LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$548M
1-Year Est. Return
9.2%
1 Year Est. Return
+9.2%
AUM
$548M
AUM Growth
+$10M
(+1.9%)
Holding
101
Top Buys
| 1 | +$13.7M | |
| 2 | +$2.8M | |
| 3 | +$895K | |
| 4 |
Union Pacific
UNP
|
+$264K |
| 5 |
Coherent
COHR
|
+$215K |
Top Sells
| 1 | +$7.13M | |
| 2 | +$6.28M | |
| 3 | +$3.96M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.51M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$1.02M |
Sector Composition
| 1 | Financials | 28.3% |
| 2 | Healthcare | 14.71% |
| 3 | Energy | 12.35% |
| 4 | Consumer Discretionary | 10.8% |
| 5 | Industrials | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.11T
| $38M | 6.93% |
75,506
+1,780
|
|
||
2
Texas Pacific Land
TPL
$19.9B
| $37.1M | 6.78% |
39,742
-905
|
|
||
3
AutoZone
AZO
$65.8B
| $23.6M | 4.31% |
5,496
+11
|
|
||
4
HCA Healthcare
HCA
$116B
| $22.2M | 4.05% |
52,063
-402
|
|
||
5
Microsoft
MSFT
$3.66T
| $21.6M | 3.94% |
41,644
-1,627
|
|
||
6
Phillips 66
PSX
$55.2B
| $20.4M | 3.72% |
149,616
-904
|
|
||
7
Arthur J. Gallagher & Co
AJG
$63.6B
| $19.6M | 3.57% |
63,168
-3,125
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.86T
| $17.7M | 3.23% |
72,674
-25,782
|
|
||
9
Aflac
AFL
$57.8B
| $14.3M | 2.61% |
128,105
-1,300
|
|
||
10
Elevance Health
ELV
$75.2B
| $14M | 2.55% |
43,258
+8,652
|
|
||
11
Fifth Third Bancorp
FITB
$28.7B
| $13.8M | 2.51% |
308,900
-6,937
|
|
||
12
Chubb
CB
$117B
| $13.7M | 2.5% |
+48,521
|
|
||
|
13
Berkshire Hathaway Class A
BRK.A
$1.11T
| $13.6M | 2.48% |
18
-2
|
|
||
14
Nelnet
NNI
$4.64B
| $12.7M | 2.31% |
100,918
-98
|
|
||
15
Copart
CPRT
$37.7B
| $12.2M | 2.23% |
271,220
-617
|
|
||
16
Lincoln Electric
LECO
$13.2B
| $11.9M | 2.18% |
50,661
-2,112
|
|
||
17
Asbury Automotive
ABG
$4.52B
| $11.5M | 2.11% |
47,217
-168
|
|
||
18
Walt Disney
DIS
$187B
| $10.8M | 1.98% |
94,601
-2,845
|
|
||
19
Hershey
HSY
$38.1B
| $10.3M | 1.89% |
55,189
-211
|
|
||
20
Johnson & Johnson
JNJ
$499B
| $8.9M | 1.63% |
47,995
-3,390
|
|
||
21
Brookfield
BN
$105B
| $8.12M | 1.48% |
177,633
-86,583
|
|
||
22
Charles River Laboratories
CRL
$8.77B
| $7.81M | 1.43% |
49,915
-558
|
|
||
23
Thermo Fisher Scientific
TMO
$222B
| $7.65M | 1.4% |
15,782
+156
|
|
||
24
Canadian Pacific Kansas City
CP
$65.4B
| $7.26M | 1.33% |
97,467
+469
|
|
||
25
MSC Industrial Direct
MSM
$4.96B
| $7.01M | 1.28% |
76,047
-47
|
|