LS

LKCM Small-Mid Cap Equity Fund | LKSMX

Mutual Fund
LKCM Funds
Last update 2025-06-23 51 Stocks (4 new)
Value $35.00 Mil Turnover 14 %
Countries:
Top Holdings: PLMR(4.16%)QTWO(2.98%)MUSA(2.85%)SEIC(2.78%)GSHD(2.67%)
Summary Stock Picks Current Portfolio
LKCM Small-Mid Cap Equity Fund... Top Holdings of 2025-03-31 View Full List
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
10,678
1,463.7
+8.97%
4.160
+0.34%
0.040
-4.23%
+36.44%
3,852.7
Insurance
QTWO
Q2 Holdings Inc
13,111
1,049.0
-29.29%
2.980
-1.48%
0.020
+20.71%
-10.17%
5,632.9
Software
MUSA
Murphy USA Inc
2,135
1,003.0
+20.28%
2.850
+0.48%
0.010
-17.37%
-16.51%
8,260.6
Retail - Cyclical
SEIC
SEI Investments Co
12,607
978.7
+18.54%
2.780
+0.43%
0.010
+29.95%
+12.54%
11,488.9
Asset Management
GSHD
Goosehead Insurance Inc
7,944
937.9
-10.36%
2.670
-0.27%
0.030
-6.92%
-0.49%
2,530.3
Insurance
CBZ
CBIZ Inc
12,135
920.6
0%
2.620
0%
0.020
-6.05%
-9.65%
4,021.5
Business Services
LPLA
LPL Financial Holdings Inc
2,798
915.3
0%
2.600
0%
0.000
+20.44%
+13.00%
29,455.9
Capital Markets
FSV
FirstService Corp
5,504
913.4
+42.11%
2.600
+0.77%
0.010
+3.08%
-1.92%
8,024.2
Real Estate
PCTY
Paylocity Holding Corp
4,788
897.0
+25.34%
2.550
+0.52%
0.010
-0.73%
-8.56%
10,074.0
Software
TRMB
Trimble Inc
13,514
887.2
+22.43%
2.520
+0.46%
0.010
+38.42%
+14.17%
19,246.8
Hardware

LKCM Small-Mid Cap Equity Fund's Historical Top Holdings Breakdowns

LKCM Small-Mid Cap Equity Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AXON
Axon Enterprise Inc
2025-03-31
Sold Out
Sold Out
-3.03%
●
496.65 ($585.29) 710.01
$742.77
26.91%
Sold Out
0
-1,883
ALTR Unlock Delisted
Altair Engineering Inc
2025-03-31
Sold Out
Sold Out
-2.23%
●
109.31 ($110.86) 111.85
$111.85
0.89%
Sold Out
0
-7,562
NTNX
Nutanix Inc
2025-03-31
New Buy
New Buy
+2.04%
●
61.28 ($69.19) 77.44
$73.55
6.30%
New holding
10,303
10,303
CSW
CSW Industrials Inc
2025-03-31
Sold Out
Sold Out
-2.03%
●
283.77 ($324.55) 396.86
$289.00
-10.95%
Sold Out
0
-2,130
KNSL
Kinsale Capital Group Inc
2025-03-31
New Buy
New Buy
+1.79%
●
416.48 ($448.86) 494.72
$484.87
8.02%
New holding
1,296
1,296
CWST
Casella Waste Systems Inc
2025-03-31
New Buy
New Buy
+1.75%
●
104.2 ($109.42) 115.86
$109.84
0.38%
New holding
5,517
5,517
QTWO
Q2 Holdings Inc
2025-03-31
Reduce
Reduce
-1.48%
●
71.37 ($88.21) 102.68
$90.41
2.49%
Reduce -29.29%
13,111
-5,432
AOS
A.O. Smith Corp
2025-03-31
Sold Out
Sold Out
-1.27%
●
65.16 ($67.58) 72.69
$68.05
0.70%
Sold Out
0
-6,893
FSV
FirstService Corp
2025-03-31
Add
Add
+0.77%
●
159.66 ($175.23) 185.88
$176.96
0.99%
Add 42.11%
5,504
1,631
KAI
Kadant Inc
2025-03-31
Reduce
Reduce
-0.52%
●
335.28 ($363.26) 398.39
$322.88
-11.12%
Reduce -31.03%
1,249
-562

LKCM Small-Mid Cap Equity Fund Total Holding History ($B)

To

LKCM Small-Mid Cap Equity Fund's Asset Allocation

To

LKCM Small-Mid Cap Equity Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LKCM Small-Mid Cap Equity Fund's Hypothetical Growth since 2025-03-31

LKCM Small-Mid Cap Equity Fund's Yearly Returns

Year Portfolio % % Excess Gain %

LKCM Small-Mid Cap Equity Fund's Holdings Heat Map

Size field:

LKCM Small-Mid Cap Equity Fund's Holdings Bubble Chart

LKCM Small-Mid Cap Equity Fund News

  • 1

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