Fund Holdings — LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

Total Portfolio Value
$547.59M
Total Bought
$24.12M
Total Sold
$43.85M
Net Transaction
-$19.72M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Chubb Corp
COM
048,521+48,521013,6952.50%+13,695
Auto Zone Inc(AZO)5,4855,496+1120,36223,5794.31%+3,218
Phillips 66(PSX)150,520149,616-90417,95720,3513.72%+2,394
Berkshire Hathaway Inc Cl B73,72675,506+1,78035,81437,9606.93%+2,146
HCA Healthcare Inc(HCA)52,46552,063-40220,09922,1894.05%+2,090
Thermo Fisher Corp(TMO)15,62615,782+1566,3367,6551.40%+1,319
Hershey Foods Corp(HSY)55,40055,189-2119,19410,3231.89%+1,129
Alphabet Inc Cl A(GOOG)31,16826,954-4,2145,4936,5531.20%+1,060
Johnson & Johnson(JNJ)51,38547,995-3,3907,8498,8991.63%+1,050
Lincoln Electric Holdings Inc(LECO)52,77350,661-2,11210,94111,9472.18%+1,006
Vulcan Materials Co(VMC)21,04420,779-2655,4896,3921.17%+903
Apple Inc(AAPL)18,17218,042-1303,7284,5940.84%+866
Ross Stores Inc(ROST)32,08532,08504,0934,8890.89%+796
Fifth Third Bancorp(FITB)315,837308,900-6,93712,99013,7612.51%+771
Aflac Inc(AFL)129,405128,105-1,30013,64714,3092.61%+662
TJX Companies Inc(TJX)28,79028,686-1043,5554,1460.76%+591
Civitas Resources Inc.141,235136,811-4,4243,8874,4460.81%+560
MSC Industrial Direct Co.(MSM)76,09476,047-476,4707,0071.28%+537
Valmont Industries Inc8,5298,52902,7853,3070.60%+522
Elevance Health Inc(ELV)34,60643,258+8,65213,46013,9782.55%+517
Nelnet(NNI)101,016100,918-9812,23512,6532.31%+418
Chevron Corp(CVX)33,37033,120-2504,7785,1430.94%+365
Union Pacific Corp(UNP)01,119+1,11902640.05%+264
Keysight Technologies Inc(KEYS)21,24621,361+1153,4813,7360.68%+255
SPDR S&P 500(SPY)5,0835,08303,1413,3860.62%+246
Asbury Automotive Group47,38547,217-16811,30311,5422.11%+239
Alphabet Inc Cl C(GOOG)98,45672,674-25,78217,46517,7003.23%+235
Sky Harbour Group Corp Cl A(SKYH)454,300473,417+19,1174,4394,6730.85%+234
First National of Nebraska Inc425418-75,6315,8521.07%+221
Coherent, Inc.(COHR)02,000+2,00002150.04%+215
Pepsico Inc(PEP)17,54717,810+2632,3172,5010.46%+184
Charles River Labs Int'l(CRL)50,47349,915-5587,6587,8101.43%+151
US Bancorp(USB)46,10945,836-2732,0862,2150.40%+129
United Health Group Inc(UNH)4,0814,031-501,2731,3920.25%+119
Bank of America25,90426,006+1021,2261,3420.25%+116
Pfizer Inc(PFE)207,651201,666-5,9855,0335,1380.94%+105
Wells Fargo Co(WFC)29,44529,395-502,3592,4640.45%+105
Home Depot Inc(HD)2,2892,28908399270.17%+88
Schwab US Large Cap ETF41,32841,32801,0101,0890.20%+79
American Express(AXP)5,3385,33801,7031,7730.32%+70
Wheaton Precious Metals Corp(WPM)2,5002,50002252800.05%+55
Abbvie Inc(ABBV)5,6504,750-9001,0491,1000.20%+51
iShares Gold ETF4,6194,61902883360.06%+48
CVS Corp(CVS)7,2247,22404985450.10%+46
Microsoft Corp(MSFT)43,27141,644-1,62721,52321,5703.94%+46
Mistras Group Inc(MG)21,36221,36201712100.04%+39
iShares Core S&P 500 ETF61261203804100.07%+30
Walmart Inc(WMT)4,6424,64204544780.09%+25
Charles Schwab US Mc ETF12,57212,625+533533740.07%+22
Nextera Energy Inc(NEE)3,0003,00002082260.04%+18
Novartis A G ADR(NVS)2,4022,40202913080.06%+17
Costco Wholesale Corp(COST)1,1801,281+1011,1681,1850.22%+17
Schwab International Equity ET13,94513,94503083250.06%+16
Duke Energy Corp(DUK)1,9911,99102352460.04%+11
Exxon Mobil Corp2,0002,00002162260.04%+10
Johnson Controls International
SHS
2,1012,10102222310.04%+9
Amgen Inc(AMGN)2,7232,72307607680.14%+8
Schwab US Aggregate Bond ETF10,62310,731+1082472520.05%+5
SunOpta Inc.
COM
57,50057,50003343370.06%+3
Costamare Inc. 8.50 Preferred32,35932,35908548570.16%+3
Amazon.com Inc(AMZN)2,6632,66305845850.11%0
Cardinal Resources0100,000+100,00000—0
McDonalds Corp(MCD)9,6729,272-4002,8262,8180.51%-8
Liberty Media Corp Ser A Formu32,93032,740-1903,1273,1180.57%-10
Shell Plc Sponsored Adr(SHEL)5,2795,039-2403723600.07%-11
Automatic Data Processing Inc1,1981,19803693520.06%-18
Dominion Energy, Inc.(D)9,0077,967-1,0405094870.09%-22
Vanguard Scottsdale Fds Corp B
SHRT TRM CORP BD
7,3337,018-3155835610.10%-22
Diageo Plc ADR(DEO)3,4323,381-513463230.06%-23
Amdocs Limited F(DOX)3,0153,01502752470.05%-28
JP Morgan Chase & Co(JPM)1,042842-2003022660.05%-36
MarineMax, Inc.(HZO)138,168135,598-2,5703,4743,4350.63%-39
Procter & Gamble Co(PG)7,1057,10501,1321,0920.20%-40
Constellium SE(CSTM)73,87063,020-10,8509829380.17%-45
Moody's Corp(MCO)2,0702,07001,0389860.18%-52
Colgate Palmolive Co(CL)4,8434,84304403870.07%-53
Nestle S.A. Spons ADR7,5557,305-2507486710.12%-77
Markel Corp(MKL)1,0531,052-12,1032,0110.37%-92
Cullen/Frost Bankers, Inc.(CFR)53,97053,959-116,9376,8401.25%-97
Crimson Wine Group Ltd(CWGL)284,723279,273-5,4501,5661,4480.26%-118
Brookfield Asset Management Lt(BAM)63,84959,870-3,9793,5303,4090.62%-121
Esab Corp(ESAB)13,76813,674-941,6601,5280.28%-132
Abbott Laboratories6,2105,210-1,0008456980.13%-147
Dream Finders Homes Inc Cl A(DFH)136,519123,489-13,0303,4313,2010.58%-230
CarMax Inc(KMX)3,4290-3,4292300—-230
Canadian National Railway Co(CNI)34,34334,118-2253,5733,2170.59%-356
Canadian Pacific Kansas City L(CP)96,99897,467+4697,6897,2601.33%-429
Coca Cola Co(KO)97,23897,169-696,8806,4441.18%-435
Boston Omaha Corp(BOC)481,345479,208-2,1376,7586,2681.14%-490
Waters Corp(WAT)10,61610,571-453,7053,1690.58%-536
Accenture Plc Ireland Shs Cl A
SHS CLASS A
16,98316,880-1035,0764,1630.76%-913
LKQ Corporation(LKQ)135,966132,334-3,6325,0324,0410.74%-991
Berkshire Hathaway Inc Cl A2018-214,57613,5762.48%-1,000
Copart Inc(CPRT)271,837271,220-61713,33912,1972.23%-1,142
Disney Walt(DIS)97,44694,601-2,84512,08410,8321.98%-1,252
Dino Polska SA Adr116,349578,615+462,2668,4036,9171.26%-1,485
Arthur J Gallagher & Co(AJG)66,29363,168-3,12521,22219,5663.57%-1,656
Bruker Corp(BRKR)217,648212,085-5,5638,9676,8911.26%-2,076
Brookfield Corporation(BN)176,144118,422-57,72210,8958,1211.48%-2,773
Texas Pacific Land Corp(TPL)40,64739,742-90542,93937,1056.78%-5,834
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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — 13F Holdings — Q3 2025 | TickerTrail