Lawson Kroeker Investment Management Inc
58 holdingsFiling period: 2026-06-30Current AUM: $380.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | 110.1K | $48.2M | $36.7M | 9.66% | -2,781 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Cl B | 44.1K | $22.1M | $22.1M | 5.81% | -1,659 | 2026-06-30 |
| 3 | AJG | Arthur J Gallagher & Co | 66.3K | $15.2M | $17.7M | 4.66% | -390 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc Cl C | 40.9K | $14.5M | $12.9M | 3.38% | -373 | 2026-06-30 |
| 5 | PSX | Phillips 66 | 82.8K | $14.0M | $23.9M | 6.29% | -3,800 | 2026-06-30 |
| 6 | AFL | Aflac Inc | 118.5K | $13.9M | $14.3M | 3.77% | -3,083 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 36.8K | $13.7M | $19.6M | 5.15% | -195 | 2026-06-30 |
| 8 | TMO | Thermo Fisher Corp | 27.1K | $13.6M | $18.5M | 4.88% | +13.6K | 2026-06-30 |
| 9 | FITB | Fifth Third Bancorp | 219.4K | $12.4M | $11.6M | 3.06% | -2,341 | 2026-06-30 |
| 10 | — | Chubb Corp | 34.1K | $11.6M | $11.6M | 3.05% | -180 | 2026-06-30 |
| 11 | JNJ | Johnson & Johnson | 43.5K | $11.0M | $11.6M | 3.05% | -680 | 2026-06-30 |
| 12 | FRFHF | Fairfax Financial Holdings | 6.6K | $10.8M | $10.8M | 2.85% | -- | 2026-06-30 |
| 13 | LECO | Lincoln Electric Holdings Inc | 40.5K | $10.8M | $10.5M | 2.76% | -300 | 2026-06-30 |
| 14 | HCA | HCA Healthcare Inc | 26.4K | $10.3M | $12.3M | 3.23% | +769 | 2026-06-30 |
| 15 | ELV | Elevance Health Inc | 24.2K | $9.4M | $10.4M | 2.75% | -12,980 | 2026-06-30 |
| 16 | DIS | Disney Walt | 93.8K | $9.0M | $10.4M | 2.73% | -838 | 2026-06-30 |
| 17 | HSY | Hershey Foods Corp | 51.0K | $8.9M | $8.6M | 2.26% | -235 | 2026-06-30 |
| 18 | PEP | Pepsico Inc | 65.8K | $8.9M | $8.9M | 2.35% | +57.4K | 2026-06-30 |
| 19 | NNI | Nelnet | 66.0K | $8.8M | $8.1M | 2.13% | -420 | 2026-06-30 |
| 20 | CFR | Cullen/Frost Bankers, Inc. | 53.3K | $8.2M | $8.4M | 2.22% | -379 | 2026-06-30 |
| 21 | CP | Canadian Pacific Kansas City L | 89.5K | $7.8M | $8.0M | 2.12% | -125 | 2026-06-30 |
| 22 | ABG | Asbury Automotive Group | 33.4K | $6.7M | $5.8M | 1.52% | -5,499 | 2026-06-30 |
| 23 | BN | Brookfield Corporation | 151.9K | $6.5M | $5.8M | 1.52% | -451 | 2026-06-30 |
| 24 | CRL | Charles River Labs Int'l | 28.0K | $6.4M | $10.0M | 2.63% | -530 | 2026-06-30 |
| 25 | VMC | Vulcan Materials Co | 19.2K | $5.7M | $5.0M | 1.32% | -310 | 2026-06-30 |
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