Lawson Kroeker Investment Management Inc/Ne Portfolio Stock Holdings
Lawson Kroeker Investment Management Inc/Ne disclosed 59 stock positions valued at approximately $343.1 million in its latest SEC 13F filing. The largest holdings include Texas Pacific Land Corp, Berkshire Hathaway Inc Cl B, and Phillips 66. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 59
- Portfolio Value
- $343.1M
Holdings by Sector
Lawson Kroeker Investment Management Inc/Ne Portfolio Holdings in Q1 2026
53 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Texas Pacific Land Corp | TPL | Energy | 15.62% | 112,895 | -1,325 | -1.16% | $53,575,451 |
| Berkshire Hathaway Inc Cl B | BRK-B | Financial Services | 6.39% | 45,772 | +873 | +1.94% | $21,933,942 |
| Phillips 66 | PSX | Energy | 4.60% | 86,599 | -16,365 | -15.89% | $15,776,606 |
| Arthur J Gallagher & Co | AJG | Financial Services | 4.21% | 66,734 | +2,405 | +3.74% | $14,453,250 |
| Microsoft Corp | MSFT | Technology | 3.99% | 36,982 | +2,937 | +8.63% | $13,689,627 |
| Aflac Inc | AFL | Financial Services | 3.89% | 121,631 | -2,230 | -1.80% | $13,344,137 |
| HCA Healthcare Inc | HCA | Healthcare | 3.53% | 25,614 | -3,759 | -12.80% | $12,121,569 |
| Alphabet Inc Cl C | GOOG | Communication Services | 3.45% | 41,297 | +863 | +2.13% | $11,846,457 |
| Chubb Corp | CB | Financial Services | 3.25% | 34,242 | -155 | -0.45% | $11,160,495 |
| Elevance Health Inc | ELV | Healthcare | 3.17% | 37,179 | +16,967 | +83.95% | $10,884,152 |
| Johnson & Johnson | JNJ | Healthcare | 3.15% | 44,171 | -695 | -1.55% | $10,797,159 |
| Hershey Foods Corp | HSY | Consumer Defensive | 3.10% | 51,214 | -357 | -0.69% | $10,646,878 |
| Fifth Third Bancorp | FITB | Financial Services | 3.00% | 221,728 | +14,749 | +7.13% | $10,301,483 |
| Lincoln Electric Holdings Inc | LECO | Industrials | 2.96% | 40,840 | -8,390 | -17.04% | $10,172,427 |
| Disney Walt | DIS | Communication Services | 2.66% | 94,684 | +3,895 | +4.29% | $9,125,644 |
| Nelnet | NNI | Financial Services | 2.50% | 66,467 | +325 | +0.49% | $8,571,584 |
| Asbury Automotive Group | ABG | Consumer Cyclical | 2.22% | 38,925 | -1,186 | -2.96% | $7,606,334 |
| Cullen/Frost Bankers, Inc. | CFR | Financial Services | 2.14% | 53,647 | -76 | -0.14% | $7,353,931 |
| Canadian Pacific Kansas City L | CP | Industrials | 2.06% | 89,663 | -4,553 | -4.83% | $7,052,892 |
| Thermo Fisher Corp | TMO | Healthcare | 1.93% | 13,461 | -586 | -4.17% | $6,616,485 |
| Chevron Corp | CVX | Energy | 1.88% | 31,174 | -230 | -0.73% | $6,449,901 |
| Brookfield Corporation | BN | Financial Services | 1.80% | 152,318 | -675 | -0.44% | $6,164,309 |
| Berkshire Hathaway Inc Cl A | BRK-A | Financial Services | 1.67% | 8 | - | - | $5,745,120 |
| Pfizer Inc | PFE | Healthcare | 1.56% | 190,858 | -1,913 | -0.99% | $5,359,293 |
| Vulcan Materials Co | VMC | Basic Materials | 1.54% | 19,462 | -309 | -1.56% | $5,299,503 |
| Charles River Labs Int'l | CRL | Healthcare | 1.43% | 28,534 | -3,104 | -9.81% | $4,922,115 |
| Bruker Corp | BRKR | Healthcare | 1.40% | 132,668 | +1,133 | +0.86% | $4,791,968 |
| MSC Industrial Direct Co. | MSM | Industrials | 1.10% | 40,761 | -3,342 | -7.58% | $3,761,017 |
| MarineMax, Inc. | HZO | Consumer Cyclical | 1.02% | 129,762 | -1,736 | -1.32% | $3,511,360 |
| Canadian National Railway Co | CNI | Industrials | 1.00% | 33,384 | -800 | -2.34% | $3,430,874 |
| LKQ Corporation | LKQ | Consumer Cyclical | 0.94% | 109,483 | -7,904 | -6.73% | $3,215,516 |
| McDonalds Corp | MCD | Consumer Cyclical | 0.81% | 8,955 | - | - | $2,783,124 |
| Sky Harbour Group Corp Cl A | SKYH | Industrials | 0.76% | 272,319 | -1,493 | -0.55% | $2,622,432 |
| Brookfield Asset Management Lt | BAM | Financial Services | 0.72% | 55,196 | -360 | -0.65% | $2,453,462 |
| SPDR S&P 500 | SPY | Other | 0.43% | 2,270 | +5 | +0.22% | $1,476,272 |
| Pepsico Inc | PEP | Consumer Defensive | 0.38% | 8,428 | +1,700 | +25.27% | $1,308,784 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.37% | 1,281 | - | - | $1,276,213 |
| Coca Cola Co | KO | Consumer Defensive | 0.31% | 13,825 | -426 | -2.99% | $1,051,391 |
| Procter & Gamble Co | PG | Consumer Defensive | 0.28% | 6,669 | -46 | -0.69% | $963,270 |
| Apple Inc | AAPL | Technology | 0.21% | 2,800 | - | - | $710,612 |
| Nestle S.A. Spons ADR | NSRGY | Consumer Defensive | 0.19% | 6,580 | -625 | -8.67% | $642,155 |
| Auto Zone Inc | AZO | Consumer Cyclical | 0.17% | 172 | - | - | $580,978 |
| Walmart Inc | WMT | Consumer Defensive | 0.11% | 3,150 | - | - | $391,482 |
| Abbvie Inc | ABBV | Healthcare | 0.11% | 1,768 | - | - | $384,522 |
| Coherent, Inc. | COHR | Technology | 0.10% | 1,400 | -400 | -22.22% | $333,494 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 0.10% | 1,600 | -200 | -11.11% | $333,232 |
| Wheaton Precious Metals Corp | WPM | Basic Materials | 0.10% | 2,500 | - | - | $327,525 |
| iShares Core S&P 500 ETF | IVV | Other | 0.10% | 500 | -82 | -14.09% | $326,605 |
| Colgate Palmolive Co | CL | Consumer Defensive | 0.10% | 3,830 | - | - | $326,431 |
| Dominion Energy, Inc. | D | Utilities | 0.09% | 5,190 | -400 | -7.16% | $320,846 |
| Nextera Energy Inc | NEE | Utilities | 0.08% | 3,000 | - | - | $278,640 |
| Abbott Laboratories | ABT | Healthcare | 0.08% | 2,597 | - | - | $266,634 |
| SunOpta Inc. | STKL | Consumer Defensive | 0.07% | 37,500 | -20,000 | -34.78% | $243,000 |