Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2025) About Lawson Kroeker Investment Management Inc/NeInvestment ActivityLawson Kroeker Investment Management Inc/Ne has $537.58 million in total holdings as of June 30, 2025.Lawson Kroeker Investment Management Inc/Ne owns shares of 97 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 1.43% of the portfolio was purchased this quarter.About 0.84% of the portfolio was sold this quarter.This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 89 new stocks and bought additional shares in 29 stocks.Lawson Kroeker Investment Management Inc/Ne sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings Texas Pacific Land $42,939,084Berkshire Hathaway $35,813,879Microsoft $21,523,428Arthur J. Gallagher & Co. $21,221,715AutoZone $20,361,582 Largest New Holdings this Quarter 808524201 - Schwab US Large-Cap ETF $1,010,068 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $582,974 Holding808524508 - Schwab U.S. Mid-Cap ETF $352,643 Holding808524805 - Schwab International Equity ETF $308,183 Holding964285204 - iShares Gold ETF $288,041 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 41,328 shares (about $1.01M)Phillips 66 7,783 shares (about $928.51K)Vanguard Short-Term Corporate Bond ETF 7,333 shares (about $582.97K)Enovis 13,566 shares (about $425.43K)AutoZone 105 shares (about $389.78K) Largest Sales this Quarter Charles River Laboratories International 5,518 shares (about $837.25K)CocaCola 10,100 shares (about $714.58K)Arthur J. Gallagher & Co. 1,965 shares (about $629.04K)Microsoft 1,009 shares (about $501.89K)Berkshire Hathaway 842 shares (about $409.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLawson Kroeker Investment Management Inc/Ne Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$42,939,084$135,218 ▼-0.3%40,6478.0%EnergyBRK.BBerkshire Hathaway$35,813,879$409,018 ▼-1.1%73,7266.7%FinanceMSFTMicrosoft$21,523,428$501,887 ▼-2.3%43,2714.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$21,221,715$629,036 ▼-2.9%66,2933.9%FinanceAZOAutoZone$20,361,582$389,784 ▲2.0%5,4853.8%Retail/WholesaleHCAHCA Healthcare$20,099,342$88,879 ▼-0.4%52,4653.7%MedicalPSXPhillips 66$17,957,036$928,512 ▲5.5%150,5203.3%EnergyGOOGAlphabet$17,465,110$217,480 ▲1.3%98,4563.2%Computer and TechnologyBRK.ABerkshire Hathaway$14,576,0000.0%202.7%FinanceAFLAflac$13,647,051$30,372 ▲0.2%129,4052.5%FinanceELVElevance Health$13,460,350$311,168 ▲2.4%34,6062.5%MedicalCPRTCopart$13,339,042$118,848 ▲0.9%271,8372.5%Business ServicesFITBFifth Third Bancorp$12,990,376$150,412 ▲1.2%315,8372.4%FinanceNNINelnet$12,235,058$14,777 ▼-0.1%101,0162.3%FinanceDISWalt Disney$12,084,278$27,406 ▲0.2%97,4462.2%Consumer DiscretionaryABGAsbury Automotive Group$11,303,218$1,193 ▲0.0%47,3852.1%Retail/WholesaleLECOLincoln Electric$10,940,898$21,147 ▼-0.2%52,7732.0%IndustrialsBNBrookfield$10,894,522$355,824 ▼-3.2%176,1442.0%FinanceHSYHershey$9,193,630$23,731 ▲0.3%55,4001.7%Consumer StaplesBRKRBruker$8,967,098$384,890 ▲4.5%217,6481.7%Computer and TechnologyDNOPYDino Polska$8,402,725$97,208 ▲1.2%116,3491.6%Consumer DefensiveJNJJohnson & Johnson$7,849,059$129,990 ▼-1.6%51,3851.5%MedicalCPCanadian Pacific Kansas City$7,689,031$114,862 ▼-1.5%96,9981.4%TransportationCRLCharles River Laboratories International$7,658,268$837,246 ▼-9.9%50,4731.4%MedicalENOVEnovis$7,126,090$425,430 ▲6.3%227,2351.3%MedicalCFRCullen/Frost Bankers$6,937,304$56,558 ▲0.8%53,9701.3%FinanceKOCocaCola$6,879,589$714,575 ▼-9.4%97,2381.3%Consumer StaplesBOCBoston Omaha$6,758,084$77,922 ▲1.2%481,3451.3%FinanceMSMMSC Industrial Direct$6,469,512$11,308 ▲0.2%76,0941.2%IndustrialsTMOThermo Fisher Scientific$6,335,718$49,872 ▲0.8%15,6261.2%MedicalFINNFirst National of Nebraska$5,631,250$132,500 ▲2.4%4251.0%FinanceGOOGLAlphabet$5,492,7370.0%31,1681.0%Computer and TechnologyVMCVulcan