Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- LKCM Balanced Fund LKCM Funds · 55 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | LKCM Balanced Fund |
|---|---|
| Apple Inc | 3.72 % |
| NVIDIA Corp | 3.38 % |
| Alphabet Inc | 2.69 % |
| Microsoft Corp | 2.33 % |
| Amazon.com Inc | 2.08 % |
| L3Harris Technologies Inc | 1.95 % |
| Newmont Corp | 1.85 % |
| Meta Platforms Inc | 1.81 % |
| Walmart Inc | 1.76 % |
| Linde PLC | 1.73 % |
| Exxon Mobil Corp | 1.66 % |
| Martin Marietta Materials Inc | 1.60 % |
| Coca-Cola Co/The | 1.58 % |
| Chevron Corp | 1.56 % |
| Merck & Co Inc | 1.46 % |
| Teledyne Technologies Inc | 1.43 % |
| Home Depot Inc/The | 1.43 % |
| ConocoPhillips | 1.39 % |
| Bank of America Corp | 1.37 % |
| Kinder Morgan, Inc. | 1.36 % |
| Cintas Corp | 1.31 % |
| Alcon AG | 1.31 % |
| Oracle Corp | 1.30 % |
| JPMorgan Chase & Co | 1.28 % |
| Waste Management Inc | 1.17 % |
| Visa Inc | 1.13 % |
| Moody's Corp | 1.12 % |
| Waste Connections Inc | 1.12 % |
| Emerson Electric Co. | 1.12 % |
| Colgate-Palmolive Co | 1.11 % |
1 funds, 55 lines read.