Lawson Kroeker Investment Management as of June 30, 2025
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 97 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 8.0 | $43M | 41k | 1056.39 | |
| Berkshire Hathaway (BRK.B) | 6.7 | $36M | 74k | 485.77 | |
| Microsoft Corporation (MSFT) | 4.0 | $22M | 43k | 497.41 | |
| Arthur J. Gallagher & Co. (AJG) | 3.9 | $21M | 66k | 320.12 | |
| AutoZone (AZO) | 3.8 | $20M | 5.5k | 3712.23 | |
| Hca Holdings (HCA) | 3.7 | $20M | 53k | 383.10 | |
| Phillips 66 (PSX) | 3.3 | $18M | 151k | 119.30 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $18M | 99k | 177.39 | |
| Berkshire Hathaway (BRK.A) | 2.7 | $15M | 20.00 | 728800.00 | |
| AFLAC Incorporated (AFL) | 2.5 | $14M | 129k | 105.46 | |
| Anthem (ELV) | 2.5 | $14M | 35k | 388.96 | |
| Copart (CPRT) | 2.5 | $13M | 272k | 49.07 | |
| Fifth Third Ban (FITB) | 2.4 | $13M | 316k | 41.13 | |
| Nelnet (NNI) | 2.3 | $12M | 101k | 121.12 | |
| Walt Disney Company (DIS) | 2.2 | $12M | 97k | 124.01 | |
| Asbury Automotive (ABG) | 2.1 | $11M | 47k | 238.54 | |
| Lincoln Electric Holdings (LECO) | 2.0 | $11M | 53k | 207.32 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $11M | 176k | 61.85 | |
| Hershey Company (HSY) | 1.7 | $9.2M | 55k | 165.95 | |
| Bruker Corporation (BRKR) | 1.7 | $9.0M | 218k | 41.20 | |
| Dino Polska SA (DNOPY) | 1.6 | $8.4M | 116k | 72.22 | |
| Johnson & Johnson (JNJ) | 1.5 | $7.8M | 51k | 152.75 | |
| Canadian Pacific Kansas City (CP) | 1.4 | $7.7M | 97k | 79.27 | |
| Charles River Laboratories (CRL) | 1.4 | $7.7M | 51k | 151.73 | |
| Colfax Corp (ENOV) | 1.3 | $7.1M | 227k | 31.36 | |
| Cullen/Frost Bankers (CFR) | 1.3 | $6.9M | 54k | 128.54 | |
| Coca-Cola Company (KO) | 1.3 | $6.9M | 97k | 70.75 | |
| Boston Omaha (BOC) | 1.3 | $6.8M | 481k | 14.04 | |
| MSC Industrial Direct (MSM) | 1.2 | $6.5M | 76k | 85.02 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $6.3M | 16k | 405.46 | |
| First Nat'l Of Nebraska (FINN) | 1.0 | $5.6M | 425.00 | 13250.00 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $5.5M | 31k | 176.23 | |
| Vulcan Materials Company (VMC) | 1.0 | $5.5M | 21k | 260.82 | |
| Accenture (ACN) | 0.9 | $5.1M | 17k | 298.89 | |
| Pfizer (PFE) | 0.9 | $5.0M | 208k | 24.24 | |
| LKQ Corporation (LKQ) | 0.9 | $5.0M | 136k | 37.01 | |
| Chevron Corporation (CVX) | 0.9 | $4.8M | 33k | 143.19 | |
| Sky Harbour Group Corporatio (SKYH) | 0.8 | $4.4M | 454k | 9.77 | |
| Ross Stores (ROST) | 0.8 | $4.1M | 32k | 127.58 | |
| Civitas Resources (CIVI) | 0.7 | $3.9M | 141k | 27.52 | |
| Apple (AAPL) | 0.7 | $3.7M | 18k | 205.17 | |
| Waters Corporation (WAT) | 0.7 | $3.7M | 11k | 349.04 | |
| Canadian Natl Ry (CNI) | 0.7 | $3.6M | 34k | 104.04 | |
| TJX Companies (TJX) | 0.7 | $3.6M | 29k | 123.49 | |
| Brookfield Asset Management (BAM) | 0.7 | $3.5M | 64k | 55.28 | |
| Keysight Technologies (KEYS) | 0.6 | $3.5M | 21k | 163.86 | |
| MarineMax (HZO) | 0.6 | $3.5M | 138k | 25.14 | |
| Dreamfinders Homes (DFH) | 0.6 | $3.4M | 137k | 25.13 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $3.1M | 5.1k | 617.85 | |
