LKEQX
LKCM 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
RTX CORP 0 24,000 24,000 0.96% $4.63M
UNITED RENTALS INC 0 5,305 5,305 0.80% $3.87M
TETRA TECH INC 0 100,000 100,000 0.62% $3.01M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
S&P GLOBAL INC 10,000 0 -10,000 0.00% -$5.23M
KIMBERLY CLARK CORP 50,000 0 -50,000 0.00% -$5.04M

No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MICROSOFT CORP 80,000 70,000 -10,000 5.35% -$12.78M
NVIDIA CORP 150,000 140,000 -10,000 5.04% -$3.56M
APPLE INC 96,000 90,000 -6,000 4.71% -$3.26M
ORACLE CORP 120,000 102,935 -17,065 3.13% -$8.25M
FTAI AVIATION LTD 70,000 50,000 -20,000 2.53% -$1.53M
STRYKER CORP 20,000 17,000 -3,000 1.15% -$1.44M
THERMO FISHER SCIENTIFIC INC 10,700 9,000 -1,700 0.91% -$1.78M
Invesco Government & Agency Portfolio, Institutional Class 4,576,353 512,988 -4,063,366 0.11% -$4.06M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHABET INC CL A 110,000 110,000 0 6.53% -$2.80M
TELEDYNE TECHNOLOGIES INC 25,000 25,000 0 3.12% $2.36M
JPMORGAN CHASE and CO 50,000 50,000 0 3.04% -$1.40M
ECOLAB INC 55,000 55,000 0 3.02% $192.50K
WASTE CONNECTIONS INC 90,000 90,000 0 3.02% -$1.16M
VALMONT INDUSTRIES INC 35,000 35,000 0 2.89% -$96.25K
COTERRA ENERGY INC 384,000 384,000 0 2.78% $3.39M
CONOCOPHILLIPS 100,000 100,000 0 2.72% $3.84M
KIRBY CORP 85,000 85,000 0 2.33% $1.93M
TRIMBLE INC 170,000 170,000 0 2.29% -$2.23M
O'REILLY AUTOMOTIVE INC 120,000 120,000 0 2.29% $132.00K
LINDE PLC 22,000 22,000 0 2.25% $1.53M
CINTAS CORP 64,000 64,000 0 2.23% -$1.21M
MARTIN MAR MTLS 18,000 18,000 0 2.19% -$611.64K
AMGEN INC 28,000 28,000 0 2.03% $687.12K
EMERSON ELECTRIC CO 75,000 75,000 0 2.03% -$127.50K
CAMECO CORP 90,000 90,000 0 2.02% $1.54M
CHEVRON CORP 42,500 42,500 0 1.81% $2.32M
BANK OF AMERICA CORPORATION 180,000 180,000 0 1.81% -$1.12M
HOME DEPOT INC 26,500 26,500 0 1.80% -$403.06K
BWX TECHNOLOGIES INC 42,000 42,000 0 1.77% $1.33M
AMAZON.COM INC 38,000 38,000 0 1.63% -$856.90K
FRANKLIN ELECTRIC CO. INC. 85,000 85,000 0 1.62% -$285.60K
MASTERCARD INC CL A 15,000 15,000 0 1.55% -$1.07M
TORO CO 80,000 80,000 0 1.54% $1.18M
JOHNSON&JOHNSON 30,000 30,000 0 1.51% $1.12M
COCA-COLA CO/THE 95,000 95,000 0 1.49% $583.30K
WHEATON PRECIOUS METALS CORP 55,000 55,000 0 1.49% $741.95K
XYLEM INC 60,000 60,000 0 1.48% -$1.00M
GENERAC HOLDINGS INC 35,000 35,000 0 1.41% $2.06M
FLUOR CORP 125,000 125,000 0 1.20% $877.50K
ACADEMY SPORTS and OUTDOORS INC 90,000 90,000 0 1.05% $584.10K
ALCON INC 60,000 60,000 0 0.93% -$207.60K
RANGE RESOURCES CORP 100,000 100,000 0 0.93% $992.00K
PROCTER & GAMBLE 30,000 30,000 0 0.89% $33.90K
TRANSDIGM GROUP INC 3,000 3,000 0 0.72% -$512.67K
NETFLIX INC 35,000 35,000 0 0.69% $83.65K
PFIZER INC 100,000 100,000 0 0.58% $318.00K

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