Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2026) About Lawson Kroeker Investment Management Inc/NeInvestment ActivityLawson Kroeker Investment Management Inc/Ne has $360.64 million in total holdings as of June 30, 2026.Lawson Kroeker Investment Management Inc/Ne owns shares of 59 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 7.22% of the portfolio was purchased this quarter.About 5.56% of the portfolio was sold this quarter.This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 59 new stocks and bought additional shares in 6 stocks.Lawson Kroeker Investment Management Inc/Ne sold shares of 41 stocks and completely divested from 3 stocks this quarter.Largest Holdings Texas Pacific Land $48,190,291Berkshire Hathaway $22,073,704Arthur J. Gallagher & Co. $15,230,592Alphabet $14,459,677Phillips 66 $13,997,171 Largest New Holdings this Quarter 303901102 - Fairfax Financial $10,827,759 Holding149123101 - Caterpillar $212,980 Holding Largest Purchases this Quarter Fairfax Financial 6,575 shares (about $10.83M)PepsiCo 57,385 shares (about $7.77M)Thermo Fisher Scientific 13,597 shares (about $6.82M)HCA Healthcare 769 shares (about $299.83K)Caterpillar 200 shares (about $212.98K) Largest Sales this Quarter Elevance Health 12,980 shares (about $5.02M)Bruker 40,166 shares (about $2.42M)Texas Pacific Land 2,781 shares (about $1.22M)Asbury Automotive Group 5,499 shares (about $1.11M)Berkshire Hathaway 1,659 shares (about $830.15K) 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$48,190,291$1,217,077 â–¼-2.5%110,11413.4%EnergyBRK.BBerkshire Hathaway$22,073,704$830,147 â–¼-3.6%44,1136.1%FinanceAJGArthur J. Gallagher & Co.$15,230,592$89,532 â–¼-0.6%66,3444.2%FinanceGOOGAlphabet$14,459,677$131,792 â–¼-0.9%40,9244.0%Communication ServicesPSXPhillips 66$13,997,171$642,390 â–¼-4.4%82,7993.9%EnergyAFLAflac$13,899,753$361,482 â–¼-2.5%118,5483.9%FinanceMSFTMicrosoft$13,722,287$72,739 â–¼-0.5%36,7873.8%TechnologyTMOThermo Fisher Scientific$13,565,799$6,816,992 â–²101.0%27,0583.8%HealthcareFITBFifth Third Bancorp$12,366,845$131,962 â–¼-1.1%219,3873.4%FinanceCBChubb$11,606,286$61,333 â–¼-0.5%34,0623.2%FinanceJNJJohnson & Johnson$11,045,409$172,700 â–¼-1.5%43,4913.1%HealthcareFRFHFFairfax Financial$10,827,759$10,827,759 â–²New Holding6,5753.0%FinanceLECOLincoln Electric$10,763,775$79,653 â–¼-0.7%40,5403.0%IndustrialsHCAHCA Healthcare$10,286,468$299,825 â–²3.0%26,3832.9%HealthcareELVElevance Health$9,358,479$5,019,755 â–¼-34.9%24,1992.6%HealthcareDISWalt Disney$9,032,678$80,658 â–¼-0.9%93,8462.5%Communication ServicesHSYHershey$8,944,266$41,231 â–¼-0.5%50,9792.5%Consumer StaplesPEPPepsiCo$8,911,080$7,769,929 â–²680.9%65,8132.5%Consumer StaplesNNINelnet$8,806,047$55,999 â–¼-0.6%66,0472.4%FinanceCFRCullen/Frost Bankers$8,230,971$58,563 â–¼-0.7%53,2682.3%FinanceCPCanadian Pacific Kansas City$7,758,468$10,831 â–¼-0.1%89,5382.2%IndustrialsABGAsbury Automotive Group$6,721,300$1,105,739 â–¼-14.1%33,4261.9%Consumer DiscretionaryBNBrookfield$6,468,016$19,208 â–¼-0.3%151,8671.8%FinanceCRLCharles River Laboratories International$6,351,027$120,199 â–¼-1.9%28,0041.8%HealthcareVMCVulcan Materials$5,650,032$91,453 â–¼-1.6%19,1521.6%MaterialsBRKRBruker$5,566,770$2,417,190 â–¼-30.3%92,5021.5%HealthcareBRK.ABerkshire Hathaway$5,241,950$748,850 â–¼-12.5%71.5%FinanceCVXChevron$5,105,242$62,160 â–¼-1.2%30,7991.4%EnergyHZOMarineMax$4,312,078$439,806 â–¼-9.3%117,7521.2%Consumer DiscretionaryPFEPfizer$4,206,439$389,422 â–¼-8.5%174,6861.2%HealthcareCNICanadian National Railway$3,819,973$160,736 â–¼-4.0%32,0361.1%IndustrialsSky Harbour Group Corp Cl A$2,756,076$76,457 â–²2.9%280,0890.8%COMLKQLKQ$2,534,184$348,504 â–¼-12.1%96,2470.7%Consumer DiscretionaryMCDMcDonald's$2,420,6260.0%8,9550.7%Consumer DiscretionaryBAMBrookfield Asset Management$2,170,157$305,384 â–¼-12.3%48,3870.6%FinanceSPYSPDR S&P 500 ETF Trust$1,728,773$33,605 â–²2.0%2,3150.5%ETFCOSTCostco Wholesale$1,178,624$19,644 â–¼-1.6%1,2600.3%Consumer StaplesCWGLCrimson Wine Group$1,114,011$7,375 â–¼-0.7%252,2670.3%Consumer StaplesKOCocaCola$1,096,332$27,225 â–¼-2.4%13,4900.3%Consumer StaplesPGProcter & Gamble$951,400$26,542 â–¼-2.7%6,4880.3%Consumer StaplesCostamare Inc. 8.50 Preferred$822,3720.0%30,8930.2%PRDCSTMConstellium$800,574$172,098 â–¼-17.7%25,1200.2%MaterialsDNOPYDino Polska$743,863$7,580 â–²1.0%98,1350.2%Consumer StaplesAAPLApple$737,868$72,340 â–¼-8.9%2,5500.2%TechnologyCOHRCoherent$552,2580.0%1,4000.2%TechnologyAZOAutoZone$549,7020.0%1720.2%Consumer DiscretionaryABBVAbbVie$442,383$2,516 â–¼-0.6%1,7580.1%HealthcareFINNFirst National of Nebraska$393,750$93,750 â–¼-19.2%210.1%FinanceAMZNAmazon.com$381,3440.0%1,6000.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$374,4450.0%5000.1%ETFNSRGYNestle$373,868$303,832 â–¼-44.8%3,6300.1%Consumer StaplesWalmart Inc$356,7690.0%3,1500.1%COMCLColgate-Palmolive$328,214$22,920 â–¼-6.5%3,5800.1%Consumer StaplesDDominion Energy$323,012$31,413 â–¼-8.9%4,7300.1%UtilitiesWPMWheaton Precious Metals$280,8000.0%2,5000.1%MaterialsNEENextEra Energy$263,3100.0%3,0000.1%UtilitiesABTAbbott Laboratories$228,846$6,805 â–¼-2.9%2,5220.1%HealthcareCATCaterpillar$212,980$212,980 â–²New Holding2000.1%IndustrialsCardinal Resources$00.0%100,0000.0%COMMSMMSC Industrial Direct$0$3,761,017 â–¼-100.0%00.0%IndustrialsSTKLSunOpta$0$243,000 â–¼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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