LS
| |
LKCM Small Cap Equity Fund | LKSCXMutual Fund | |
| LKCM Funds | |
| Last update 2025-06-23 | 77 Stocks (10 new) |
| Value $256.00 Mil | Turnover 14 % |
LKCM Small Cap Equity Fund Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLMR | Palomar Holdings Inc | 56,625 | 7,762.2 | 0% | 3.030 | 0% | 0.210 | -6.83% | +32.17% | 3,732.1 | Insurance | |
ESAB | ESAB Corp | 53,383 | 6,219.1 | 0% | 2.430 | 0% | 0.090 | +14.74% | +8.54% | 7,880.4 | Industrial Products | |
GSHD | Goosehead Insurance Inc | 44,511 | 5,255.0 | 0% | 2.050 | 0% | 0.180 | -4.63% | +0.60% | 2,558.2 | Insurance | |
OLLI | Ollie's Bargain Outlet Holdings Inc | 44,941 | 5,229.3 | 0% | 2.040 | 0% | 0.070 | +18.05% | +20.44% | 8,106.8 | Retail - Defensive | |
HWKN | Hawkins Inc | 48,811 | 5,170.1 | 0% | 2.020 | 0% | 0.230 | +32.86% | +31.95% | 3,366.6 | Chemicals | |
PNFP | Pinnacle Financial Partners Inc | 47,082 | 4,992.6 | 0% | 1.950 | 0% | 0.060 | +23.35% | +2.75% | 9,070.6 | Banks | |
ATEC | Alphatec Holdings Inc | 470,000 | 4,765.8 | +11.04% | 1.860 | +0.18% | 0.320 | -0.66% | +14.27% | 1,533.4 | Medical Devices & Instruments | |
PIPR | Piper Sandler Cos | 19,101 | 4,730.6 | +5.18% | 1.850 | +0.09% | 0.120 | +39.41% | +5.98% | 5,142.8 | Capital Markets | |
MMSI | Merit Medical Systems Inc | 44,000 | 4,651.2 | +10.38% | 1.820 | +0.17% | 0.070 | -8.66% | -14.16% | 4,906.4 | Medical Devices & Instruments | |
HOMB | Home BancShares Inc | 162,789 | 4,602.1 | 0% | 1.800 | 0% | 0.080 | +14.87% | +8.08% | 5,954.6 | Banks |
LKCM Small Cap Equity Fund's Historical Top Holdings Breakdowns
LKCM Small Cap Equity Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALTR Unlock Delisted | Altair Engineering Inc | 2025-03-31 | Sold Out Sold Out | -2.22% | 109.31 ($110.86) 111.85 | $111.85 | 0.89% | Sold Out | 0 | -56,148 | |
CNX | CNX Resources Corp | 2025-03-31 | Sold Out Sold Out | -1.81% | 27.38 ($30.12) 37.32 | $34.19 | 13.51% | Sold Out | 0 | -136,350 | |
| PLYA Unlock Delisted | Playa Hotels & Resorts NV | 2025-03-31 | Reduce Reduce | -1.61% | 12.14 ($12.98) 13.37 | $13.48 | 3.85% | Reduce -92.46% | 28,573 | -350,322 | |
PRMB | Primo Brands Corp | 2025-03-31 | Reduce Reduce | -1.54% | 29.89 ($32.66) 35.49 | $29.02 | -11.15% | Reduce -63.02% | 81,084 | -138,194 | |
GPOR | Gulfport Energy Corp | 2025-03-31 | New Buy New Buy | +1.49% | 159.2 ($181.66) 196.22 | $187.13 | 3.01% | New holding | 20,708 | 20,708 | |
HALO | Halozyme Therapeutics Inc | 2025-03-31 | New Buy New Buy | +1.49% | 47.74 ($58.09) 65.16 | $56.45 | -2.82% | New holding | 60,000 | 60,000 | |
CWST | Casella Waste Systems Inc | 2025-03-31 | New Buy New Buy | +1.39% | 104.2 ($109.42) 115.86 | $107.94 | -1.35% | New holding | 32,000 | 32,000 | |
WRBY | Warby Parker Inc | 2025-03-31 | New Buy New Buy | +1.36% | 17.82 ($23.86) 28.42 | $23.93 | 0.29% | New holding | 191,061 | 191,061 | |
TPB | Turning Point Brands Inc | 2025-03-31 | New Buy New Buy | +1.35% | 55.09 ($61.91) 70.34 | $78.14 | 26.22% | New holding | 58,053 | 58,053 | |
CSW | CSW Industrials Inc | 2025-03-31 | Sold Out Sold Out | -0.99% | 283.77 ($324.55) 396.86 | $287.04 | -11.56% | Sold Out | 0 | -7,748 |
LKCM Small Cap Equity Fund Total Holding History ($B)
LKCM Small Cap Equity Fund's Asset Allocation
LKCM Small Cap Equity Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LKCM Small Cap Equity Fund's Hypothetical Growth since 2025-03-31
LKCM Small Cap Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LKCM Small Cap Equity Fund's Holdings Heat Map
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LKCM Small Cap Equity Fund's Holdings Bubble Chart
LKCM Small Cap Equity Fund News
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