LKBAX
LKCM Balanced 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
BRIGHTSPRING HEALTH SERVICES INC 0 12,000 12,000 0.50% $511.32K
ROPER TECHNOLOGI 0 300,000 300,000 0.29% $296.26K
ZOETIS INC 0 100,000 100,000 0.10% $99.70K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BROADRIDGE FINL 4,850 0 -4,850 0.00% -$1.08M
ROPER TECHNOLOGIES INC 2,200 0 -2,200 0.00% -$979.29K
ADOBE INC 1,650 0 -1,650 0.00% -$577.48K
PEPSICO INC 435,000 0 -435,000 0.00% -$430.80K
HONEYWELL INTL 150,000 0 -150,000 0.00% -$154.40K
T-MOBILE USA INC 100,000 0 -100,000 0.00% -$100.04K
ENTERPRISE PRODU 100,000 0 -100,000 0.00% -$100.00K
SOLSTICE ADV MAT 700 0 -700 0.00% -$34.01K

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL C 10,200 9,700 -500 2.70% -$418.22K
EXXON MOBIL CORP 12,127 10,127 -2,000 1.67% $258.78K
ROCKWELL AUTOMATION INC 3,325 3,025 -300 1.05% -$208.05K
KEURIG DR PEPPER INC 35,000 31,000 -4,000 0.79% -$164.12K
HONEYWELL INTL INC 2,800 1,600 -1,200 0.35% -$184.60K
Invesco Government & Agency Portfolio, Institutional Class 639,109 81,371 -557,738 0.08% -$557.74K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
APPLE INC 15,150 15,150 0 3.73% -$273.76K
NVIDIA CORP 20,000 20,000 0 3.38% -$242.00K
MICROSOFT CORP 6,500 6,500 0 2.33% -$737.42K
AMAZON.COM INC 10,300 10,300 0 2.08% -$232.26K
L3HARRIS TECHNOLOGIES INC 5,850 5,850 0 1.96% $301.74K
NEWMONT CORP 17,700 17,700 0 1.86% $148.68K
META PLATFORMS INC CL A 3,275 3,275 0 1.82% -$288.07K
WALMART INC 14,600 14,600 0 1.76% $187.90K
LINDE PLC 3,600 3,600 0 1.73% $249.73K
MARTIN MAR MTLS 2,800 2,800 0 1.60% -$95.14K
COCA-COLA CO/THE 21,400 21,400 0 1.58% $131.40K
CHEVRON CORP 7,795 7,795 0 1.56% $424.75K
MERCK & CO 12,500 12,500 0 1.46% $187.88K
TELEDYNE TECHNOLOGIES INC 2,450 2,450 0 1.44% $230.99K
HOME DEPOT INC 4,500 4,500 0 1.44% -$68.44K
CONOCOPHILLIPS 10,900 10,900 0 1.40% $418.45K
BANK OF AMERICA CORPORATION 29,100 29,100 0 1.38% -$181.88K
KINDER MORGAN INC 42,000 42,000 0 1.37% $253.68K
CINTAS CORP 8,000 8,000 0 1.31% -$151.44K
ALCON INC 17,900 17,900 0 1.31% -$61.93K
ORACLE CORP 9,100 9,100 0 1.30% -$434.98K
JPMORGAN CHASE and CO 4,500 4,500 0 1.28% -$126.27K
WASTE MANAGEMENT INC 5,250 5,250 0 1.17% $52.92K
VISA INC-CLASS A 3,850 3,850 0 1.13% -$186.61K
MOODYS CORP 2,650 2,650 0 1.12% -$197.69K
WASTE CONNECTIONS INC 7,100 7,100 0 1.12% -$91.73K
EMERSON ELECTRIC CO 8,800 8,800 0 1.12% -$14.96K
COLGATE-PALMOLIVE CO 13,400 13,400 0 1.11% $83.21K
CULLEN FROST BANKERS INC 8,300 8,300 0 1.10% $86.74K
DANAHER CORP 5,800 5,800 0 1.07% -$228.06K
TRIMBLE INC 15,150 15,150 0 0.96% -$198.77K
ARTHUR J GALLAGH 975,000 975,000 0 0.95% -$19.89K
NETFLIX INC 10,000 10,000 0 0.93% $23.90K
ECOLAB INC 3,600 3,600 0 0.93% $12.60K
ZOETIS INC CL A 8,026 8,026 0 0.92% -$61.08K
PEPSICO INC 5,750 5,750 0 0.87% $67.68K
VERIZON COMMUNICATIONS INC 17,341 17,341 0 0.84% $164.22K
ADOBE INC 850,000 850,000 0 0.84% -$8.47K
SALESFORCE INC 4,550 4,550 0 0.82% -$355.99K
AXP 4.05 05/03/29 850,000 850,000 0 0.82% -$6.73K
THERMO FISHER SCIENTIFIC INC 1,700 1,700 0 0.81% -$149.46K
BRISTOL-MYERS 800,000 800,000 0 0.80% -$11.30K
RTX CORP 800,000 800,000 0 0.79% -$11.27K
CONSTELLATION ENERGY CORP 2,900 2,900 0 0.79% -$214.66K
ABBOTT LABS 7,800 7,800 0 0.78% -$176.44K
