LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$343M
1-Year Est. Return
17.29%
This Fund
S&P 500
1 Year Est. Return
+17.29%
AUM
$343M
AUM Growth
+$7.05M
(+2.1%)
Holding
62
Top Buys
| 1 | +$5.58M | |
| 2 | +$1.23M | |
| 3 | +$727K | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$555K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$429K |
Top Sells
| 1 | +$4.22M | |
| 2 | +$2.69M | |
| 3 | +$2.56M | |
| 4 |
Lincoln Electric
LECO
|
+$2.24M |
| 5 |
HCA Healthcare
HCA
|
+$1.89M |
Sector Composition
| 1 | Financials | 29.58% |
| 2 | Energy | 22.09% |
| 3 | Healthcare | 16.36% |
| 4 | Industrials | 7.12% |
| 5 | Communication Services | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Dominion Energy
D
$58.9B
| $321K | 0.09% |
5,190
-400
|
|
||
52
NextEra Energy
NEE
$181B
| $279K | 0.08% |
3,000
|
|
||
53
Abbott
ABT
$149B
| $267K | 0.08% |
2,597
|
|
||
|
STKL
54
DELISTED
SunOpta
STKL
| $243K | 0.07% |
37,500
-20,000
|
|
||
|
CIVI
55
DELISTED
Civitas Resources
CIVI
| – | – |
-99,147
|
|
||
56
Diageo
DEO
$45.8B
| – | – |
-3,331
|
|
||
57
Keysight
KEYS
$57.8B
| – | – |
-20,785
|
|
||
|
CDNL
58
Cardinal Infrastructure Group
CDNL
$794M
| $0 | ﹤0.01% |
100,000
|
|