AQEIX
LKCM Aquinas Catholic Equity Fund
LKCM Funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
EATON CORP PLC 0 2,500 2,500 1.63% $894.18K
AMERICAN EXPRESS CO 0 2,500 2,500 1.38% $756.20K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADRIDGE FINL 5,500 0 -5,500 0.00% -$1.23M
WHIRLPOOL CORP 9,300 0 -9,300 0.00% -$670.90K
CULLEN FROST BANKERS INC 4,000 0 -4,000 0.00% -$506.52K
QNITY ELECTRONICS INC 5,000 0 -5,000 0.00% -$408.25K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL A 14,000 11,000 -3,000 5.78% -$1.22M
NVIDIA CORP 17,500 15,000 -2,500 4.78% -$647.75K
TELEDYNE TECHNOLOGIES INC 3,000 2,500 -500 2.76% -$19.66K
ORACLE CORP 11,000 9,000 -2,000 2.42% -$820.02K
Invesco Government & Agency Portfolio, Institutional Class 979,017 364,164 -614,853 0.67% -$614.85K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MICROSOFT CORP 6,000 6,000 0 4.06% -$680.70K
L3HARRIS TECHNOLOGIES INC 6,000 6,000 0 3.78% $309.48K
APPLE INC 8,000 8,000 0 3.71% -$144.56K
CORTEVA INC 22,500 22,500 0 3.44% $375.30K
STRYKER CORP 5,500 5,500 0 3.30% -$125.84K
AMAZON.COM INC 8,000 8,000 0 3.04% -$180.40K
TRIMBLE INC 25,000 25,000 0 2.98% -$328.00K
SHERWIN WILLIAMS CO 5,000 5,000 0 2.93% -$17.40K
CLEARWAY ENERGY INC CL C 40,000 40,000 0 2.87% $241.20K
PEPSICO INC 10,000 10,000 0 2.84% $117.70K
ACADEMY SPORTS and OUTDOORS INC 27,500 27,500 0 2.84% $178.48K
ROPER TECHNOLOGIES INC 4,000 4,000 0 2.59% -$365.08K
ECOLAB INC 5,000 5,000 0 2.43% $17.50K
HOME DEPOT INC 4,000 4,000 0 2.40% -$60.84K
PERMIAN RESOURCES CORP CL A 60,000 60,000 0 2.34% $437.40K
DEVON ENERGY CORP 25,000 25,000 0 2.30% $342.25K
SCHWAB CHARLES CORP 13,000 13,000 0 2.23% -$77.09K
RALPH LAUREN CORP 3,500 3,500 0 2.20% -$33.67K
ZOETIS INC CL A 10,000 10,000 0 2.16% -$76.10K
MARTIN MAR MTLS 2,000 2,000 0 2.15% -$67.96K
PALO ALTO NETWORKS INC 7,000 7,000 0 2.05% -$167.16K
KIRBY CORP 8,000 8,000 0 1.94% $181.60K
ALCON INC 13,500 13,500 0 1.86% -$46.71K
IDEX CORPORATION 5,300 5,300 0 1.84% $61.53K
LINDE PLC 2,000 2,000 0 1.81% $138.74K
DIAMONDBACK ENERGY INC 5,000 5,000 0 1.81% $237.30K
EXPAND ENERGY CORP 8,500 8,500 0 1.70% -$4.93K
KINDER MORGAN INC 27,500 27,500 0 1.68% $166.10K
ADOBE INC 3,700 3,700 0 1.64% -$395.57K
CONSTELLATION ENERGY CORP 3,100 3,100 0 1.58% -$229.46K
VERISK ANALYTICS INC 4,500 4,500 0 1.56% -$152.73K
MATTEL INC 55,000 55,000 0 1.46% -$292.05K
ILLINOIS TOOL WORKS INC 2,500 2,500 0 1.19% $34.98K
CHART INDUSTRIES INC 2,700 2,700 0 1.02% $1.40K
DUPONT DE NEMOURS INC 10,000 10,000 0 0.84% $56.00K

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