Lawson Kroeker Investment Management Inc 13F 持仓 · 2026年Q2
Lawson Kroeker Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 58 只证券，申报市值合计 3.61 亿美元。前几大持仓：TPL（13.36%）、BRKB（6.12%）、AJG（4.22%）。本季前 25 大持仓中：新建仓 1 只、增持 3 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp | $48.2M | 13.36% | 110,114 | 减持 |
| 2 | BRKB | Berkshire Hathaway Inc Cl B | $22.1M | 6.12% | 44,113 | 减持 |
| 3 | AJG | Arthur J Gallagher & Co | $15.2M | 4.22% | 66,344 | 减持 |
| 4 | GOOG | Alphabet Inc Cl C | $14.5M | 4.01% | 40,924 | 减持 |
| 5 | PSX | Phillips 66 | $14.0M | 3.88% | 82,799 | 减持 |
| 6 | AFL | Aflac Inc | $13.9M | 3.85% | 118,548 | 减持 |
| 7 | MSFT | Microsoft Corp | $13.7M | 3.81% | 36,787 | 减持 |
| 8 | TMO | Thermo Fisher Corp | $13.6M | 3.76% | 27,058 | 增持 |
| 9 | FITB | Fifth Third Bancorp | $12.4M | 3.43% | 219,387 | 减持 |
| 10 | CB | Chubb Corp | $11.6M | 3.22% | 34,062 | 减持 |
| 11 | JNJ | Johnson & Johnson | $11.0M | 3.06% | 43,491 | 减持 |
| 12 | FRFHF | Fairfax Financial Holdings | $10.8M | 3.00% | 6,575 | 新建仓 |
| 13 | LECO | Lincoln Electric Holdings Inc | $10.8M | 2.98% | 40,540 | 减持 |
| 14 | HCA | HCA Healthcare Inc | $10.3M | 2.85% | 26,383 | 增持 |
| 15 | ELV | Elevance Health Inc | $9.4M | 2.59% | 24,199 | 减持 |
| 16 | DIS | Disney Walt | $9.0M | 2.50% | 93,846 | 减持 |
| 17 | HSY | Hershey Foods Corp | $8.9M | 2.48% | 50,979 | 减持 |
| 18 | PEP | Pepsico Inc | $8.9M | 2.47% | 65,813 | 增持 |
| 19 | NNI | Nelnet | $8.8M | 2.44% | 66,047 | 减持 |
| 20 | CFR | Cullen/Frost Bankers, Inc. | $8.2M | 2.28% | 53,268 | 减持 |
| 21 | CP | Canadian Pacific Kansas City L | $7.8M | 2.15% | 89,538 | 减持 |
| 22 | ABG | Asbury Automotive Group | $6.7M | 1.86% | 33,426 | 减持 |
| 23 | BN | Brookfield Corporation | $6.5M | 1.79% | 151,867 | 减持 |
| 24 | CRL | Charles River Labs Int'l | $6.4M | 1.76% | 28,004 | 减持 |
| 25 | VMC | Vulcan Materials Co | $5.7M | 1.57% | 19,152 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR