03-312026-05-11

Sponsored

LMT Lockheed Martin Corp840 shares0.00%2026-03-312026-05-11

ADP Automatic Data Processing Corp2.0K shares-0.73%2026-03-312026-05-11

APH Amphenol Corp.2.9K shares-1.64%2026-03-312026-05-11

O Realty Incm Corp5.2K shares-5.63%2026-03-312026-05-11

PFE PFIZER INC11.3K shares0.00%2026-03-312026-05-11

VTI Vanguard Total Stock933 shares0.00%2026-03-312026-05-11

Unilever PLC Unilever PLC4.5K shares0.00%2026-03-312026-05-11

GLD SPDR Gold Trust600 shares0.00%2026-03-312026-05-11

Sponsored

JPM J.P. Morgan Chase & Co.865 shares0.00%2026-03-312026-05-11

ATO Atmos Energy Corp1.1K shares0.00%2026-03-312026-05-11

BP BP PLC SPONSORED ADR4.2K shares0.00%2026-03-312026-05-11

NUV Nuveen Mun Value Fd Inc22.0K shares0.00%2026-03-312026-05-11

BN Brookfield Corp4.8K shares0.00%2026-03-312026-05-11

BSV Vanguard Short-Term Bond2.5K shares0.00%2026-03-312026-05-11

CLX CLOROX CO2.0K sharesnew addition2026-03-312026-05-11

META Meta Platforms, Inc310 shares0.00%2026-03-312026-05-11

Sponsored

Nestle Sa Nestle Sa1.8K shares0.00%2026-03-312026-05-11

FIRST NATL BK ALASKA COM FIRST NATL BK ALASKA COM460 sharesnew addition2026-03-312026-05-11

XEL XCEL Energy1.9K shares0.00%2026-03-312026-05-11

CET Central Securities Corp3.0K shares0.00%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR6.8K shares0.00%2026-03-312026-05-11

SHY ishares 1-3 Year Treasry1.6K shares0.00%2026-03-312026-05-11

Bunge Limited Bunge Limited1.0K sharesnew addition2026-03-312026-05-11

DKS DICK'S SPORTING GOODS INC507 shares0.00%2026-03-312026-05-11

Sponsored

VDC VANGUARD CONSUMER STAPLES ETF490 shares0.00%2026-03-312026-05-11

VIG VANGUARD DIVIDEND APPREC IDX ETF400 shares0.00%2026-03-312026-05-11

MCD McDonald's Corp268 shares-2.55%2026-03-312026-05-11

KMB Kimberly Clark Corp854 shares0.00%2026-03-312026-05-11

Vanguard S&P 500 ETF Vanguard S&P 500 ETF133 shares0.00%2026-03-312026-05-11

NVDA Nvidia Corp428 shares0.00%2026-03-312026-05-11

V Visa Inc229 shares0.00%2026-03-312026-05-11

CP Canadian Pac Railway864 shares0.00%2026-03-312026-05-11

Sponsored

UNH Unitedhealth Group249 shares0.00%2026-03-312026-05-11

CVS CVS HEALTH CORPORATION800 shares0.00%2026-03-312026-05-11

Duke Energy Corporation Duke Energy Corporation500 shares0.00%2026-03-312026-05-11

Professionally Managed Professionally Managed1.1K shares0.00%2026-03-312026-05-11

LUV Southwest Airlines Co1.5K shares0.00%2026-03-312026-05-11

CFR Cullen Frost Bankers397 shares0.00%2026-03-312026-05-11

MINT Pimco Exch Traded Fund541 shares0.00%2026-03-312026-05-11

MSI Motorola Solutions117 shares0.00%2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC1.5K shares0.00%2026-03-312026-05-11