Materials$5,488,6960.0%21,0441.0%ConstructionACNAccenture$5,076,049$35,568 ▲0.7%16,9830.9%Computer and TechnologyPFEPfizer$5,033,460$55,146 ▼-1.1%207,6510.9%MedicalLKQLKQ$5,032,102$44,190 ▼-0.9%135,9660.9%Auto/Tires/TrucksCVXChevron$4,778,250$10,882 ▼-0.2%33,3700.9%EnergySKYHSky Harbour Group$4,438,511$160,726 ▲3.8%454,3000.8%AerospaceROSTRoss Stores$4,093,404$63,025 ▲1.6%32,0850.8%Retail/WholesaleCIVICivitas Resources$3,886,787$9,715 ▼-0.2%141,2350.7%EnergyAAPLApple$3,728,3490.0%18,1720.7%Computer and TechnologyWATWaters$3,705,409$39,791 ▲1.1%10,6160.7%MedicalCNICanadian National Railway$3,573,046$35,061 ▼-1.0%34,3430.7%TransportationTJXTJX Companies$3,555,277$147,818 ▲4.3%28,7900.7%Retail/WholesaleBAMBrookfield Asset Management$3,529,573$41,239 ▼-1.2%63,8490.7%FinanceKEYSKeysight Technologies$3,481,370$14,092 ▼-0.4%21,2460.6%Computer and TechnologyHZOMarineMax$3,473,544$196,469 ▲6.0%138,1680.6%Retail/WholesaleDFHDream Finders Homes$3,430,722$52,396 ▲1.6%136,5190.6%ConstructionSPYSPDR S&P 500 ETF Trust$3,140,5320.0%5,0830.6%FinanceLiberty Media Corp Ser A Formu$3,127,0330.0%32,9300.6%COMMCDMcDonald's$2,825,8680.0%9,6720.5%Retail/WholesaleValmont Industries Inc$2,785,3160.0%8,5290.5%COMWFCWells Fargo & Company$2,359,133$141,892 ▲6.4%29,4450.4%FinancePEPPepsiCo$2,316,906$118,836 ▲5.4%17,5470.4%Consumer StaplesMKLMarkel Group$2,103,220$13,982 ▼-0.7%1,0530.4%Multi-Sector ConglomeratesUSBU.S. Bancorp$2,086,432$11,267 ▲0.5%46,1090.4%FinanceAXPAmerican Express$1,702,7150.0%5,3380.3%FinanceESABESAB$1,659,731$73,777 ▲4.7%13,7680.3%IndustrialsCWGLCrimson Wine Group$1,565,9770.0%284,7230.3%Consumer StaplesUNHUnitedHealth Group$1,273,1500.0%4,0810.2%MedicalBACBank of America$1,225,7770.0%25,9040.2%FinanceCOSTCostco Wholesale$1,168,1290.0%1,1800.2%Retail/WholesalePGProcter & Gamble$1,131,969$26,288 ▼-2.3%7,1050.2%Consumer StaplesABBVAbbVie$1,048,7530.0%5,6500.2%MedicalMCOMoody's$1,038,2910.0%2,0700.2%FinanceSCHXSchwab US Large-Cap ETF$1,010,068$1,010,068 ▲New Holding41,3280.2%ETFCSTMConstellium$982,471$26,600 ▼-2.6%73,8700.2%IndustrialsCMRE.PCCOSTAMARE 8.50 SRS C CUM RED PRP PRF$854,2780.0%32,3590.2%IndustrialsABTAbbott Laboratories$844,6220.0%6,2100.2%MedicalHDHome Depot$839,2390.0%2,2890.2%Retail/WholesaleAMGNAmgen$760,289$56,400 ▼-6.9%2,7230.1%MedicalNSRGYNestle$748,192$9,903 ▼-1.3%7,5550.1%Consumer StaplesAMZNAmazon.com$584,2360.0%2,6630.1%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$582,974$582,974 ▲New Holding7,3330.1%ETFDDominion Energy$509,0760.0%9,0070.1%UtilitiesCVSCVS Health$498,312$112,369 ▼-18.4%7,2240.1%MedicalWMTWalmart$453,895$51,237 ▼-10.1%4,6420.1%Retail/WholesaleCLColgate-Palmolive$440,229$9,090 ▼-2.0%4,8430.1%Consumer StaplesIVViShares Core S&P 500 ETF$379,9910.0%6120.1%ETFSHELShell$371,694$7,745 ▼-2.0%5,2790.1%EnergyADPAutomatic Data Processing$369,4630.0%1,1980.1%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$352,643$352,643 ▲New Holding12,5720.1%ETFDEODiageo$346,0830.0%3,4320.1%Consumer StaplesSTKLSunOpta$333,5000.0%57,5000.1%Consumer StaplesSCHFSchwab International Equity ETF$308,183$308,183 ▲New Holding13,9450.1%ETFJPMJPMorgan Chase & Co.$302,0860.0%1,0420.1%FinanceNVSNovartis$290,6660.0%2,4020.1%MedicaliShares Gold ETF$288,041$288,041 ▲New Holding4,6190.1%COMDOXAmdocs$275,0890.0%3,0150.1%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$246,867$246,867 ▲New Holding10,6230.0%ETFDUKDuke Energy$234,9380.0%1,9910.0%UtilitiesKMXCarMax$230,4630.0%3,4290.0%Retail/WholesaleWPMWheaton Precious Metals$224,500$224,500 ▲New Holding2,5000.0%Basic MaterialsJCIJohnson Controls International$221,908$221,908 ▲New Holding2,1010.0%ConstructionXOMExxon Mobil$215,600$53,900 ▼-20.0%2,0000.0%EnergyNEENextEra Energy$208,2600.0%3,0000.0%UtilitiesMGMistras Group$171,1100.0%21,3620.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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