LKINX
LKCM International 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
MONEYMKT 0 2,726,876 2,726,876 2.93% $2.73M
RECORDATI SPA 0 24,501 24,501 1.51% $1.40M
NEMETSCHEK SE 0 16,870 16,870 1.36% $1.26M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
DIAGEO PLC 4,390 0 -4,390 0.00% -$94.59K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MSILF-GOVT-INS 919,636 2,732,292 1,812,656 2.93% $1.81M
Invesco Government & Agency Portfolio, Institutional Class 2,233,204 2,732,292 499,088 2.93% $499.09K
TOKIO MARINE HOLDINGS INC COMMON STOCK 34,604 47,951 13,347 2.42% $971.69K
SHELL PLC 41,415 48,337 6,922 2.40% $712.49K
ASTRAZENECA PLC 9,388 10,956 1,568 2.30% $404.99K
CAN NATURAL RES 37,616 43,903 6,287 2.30% $867.55K
TELENOR ASA 103,807 121,174 17,367 2.30% $628.13K
LONZA GROUP -REG 2,756 3,327 571 2.29% $276.18K
Halma PLC 39,143 41,526 2,383 2.28% $261.18K
L'Air Liquide, societe anonyme pour l'Etude et l'Exploitation des procedes Georges Claude 8,055 10,171 2,116 2.26% $588.37K
ROYAL BANK OF CANADA 12,225 12,857 632 2.23% -$5.68K
BAE SYSTEMS PLC 59,921 69,935 10,014 2.20% $671.30K
SHIN-ETSU CHEM 36,279 50,057 13,778 2.19% $911.39K
DEUTSCHE TELEKOM 44,999 54,528 9,529 2.19% $570.41K
ALLIANZ SE (REGD) 4,073 4,709 636 2.14% $105.45K
ELIS SA 47,099 70,147 23,048 2.13% $650.01K
INFINEON TECH 37,469 43,287 5,818 2.11% $328.97K
COCA-COLA HBC AG 19,115 34,767 15,652 2.10% $969.50K
EURONEXT NV 9,738 12,068 2,330 2.08% $475.09K
CANADIAN PACIFIC KANSAS CITY LTD 19,467 24,583 5,116 2.08% $501.31K
Sartorius Aktiengesellschaft 6,090 7,719 1,629 2.07% $177.73K
HALEON PLC 298,781 390,041 91,260 2.07% $420.45K
ALCON INC 19,410 24,983 5,573 2.03% $352.59K
BARCLAYS PLC 340,235 355,842 15,607 2.00% -$315.60K
JULIUS BAER GROU 19,807 25,092 5,285 1.98% $298.08K
L'OREAL SA ORD 2,991 4,497 1,506 1.97% $552.01K
SCHNEIDER ELECTR 5,123 6,468 1,345 1.89% $360.25K
ADIDAS AG 5,750 10,837 5,087 1.88% $616.21K
INVESTOR AB-B 40,064 45,816 5,752 1.86% $307.56K
LVMH MOET HENNESSY LOUIS VUITTON SE 2,000 3,098 1,098 1.82% $186.06K
SAP SE 6,030 9,892 3,862 1.81% $221.32K
MACQUARIE GROUP 9,004 11,836 2,832 1.81% $464.67K
INTERCONTINENTAL HOTELS GROUP PLC 11,125 12,685 1,560 1.80% $109.46K
COMPASS GROUP 46,888 59,214 12,326 1.77% $166.47K
FLUIDRA SA 51,895 65,537 13,642 1.63% $114.27K
DIPLOMA PLC COMMON STOCK 9,546 17,558 8,012 1.51% $722.68K
SAFRAN SA 3,210 4,244 1,034 1.49% $270.67K
UNILEVER PLC 22,991 24,757 1,766 1.46% -$143.03K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ASML Holding NV 2,228 1,907 -321 2.72% $135.15K
CAMECO CORP 25,701 20,960 -4,741 2.45% -$73.99K
CRH PLC 16,771 15,479 -1,292 1.75% -$465.87K
WOLTERS KLUWER 9,855 7,600 -2,255 0.61% -$453.11K
SAGE GROUP PLC/T 102,800 19,115 -83,685 0.23% -$1.28M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ING GROEP NV 78,413 78,413 0 2.19% -$168.70K
ABB Ltd. (Registered) 23,792 23,792 0 2.08% $180.59K
NORDEA BANK ABP 105,105 105,105 0 1.94% -$174.42K
CAPGEMINI SE 6,766 6,766 0 0.86% -$325.10K
MONCLER SPA 9,372 9,372 0 0.61% -$34.78K
MAGNUM ICE CREAM 5,173 5,173 0 0.08% -$5.98K

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