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 | |
|---|---|---|---|---|---|---|
26
Bruker
BRKR
$7.42B
| $6.89M | 1.26% |
212,085
-5,563
|
|
||
27
Cullen/Frost Bankers
CFR
$7.91B
| $6.84M | 1.25% |
53,959
-11
|
|
||
|
28
Alphabet (Google) Class A
GOOGL
$3.86T
| $6.55M | 1.2% |
26,954
-4,214
|
|
||
29
Coca-Cola
KO
$315B
| $6.44M | 1.18% |
97,169
-69
|
|
||
30
Vulcan Materials
VMC
$39.3B
| $6.39M | 1.17% |
20,779
-265
|
|
||
31
Boston Omaha
BOC
$391M
| $6.27M | 1.14% |
479,208
-2,137
|
|
||
32
Chevron
CVX
$302B
| $5.14M | 0.94% |
33,120
-250
|
|
||
33
Pfizer
PFE
$146B
| $5.14M | 0.94% |
201,666
-5,985
|
|
||
34
Ross Stores
ROST
$57.4B
| $4.89M | 0.89% |
32,085
|
|
||
35
Sky Harbour Group
SKYH
$313M
| $4.67M | 0.85% |
473,417
+19,117
|
|
||
36
Apple
AAPL
$4.12T
| $4.59M | 0.84% |
18,042
-130
|
|
||
37
Civitas Resources
CIVI
$2.51B
| $4.45M | 0.81% |
136,811
-4,424
|
|
||
38
Accenture
ACN
$155B
| $4.16M | 0.76% |
16,880
-103
|
|
||
39
TJX Companies
TJX
$169B
| $4.15M | 0.76% |
28,686
-104
|
|
||
40
LKQ Corp
LKQ
$7.6B
| $4.04M | 0.74% |
132,334
-3,632
|
|
||
41
Keysight
KEYS
$33.9B
| $3.74M | 0.68% |
21,361
+115
|
|
||
42
MarineMax
HZO
$511M
| $3.43M | 0.63% |
135,598
-2,570
|
|
||
43
Brookfield Asset Management
BAM
$85B
| $3.41M | 0.62% |
59,870
-3,979
|
|
||
44
SPDR S&P 500 ETF Trust
SPY
$700B
| $3.39M | 0.62% |
5,083
|
|
||
45
Canadian National Railway
CNI
$59B
| $3.22M | 0.59% |
34,118
-225
|
|
||
46
Dream Finders Homes
DFH
$1.83B
| $3.2M | 0.58% |
123,489
-13,030
|
|
||
47
Waters Corp
WAT
$24B
| $3.17M | 0.58% |
10,571
-45
|
|
||
48
Liberty Media Series A
FWONA
$22B
| $3.12M | 0.57% |
32,740
-190
|
|
||
49
McDonald's
MCD
$222B
| $2.82M | 0.51% |
9,272
-400
|
|
||
50
PepsiCo
PEP
$203B
| $2.5M | 0.46% |
17,810
+263
|
|