Luther King Capital Management (LKCM)
NVEE

Luther King Capital Management (LKCM)’s NV5 Global NVEE Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-150,475
Closed -$2.9M – 599
2025
Q1 		$2.9M Hold
150,475
– – 0.01% 283
2024
Q4 		$2.83M Buy
150,475
+835
+0.6% +$18.3K 0.01% 288
2024
Q3 		$3.5M Buy
149,640
+36,788
+33% +$874K 0.02% 268
2024
Q2 		$2.62M Buy
112,852
+2,152
+2% +$50.2K 0.01% 286
2024
Q1 		$2.71M Hold
110,700
– – 0.01% 293
2023
Q4 		$3.08M Buy
110,700
+19,828
+22% +$504K 0.01% 271
2023
Q3 		$2.19M Buy
90,872
+3,348
+4% +$86.3K 0.01% 307
2023
Q2 		$2.42M Buy
87,524
+1,948
+2% +$47.8K 0.01% 300
2023
Q1 		$2.22M Sell
85,576
-26,204
-23% -$786K 0.01% 294
2022
Q4 		$3.7M Sell
111,780
-9,108
-8% -$317K 0.02% 220
2022
Q3 		$3.74M Buy
120,888
+1,660
+1% +$54.2K 0.02% 209
2022
Q2 		$3.48M Hold
119,228
– – 0.02% 222
2022
Q1 		$3.97M Hold
119,228
– – 0.02% 226
2021
Q4 		$4.12M Hold
119,228
– – 0.02% 229
2021
Q3 		$2.94M Hold
119,228
– – 0.01% 262
2021
Q2 		$2.82M Buy
119,228
+1,500
+1% +$34.1K 0.01% 281
2021
Q1 		$2.84M Sell
117,728
-3,700
-3% -$88.2K 0.02% 255
2020
Q4 		$2.39M Buy
121,428
+43,108
+55% +$725K 0.01% 263
2020
Q3 		$1.03M Sell
78,320
-32,200
-29% -$429K 0.01% 327
2020
Q2 		$1.4M Buy
110,520
+35,300
+47% +$397K 0.01% 283
2020
Q1 		$776K Buy
75,220
+33,328
+80% +$445K 0.01% 330
2019
Q4 		$528K Sell
41,892
-83,248
-67% -$1.21M ﹤0.01% 419
2019
Q3 		$2.14M Sell
125,140
-13,200
-10% -$240K 0.02% 266
2019
Q2 		$2.81M Sell
138,340
-47,340
-25% -$845K 0.02% 232
2019
Q1 		$2.75M Buy
185,680
+95,840
+107% +$1.65M 0.02% 234
2018
Q4 		$1.36M Sell
89,840
-40,400
-31% -$749K 0.01% 295
2018
Q3 		$2.82M Buy
+130,240
New +$2.69M 0.02% 253

Other funds holding NVEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Luther King Capital Management (LKCM)'s NVEE Position: Q2 2025 in Review

Luther King Capital Management (LKCM) sold out of NV5 Global (NVEE) in Q2 2025, closing a stake of 150,475 shares — an estimated $2.9M sold.

Luther King Capital Management (LKCM) first reported a position in NVEE in Q3 2018 and held it in 27 quarters. The position peaked at $4.12M in Q4 2021. 238 funds tracked by Wall St. Rank hold NVEE as of Q2 2025.

  • Luther King Capital Management (LKCM) reported no remaining NV5 Global position as of Q2 2025 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 150,475 NV5 Global shares in Q2 2025, an estimated $2.9M.
  • Luther King Capital Management (LKCM) first reported a position in NV5 Global in Q3 2018 and held it in 27 quarters.
  • Luther King Capital Management (LKCM)'s NV5 Global position peaked at $4.12M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held NV5 Global as of Q2 2025.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2025, filed 7 Aug 2025.