MDLZ Mondelez Intl825 shares0.00%2026-03-312026-05-11

EXEL Exelixis Inc1.0K sharesnew addition2026-03-312026-05-11

VEA Vanguard Ftse Developed646 shares0.00%2026-03-312026-05-11

PBT Permian Basin Royalty Tr1.9K shares0.00%2026-03-312026-05-11

VRT Vertiv Hldg Co142 shares0.00%2026-03-312026-05-11

BAM Brookfield Asset Mgm797 shares0.00%2026-03-312026-05-11

LHX L3harris Technologies In100 sharesnew addition2026-03-312026-05-11

Sponsored

WMT Wal Mart Stores Inc.261 shares0.00%2026-03-312026-05-11

NFLX NETFLIX INC340 shares0.00%2026-03-312026-05-11

IP INTERNATIONAL PAPER CO1.0K shares0.00%2026-03-312026-05-11

MSEX MIDDLESEX WTR CO COM550 sharesnew addition2026-03-312026-05-11

DOW DOW INC COM633 shares0.00%2026-03-312026-05-11

TXN Texas Instruments127 shares0.00%2026-03-312026-05-11

LYB LYONDELLBASELL INDUSTRIES NV SHS300 shares0.00%2026-03-312026-05-11

LW LAMB WESTON HLDGS INC COM500 shares0.00%2026-03-312026-05-11

Sponsored

Broadcom Inc Broadcom Inc70 shares0.00%2026-03-312026-05-11

CAG CONAGRA BRANDS INC1.5K sharesnew addition2026-03-312026-05-11

HHH Howard Hughes Holding Co340 shares0.00%2026-03-312026-05-11

Medtronic Inc Medtronic Inc243 shares0.00%2026-03-312026-05-11

ADSK Autodesk Inc83 shares-25.23%2026-03-312026-05-11

IDXX Idexx Labs Inc35 shares0.00%2026-03-312026-05-11

TLT iShares Barclay's 20 Yr. Trea220 shares100.00%2026-03-312026-05-11

ET Energy Transfer Equity970 shares-76.17%2026-03-312026-05-11

Sponsored

Accenture Plc Accenture Plc87 shares0.00%2026-03-312026-05-11

ETN Eaton Corp.48 shares0.00%2026-03-312026-05-11

AZO Autozone Inc5 shares0.00%2026-03-312026-05-11

TPG Tpg Inc379 shares0.00%2026-03-312026-05-11

BND Vanguard Total Bond206 shares0.00%2026-03-312026-05-11

PGR Progressive Co Ohio73 shares0.00%2026-03-312026-05-11

AON Corporation AON Corporation43 shares0.00%2026-03-312026-05-11

Invsc Qqq TRUST Srs 1 Invsc Qqq TRUST Srs 123 shares0.00%2026-03-312026-05-11

Sponsored

VRTX Vertex Pharmaceutica29 shares0.00%2026-03-312026-05-11

IBM International Business Mach.52 shares0.00%2026-03-312026-05-11

IGLB Ishrs 10 Yr Invest Grade239 shares0.00%2026-03-312026-05-11

DHR Danaher Corp.59 shares0.00%2026-03-312026-05-11

CTSH Cognizant Tech Sol180 shares0.00%2026-03-312026-05-11

EOG E O G Resources Inc69 shares0.00%2026-03-312026-05-11

COST Costco Wholesale10 shares0.00%2026-03-312026-05-11

EFV Ishares Msci Eafe Value133 shares0.00%2026-03-312026-05-11

Sponsored

LIN Linde Plc19 shares0.00%2026-03-312026-05-11

CSX CSX Corp.229 shares0.00%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC66 shares0.00%2026-03-312026-05-11

JEPI Jpmorgan Equity Premium163 shares0.00%2026-03-312026-05-11

Lundin Mining Corp Lundin Mining Corp353 shares0.00%2026-03-312026-05-11

GSLC Goldman Sachs Actvbeta61 shares0.00%2026-03-312026-05-11

STEL Stellar Bancorp Inc200 shares0.00%2026-03-312026-05-11

CEF Sprott Physical Gld Slvr150 shares0.00%2026-03-312026-05-11

Sponsored

Imperial Brands Plc Imperial Brands Plc151 shares0.00%2026-03-312026-05-11

MU Micron Technology18 shares0.00%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC133 shares0.00%2026-03-312026-05-11

