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 Equity Fund LKCM Funds · 48 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 Equity Fund |
|---|---|
| Alphabet Inc | 6.54 % |
| Microsoft Corp | 5.36 % |
| NVIDIA Corp | 5.05 % |
| Apple Inc | 4.72 % |
| Oracle Corp | 3.13 % |
| Teledyne Technologies Inc | 3.13 % |
| JPMorgan Chase & Co | 3.04 % |
| Ecolab Inc | 3.02 % |
| Waste Connections Inc | 3.02 % |
| Valmont Industries Inc | 2.89 % |
| Coterra Energy Inc | 2.79 % |
| ConocoPhillips | 2.73 % |
| FTAI Aviation Ltd | 2.53 % |
| Kirby Corp | 2.33 % |
| Trimble Inc | 2.29 % |
| O'Reilly Automotive Inc | 2.29 % |
| Linde PLC | 2.25 % |
| Cintas Corp | 2.24 % |
| Martin Marietta Materials Inc | 2.19 % |
| Amgen Inc | 2.04 % |
| Emerson Electric Co. | 2.03 % |
| Cameco Corp | 2.02 % |
| Chevron Corp | 1.82 % |
| Bank of America Corp | 1.81 % |
| Home Depot Inc/The | 1.80 % |
| BWX Technologies Inc | 1.78 % |
| Amazon.com Inc | 1.64 % |
| Franklin Electric Co Inc | 1.62 % |
| Mastercard Inc | 1.55 % |
| Toro Co/The | 1.55 % |
1 funds, 48 lines read.