Holdings
LKCM Equity Fund
As of Jun 30, 2026, LKCM Equity Fund reported 47 positions worth US$484M. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 110K | US$39.3M | no change | Jun 30, 2026 |
| Nvidia Corporation | 140K | US$28M | no change | Jun 30, 2026 |
| Microsoft Corp. | 70,000 | US$26.1M | no change | Jun 30, 2026 |
| Apple Inc | 90,000 | US$26M | no change | Jun 30, 2026 |
| Valmont Industries, Inc. | 30,000 | US$17.3M | −5,000 | Jun 30, 2026 |
| Teledyne Technologies Incorporated | 25,000 | US$16.7M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 50,000 | US$16.4M | no change | Jun 30, 2026 |
| Ecolab Inc. | 55,000 | US$15.3M | no change | Jun 30, 2026 |
| Waste Connections, Inc. | 90,000 | US$15M | no change | Jun 30, 2026 |
| Linde Plc | 22,000 | US$11.4M | no change | Jun 30, 2026 |