LKSMX
LKCM Small-Mid Cap 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
BRIGHTSPRING HEALTH SERVICES INC 0 36,893 36,893 3.75% $1.57M
JONES LANG LASALLE INC 0 2,138 2,138 1.55% $650.64K
TALEN ENERGY CORP 0 2,025 2,025 1.54% $646.44K
SAIA INC 0 1,679 1,679 1.41% $589.80K
CAPRI HOLDINGS LTD 0 28,163 28,163 1.18% $496.23K
TURNING POINT BRANDS INC 0 5,471 5,471 1.13% $474.83K
COLUMBIA BANKING SYSTEMS INC 0 15,603 15,603 1.02% $427.99K
HOME BANCSHARES INC 0 15,820 15,820 1.02% $426.03K
HERC HOLDINGS INC 0 3,992 3,992 0.95% $397.40K
COASTAL FINANCIAL CORP/WA 0 5,004 5,004 0.91% $380.80K
TRANSMEDICS GROUP INC 0 3,325 3,325 0.79% $330.54K
WYNN RESORTS LTD 0 3,102 3,102 0.75% $315.01K
ALPHATEC HOLDINGS INC 0 26,735 26,735 0.69% $290.88K
MSILF-GOVT-INS 0 102,195 102,195 0.24% $102.20K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
COLLIERS-SUBORD 6,075 0 -6,075 0.00% -$893.09K
APPFOLIO INC - A 3,551 0 -3,551 0.00% -$826.14K
WEBSTER FINL 11,236 0 -11,236 0.00% -$707.19K
BROADRIDGE FINL 3,043 0 -3,043 0.00% -$679.11K
NUTANIX INC CL A 11,662 0 -11,662 0.00% -$602.81K
SITEONE LANDSCAPE SUPPLY INC 4,655 0 -4,655 0.00% -$579.83K
ENCOMPASS HEALTH CORP 5,402 0 -5,402 0.00% -$573.37K
FLOOR & DECOR-A 9,022 0 -9,022 0.00% -$549.35K
WAYSTAR HOLDING CORP 16,489 0 -16,489 0.00% -$540.01K
WATERBRIDGE IN-A 26,150 0 -26,150 0.00% -$523.26K
ZURN ELKAY WATER SOLUTIONS CORP 11,033 0 -11,033 0.00% -$512.92K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
NCR ATLEOS CORP 27,114 28,786 1,672 2.99% $221.18K
Invesco Government & Agency Portfolio, Institutional Class 997,835 1,223,964 226,130 2.92% $226.13K
LPL FINL HLDGS INC 2,798 3,074 276 2.20% -$74.61K
MEDPACE HOLDINGS INC 1,674 1,893 219 2.17% -$31.20K
GOLAR LNG LTD 12,778 15,774 2,996 2.03% $378.06K
SPX TECHNOLOGIES INC 3,444 3,855 411 1.84% $81.76K
CELLEBRITE DI LTD 44,066 53,620 9,554 1.76% -$55.63K
GOOSEHEAD INSURANCE 11,845 15,103 3,258 1.54% -$228.09K
MIAMI INTERNATIONAL HOLDINGS INC 6,816 9,906 3,090 0.92% $83.05K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TOWER SEMICONDCT 15,821 10,520 -5,301 4.40% -$11.65K
FTAI AVIATION LTD 7,423 6,936 -487 4.05% $238.10K
PLANET LABS PBC A 55,312 37,532 -17,780 2.50% -$41.73K
PALOMAR HOLDINGS 6,909 6,394 -515 1.82% -$166.97K
TWILIO INC CLASS A 9,622 5,547 -4,075 1.66% -$670.71K
CSW INDUSTRI INC 2,848 2,564 -284 1.59% -$167.85K
Q2 HOLDINGS INC 13,347 11,348 -1,999 1.28% -$426.36K
WINGSTOP INC 3,101 2,776 -325 1.03% -$309.36K
MERIT MEDICAL SYSTEMS INC 6,846 5,131 -1,715 0.84% -$249.73K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BWX TECHNOLOGIES INC 5,929 5,929 0 2.89% $187.65K
ENSIGN GROUP INC 5,873 5,873 0 2.82% $160.33K
FIRSTCASH HOLDINGS INC 5,845 5,845 0 2.62% $167.28K
NATERA INC 5,422 5,422 0 2.58% -$157.78K
PERMIAN RESOURCES CORP CL A 45,711 45,711 0 2.32% $333.23K
MATERION CORP 6,255 6,255 0 2.16% $127.16K
ITT INC 4,712 4,712 0 2.14% $80.20K
TRIMBLE INC 13,514 13,514 0 2.10% -$177.30K
SEI INVESTMENTS 11,120 11,120 0 2.08% -$39.48K
MERCURY SYSTEMS INC 11,794 11,794 0 2.05% -$1.18K
CORPAY INC 2,726 2,726 0 1.89% -$27.10K
EXPAND ENERGY CORP 7,220 7,220 0 1.89% -$4.19K
RELIANCE STEEL and ALUMINUM CO 2,544 2,544 0 1.84% $38.29K
FIRSTSERVICE-WI 5,504 5,504 0 1.82% -$91.31K
KARMAN HOLDINGS INC 9,467 9,467 0 1.81% $65.13K
UMB FINANCIAL CORP 6,087 6,087 0 1.64% -$13.70K
TETRA TECH INC 21,539 21,539 0 1.55% -$73.66K
WARBY PARKER INC 29,180 29,180 0 1.47% -$21.01K
CASELLA WASTE SYS INC CL A 7,684 7,684 0 1.45% -$142.92K
KINSALE CAPITAL GROUP INC 1,714 1,714 0 1.40% -$84.77K
HOULIHAN LOKEY I 3,608 3,608 0 1.23% -$110.30K
ON HOLDING AG 13,603 13,603 0 1.10% -$169.49K
BUILDERS FIRSTSOURCE 5,039 5,039 0 0.99% -$103.60K
EAGLE MATERIALS INC 2,025 2,025 0 0.91% -$34.89K
NEXSTAR MEDIA GROUP INC 1,877 1,877 0 0.81% -$41.71K

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