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
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 | 56,625 | 7,762.2 | 0% | 3.030 | 0% | 0.210 | -8.70% | +27.86% | 3,610.5 | Insurance | |
ESAB | ESAB Corp | 53,383 | 6,219.1 | 0% | 2.430 | 0% | 0.090 | +10.50% | +6.32% | 7,719.1 | Industrial Products | |
GSHD | Goosehead Insurance Inc | 44,511 | 5,255.0 | 0% | 2.050 | 0% | 0.180 | -11.61% | -5.08% | 2,413.6 | Insurance | |
OLLI | Ollie's Bargain Outlet Holdings Inc | 44,941 | 5,229.3 | 0% | 2.040 | 0% | 0.070 | +11.00% | +15.75% | 7,790.9 | Retail - Defensive | |
HWKN | Hawkins Inc | 48,811 | 5,170.1 | 0% | 2.020 | 0% | 0.230 | +35.49% | +26.97% | 3,239.8 | Chemicals | |
PNFP | Pinnacle Financial Partners Inc | 47,082 | 4,992.6 | 0% | 1.950 | 0% | 0.060 | +31.58% | +3.77% | 9,167.1 | Banks | |
ATEC | Alphatec Holdings Inc | 470,000 | 4,765.8 | +11.04% | 1.860 | +0.18% | 0.320 | +12.72% | +19.72% | 1,606.4 | Medical Devices & Instruments | |
PIPR | Piper Sandler Cos | 19,101 | 4,730.6 | +5.18% | 1.850 | +0.09% | 0.120 | +37.25% | +2.36% | 4,967.3 | Capital Markets | |
MMSI | Merit Medical Systems Inc | 44,000 | 4,651.2 | +10.38% | 1.820 | +0.17% | 0.070 | +1.58% | -3.34% | 5,525.2 | Medical Devices & Instruments | |
HOMB | Home BancShares Inc | 162,789 | 4,602.1 | 0% | 1.800 | 0% | 0.080 | +17.12% | +5.07% | 5,795.6 | Banks |
LKCM Small Cap Equity Fund's Historical Top Holdings Breakdowns
LKCM Small 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $34.03 | 12.98% | 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 | $28.61 | -12.40% | 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 | $184.45 | 1.54% | 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 | $57.15 | -1.62% | 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 | $110.59 | 1.07% | 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 | $22.20 | -6.96% | 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 | $72.26 | 16.72% | 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 | $303.91 | -6.36% | Sold Out | 0 | -7,748 |
LKCM Small Cap Equity Fund Total Holding History ($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
- 1
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
Size field:
LKCM Small Cap Equity Fund's Holdings Bubble Chart
LKCM Small Cap Equity Fund News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers