Holdings
LKCM Small-Mid Cap Equity Fund
As of Jun 30, 2026, LKCM Small-Mid Cap Equity Fund reported 55 positions worth US$44.8M. Largest: Brightspring Health Services, Inc., Ftai Aviation Ltd. and Tower Semiconductor Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Brightspring Health Services, Inc. | 36,893 | US$2.57M | no change | Jun 30, 2026 |
| Ftai Aviation Ltd. | 6,701 | US$1.81M | −235 | Jun 30, 2026 |
| Tower Semiconductor Ltd. | 5,815 | US$1.52M | −4,705 | Jun 30, 2026 |
| Materion Corporation | 5,060 | US$1.5M | −1,195 | Jun 30, 2026 |
| Natera, Inc. | 5,422 | US$1.47M | no change | Jun 30, 2026 |
| Firstcash Holdings, Inc. | 6,515 | US$1.41M | +670 | Jun 30, 2026 |
| Mercury Systems Inc | 10,690 | US$1.31M | −1,104 | Jun 30, 2026 |
| Ncr Atleos Corporation | 28,786 | US$1.25M | no change | Jun 30, 2026 |
| Spx Technologies, Inc. | 4,889 | US$1.2M | +1,034 | Jun 30, 2026 |
| Talen Energy Corporation | 3,022 | US$1.16M | +997 | Jun 30, 2026 |