Holdings
LK Balanced Fund
As of Jun 30, 2026, LK Balanced Fund reported 32 positions worth US$18.1M. Largest: Texas Pacific Land Corporation, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Texas Pacific Land Corporation | 2,600 | US$1.14M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,000 | US$1M | −200 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,472 | US$883K | −22 | Jun 30, 2026 |
| Phillips 66 | 4,600 | US$778K | no change | Jun 30, 2026 |
| Cullen/frost Bankers, Inc. | 5,000 | US$773K | no change | Jun 30, 2026 |
| Aflac Incorporated | 6,500 | US$762K | no change | Jun 30, 2026 |
| Johnson & Johnson | 3,000 | US$762K | no change | Jun 30, 2026 |
| Fifth Third Bancorp | 13,000 | US$733K | no change | Jun 30, 2026 |
| Microsoft Corp. | 1,950 | US$727K | no change | Jun 30, 2026 |
| Arthur J. Gallagher & Co. | 3,000 | US$689K | no change | Jun 30, 2026 |