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| |
LKCM Equity Fund | LKEQXMutual Fund | |
| LKCM Funds | |
| Last update 2025-06-23 | 52 Stocks (2 new) |
| Value $460.00 Mil | Turnover 2 % |
LKCM 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 80,000 | 30,031.2 | 0% | 6.520 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AAPL | Apple Inc | 96,000 | 21,324.5 | 0% | 4.630 | 0% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
WCN | Waste Connections Inc | 90,000 | 17,567.1 | 0% | 3.820 | 0% | 0.030 | -4.16% | +10.07% | 48,465.4 | Waste Management | |
GOOGL | Alphabet Inc | 110,000 | 17,010.4 | 0% | 3.700 | 0% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
ORCL | Oracle Corp | 120,000 | 16,777.2 | 0% | 3.640 | 0% | 0.000 | +76.97% | +46.92% | 682,068.9 | Software | |
NVDA | NVIDIA Corp | 150,000 | 16,257.0 | 0% | 3.530 | 0% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
ECL | Ecolab Inc | 55,000 | 13,943.6 | 0% | 3.030 | 0% | 0.020 | +12.86% | +15.74% | 76,500.2 | Chemicals | |
CTAS | Cintas Corp | 64,000 | 13,153.9 | 0% | 2.860 | 0% | 0.020 | +6.45% | +22.45% | 89,809.1 | Business Services | |
TDY | Teledyne Technologies Inc | 25,000 | 12,442.8 | 0% | 2.700 | 0% | 0.050 | +19.78% | +18.49% | 25,769.4 | Hardware | |
JPM | JPMorgan Chase & Co | 50,000 | 12,265.0 | 0% | 2.660 | 0% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks |
LKCM Equity Fund's Historical Top Holdings Breakdowns
LKCM 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -1.62% | 377.84 ($428.84) 464.11 | $371.69 | -13.33% | Sold Out | 0 | -18,000 | |
CFR | Cullen/Frost Bankers Inc | 2025-03-31 | Sold Out Sold Out | -1.36% | 119.87 ($134.35) 145.05 | $135.35 | 0.74% | Sold Out | 0 | -50,000 | |
KDP | Keurig Dr Pepper Inc | 2025-03-31 | New Buy New Buy | +1.12% | 30.38 ($32.49) 34.94 | $33.57 | 3.32% | New holding | 150,000 | 150,000 | |
SPGI | S&P Global Inc | 2025-03-31 | New Buy New Buy | +1.10% | 478.26 ($510.97) 543.77 | $530.85 | 3.89% | New holding | 10,000 | 10,000 | |
FTAI | FTAI Aviation Ltd | 2025-03-31 | Reduce Reduce | -0.73% | 83.79 ($118.16) 174.02 | $109.92 | -6.97% | Reduce -26.32% | 70,000 | -25,000 | |
KHC | The Kraft Heinz Co | 2025-03-31 | Sold Out Sold Out | -0.62% | 28.51 ($29.93) 32.22 | $28.78 | -3.84% | Sold Out | 0 | -100,000 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.18% | 39.61 ($44.56) 47.74 | $48.39 | 8.60% | Add 12.5% | 180,000 | 20,000 | |
ROP | Roper Technologies Inc | 2024-12-31 | Sold Out Sold Out | -1.90% | 519.85 ($548.94) 575.95 | $560.37 | 2.08% | Sold Out | 0 | -18,000 | |
FMC | FMC Corp | 2024-12-31 | Sold Out Sold Out | -1.06% | 47.86 ($58.26) 66.62 | $42.29 | -27.41% | Sold Out | 0 | -85,000 | |
PEP | PepsiCo Inc | 2024-12-31 | Sold Out Sold Out | -0.97% | 151.29 ($163.72) 176.1 | $144.51 | -11.73% | Sold Out | 0 | -30,000 |
LKCM Equity Fund Total Holding History ($B)
LKCM Equity Fund's Asset Allocation
LKCM 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 Equity Fund's Hypothetical Growth since 2025-03-31
LKCM Equity Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LKCM Equity Fund's Holdings Heat Map
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LKCM Equity Fund's Holdings Bubble Chart
LKCM Equity Fund News
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