Your funds, side by side
These are 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 · 49 lines · as of Jun 30, 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 | 7.89 % |
| NVIDIA Corp | 5.62 % |
| Microsoft Corp | 5.24 % |
| Apple Inc | 5.22 % |
| Valmont Industries Inc | 3.48 % |
| Teledyne Technologies Inc | 3.34 % |
| JPMorgan Chase & Co | 3.28 % |
| Ecolab Inc | 3.07 % |
| Waste Connections Inc | 3.01 % |
| Linde PLC | 2.29 % |
| Devon Energy Corp | 2.23 % |
| Cintas Corp | 2.18 % |
| FTAI Aviation Ltd | 2.17 % |
| Emerson Electric Co | 2.15 % |
| ConocoPhillips | 2.09 % |
| Martin Marietta Materials Inc | 2.08 % |
| Bank of America Corp | 2.06 % |
| Generac Holdings Inc | 2.06 % |
| Kirby Corp | 2.05 % |
| Amgen Inc | 2.03 % |
| Home Depot Inc/The | 1.87 % |
| O'Reilly Automotive Inc | 1.85 % |
| Cameco Corp | 1.84 % |
| Franklin Electric Co Inc | 1.83 % |
| Amazon.com Inc | 1.82 % |
| BWX Technologies Inc | 1.64 % |
| Oracle Corp | 1.62 % |
| Toro Co/The | 1.56 % |
| Coca-Cola Co/The | 1.55 % |
| Trimble Inc | 1.54 % |
Titelia read 49 lines in these 1 funds.