Lawson Kroeker Investment Management as of June 30, 2022
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 61 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 11.6 | $34M | 23k | 1488.04 | |
| Arthur J. Gallagher & Co. (AJG) | 4.8 | $14M | 88k | 163.04 | |
| Brookfield Asset Management | 4.4 | $13M | 291k | 44.47 | |
| Pfizer (PFE) | 4.3 | $13M | 246k | 52.43 | |
| Berkshire Hathaway (BRK.B) | 4.3 | $13M | 46k | 273.01 | |
| Hershey Company (HSY) | 3.9 | $11M | 53k | 215.16 | |
| Berkshire Hathaway (BRK.A) | 3.6 | $11M | 26.00 | 408961.54 | |
| Microsoft Corporation (MSFT) | 3.6 | $11M | 41k | 256.83 | |
| Johnson & Johnson (JNJ) | 3.4 | $10M | 58k | 177.51 | |
| Thermo Fisher Scientific (TMO) | 3.3 | $9.7M | 18k | 543.26 | |
| AFLAC Incorporated (AFL) | 3.3 | $9.7M | 176k | 55.33 | |
| Phillips 66 (PSX) | 3.1 | $9.2M | 113k | 81.99 | |
| Lincoln Electric Holdings (LECO) | 3.1 | $9.1M | 74k | 123.36 | |
| Walt Disney Company (DIS) | 2.6 | $7.8M | 83k | 94.40 | |
| Canadian Pacific Railway | 2.5 | $7.5M | 108k | 69.84 | |
| DaVita (DVA) | 2.2 | $6.4M | 80k | 79.96 | |
| Viatris (VTRS) | 2.1 | $6.3M | 599k | 10.47 | |
| Cullen/Frost Bankers (CFR) | 2.0 | $6.1M | 52k | 116.44 | |
| Lumen Technologies (LUMN) | 2.0 | $6.0M | 554k | 10.91 | |
| LKQ Corporation (LKQ) | 2.0 | $5.9M | 121k | 49.09 | |
| Weyerhaeuser Company (WY) | 1.9 | $5.8M | 174k | 33.12 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.8 | $5.3M | 186k | 28.78 | |
| Aerojet Rocketdy | 1.7 | $5.1M | 126k | 40.60 | |
| Chevron Corporation (CVX) | 1.7 | $5.0M | 34k | 144.78 | |
| MarineMax (HZO) | 1.6 | $4.7M | 130k | 36.12 | |
| Vulcan Materials Company (VMC) | 1.6 | $4.7M | 33k | 142.11 | |
| McDonald's Corporation (MCD) | 1.5 | $4.3M | 18k | 246.88 | |
| Boeing Company (BA) | 1.4 | $4.2M | 31k | 136.73 | |
| Anheuser-Busch InBev NV (BUD) | 1.4 | $4.2M | 77k | 53.95 | |
| Alibaba Group Holding (BABA) | 1.4 | $4.1M | 36k | 113.69 | |
| Canadian Natl Ry (CNI) | 1.4 | $4.1M | 36k | 112.48 | |
| Gilead Sciences (GILD) | 1.3 | $3.8M | 61k | 61.80 | |
| Orion Engineered Carbons (OEC) | 1.0 | $3.1M | 200k | 15.53 | |
| Keysight Technologies (KEYS) | 1.0 | $3.0M | 22k | 137.86 | |
| Crimson Wine (CWGL) | 0.8 | $2.3M | 326k | 7.14 | |
| Warner Bros. Discovery (WBD) | 0.6 | $1.7M | 129k | 13.42 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $1.7M | 15k | 116.38 | |
| Constellium Se cl a (CSTM) | 0.5 | $1.5M | 114k | 13.21 | |
| Pepsi (PEP) | 0.5 | $1.5M | 9.0k | 166.61 | |
| Procter & Gamble Company (PG) | 0.4 | $1.2M | 8.5k | 143.80 | |
| Dominion Resources (D) | 0.4 | $1.2M | 15k | 79.84 | |
| Coca-Cola Company (KO) | 0.4 | $1.1M | 18k | 62.90 | |
| At&t (T) | 0.3 | $941k | 45k | 20.97 | |
| Costamare Inc. 8.50 percent Preferred PRD (CMRE.PC) | 0.3 | $891k | 35k | 25.40 | |
| SPDR S&P 500 S&P (SPY) | 0.3 | $743k | 2.0k | 377.16 | |
| Diageo (DEO) | 0.2 | $738k | 4.2k | 174.06 | |
| Medtronic (MDT) | 0.2 | $588k | 6.6k | 89.70 | |
| Merck & Co (MRK) | 0.2 | $583k | 6.4k | 91.09 | |
| Abbvie (ABBV) | 0.2 | $553k | 3.6k | 153.06 | |
| First Nat'l Of Nebraska (FINN) | 0.2 | $508k | 36.00 | 14111.11 | |
| Colgate-Palmolive Company (CL) | 0.2 | $455k | 5.7k | 80.12 | |
| Abbott Laboratories (ABT) | 0.2 | $453k | 4.2k | 108.58 | |
| Apple (AAPL) | 0.1 | $438k | 3.2k | 136.88 | |
| Cato Corporation (CATO) | 0.1 | $350k | 30k | 11.60 | |
| Yum! Brands (YUM) | 0.1 | $341k | 3.0k | 113.67 | |
| Nextera Energy (NEE) | 0.1 | $341k | 4.4k | 77.50 | |
| Edison International (EIX) | 0.1 | $316k | 5.0k | 63.20 | |
| ConAgra Foods (CAG) | 0.1 | $291k | 8.5k | 34.24 | |
| Wells Fargo & Company (WFC) | 0.1 | $247k | 6.3k | 39.21 | |
| Alliant Energy Corporation (LNT) | 0.1 | $234k | 4.0k | 58.50 | |
| Leggett & Platt (LEG) | 0.1 | $201k | 5.8k | 34.66 |