IEFA Ishares Core Msci Eafe66 shares0.00%2026-03-312026-05-11

SLV Ishares Silver TRUST85 shares0.00%2026-03-312026-05-11

NEE Nextera Energy Inc61 shares0.00%2026-03-312026-05-11

FWONK Liberty Media Corp65 sharesnew addition2026-03-312026-05-11

ZTS Zoetis Inc40 shares0.00%2026-03-312026-05-11

Sponsored

EXE Expand Energy Corp43 shares0.00%2026-03-312026-05-11

PLD Prologis Inc.34 shares0.00%2026-03-312026-05-11

ECG Everus Constr Group Inc37 shares0.00%2026-03-312026-05-11

JPMB Jpmorgan Usd Emrg Mkt110 shares0.00%2026-03-312026-05-11

EW Edwards Lifesciences53 shares0.00%2026-03-312026-05-11

ORLY O Reilly Automotive45 shares0.00%2026-03-312026-05-11

Skyworks Solution Skyworks Solution4.0K sharesnew addition2026-03-312026-05-11

EMXC Ishares Msci Emerging49 shares0.00%2026-03-312026-05-11

Sponsored

SNY Sanofi-Aventis80 sharesnew addition2026-03-312026-05-11

HDUS Hartford Disciplined US61 shares0.00%2026-03-312026-05-11

PM Philip Morris Intl Inc23 shares0.00%2026-03-312026-05-11

IEMG Ishares Core Msci54 shares0.00%2026-03-312026-05-11

NFG Ntnl Fuel Gas Co40 shares0.00%2026-03-312026-05-11

JIVE Jpmorgan International42 shares0.00%2026-03-312026-05-11

PAVE Global X US Infra70 shares0.00%2026-03-312026-05-11

Invsc S P 500 Equal Invsc S P 500 Equal18 sharesnew addition2026-03-312026-05-11

Sponsored

GE General Electric Co.12 shares0.00%2026-03-312026-05-11

IJR Ishares Tr S&P Smallcap27 shares0.00%2026-03-312026-05-11

JEPQ J P Morgan Nasdaq Eqt60 shares0.00%2026-03-312026-05-11

Frontera Energy Corpor Frontera Energy Corpor328 shares0.00%2026-03-312026-05-11

MDU Mdu Res Group Inc150 shares0.00%2026-03-312026-05-11

BSCT Invsc Bltshrs 2029 Corp162 shares0.00%2026-03-312026-05-11

CRM Salesforce Com16 shares0.00%2026-03-312026-05-11

IGSB Ishares Tr Is 1-5 Yr In55 shares0.00%2026-03-312026-05-11

Sponsored

PSCI Invsc S&P Small Indus17 shares0.00%2026-03-312026-05-11

GEV Ge Vernova Inc3 shares0.00%2026-03-312026-05-11

NVS Novartis Ag16 shares0.00%2026-03-312026-05-11

Intrcontinentalexchange Intrcontinentalexchange15 sharesnew addition2026-03-312026-05-11

Tencent Holdings Tencent Holdings36 shares0.00%2026-03-312026-05-11

URI United Rentals Inc3 shares0.00%2026-03-312026-05-11

Holcim Ltd New Holcim Ltd New132 shares0.00%2026-03-312026-05-11

AMAT Applied Materials, Inc.6 shares0.00%2026-03-312026-05-11

Sponsored

MA Mastercard Inc4 shares0.00%2026-03-312026-05-11

UAL United Airlines Hldgs21 shares0.00%2026-03-312026-05-11

HIG-PG Hartford Financial Services Gr13 sharesnew addition2026-03-312026-05-11

EUFN Ishares Msci Europe50 shares0.00%2026-03-312026-05-11

CBOE Cboe Global Mkts Inc6 shares0.00%2026-03-312026-05-11

PSMT Pricesmart Inc11 shares0.00%2026-03-312026-05-11

TTEK Tetra Tech Inc New50 shares0.00%2026-03-312026-05-11

MOS The Mosaic Co55 shares0.00%2026-03-312026-05-11

Sponsored

NERD Roundhill Bitkrft Esprt65 shares0.00%2026-03-312026-05-11

FCX Freeport-Mcmoran Inc21 shares0.00%2026-03-312026-05-11

CME Cme Group Inc3 shares0.00%2026-03-312026-05-11

SEG Seaport Entertainment Gr36 shares0.00%2026-03-312026-05-11

Six Flags Entmt Corp Six Flags Entmt Corp24 shares0.00%2026-03-312026-05-11

GEHC Ge Healthcare Technologi4 shares0.00%2026-03-312026-05-11

LLYVK Liberty Media Corp2 shares0.00%2026-03-312026-05-11

TIGO Millicom Intl Cellu Newf3 shares0.00%2026-03-312026-05-11

Sponsored

MTDR

Matador Resources Co

-1.08%

Shares332.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-3.80%

Shares52.5K

Event2026-03-31

Filed2026-05-11

MSFT

Microsoft Corp

-2.82%

Shares31.9K

Event2026-03-31

Filed2026-05-11

Alphabet Inc

-3.77%

Shares31.6K

Event2026-03-31

Filed2026-05-11

BRK.B

Berkshire Hathaway

-2.33%

Shares15.7K

Event2026-03-31

Filed2026-05-11

BSM

Blackstone Minerals Company

0.23%

Shares343.8K

Event2026-03-31

Filed2026-05-11

General Dynamics Corp

-3.98%

Shares14.3K

Event2026-03-31

Filed2026-05-11

ROST

Ross Stores Inc

-5.00%

Shares20.7K

Event2026-03-31

Filed2026-05-11

ORCL

Oracle Corp

-5.93%

Shares29.5K

Event2026-03-31

Filed2026-05-11

Goldman Sachs Group, Inc.

-27.98%

Shares4.9K

Event2026-03-31

Filed2026-05-11

TFPM

Triple Flag Precious Metals Corp

-5.14%

Shares124.7K

Event2026-03-31

Filed2026-05-11

EQIX

EQUINIX INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-11

GOLF

Acushnet Holdings Co

823.95%

Shares396.7K

Event2026-03-31

Filed2026-05-11

XOM

Exxon Mobil Corporation

-3.24%

Shares20.6K

Event2026-03-31

Filed2026-05-11

TMO

Thermo Fisher Scientific

-2.12%

Shares6.4K

Event2026-03-31

Filed2026-05-11

AIG

American International Group

-3.03%

Shares40.7K

Event2026-03-31

Filed2026-05-11

JNJ

Johnson & Johnson

-3.74%

Shares12.9K

Event2026-03-31

Filed2026-05-11

ABT

Abbott Labs

-3.96%

Shares29.5K

Event2026-03-31

Filed2026-05-11

AMRZ

Amrize Ltd

-4.49%

Shares49.2K

Event2026-03-31

Filed2026-05-11

PEP

Pepsico Incorporated

-3.54%

Shares17.2K

Event2026-03-31

Filed2026-05-11

AMT

Amern Tower Corp

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-11

LLY

Eli Lilly & Co.

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

WFC

Wells Fargo & Co New

-4.48%

Shares31.1K

Event2026-03-31

Filed2026-05-11

AYI

Acuity Brands Inc

-4.85%

Shares8.8K

Event2026-03-31

Filed2026-05-11

DORM

Dorman Prods Inc

New

Shares19.6K

Event2026-03-31

Filed2026-05-11

DVN

Devon Energy Corp

6.31%

Shares37.1K

Event2026-03-31

Filed2026-05-11

SCHW

SCHWAB CHARLES CORP

-4.23%

Shares18.2K

Event2026-03-31

Filed2026-05-11

Dollar General Corp

-5.01%

Shares13.9K

Event2026-03-31

Filed2026-05-11

COP

Conocophillips

-0.99%

Shares12.5K

Event2026-03-31

Filed2026-05-11

Coca Cola Co.

-7.00%

Shares20.6K

Event2026-03-31

Filed2026-05-11

AMZN

Amazon Com Inc

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-11

VPL

Vanguard Pacific VPRS

2973.28%

Shares14.3K

Event2026-03-31

Filed2026-05-11

VGK

Vanguard Ftse Europe

1.66%

Shares16.5K

Event2026-03-31

Filed2026-05-11

ABBV

Abbvie Inc

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-11

VXUS

Vanguard Total

12.11%

Shares16.9K

Event2026-03-31

Filed2026-05-11

AMGN

Amgen Inc.

3.00%

Shares3.4K

Event2026-03-31

Filed2026-05-11

CVX

Chevrontexaco Corp

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-11

SCHO

Schwab Short Term US

-9.53%

Shares46.8K

Event2026-03-31

Filed2026-05-11

WMB

Williams Cos Inc Com

-7.14%

Shares14.0K

Event2026-03-31

Filed2026-05-11

Procter & Gamble Co.

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-11

Alphabet Inc

-2.30%

Shares3.3K

Event2026-03-31

Filed2026-05-11

SSB

South St Corp

-7.64%

Shares8.3K

Event2026-03-31

Filed2026-05-11

ITW

Illinois Tool Works Inc

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

FFIN

First Financial Bancshares, In

-0.54%

Shares24.7K

Event2026-03-31

Filed2026-05-11

WTM

WHITE MOUNTAINS INSURANCE GROUP LTD

0.00%

Shares325

Event2026-03-31

Filed2026-05-11

CSCO

Cisco Systems Inc

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-11

PSX

Phillips 66

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

RTX

Raytheon Technologies Co

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

LMT

Lockheed Martin Corp

0.00%

Shares840

Event2026-03-31

Filed2026-05-11

ADP

Automatic Data Processing Corp

-0.73%

Shares2.0K

Event2026-03-31

Filed2026-05-11

APH

Amphenol Corp.

-1.64%

Shares2.9K

Event2026-03-31

Filed2026-05-11

Realty Incm Corp

-5.63%

Shares5.2K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-11

VTI

Vanguard Total Stock

0.00%

Shares933

Event2026-03-31

Filed2026-05-11

Unilever PLC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-11

GLD

SPDR Gold Trust

0.00%

Shares600

Event2026-03-31

Filed2026-05-11

JPM

J.P. Morgan Chase & Co.

0.00%

Shares865

Event2026-03-31

Filed2026-05-11

ATO

Atmos Energy Corp

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

BP PLC SPONSORED ADR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

NUV

Nuveen Mun Value Fd Inc

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-11

Brookfield Corp

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-11

BSV

Vanguard Short-Term Bond

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

CLX

CLOROX CO

New

Shares2.0K

Event2026-03-31

Filed2026-05-11