Lawson Kroeker Investment Management as of Sept. 30, 2025
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.9 | $38M | 76k | 502.74 | |
| Texas Pacific Land Corp (TPL) | 6.8 | $37M | 40k | 933.64 | |
| AutoZone (AZO) | 4.3 | $24M | 5.5k | 4290.24 | |
| Hca Holdings (HCA) | 4.1 | $22M | 52k | 426.20 | |
| Microsoft Corporation (MSFT) | 3.9 | $22M | 42k | 517.95 | |
| Phillips 66 (PSX) | 3.7 | $20M | 150k | 136.02 | |
| Arthur J. Gallagher & Co. (AJG) | 3.6 | $20M | 63k | 309.74 | |
| Alphabet Inc Class C cs (GOOG) | 3.2 | $18M | 73k | 243.55 | |
| AFLAC Incorporated (AFL) | 2.6 | $14M | 128k | 111.70 | |
| Anthem (ELV) | 2.6 | $14M | 43k | 323.12 | |
| Fifth Third Ban (FITB) | 2.5 | $14M | 309k | 44.55 | |
| Chubb (CB) | 2.5 | $14M | 49k | 282.25 | |
| Berkshire Hathaway (BRK.A) | 2.5 | $14M | 18.00 | 754200.00 | |
| Nelnet (NNI) | 2.3 | $13M | 101k | 125.38 | |
| Copart (CPRT) | 2.2 | $12M | 271k | 44.97 | |
| Lincoln Electric Holdings (LECO) | 2.2 | $12M | 51k | 235.83 | |
| Asbury Automotive (ABG) | 2.1 | $12M | 47k | 244.45 | |
| Walt Disney Company (DIS) | 2.0 | $11M | 95k | 114.50 | |
| Hershey Company (HSY) | 1.9 | $10M | 55k | 187.05 | |
| Johnson & Johnson (JNJ) | 1.6 | $8.9M | 48k | 185.42 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.5 | $8.1M | 118k | 68.58 | |
| Charles River Laboratories (CRL) | 1.4 | $7.8M | 50k | 156.46 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $7.7M | 16k | 485.02 | |
| Canadian Pacific Kansas City (CP) | 1.3 | $7.3M | 98k | 74.49 | |
| MSC Industrial Direct (MSM) | 1.3 | $7.0M | 76k | 92.14 | |
| Dino Polska SA (DNOPY) | 1.3 | $6.9M | 579k | 11.96 | |
| Bruker Corporation (BRKR) | 1.3 | $6.9M | 212k | 32.49 | |
| Cullen/Frost Bankers (CFR) | 1.2 | $6.8M | 54k | 126.77 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $6.6M | 27k | 243.10 | |
| Coca-Cola Company (KO) | 1.2 | $6.4M | 97k | 66.32 | |
| Vulcan Materials Company (VMC) | 1.2 | $6.4M | 21k | 307.62 | |
| Boston Omaha (BOC) | 1.1 | $6.3M | 479k | 13.08 | |
| First Nat'l Of Nebraska (FINN) | 1.1 | $5.9M | 418.00 | 14000.00 | |
| Chevron Corporation (CVX) | 0.9 | $5.1M | 33k | 155.29 | |
| Pfizer (PFE) | 0.9 | $5.1M | 202k | 25.48 | |
| Ross Stores (ROST) | 0.9 | $4.9M | 32k | 152.39 | |
| Sky Harbour Group Corporatio (SKYH) | 0.9 | $4.7M | 473k | 9.87 | |
| Apple (AAPL) | 0.8 | $4.6M | 18k | 254.63 | |
| Civitas Resources (CIVI) | 0.8 | $4.4M | 137k | 32.50 | |
| Accenture (ACN) | 0.8 | $4.2M | 17k | 246.60 | |
| TJX Companies (TJX) | 0.8 | $4.1M | 29k | 144.54 | |
| LKQ Corporation (LKQ) | 0.7 | $4.0M | 132k | 30.54 | |
| Keysight Technologies (KEYS) | 0.7 | $3.7M | 21k | 174.92 | |
| MarineMax (HZO) | 0.6 | $3.4M | 136k | 25.33 | |
| Brookfield Asset Management (BAM) | 0.6 | $3.4M | 60k | 56.94 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $3.4M | 5.1k | 666.18 | |
| Valmont Industries | 0.6 | $3.3M | 8.5k | 387.73 | |
| Canadian Natl Ry (CNI) | 0.6 | $3.2M | 34k | 94.30 | |
| Dreamfinders Homes (DFH) | 0.6 | $3.2M | 124k | 25.92 | |
| Waters Corporation (WAT) | 0.6 | $3.2M | 11k | 299.81 | |