LOCKHEED MARTIN 785,000 785,000 0 0.77% -$6.41K
ONEOK INC 750,000 750,000 0 0.76% -$11.89K
AMERICAN TOWER CORP 4,500 4,500 0 0.75% -$13.46K
L3HARRIS TECH IN 750,000 750,000 0 0.75% -$12.36K
THERMO FISHER 750,000 750,000 0 0.74% -$12.70K
CISCO SYSTEMS 750,000 750,000 0 0.74% -$11.95K
REPUBLIC SVCS 750,000 750,000 0 0.74% -$8.52K
STRYKER CORP 750,000 750,000 0 0.74% -$12.08K
CULLEN FROST BANKERS INC 750,000 750,000 0 0.73% $2.32K
EOG RESOURCES IN 750,000 750,000 0 0.73% -$7.69K
DR PEPPER SNAPPL 750,000 750,000 0 0.72% $970
ORACLE CORP 750,000 750,000 0 0.69% -$12.81K
ARTHUR J GALLAGHAR AND CO 3,100 3,100 0 0.65% -$130.85K
AMGEN INC 650,000 650,000 0 0.65% -$8.00K
AIR PROD & CHEM 675,000 675,000 0 0.64% $513
EATON CORP PLC 1,800 1,800 0 0.62% $70.49K
CORTEVA INC 7,658 7,658 0 0.62% $127.74K
COTERRA ENERGY INC 18,000 18,000 0 0.61% $158.76K
AMERICAN TOWER 635,000 635,000 0 0.61% -$487
ABBVIE INC 600,000 600,000 0 0.58% $656
PALO ALTO NETWORKS INC 3,700 3,700 0 0.58% -$88.36K
COLGATE-PALM CO 595,000 595,000 0 0.57% -$1.77K
ELI LILLY & CO 575,000 575,000 0 0.56% -$5.47K
EOG RESOURCES INC 4,000 4,000 0 0.56% $158.24K
QUALCOMM INC 4,400 4,400 0 0.55% -$185.99K
INTUIT INC SR UNSECURED 09/28 5.125 550,000 550,000 0 0.54% -$7.02K
AMAZON.COM INC 550,000 550,000 0 0.54% -$4.48K
META PLATFORMS 550,000 550,000 0 0.54% -$8.24K
CONOCOPHIL CO 500,000 500,000 0 0.52% -$7.70K
ENTERPRISE PRODU 500,000 500,000 0 0.50% -$7.75K
TRACTOR SUPPLY 500,000 500,000 0 0.49% -$9.75K
Mastercard Inc. 500,000 500,000 0 0.49% -$8.20K
WM 4.625 02/15/30 500,000 500,000 0 0.49% -$5.13K
DUKE ENERGY COR 495,000 495,000 0 0.49% -$4.69K
DEVON ENERGY 500,000 500,000 0 0.48% -$3.26K
ECOLAB INC 500,000 500,000 0 0.48% $518
O'REILLY AUTOMOT 500,000 500,000 0 0.48% -$5.13K
DUKE ENERGY COR 500,000 500,000 0 0.48% -$6.88K
HOME DEPOT INC 500,000 500,000 0 0.48% -$987
WM 4.15 04/15/32 500,000 500,000 0 0.48% -$5.68K
VISA INC 500,000 500,000 0 0.47% -$324
ECOLAB INC 475,000 475,000 0 0.47% -$4.21K
ROPER TECHNOLOGI 500,000 500,000 0 0.47% -$16.71K
PROCTER & GAMBLE 3,150 3,150 0 0.44% $3.56K
AMGEN INC 450,000 450,000 0 0.43% $767
NVIDIA CORP 400,000 400,000 0 0.39% $266
CHEVRON CORP 400,000 400,000 0 0.38% -$99
ABBOTT LABS 355,000 355,000 0 0.34% -$602
KINDER MORGAN 325,000 325,000 0 0.32% -$4.36K
DUKE ENERGY PROG 300,000 300,000 0 0.30% -$3.73K
DUPONT DE NEM 280,000 280,000 0 0.27% -$2.76K
INTUIT INC 275,000 275,000 0 0.27% -$8.18K
ABBVIE INC 250,000 250,000 0 0.25% -$3.41K
BROADCOM INC 250,000 250,000 0 0.25% -$2.45K
CONOCOPHIL CO 250,000 250,000 0 0.25% -$3.22K
META PLATFORMS 250,000 250,000 0 0.25% -$2.03K
O'REILLY AUTOMOT 250,000 250,000 0 0.24% -$4.52K
META PLATFORMS 250,000 250,000 0 0.24% -$1.41K
META PLATFORMS 250,000 250,000 0 0.24% -$5.52K
HOME DEPOT INC 220,000 220,000 0 0.22% -$2.40K
ORACLE CORP 220,000 220,000 0 0.21% -$3.32K
WASTE MANAGEMENT 200,000 200,000 0 0.20% -$1.52K
AMAZON.COM INC 125,000 125,000 0 0.12% -$1.55K
IBM CORP 125,000 125,000 0 0.12% -$2.73K
KENVUE INC 120,000 120,000 0 0.12% -$1.49K
CONOCOPHIL CO 100,000 100,000 0 0.10% -$1.11K
T-MOBILE USA INC 100,000 100,000 0 0.10% -$337
AMT 5.8 11/15/28 75,000 75,000 0 0.08% -$990

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