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LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $361M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
+1.86%
1 Year Est. Return
+22.26%
3 Year Est. Return
+64.49%
5 Year Est. Return
+92.04%
10 Year Est. Return
+404.21%
AUM
$336M
AUM Growth
-$212M
Cap. Flow
-$213M
Cap. Flow %
-63.31%
Top 10 Hldgs %
48.91%
Holding
100
New
1
Increased
2
Reduced
55
Closed
38

Top Buys

Rank Stock Value
1
CDNL
Cardinal Infrastructure Group
CDNL
+$2.47M
2
AJG icon
Arthur J. Gallagher & Co
AJG
+$307K
3
CNI icon
Canadian National Railway
CNI
+$6.34K

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$20.1M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
3
CPRT icon
Copart
CPRT
+$12.2M
4
HCA icon
HCA Healthcare
HCA
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.24M

Sector Composition

Rank Sector Weight
1 Financials 31.21%
2 Healthcare 16.74%
3 Energy 15.94%
4 Industrials 7.68%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
51
Dominion Energy
D
$59.8B
$328K 0.1%
5,590
-2,377
-30% -$143K
ABT icon
52
Abbott
ABT
$192B
$325K 0.1%
2,597
-2,613
-50% -$333K
CL icon
53
Colgate-Palmolive
CL
$73.6B
$303K 0.09%
3,830
-1,013
-21% -$79.4K
WPM icon
54
Wheaton Precious Metals
WPM
$61.3B
$294K 0.09%
2,500
– –
DEO icon
55
Diageo
DEO
$52.2B
$287K 0.09%
3,331
-50
-1% -$4.61K
NEE icon
56
NextEra Energy
NEE
$179B
$241K 0.07%
3,000
– –
STKL
57
DELISTED
SunOpta
STKL
$219K 0.07%
57,500
– –
ACN icon
58
Accenture
ACN
$110B
– –
-16,880
Closed -$4.16M
ADP icon
59
Automatic Data Processing
ADP
$107B
– –
-1,198
Closed -$352K
AMGN icon
60
Amgen
AMGN
$225B
– –
-2,723
Closed -$768K
AXP icon
61
American Express
AXP
$232B
– –
-5,338
Closed -$1.77M
BAC icon
62
Bank of America
BAC
$453B
– –
-26,006
Closed -$1.34M
BOC icon
63
Boston Omaha
BOC
$436M
– –
-479,208
Closed -$6.27M
CPRT icon
64
Copart
CPRT
$26.8B
– –
-271,220
Closed -$12.2M
CVS icon
65
CVS Health
CVS
$121B
– –
-7,224
Closed -$545K
DFH icon
66
Dream Finders Homes
DFH
$1.31B
– –
-123,489
Closed -$3.2M
DOX icon
67
Amdocs
DOX
$6.08B
– –
-3,015
Closed -$247K
DUK icon
68
Duke Energy
DUK
$96.3B
– –
-1,991
Closed -$246K
ESAB icon
69
ESAB
ESAB
$5.35B
– –
-13,674
Closed -$1.53M
FWONA icon
70
Liberty Media Series A
FWONA
$23.7B
– –
-32,740
Closed -$3.12M
GOOGL icon
71
Alphabet (Google) Class A
GOOGL
$4.2T
– –
-26,954
Closed -$6.55M
HD icon
72
Home Depot
HD
$342B
– –
-2,289
Closed -$927K
JCI icon
73
Johnson Controls International
JCI
$92.6B
– –
-2,101
Closed -$231K
JPM icon
74
JPMorgan Chase
JPM
$971B
– –
-842
Closed -$266K
MCO icon
75
Moody's
MCO
$82.8B
– –
-2,070
Closed -$986K
1 2
3
4

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5VM
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Lawson Kroeker Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Lawson Kroeker Investment Management held 100 positions worth $336M, down 39% from $548M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Lawson Kroeker Investment Management withdrew a net $213M in Q4 2025, closing 38 positions and reducing 55 holdings. Its most notable exit was Copart, an estimated $12.2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 28% a quarter earlier, followed by Healthcare and Energy.

Against the trend, Lawson Kroeker Investment Management opened a new position in Cardinal Infrastructure Group worth $0.

  • Lawson Kroeker Investment Management's largest Q4 2025 buy was Cardinal Infrastructure Group: 100,000 shares worth $0.
  • Lawson Kroeker Investment Management added most to Arthur J. Gallagher & Co in Q4 2025, an estimated $307K increase.
  • Lawson Kroeker Investment Management's biggest Q4 2025 reduction was AutoZone, cutting an estimated $20.1M.
  • Lawson Kroeker Investment Management fully exited Copart in Q4 2025, selling an estimated $12.2M.
  • Lawson Kroeker Investment Management's ten largest holdings make up 49% of its $336M portfolio in Q4 2025.
  • Lawson Kroeker Investment Management opened 1 new position and closed 38 in Q4 2025.
  • Lawson Kroeker Investment Management's portfolio value fell 39% quarter-over-quarter to $336M.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.