Lawson Kroeker Investment Management as of June 30, 2024
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 90 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 7.4 | $39M | 52k | 734.27 | |
| Berkshire Hathaway (BRK.B) | 5.9 | $31M | 76k | 406.80 | |
| Microsoft Corporation (MSFT) | 3.9 | $20M | 45k | 446.95 | |
| Arthur J. Gallagher & Co. (AJG) | 3.7 | $19M | 74k | 259.31 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $18M | 100k | 183.42 | |
| AutoZone (AZO) | 3.3 | $17M | 5.8k | 2964.10 | |
| Hca Holdings (HCA) | 3.3 | $17M | 53k | 321.28 | |
| Copart (CPRT) | 3.0 | $15M | 283k | 54.16 | |
| Phillips 66 (PSX) | 2.9 | $15M | 106k | 141.17 | |
| Anthem (ELV) | 2.9 | $15M | 27k | 541.86 | |
| AFLAC Incorporated (AFL) | 2.7 | $14M | 159k | 89.31 | |
| Berkshire Hathaway (BRK.A) | 2.7 | $14M | 23.00 | 612241.00 | |
| Fifth Third Ban (FITB) | 2.4 | $13M | 345k | 36.49 | |
| Charles River Laboratories (CRL) | 2.2 | $12M | 56k | 206.58 | |
| Asbury Automotive (ABG) | 2.1 | $11M | 47k | 227.87 | |
| Nelnet (NNI) | 2.0 | $10M | 103k | 100.86 | |
| Lincoln Electric Holdings (LECO) | 2.0 | $10M | 54k | 188.64 | |
| Walt Disney Company (DIS) | 1.9 | $10M | 101k | 99.29 | |
| Hershey Company (HSY) | 1.8 | $9.2M | 50k | 183.83 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $9.1M | 219k | 41.54 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $9.0M | 16k | 553.00 | |
| Colfax Corp (ENOV) | 1.7 | $8.8M | 195k | 45.20 | |
| LKQ Corporation (LKQ) | 1.7 | $8.7M | 208k | 41.59 | |
| Canadian Pacific Kansas City (CP) | 1.5 | $7.8M | 100k | 78.73 | |
| Johnson & Johnson (JNJ) | 1.5 | $7.8M | 54k | 146.16 | |
| Chevron Corporation (CVX) | 1.5 | $7.5M | 48k | 156.42 | |
| Civitas Resources (CIVI) | 1.4 | $7.4M | 107k | 69.00 | |
| Coca-Cola Company (KO) | 1.3 | $6.9M | 109k | 63.65 | |
| Boston Omaha (BOC) | 1.2 | $6.4M | 479k | 13.46 | |
| Pfizer (PFE) | 1.2 | $6.2M | 223k | 27.98 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $6.1M | 34k | 182.15 | |
| MSC Industrial Direct (MSM) | 1.1 | $5.6M | 71k | 79.31 | |
| Cullen/Frost Bankers (CFR) | 1.1 | $5.5M | 54k | 101.63 | |
| Vulcan Materials Company (VMC) | 1.0 | $5.4M | 22k | 248.68 | |
| Accenture (ACN) | 1.0 | $5.4M | 18k | 303.41 | |
| First Nat'l Of Nebraska (FINN) | 1.0 | $5.3M | 451.00 | 11700.00 | |
| Dino Polska SA (DNOPY) | 1.0 | $5.1M | 104k | 48.95 | |
| MarineMax (HZO) | 0.9 | $4.9M | 151k | 32.37 | |
| Ross Stores (ROST) | 0.9 | $4.7M | 32k | 145.32 | |
| Valmont Industries | 0.9 | $4.6M | 17k | 274.45 | |
| Waters Corporation (WAT) | 0.9 | $4.5M | 15k | 290.12 | |
| Apple (AAPL) | 0.8 | $4.3M | 21k | 210.62 | |
| Wells Fargo & Company (WFC) | 0.8 | $4.1M | 70k | 59.39 | |
| Canadian Natl Ry (CNI) | 0.8 | $3.9M | 33k | 118.13 | |
| Dreamfinders Homes (DFH) | 0.7 | $3.7M | 143k | 25.82 | |
| TJX Companies (TJX) | 0.6 | $3.3M | 30k | 110.10 | |
| Keysight Technologies (KEYS) | 0.6 | $3.1M | 22k | 136.75 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.8M | 5.2k | 544.22 | |
| Brookfield Asset Management (BAM) | 0.5 | $2.8M | 73k | 38.05 | |
| McDonald's Corporation (MCD) | 0.5 | $2.6M | 10k | 254.84 | |
| Pepsi (PEP) | 0.5 | $2.4M | 15k | 164.93 | |
| Liberty Media Corp Del Com Ser | 0.5 | $2.4M | 37k | 64.23 | |
| UnitedHealth (UNH) | 0.4 | $2.1M | 4.1k | 509.26 | |
| Crimson Wine (CWGL) | 0.4 | $1.9M | 317k | 5.97 | |
| U.S. Bancorp (USB) | 0.3 | $1.8M | 45k | 39.70 | |
| Markel Corporation (MKL) | 0.3 | $1.7M | 1.1k | 1575.66 | |
| Constellium Se cl a (CSTM) | 0.3 | $1.5M | 80k | 18.85 | |
| Esab Corporation (ESAB) | 0.3 | $1.3M | 14k | 94.43 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.8k | 164.92 | |
| American Express Company (AXP) | 0.2 | $1.3M | 5.5k | 231.55 | |
| Diageo (DEO) | 0.2 | $1.1M | 8.6k | 126.08 | |
| Bank of America Corporation (BAC) | 0.2 | $1.0M | 26k | 39.77 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.0M | 1.2k | 849.99 | |
| Abbvie (ABBV) | 0.2 | $988k | 5.8k | 171.52 | |
| Amgen (AMGN) | 0.2 | $959k | 3.1k | 312.45 | |
| Mistras (MG) | 0.2 | $895k | 108k | 8.29 | |
| Moody's Corporation (MCO) | 0.2 | $871k | 2.1k | 420.93 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $871k | 8.5k | 102.07 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $851k | 33k | 26.10 | |
| Home Depot (HD) | 0.2 | $788k | 2.3k | 344.24 | |
| Abbott Laboratories (ABT) | 0.1 | $665k | 6.4k | 103.91 | |
| Wal-Mart Stores (WMT) | 0.1 | $634k | 9.4k | 67.71 | |
| CVS Caremark Corporation (CVS) | 0.1 | $604k | 10k | 59.06 | |
| Teleflex Incorporated (TFX) | 0.1 | $599k | 2.9k | 210.33 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $577k | 7.5k | 77.28 | |
| Colgate-Palmolive Company (CL) | 0.1 | $552k | 5.7k | 97.04 | |
| Amdocs Ltd ord (DOX) | 0.1 | $504k | 6.4k | 78.92 | |
| Amazon (AMZN) | 0.1 | $464k | 2.4k | 193.25 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $440k | 6.1k | 72.18 | |
| Sunopta (STKL) | 0.1 | $405k | 75k | 5.40 | |
| CarMax (KMX) | 0.1 | $363k | 5.0k | 73.34 | |
| Dominion Resources (D) | 0.1 | $363k | 7.4k | 49.00 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $345k | 3.0k | 115.12 | |
| Tandem Diabetes Care | 0.1 | $343k | 8.5k | 40.29 | |
| Nextera Energy (NEE) | 0.1 | $305k | 4.3k | 70.81 | |
| Automatic Data Processing (ADP) | 0.1 | $286k | 1.2k | 238.69 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $284k | 6.6k | 43.19 | |
| Boeing Company (BA) | 0.1 | $276k | 1.5k | 182.01 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $275k | 1.4k | 202.26 | |
| Novartis (NVS) | 0.1 | $260k | 2.4k | 106.46 |
