LKIM
Lawson Kroeker Investment Management Portfolio holdings
AUM
$538M
1-Year Est. Return
13.03%
1 Year Est. Return
+13.03%
AUM
$538M
AUM Growth
-$4.28M
(-0.79%)
Holding
97
Top Buys
| 1 | +$1.01M | |
| 2 | +$929K | |
| 3 | +$583K | |
| 4 |
Enovis
ENOV
|
+$425K |
| 5 |
AutoZone
AZO
|
+$390K |
Top Sells
| 1 | +$837K | |
| 2 | +$715K | |
| 3 | +$629K | |
| 4 |
Microsoft
MSFT
|
+$502K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$409K |
Sector Composition
| 1 | Financials | 26.54% |
| 2 | Healthcare | 15.8% |
| 3 | Energy | 13.05% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Industrials | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Automatic Data Processing
ADP
$113B
| $369K | 0.07% |
1,198
|
|
||
77
Schwab US Mid-Cap ETF
SCHM
$13.4B
| $353K | 0.07% |
+12,572
|
|
||
78
Diageo
DEO
$54.7B
| $346K | 0.06% |
3,432
|
|
||
|
STKL
79
SunOpta
STKL
$661M
| $334K | 0.06% |
57,500
|
|
||
80
Schwab International Equity ETF
SCHF
$52.2B
| $308K | 0.06% |
+13,945
|
|
||
81
JPMorgan Chase
JPM
$810B
| $302K | 0.06% |
1,042
|
|
||
82
Novartis
NVS
$253B
| $291K | 0.05% |
2,402
|
|
||
83
Amdocs
DOX
$9.08B
| $275K | 0.05% |
3,015
|
|
||
84
Schwab US Aggregate Bond ETF
SCHZ
$9.06B
| $247K | 0.05% |
+10,623
|
|
||
85
Duke Energy
DUK
$99.2B
| $235K | 0.04% |
1,991
|
|
||
86
CarMax
KMX
$6.31B
| $230K | 0.04% |
3,429
|
|
||
87
Wheaton Precious Metals
WPM
$51.3B
| $225K | 0.04% |
+2,500
|
|
||
88
Johnson Controls International
JCI
$71.2B
| $222K | 0.04% |
+2,101
|
|
||
89
Exxon Mobil
XOM
$471B
| $216K | 0.04% |
2,000
-500
|
|
||
90
NextEra Energy
NEE
$175B
| $208K | 0.04% |
3,000
|
|
||
91
Mistras Group
MG
$306M
| $171K | 0.03% |
21,362
|
|