LKBLX Holdings — LK Balanced Fund

All 50 reported holdings of LK Balanced Fund (LKBLX) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
Texas Pacific Land Corp4.82%$1.23M
Berkshire Hathaway Inc4.12%$1.05M
Phillips 663.27%$838.03K
Chevron Corp3.23%$827.60K
Johnson & Johnson2.86%$733.32K
Microsoft Corp2.82%$721.83K
Alphabet Inc2.80%$717.15K
Aflac Inc2.79%$713.12K
Hershey Co/The2.68%$686.04K
Cullen/Frost Bankers Inc2.68%$685.40K
HCA Healthcare Inc2.59%$662.54K
Chubb Ltd2.55%$651.86K
Arthur J Gallagher & Co2.54%$649.74K
Elevance Health Inc2.52%$644.05K
Fifth Third Bancorp2.36%$603.98K
Thermo Fisher Scientific Inc2.30%$589.84K
Canadian Pacific Kansas City L2.15%$550.62K
Church & Dwight Co., Inc.2.06%$526.12K
Lincoln Electric Holdings Inc2.04%$523.07K
Genuine Parts Co.2.03%$518.85K
Nelnet Inc2.02%$515.84K
Air Products & Chemicals1.98%$506.73K
Old Republic Intl Corp.1.95%$499.47K
Federal Home Loan Bank1.95%$498.68K
Laboratory Corp. Of Amer1.94%$497.70K
Flowers Foods, Inc.1.94%$497.25K
US Treasury N/b1.94%$495.78K
Federal Farm Credit Bank1.93%$495.01K
Federal Home Loan Bank1.93%$494.83K
US Treasury N/b1.93%$494.62K
US Treasury N/b1.93%$493.64K
IBM Corp.1.93%$492.82K
Ppg Industries, Inc.1.92%$492.56K
Ferguson Enterprises, Inc.1.92%$492.28K
Walt Disney Co/The1.88%$481.90K
Prudential Financial, Inc.1.87%$478.56K
Pfizer Inc1.65%$421.20K
Asbury Automotive Group Inc1.53%$390.82K
Charles River Laboratories Int1.35%$345.00K
Vulcan Materials Co1.28%$326.76K
LKQ Corp1.03%$264.33K
US Treasury N/b0.98%$249.95K
MarineMax Inc0.94%$241.10K
Brookfield Asset Management Lt0.91%$233.36K
Sky Harbour Group Corp0.87%$221.49K
First American Government Obli0.83%$211.83K
Bruker Corp0.71%$180.60K
MSC Industrial Direct Co Inc0.66%$167.93K
Brookfield Corp0.59%$151.76K
Crimson Wine Group Ltd0.45%$115.06K

LKBLX overview: performance, fees, allocation and SEC filings