LKBAX Holdings — Lkcm Balanced Fund

All 244 reported holdings of Lkcm Balanced Fund (LKBAX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Apple Inc3.72%$3.84M
Apple Inc3.72%$3.84M
NVIDIA Corp3.38%$3.49M
NVIDIA Corp3.38%$3.49M
Alphabet Inc2.69%$2.78M
Alphabet Inc2.69%$2.78M
Microsoft Corp2.33%$2.41M
Microsoft Corp2.33%$2.41M
Amazon.com Inc2.08%$2.15M
Amazon.com Inc2.08%$2.15M
L3Harris Technologies Inc1.95%$2.02M
L3Harris Technologies Inc1.95%$2.02M
Newmont Corp1.85%$1.92M
Newmont Corp1.85%$1.92M
Meta Platforms Inc1.81%$1.87M
Meta Platforms Inc1.81%$1.87M
Walmart Inc1.76%$1.81M
Walmart Inc1.76%$1.81M
Linde PLC1.73%$1.78M
Linde PLC1.73%$1.78M
Exxon Mobil Corp1.66%$1.72M
Exxon Mobil Corp1.66%$1.72M
Martin Marietta Materials Inc1.60%$1.65M
Martin Marietta Materials Inc1.60%$1.65M
Coca-Cola Co/The1.58%$1.63M
Coca-Cola Co/The1.58%$1.63M
Chevron Corp1.56%$1.61M
Chevron Corp1.56%$1.61M
Merck & Co Inc1.46%$1.50M
Merck & Co Inc1.46%$1.50M
Teledyne Technologies Inc1.43%$1.48M
Teledyne Technologies Inc1.43%$1.48M
Home Depot Inc/The1.43%$1.48M
Home Depot Inc/The1.43%$1.48M
ConocoPhillips1.39%$1.44M
ConocoPhillips1.39%$1.44M
Bank of America Corp1.37%$1.42M
Bank of America Corp1.37%$1.42M
Kinder Morgan Inc1.36%$1.41M
Kinder Morgan Inc1.36%$1.41M
Cintas Corp1.31%$1.35M
Cintas Corp1.31%$1.35M
Alcon AG1.31%$1.35M
Alcon AG1.31%$1.35M
Oracle Corp1.30%$1.34M
Oracle Corp1.30%$1.34M
JPMorgan Chase & Co1.28%$1.32M
JPMorgan Chase & Co1.28%$1.32M
Waste Management Inc1.17%$1.21M
Waste Management Inc1.17%$1.21M
Visa Inc1.13%$1.16M
Visa Inc1.13%$1.16M
Moody's Corp1.12%$1.16M
Moody's Corp1.12%$1.16M
Waste Connections Inc1.12%$1.15M
Waste Connections Inc1.12%$1.15M
Emerson Electric Co1.12%$1.15M
Emerson Electric Co1.12%$1.15M
Colgate-Palmolive Co1.11%$1.14M
Colgate-Palmolive Co1.11%$1.14M
Cullen/Frost Bankers Inc1.10%$1.14M
Cullen/Frost Bankers Inc1.10%$1.14M
Danaher Corp1.06%$1.10M
Danaher Corp1.06%$1.10M
Rockwell Automation Inc1.05%$1.09M
Rockwell Automation Inc1.05%$1.09M
Trimble Inc0.96%$988.23K
Trimble Inc0.96%$988.23K
Arthur J Gallagher & Co.0.95%$978.77K
Arthur J Gallagher & Co.0.95%$978.77K
Netflix Inc0.93%$961.50K
Netflix Inc0.93%$961.50K
Ecolab Inc0.93%$957.67K
Ecolab Inc0.93%$957.67K
Zoetis Inc0.92%$948.75K
Zoetis Inc0.92%$948.75K
PepsiCo Inc0.86%$892.92K
PepsiCo Inc0.86%$892.92K
Verizon Communications Inc0.84%$870.52K
Verizon Communications Inc0.84%$870.52K
Adobe, Inc.0.84%$863.96K
Adobe, Inc.0.84%$863.96K
Salesforce Inc0.82%$849.35K
Salesforce Inc0.82%$849.35K
American Express Co.0.82%$847.33K
American Express Co.0.82%$847.33K
Thermo Fisher Scientific Inc0.81%$835.60K
