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 Small-Mid Cap Equity Fund LKCM Funds · 55 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 Small-Mid Cap Equity Fund |
|---|---|
| BRIGHTSPRING HEALTH SERVICES INC | 5.54 % |
| FTAI Aviation Ltd | 3.91 % |
| TOWER SEMICONDUCTOR LTD | 3.27 % |
| Materion Corp | 3.24 % |
| NATERA INC | 3.17 % |
| FirstCash Holdings Inc | 3.04 % |
| Mercury Systems Inc | 2.82 % |
| NCR Atleos Corp | 2.69 % |
| SPX TECHNOLOGIES INC | 2.58 % |
| TALEN ENERGY CORP | 2.50 % |
| BWX Technologies Inc | 2.49 % |
| Perimeter Solutions Inc | 2.21 % |
| Medpace Holdings Inc | 2.16 % |
| Reliance Inc | 2.05 % |
| ITT INC | 2.01 % |
| Corpay Inc | 1.96 % |
| Planet Labs PBC | 1.94 % |
| Warby Parker Inc | 1.91 % |
| Twilio Inc | 1.88 % |
| UMB Financial Corp | 1.87 % |
| LPL Financial Holdings Inc | 1.87 % |
| CSW INDUSTRIALS INC | 1.82 % |
| Permian Resources Corp | 1.81 % |
| Ensign Group Inc/The | 1.78 % |
| Golar LNG Ltd | 1.69 % |
| SEI Investments Co | 1.67 % |
| Casella Waste Systems Inc | 1.61 % |
| Rogers Corp | 1.58 % |
| SAIA INC | 1.52 % |
| Q2 Holdings Inc | 1.52 % |
Titelia read 55 lines in these 1 funds.