| Liberty Media Corp Del Com Ser | 0.6 | $3.1M | 33k | 95.22 | |
| McDonald's Corporation (MCD) | 0.5 | $2.8M | 9.3k | 303.89 | |
| Pepsi (PEP) | 0.5 | $2.5M | 18k | 140.44 | |
| Wells Fargo & Company (WFC) | 0.4 | $2.5M | 29k | 83.82 | |
| U.S. Bancorp (USB) | 0.4 | $2.2M | 46k | 48.33 | |
| Markel Corporation (MKL) | 0.4 | $2.0M | 1.1k | 1911.36 | |
| American Express Company (AXP) | 0.3 | $1.8M | 5.3k | 332.16 | |
| Esab Corporation (ESAB) | 0.3 | $1.5M | 14k | 111.74 | |
| Crimson Wine (CWGL) | 0.3 | $1.4M | 279k | 5.18 | |
| UnitedHealth (UNH) | 0.3 | $1.4M | 4.0k | 345.30 | |
| Bank of America Corporation (BAC) | 0.2 | $1.3M | 26k | 51.59 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.3k | 925.28 | |
| Abbvie (ABBV) | 0.2 | $1.1M | 4.8k | 231.54 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.1k | 153.65 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $1.1M | 41k | 26.34 | |
| Moody's Corporation (MCO) | 0.2 | $986k | 2.1k | 476.48 | |
| Constellium Se cl a (CSTM) | 0.2 | $938k | 63k | 14.88 | |
| Home Depot (HD) | 0.2 | $928k | 2.3k | 405.19 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $857k | 32k | 26.48 | |
| Amgen (AMGN) | 0.1 | $768k | 2.7k | 282.20 | |
| Abbott Laboratories (ABT) | 0.1 | $698k | 5.2k | 133.94 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $671k | 7.3k | 91.84 | |
| Amazon (AMZN) | 0.1 | $585k | 2.7k | 219.57 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $561k | 7.0k | 79.93 | |
| CVS Caremark Corporation (CVS) | 0.1 | $545k | 7.2k | 75.39 | |
| Dominion Resources (D) | 0.1 | $487k | 8.0k | 61.17 | |
| Wal-Mart Stores (WMT) | 0.1 | $478k | 4.6k | 103.06 | |
| iShares S&P 500 Index (IVV) | 0.1 | $410k | 612.00 | 669.30 | |
| Colgate-Palmolive Company (CL) | 0.1 | $387k | 4.8k | 79.94 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $374k | 13k | 29.64 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $360k | 5.0k | 71.53 | |
| Automatic Data Processing (ADP) | 0.1 | $352k | 1.2k | 293.50 | |
| Sunopta (STKL) | 0.1 | $337k | 58k | 5.86 | |
| iShares Gold ETF | 0.1 | $336k | 4.6k | 72.77 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $325k | 14k | 23.28 | |
| Diageo (DEO) | 0.1 | $323k | 3.4k | 95.43 | |
| Novartis (NVS) | 0.1 | $308k | 2.4k | 128.24 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $280k | 2.5k | 111.84 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $266k | 842.00 | 315.43 | |
| Union Pacific Corporation (UNP) | 0.0 | $265k | 1.1k | 236.37 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $252k | 11k | 23.47 | |
| Amdocs Ltd ord (DOX) | 0.0 | $247k | 3.0k | 82.05 | |
| Duke Energy (DUK) | 0.0 | $246k | 2.0k | 123.75 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $231k | 2.1k | 109.95 | |
| Nextera Energy (NEE) | 0.0 | $227k | 3.0k | 75.49 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $226k | 2.0k | 112.75 | |
| Coherent Corp (COHR) | 0.0 | $215k | 2.0k | 107.72 | |
| Mistras (MG) | 0.0 | $210k | 21k | 9.84 | |
| Cardinal Res | 0.0 | $0 | 100k | 0.00 |
