Lawson Kroeker Investment Management Inc Portfolio Holdings by Sector
Lawson Kroeker Investment Management Inc
- $500 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Oil & Gas E&P | Energy
TPL CIVI 2 stocks |
$58,703
11.87% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$48,709
9.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT ABG KMX 3 stocks |
$27,690
5.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$25,034
5.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL TMO WAT 3 stocks |
$22,804
4.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB CFR USB 3 stocks |
$22,782
4.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO HZO 2 stocks |
$22,148
4.48% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$20,157
4.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT DOX 2 stocks |
$19,230
3.89% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$16,036
3.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE ABBV AMGN NVS 5 stocks |
$15,171
3.07% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH CVS 3 stocks |
$14,315
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS FWONA 2 stocks |
$13,823
2.8% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$13,400
2.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
NNI AXP 2 stocks |
$12,618
2.55% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$11,915
2.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$9,925
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ENOV 1 stocks |
$9,462
1.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$9,214
1.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$9,201
1.86% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST TJX 2 stocks |
$8,483
1.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
BOC 1 stocks |
$6,807
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LKQ 1 stocks |
$6,603
1.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$6,241
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL XOM 3 stocks |
$5,587
1.13% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
MSM 1 stocks |
$5,430
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$5,413
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,068
1.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
SKYH 1 stocks |
$4,504
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY VCSH IVV 3 stocks |
$3,921
0.79% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC BAC JPM 3 stocks |
$3,798
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS 1 stocks |
$3,426
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI 1 stocks |
$3,338
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DFH 1 stocks |
$3,310
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2,803
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
CWGL DEO 2 stocks |
$2,524
0.51% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,927
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$1,872
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
ESAB 1 stocks |
$1,686
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1,672
0.34% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
NSRGY STKL 2 stocks |
$1,067
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
$979
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Security & Protection Services | Industrials
MG 1 stocks |
$944
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$890
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D NEE DUK 3 stocks |
$860
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
CSTM 1 stocks |
$809
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$702
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$584
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
TFX 1 stocks |
$507
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$350
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|