| Liberty Media Corp Del Com Ser | 0.6 | $3.1M | 33k | 94.96 | |
| McDonald's Corporation (MCD) | 0.5 | $2.8M | 9.7k | 292.17 | |
| Valmont Industries | 0.5 | $2.8M | 8.5k | 326.57 | |
| Wells Fargo & Company (WFC) | 0.4 | $2.4M | 29k | 80.12 | |
| Pepsi (PEP) | 0.4 | $2.3M | 18k | 132.04 | |
| Markel Corporation (MKL) | 0.4 | $2.1M | 1.1k | 1997.36 | |
| U.S. Bancorp (USB) | 0.4 | $2.1M | 46k | 45.25 | |
| American Express Company (AXP) | 0.3 | $1.7M | 5.3k | 318.98 | |
| Esab Corporation (ESAB) | 0.3 | $1.7M | 14k | 120.55 | |
| Crimson Wine (CWGL) | 0.3 | $1.6M | 285k | 5.50 | |
| UnitedHealth (UNH) | 0.2 | $1.3M | 4.1k | 311.97 | |
| Bank of America Corporation (BAC) | 0.2 | $1.2M | 26k | 47.32 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.2k | 989.94 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.1k | 159.32 | |
| Abbvie (ABBV) | 0.2 | $1.0M | 5.7k | 185.62 | |
| Moody's Corporation (MCO) | 0.2 | $1.0M | 2.1k | 501.59 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $1.0M | 41k | 24.44 | |
| Constellium Se cl a (CSTM) | 0.2 | $983k | 74k | 13.30 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $854k | 32k | 26.40 | |
| Abbott Laboratories (ABT) | 0.2 | $845k | 6.2k | 136.01 | |
| Home Depot (HD) | 0.2 | $839k | 2.3k | 366.64 | |
| Amgen (AMGN) | 0.1 | $760k | 2.7k | 279.21 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $748k | 7.6k | 99.03 | |
| Amazon (AMZN) | 0.1 | $584k | 2.7k | 219.39 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $583k | 7.3k | 79.50 | |
| Dominion Resources (D) | 0.1 | $509k | 9.0k | 56.52 | |
| CVS Caremark Corporation (CVS) | 0.1 | $498k | 7.2k | 68.98 | |
| Wal-Mart Stores (WMT) | 0.1 | $454k | 4.6k | 97.78 | |
| Colgate-Palmolive Company (CL) | 0.1 | $440k | 4.8k | 90.90 | |
| iShares S&P 500 Index (IVV) | 0.1 | $380k | 612.00 | 620.90 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $372k | 5.3k | 70.41 | |
| Automatic Data Processing (ADP) | 0.1 | $370k | 1.2k | 308.40 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $353k | 13k | 28.05 | |
| Diageo (DEO) | 0.1 | $346k | 3.4k | 100.84 | |
| Sunopta (STKL) | 0.1 | $334k | 58k | 5.80 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $308k | 14k | 22.10 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $302k | 1.0k | 289.91 | |
| Novartis (NVS) | 0.1 | $291k | 2.4k | 121.01 | |
| iShares Gold ETF | 0.1 | $288k | 4.6k | 62.36 | |
| Amdocs Ltd ord (DOX) | 0.1 | $275k | 3.0k | 91.24 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $247k | 11k | 23.24 | |
| Duke Energy (DUK) | 0.0 | $235k | 2.0k | 118.00 | |
| CarMax (KMX) | 0.0 | $231k | 3.4k | 67.21 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $225k | 2.5k | 89.80 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $222k | 2.1k | 105.62 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $216k | 2.0k | 107.80 | |
| Nextera Energy (NEE) | 0.0 | $208k | 3.0k | 69.42 | |
| Mistras (MG) | 0.0 | $171k | 21k | 8.01 |
