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Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2026)

About Lawson Kroeker Investment Management Inc/Ne

Investment Activity

  • Lawson Kroeker Investment Management Inc/Ne has $343.10 million in total holdings as of March 31, 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 2.52% of the portfolio was purchased this quarter.
  • About 5.45% of the portfolio was sold this quarter.
  • This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 62 new stocks and bought additional shares in 11 stocks.
  • Lawson Kroeker Investment Management Inc/Ne sold shares of 34 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Texas Pacific Land
$53,575,451
Berkshire Hathaway
$21,933,942
Phillips 66
$15,776,606
Microsoft
$13,689,627

Largest Purchases this Quarter

Elevance Health
16,967 shares (about $4.97M)
Microsoft
2,937 shares (about $1.09M)
Fifth Third Bancorp
14,749 shares (about $685.24K)
Arthur J. Gallagher & Co.
2,405 shares (about $520.87K)
Berkshire Hathaway
873 shares (about $418.34K)

Largest Sales this Quarter

Phillips 66
16,365 shares (about $2.98M)
Lincoln Electric
8,390 shares (about $2.09M)
HCA Healthcare
3,759 shares (about $1.78M)
Texas Pacific Land
1,325 shares (about $628.79K)
Constellium
23,500 shares (about $577.63K)

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
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$53,575,451$628,792 -1.2%112,89515.6%Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$21,933,942$418,342 1.9%45,7726.4%Finance
Phillips 66 stock logo
PSX
Phillips 66
$15,776,606$2,981,376 -15.9%86,5994.6%Energy
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$14,453,250$520,875 3.7%66,7344.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$13,689,627$1,087,189 8.6%36,9824.0%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$13,344,137$244,653 -1.8%121,6313.9%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$12,121,569$1,778,909 -12.8%25,6143.5%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$11,846,457$247,560 2.1%41,2973.5%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$11,160,495$50,519 -0.5%34,2423.3%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$10,884,152$4,967,089 83.9%37,1793.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,797,159$169,886 -1.5%44,1713.1%Medical
Hershey Company (The) stock logo
HSY
Hershey
$10,646,878$74,217 -0.7%51,2143.1%Consumer Staples
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$10,301,483$685,239 7.1%221,7283.0%Finance
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$10,172,427$2,089,781 -17.0%40,8403.0%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$9,125,644$375,400 4.3%94,6842.7%Consumer Discretionary
Nelnet, Inc. stock logo
NNI
Nelnet
$8,571,584$41,912 0.5%66,4672.5%Finance
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$7,606,334$231,756 -3.0%38,9252.2%Retail/Wholesale
Cullen/Frost Bankers, Inc. stock logo
CFR
Cullen/Frost Bankers
$7,353,931$10,418 -0.1%53,6472.1%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$7,052,892$358,139 -4.8%89,6632.1%Transportation
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$6,616,485$288,037 -4.2%13,4611.9%Medical
Chevron Corporation stock logo
CVX
Chevron
$6,449,901$47,587 -0.7%31,1741.9%Energy
Brookfield Corporation stock logo
BN
Brookfield
$6,164,309$27,317 -0.4%152,3181.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$5,745,1200.0%81.7%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$5,359,293$53,717 -1.0%190,8581.6%Medical
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$5,299,503$84,141 -1.6%19,4621.5%Construction
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$4,922,115$535,440 -9.8%28,5341.4%Medical
Bruker Corporation stock logo
BRKR
Bruker
$4,791,968$40,924 0.9%132,6681.4%Computer and Technology
MSC Industrial Direct Company, Inc. stock logo
MSM
MSC Industrial Direct
$3,761,017$308,366 -7.6%40,7611.1%Industrials
MarineMax, Inc. stock logo
HZO
MarineMax
$3,511,360$46,976 -1.3%129,7621.0%Retail/Wholesale
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$3,430,874$82,216 -2.3%33,3841.0%Transportation
LKQ Corporation stock logo
LKQ
LKQ
$3,215,516$232,141 -6.7%109,4830.9%Auto/Tires/Trucks
McDonald's Corporation stock logo
MCD
McDonald's
$2,783,1240.0%8,9550.8%Retail/Wholesale
Sky Harbour Group Corp Cl A
$2,622,432$14,378 -0.5%272,3190.8%COM
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$2,453,462$16,002 -0.6%55,1960.7%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,476,272$3,252 0.2%2,2700.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,308,784$263,993 25.3%8,4280.4%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,276,2130.0%1,2810.4%Retail/Wholesale
Crimson Wine Group Ltd. stock logo
CWGL
Crimson Wine Group
$1,119,862$59,804 -5.1%253,9370.3%Consumer Staples
CocaCola Company (The) stock logo
KO
CocaCola
$1,051,391$32,397 -3.0%13,8250.3%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$963,270$6,644 -0.7%6,6690.3%Consumer Staples
Dino Polska S.A. stock logo
DNOPY
Dino Polska
$896,5560.0%97,1350.3%Consumer Defensive
Costamare Inc. 8.50 Preferred
$821,7540.0%30,8930.2%PRD
Constellium SE stock logo
CSTM
Constellium
$750,182$577,630 -43.5%30,5200.2%Industrials
Apple Inc. stock logo
AAPL
Apple
$710,6120.0%2,8000.2%Computer and Technology
Nestle SA stock logo
NSRGY
Nestle
$642,155$60,995 -8.7%6,5800.2%Consumer Staples
AutoZone, Inc. stock logo
AZO
AutoZone
$580,9780.0%1720.2%Retail/Wholesale
First National of Nebraska Inc. stock logo
FINN
First National of Nebraska
$429,054$66,008 -13.3%260.1%Finance
Walmart Inc
$391,4820.0%3,1500.1%COM
AbbVie Inc. stock logo
ABBV
AbbVie
$384,5220.0%1,7680.1%Medical
Coherent Corp. stock logo
COHR
Coherent
$333,494$95,284 -22.2%1,4000.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$333,232$41,654 -11.1%1,6000.1%Retail/Wholesale
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$327,5250.0%2,5000.1%Basic Materials
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$326,605$53,563 -14.1%5000.1%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$326,4310.0%3,8300.1%Consumer Staples
Dominion Energy Inc. stock logo
D
Dominion Energy
$320,846$24,728 -7.2%5,1900.1%Utilities
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$278,6400.0%3,0000.1%Utilities
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$266,6340.0%2,5970.1%Medical
SunOpta, Inc. stock logo
STKL
SunOpta
$243,000$129,600 -34.8%37,5000.1%Consumer Staples
Cardinal Resources
$00.0%100,0000.0%COM
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$0$4,223,304 -100.0%00.0%Computer and Technology
Civitas Resources, Inc. stock logo
CIVI
Civitas Resources
$0$2,685,892 -100.0%00.0%Energy
Diageo plc stock logo
DEO
Diageo
$0$287,365 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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