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
-8.07%
+34.37%
3,794.2
Insurance
QTWO
Q2 Holdings Inc
13,111
1,049.0
-29.29%
2.980
-1.48%
0.020
+15.67%
-11.64%
5,540.7
Software
MUSA
Murphy USA Inc
2,135
1,003.0
+20.28%
2.850
+0.48%
0.010
-16.62%
-14.90%
8,419.3
Retail - Cyclical
SEIC
SEI Investments Co
12,607
978.7
+18.54%
2.780
+0.43%
0.010
+25.11%
+11.12%
11,344.5
Asset Management
GSHD
Goosehead Insurance Inc
7,944
937.9
-10.36%
2.670
-0.27%
0.030
-13.67%
-5.31%
2,407.8
Insurance
CBZ
CBIZ Inc
12,135
920.6
0%
2.620
0%
0.020
-8.82%
-11.41%
3,943.1
Business Services
LPLA
LPL Financial Holdings Inc
2,798
915.3
0%
2.600
0%
0.000
+17.05%
+12.61%
29,353.5
Capital Markets
FSV
FirstService Corp
5,504
913.4
+42.11%
2.600
+0.77%
0.010
+3.69%
-2.09%
8,048.1
Real Estate
PCTY
Paylocity Holding Corp
4,788
897.0
+25.34%
2.550
+0.52%
0.010
-3.79%
-9.92%
9,923.7
Software
TRMB
Trimble Inc
13,514
887.2
+22.43%
2.520
+0.46%
0.010
+33.36%
+12.47%
18,960.5
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
$745.87
27.44%
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
$74.25
7.31%
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
$291.31
-10.24%
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
$476.89
6.24%
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
$110.05
0.58%
New holding
5,517
5,517
QTWO
Q2 Holdings Inc
2025-03-31
Reduce
Reduce
-1.48%
●
71.37 ($88.21) 102.68
$88.93
0.82%
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
$67.24
-0.50%
Sold Out
0
-6,893
FSV
FirstService Corp
2025-03-31
Add
Add
+0.77%
●
159.66 ($175.23) 185.88
$176.67
0.82%
Add 42.11%
5,504
1,631
KAI
Kadant Inc
2025-03-31
Reduce
Reduce
-0.52%
●
335.28 ($363.26) 398.39
$317.81
-12.51%
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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