Thermo Fisher Scientific Inc0.81%$835.60K
Bristol-Myers Squibb Co.0.80%$822.64K
Bristol-Myers Squibb Co.0.80%$822.64K
Rtx Corp.0.79%$816.52K
Rtx Corp.0.79%$816.52K
Keurig Dr Pepper Inc0.79%$816.23K
Keurig Dr Pepper Inc0.79%$816.23K
Constellation Energy Corp0.78%$809.83K
Constellation Energy Corp0.78%$809.83K
Abbott Laboratories0.78%$800.83K
Abbott Laboratories0.78%$800.83K
Lockheed Martin Corp.0.77%$791.71K
Lockheed Martin Corp.0.77%$791.71K
Oneok, Inc.0.75%$779.73K
Oneok, Inc.0.75%$779.73K
American Tower Corp0.75%$776.61K
American Tower Corp0.75%$776.61K
L3harris Tech, Inc.0.75%$770.25K
L3harris Tech, Inc.0.75%$770.25K
Thermo Fisher Scientific0.74%$763.71K
Thermo Fisher Scientific0.74%$763.71K
Republic Services, Inc.0.74%$761.52K
Cisco Systems, Inc.0.74%$761.57K
Cisco Systems, Inc.0.74%$761.57K
Republic Services, Inc.0.74%$761.52K
Stryker Corp.0.74%$760.07K
Stryker Corp.0.74%$760.07K
Cullen/frost Bankers, Inc.0.73%$755.62K
Cullen/frost Bankers, Inc.0.73%$755.62K
Eog Resources, Inc.0.72%$748.30K
Eog Resources, Inc.0.72%$748.30K
Keurig Dr Pepper, Inc.0.72%$743.32K
Keurig Dr Pepper, Inc.0.72%$743.32K
Oracle Corp.0.69%$711.53K
Oracle Corp.0.69%$711.53K
Arthur J Gallagher & Co0.65%$671.40K
Arthur J Gallagher & Co0.65%$671.40K
Amgen, Inc.0.65%$667.62K
Amgen, Inc.0.65%$667.62K
Air Products & Chemicals0.64%$659.11K
Air Products & Chemicals0.64%$659.11K
Eaton Corp PLC0.62%$643.81K
Eaton Corp PLC0.62%$643.81K
Corteva Inc0.62%$641.05K
Corteva Inc0.62%$641.05K
Coterra Energy Inc0.61%$632.52K
Coterra Energy Inc0.61%$632.52K
American Tower Corp.0.61%$631.38K
American Tower Corp.0.61%$631.38K
Abbvie, Inc.0.58%$599.41K
Abbvie, Inc.0.58%$599.41K
Palo Alto Networks Inc0.57%$593.18K
Palo Alto Networks Inc0.57%$593.18K
Colgate-Palmolive Co.0.57%$588.69K
Colgate-Palmolive Co.0.57%$588.69K
Eli Lilly & Co.0.56%$580.75K
Eli Lilly & Co.0.56%$580.75K
EOG Resources Inc0.56%$578.28K
EOG Resources Inc0.56%$578.28K
QUALCOMM Inc0.55%$566.63K
QUALCOMM Inc0.55%$566.63K
Intuit, Inc.0.54%$560.68K
Intuit, Inc.0.54%$560.68K
Amazon.com, Inc.0.54%$555.12K
Amazon.com, Inc.0.54%$555.12K
Meta Platforms, Inc.0.53%$552.23K
Meta Platforms, Inc.0.53%$552.23K
Conocophillips Company0.52%$536.72K
Conocophillips Company0.52%$536.72K
Enterprise Products Oper0.50%$516.14K
Enterprise Products Oper0.50%$516.14K
BrightSpring Health Services I0.49%$511.32K
BrightSpring Health Services I0.49%$511.32K
Tractor Supply Co.0.49%$508.20K
Tractor Supply Co.0.49%$508.20K
Mastercard, Inc.0.49%$506.99K
Mastercard, Inc.0.49%$506.99K
Waste Management, Inc.0.49%$504.87K
Waste Management, Inc.0.49%$504.87K
Duke Energy Corp.0.48%$500.43K
Duke Energy Corp.0.48%$500.43K
Devon Energy Corporation0.48%$498.48K
Devon Energy Corporation0.48%$498.48K
Ecolab, Inc.0.48%$496.16K
Ecolab, Inc.0.48%$496.16K
O'reilly Automotive, Inc.0.48%$494.61K
O'reilly Automotive, Inc.0.48%$494.61K
Duke Energy Corp.0.48%$492.42K
Duke Energy Corp.0.48%$492.42K
Home Depot, Inc.0.48%$491.55K
Home Depot, Inc.0.48%$491.55K
Waste Management, Inc.0.47%$490.69K
Waste Management, Inc.0.47%$490.69K
Visa, Inc.0.47%$489.66K
Visa, Inc.0.47%$489.66K
Ecolab, Inc.0.47%$483.95K
Ecolab, Inc.0.47%$483.95K
Roper Technologies, Inc.0.47%$483.28K
Roper Technologies, Inc.0.47%$483.28K
Procter & Gamble Co/The0.44%$454.99K
Procter & Gamble Co/The0.44%$454.99K
Amgen, Inc.0.43%$447.41K
Amgen, Inc.0.43%$447.41K
NVIDIA Corp.0.39%$398.86K
NVIDIA Corp.0.39%$398.86K
Chevron Corp.0.38%$391.37K
Chevron Corp.0.38%$391.37K
Honeywell International Inc0.35%$361.65K
Honeywell International Inc0.35%$361.65K
Abbott Laboratories0.34%$354.50K
Abbott Laboratories0.34%$354.50K
Kinder Morgan, Inc.0.32%$330.65K
Kinder Morgan, Inc.0.32%$330.65K
Duke Energy Progress LLC0.30%$308.95K
Duke Energy Progress LLC0.30%$308.95K
Roper Technologies, Inc.0.29%$296.26K
Roper Technologies, Inc.0.29%$296.26K
Dupont De Nemours, Inc.0.27%$281.17K
Dupont De Nemours, Inc.0.27%$281.17K
Intuit, Inc.0.27%$279.94K
Intuit, Inc.0.27%$279.94K
Abbvie, Inc.0.25%$255.44K
Abbvie, Inc.0.25%$255.44K
Broadcom, Inc.0.25%$255.19K
Broadcom, Inc.0.25%$255.19K
Conocophillips Company0.25%$254.44K
Conocophillips Company0.25%$254.44K
Meta Platforms, Inc.0.24%$252.71K
Meta Platforms, Inc.0.24%$252.71K
O'reilly Automotive, Inc.0.24%$248.54K
O'reilly Automotive, Inc.0.24%$248.54K
Meta Platforms, Inc.0.24%$248.27K
Meta Platforms, Inc.0.24%$248.27K
Meta Platforms, Inc.0.24%$247.25K
Meta Platforms, Inc.0.24%$247.25K
Home Depot, Inc.0.22%$224.20K
Home Depot, Inc.0.22%$224.20K
Oracle Corp.0.21%$215.03K
Oracle Corp.0.21%$215.03K
Waste Management, Inc.0.19%$201.34K
Waste Management, Inc.0.19%$201.34K
Amazon.com, Inc.0.12%$126.90K
Amazon.com, Inc.0.12%$126.90K
IBM Corp.0.12%$124.48K
IBM Corp.0.12%$124.48K
Kenvue, Inc.0.12%$122.21K
Kenvue, Inc.0.12%$122.21K
Conocophillips Company0.10%$100.87K
Conocophillips Company0.10%$100.87K
Zoetis, Inc.0.10%$99.70K
Zoetis, Inc.0.10%$99.70K
T-Mobile USA, Inc.0.10%$99.39K
T-Mobile USA, Inc.0.10%$99.39K
Invesco Government & Agency Po0.08%$81.37K
Invesco Government & Agency Po0.08%$81.37K
American Tower Corp.0.07%$77.35K
American Tower Corp.0.07%$77.35K

LKBAX overview: performance, fees, allocation and SEC filings