Free Trial

Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2025)

About Lawson Kroeker Investment Management Inc/Ne

Investment Activity

  • Lawson Kroeker Investment Management Inc/Ne has $547.59 million in total holdings as of September 30, 2025.
  • Lawson Kroeker Investment Management Inc/Ne owns shares of 99 different stocks, but just 34 companies or ETFs make up 80% of its holdings.
  • Approximately 4.36% of the portfolio was purchased this quarter.
  • About 5.06% of the portfolio was sold this quarter.
  • This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 97 new stocks and bought additional shares in 13 stocks.
  • Lawson Kroeker Investment Management Inc/Ne sold shares of 55 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$37,959,886
Texas Pacific Land
$37,104,721
AutoZone
$23,579,159
HCA Healthcare
$22,189,251
Microsoft
$21,569,510

Largest New Holdings this Quarter

H1467J104 - Chubb
$13,695,052 Holding
907818108 - Union Pacific
$264,498 Holding
19247G107 - Coherent
$215,440 Holding
14153Q108 - Cardinal Resources
$0 Holding

Largest Purchases this Quarter

Chubb
48,521 shares (about $13.70M)
Dino Polska
462,266 shares (about $5.53M)
Elevance Health
8,652 shares (about $2.80M)
Berkshire Hathaway
1,780 shares (about $894.88K)
Union Pacific
1,119 shares (about $264.50K)

Largest Sales this Quarter

Alphabet
25,782 shares (about $6.28M)
Brookfield
57,722 shares (about $3.96M)
Berkshire Hathaway
2 shares (about $1.51M)
Alphabet
4,214 shares (about $1.02M)
Arthur J. Gallagher & Co.
3,125 shares (about $967.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLawson Kroeker Investment Management Inc/Ne

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$37,959,886$894,877 2.4%75,5066.9%Finance
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$37,104,721$844,944 -2.2%39,7426.8%Energy
AutoZone, Inc. stock logo
AZO
AutoZone
$23,579,159$47,193 0.2%5,4964.3%Retail/Wholesale
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$22,189,251$171,332 -0.8%52,0634.1%Medical
Microsoft Corporation stock logo
MSFT
Microsoft
$21,569,510$842,705 -3.8%41,6443.9%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$20,350,768$122,962 -0.6%149,6163.7%Energy
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$19,565,656$967,937 -4.7%63,1683.6%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$17,699,753$6,279,206 -26.2%72,6743.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$14,309,329$145,210 -1.0%128,1052.6%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$13,977,525$2,795,634 25.0%43,2582.6%Medical
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$13,761,495$309,043 -2.2%308,9002.5%Finance
Chubb Limited stock logo
CB
Chubb
$13,695,052$13,695,052 New Holding48,5212.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$13,575,600$1,508,400 -10.0%182.5%Finance
Nelnet, Inc. stock logo
NNI
Nelnet
$12,653,099$12,287 -0.1%100,9182.3%Finance
Copart, Inc. stock logo
CPRT
Copart
$12,196,763$27,746 -0.2%271,2202.2%Business Services
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$11,947,384$498,073 -4.0%50,6612.2%Industrials
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$11,542,196$41,068 -0.4%47,2172.1%Retail/Wholesale
The Walt Disney Company stock logo
DIS
Walt Disney
$10,831,815$325,753 -2.9%94,6012.0%Consumer Discretionary
Hershey Company (The) stock logo
HSY
Hershey
$10,323,102$39,468 -0.4%55,1891.9%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$8,899,233$628,574 -6.6%47,9951.6%Medical
Brookfield Corporation stock logo
BN
Brookfield
$8,121,398$3,958,583 -32.8%118,4221.5%Finance
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$7,809,701$87,305 -1.1%49,9151.4%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$7,654,586$75,663 1.0%15,7821.4%Medical
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$7,260,317$34,936 0.5%97,4671.3%Transportation
MSC Industrial Direct Company, Inc. stock logo
MSM
MSC Industrial Direct
$7,006,971$4,331 -0.1%76,0471.3%Industrials
Dino Polska S.A. stock logo
DNOPY
Dino Polska
$6,917,342$5,526,390 397.3%578,6151.3%Consumer Defensive
Bruker Corporation stock logo
BRKR
Bruker
$6,890,642$180,742 -2.6%212,0851.3%Computer and Technology
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
$6,840,382$1,394 0.0%53,9591.2%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,552,567$1,024,431 -13.5%26,9541.2%Computer and Technology
CocaCola Company (The) stock logo
KO
CocaCola
$6,444,248$4,576 -0.1%97,1691.2%Consumer Staples
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$6,392,036$81,519 -1.3%20,7791.2%Construction
Boston Omaha Corporation stock logo
BOC
Boston Omaha
$6,268,041$27,952 -0.4%479,2081.1%Finance
First National of Nebraska Inc. stock logo
FINN
First National of Nebraska
$5,852,000$98,000 -1.6%4181.1%Finance
Chevron Corporation stock logo
CVX
Chevron
$5,143,205$38,823 -0.7%33,1200.9%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$5,138,450$152,498 -2.9%201,6660.9%Medical
Ross Stores, Inc. stock logo
ROST
Ross Stores
$4,889,4330.0%32,0850.9%Retail/Wholesale
Sky Harbour Group Co. stock logo
SKYH
Sky Harbour Group
$4,672,626$188,685 4.2%473,4170.9%Aerospace
Apple Inc. stock logo
AAPL
Apple
$4,594,034$33,102 -0.7%18,0420.8%Computer and Technology
Civitas Resources, Inc. stock logo
CIVI
Civitas Resources
$4,446,358$143,780 -3.1%136,8110.8%Energy
Accenture PLC stock logo
ACN
Accenture
$4,162,608$25,400 -0.6%16,8800.8%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,146,274$15,032 -0.4%28,6860.8%Retail/Wholesale
LKQ Corporation stock logo
LKQ
LKQ
$4,041,480$110,921 -2.7%132,3340.7%Auto/Tires/Trucks
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$3,736,466$20,116 0.5%21,3610.7%Computer and Technology
MarineMax, Inc. stock logo
HZO
MarineMax
$3,434,697$65,098 -1.9%135,5980.6%Retail/Wholesale
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$3,408,998$226,564 -6.2%59,8700.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,386,1930.0%5,0830.6%Finance
Valmont Industries Inc
$3,306,9490.0%8,5290.6%COM
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$3,217,327$21,217 -0.7%34,1180.6%Transportation
Dream Finders Homes, Inc. stock logo
DFH
Dream Finders Homes
$3,200,835$337,738 -9.5%123,4890.6%Construction
Waters Corporation stock logo
WAT
Waters
$3,169,292$13,491 -0.4%10,5710.6%Medical
Liberty Media Corp Ser A Formu
$3,117,503$18,092 -0.6%32,7400.6%COM
McDonald's Corporation stock logo
MCD
McDonald's
$2,817,668$121,556 -4.1%9,2720.5%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,501,236$36,936 1.5%17,8100.5%Consumer Staples
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,463,889$4,191 -0.2%29,3950.4%Finance
U.S. Bancorp stock logo
USB
U.S. Bancorp
$2,215,254$13,194 -0.6%45,8360.4%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$2,010,751$1,911 -0.1%1,0520.4%Multi-Sector Conglomerates
American Express Company stock logo
AXP
American Express
$1,773,0700.0%5,3380.3%Finance
ESAB Corporation stock logo
ESAB
ESAB
$1,527,932$10,504 -0.7%13,6740.3%Industrials
Crimson Wine Group Ltd. stock logo
CWGL
Crimson Wine Group
$1,447,584$28,250 -1.9%279,2730.3%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,391,904$17,265 -1.2%4,0310.3%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$1,341,635$5,262 0.4%26,0060.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,185,282$93,453 8.6%1,2810.2%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$1,099,815$208,386 -15.9%4,7500.2%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,091,6830.0%7,1050.2%Consumer Staples
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,088,5930.0%41,3280.2%ETF
Moody's Corporation stock logo
MCO
Moody's
$986,3140.0%2,0700.2%Finance
Constellium SE stock logo
CSTM
Constellium
$937,738$161,448 -14.7%63,0200.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$927,4800.0%2,2890.2%Retail/Wholesale
CMRE.PC
COSTAMARE 8.50 SRS C CUM RED PRP PRF
$856,8020.0%32,3590.2%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$768,4310.0%2,7230.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$697,827$133,940 -16.1%5,2100.1%Medical
Nestle SA stock logo
NSRGY
Nestle
$670,869$22,959 -3.3%7,3050.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$584,7150.0%2,6630.1%Retail/Wholesale
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$560,949$25,178 -4.3%7,0180.1%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$544,6170.0%7,2240.1%Medical
Dominion Energy Inc. stock logo
D
Dominion Energy
$487,341$63,617 -11.5%7,9670.1%Utilities
Walmart Inc. stock logo
WMT
Walmart
$478,4050.0%4,6420.1%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$409,6120.0%6120.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$387,1490.0%4,8430.1%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$374,217$1,571 0.4%12,6250.1%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$360,440$17,167 -4.5%5,0390.1%Energy
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$351,6130.0%1,1980.1%Computer and Technology
SunOpta, Inc. stock logo
STKL
SunOpta
$336,9500.0%57,5000.1%Consumer Staples
iShares Gold ETF
$336,1250.0%4,6190.1%COM
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$324,6390.0%13,9450.1%ETF
Diageo plc stock logo
DEO
Diageo
$322,649$4,867 -1.5%3,3810.1%Consumer Staples
Novartis AG stock logo
NVS
Novartis
$308,0320.0%2,4020.1%Medical
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$279,6000.0%2,5000.1%Basic Materials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$265,592$63,086 -19.2%8420.0%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$264,498$264,498 New Holding1,1190.0%Transportation
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$251,857$2,535 1.0%10,7310.0%ETF
Amdocs Limited stock logo
DOX
Amdocs
$247,3810.0%3,0150.0%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$246,3860.0%1,9910.0%Utilities
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$231,0050.0%2,1010.0%Construction
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$226,4700.0%3,0000.0%Utilities
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$225,5000.0%2,0000.0%Energy
Coherent Corp. stock logo
COHR
Coherent
$215,440$215,440 New Holding2,0000.0%Business Services
Mistras Group Inc stock logo
MG
Mistras Group
$210,2020.0%21,3620.0%Computer and Technology
Cardinal Resources
$0New Holding100,0000.0%COM
Enovis Corporation stock logo
ENOV
Enovis
$0$7,126,090 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data