LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
OMAHA NE · SEC CIK 0001013701
$3.43亿2026Q1 申报市值
59持仓数
52.1%前十大占比 · 第一大 15.6%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ELV 加仓+$496.71万
MSFT 加仓+$108.72万
FITB 加仓+$68.52万
AJG 加仓+$52.09万
BRK/B 加仓+$41.83万
2026Q1 卖出最多 按季末市值估算
KEYS 清仓-$422.33万
PSX 减仓-$298.14万
Civitas Resource 清仓-$268.59万
LECO 减仓-$208.98万
HCA 减仓-$177.89万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KEYS | Keysight Technologies Inc | $0 | 0.00% | 0 | -20,785 | -100.0% | -$422.33万 | 清仓 |
| — | Civitas Resources Inc. | $0 | 0.00% | 0 | -99,147 | -100.0% | -$268.59万 | 清仓 |
| DEO | Diageo Plc ADR | $0 | 0.00% | 0 | -3,331 | -100.0% | -$28.74万 | 清仓 |
| — | Cardinal Resources | $0 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | SunOpta Inc. | $24.30万 | 0.07% | 37,500 | -20,000 | -34.8% | -$12.96万 | 减仓 |
| ABT | Abbott Laboratories | $26.66万 | 0.08% | 2,597 | 0 | 0.0% | — | 不变 |
| NEE | Nextera Energy Inc | $27.86万 | 0.08% | 3,000 | 0 | 0.0% | — | 不变 |
| D | Dominion Energy, Inc. | $32.08万 | 0.09% | 5,190 | -400 | -7.2% | -$2.47万 | 减仓 |
| CL | Colgate Palmolive Co | $32.64万 | 0.10% | 3,830 | 0 | 0.0% | — | 不变 |
| IVV | iShares Core S&P 500 ETF | $32.66万 | 0.10% | 500 | -82 | -14.1% | -$5.36万 | 减仓 |
| WPM | Wheaton Precious Metals Corp | $32.75万 | 0.10% | 2,500 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com Inc | $33.32万 | 0.10% | 1,600 | -200 | -11.1% | -$4.17万 | 减仓 |
| COHR | Coherent, Inc. | $33.35万 | 0.10% | 1,400 | -400 | -22.2% | -$9.53万 | 减仓 |
| ABBV | Abbvie Inc | $38.45万 | 0.11% | 1,768 | 0 | 0.0% | — | 不变 |
| WMT | Walmart Inc | $39.15万 | 0.11% | 3,150 | 0 | 0.0% | — | 不变 |
| — | First National of Nebraska Inc | $42.91万 | 0.13% | 26 | -4 | -13.3% | -$6.60万 | 减仓 |
| AZO | Auto Zone Inc | $58.10万 | 0.17% | 172 | 0 | 0.0% | — | 不变 |
| NSRGY | Nestle S.A. Spons ADR | $64.22万 | 0.19% | 6,580 | -625 | -8.7% | -$6.10万 | 减仓 |
| AAPL | Apple Inc | $71.06万 | 0.21% | 2,800 | 0 | 0.0% | — | 不变 |
| CSTM | Constellium SE | $75.02万 | 0.22% | 30,520 | -23,500 | -43.5% | -$57.76万 | 减仓 |
| — | Costamare Inc. 8.50 Preferred | $82.18万 | 0.24% | 30,893 | 0 | 0.0% | — | 不变 |
| — | Dino Polska SA Adr | $89.66万 | 0.26% | 97,135 | 0 | 0.0% | — | 不变 |
| PG | Procter & Gamble Co | $96.33万 | 0.28% | 6,669 | -46 | -0.7% | -$6,644 | 减仓 |
| KO | Coca Cola Co | $105.14万 | 0.31% | 13,825 | -426 | -3.0% | -$3.24万 | 减仓 |
| — | Crimson Wine Group Ltd | $111.99万 | 0.33% | 253,937 | -13,561 | -5.1% | -$5.98万 | 减仓 |
| COST | Costco Wholesale Corp | $127.62万 | 0.37% | 1,281 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico Inc | $130.88万 | 0.38% | 8,428 | 1,700 | 25.3% | $26.40万 | 加仓 |
| SPY | SPDR S&P 500 | $147.63万 | 0.43% | 2,270 | 5 | 0.2% | $3,252 | 加仓 |
| BAM | Brookfield Asset Management Lt | $245.35万 | 0.72% | 55,196 | -360 | -0.6% | -$1.60万 | 减仓 |
| — | Sky Harbour Group Corp Cl A | $262.24万 | 0.76% | 272,319 | -1,493 | -0.5% | -$1.44万 | 减仓 |
| MCD | McDonalds Corp | $278.31万 | 0.81% | 8,955 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ Corporation | $321.55万 | 0.94% | 109,483 | -7,904 | -6.7% | -$23.21万 | 减仓 |
| CNI | Canadian National Railway Co | $343.09万 | 1.00% | 33,384 | -800 | -2.3% | -$8.22万 | 减仓 |
| HZO | MarineMax, Inc. | $351.14万 | 1.02% | 129,762 | -1,736 | -1.3% | -$4.70万 | 减仓 |
| MSM | MSC Industrial Direct Co. | $376.10万 | 1.10% | 40,761 | -3,342 | -7.6% | -$30.84万 | 减仓 |
| BRKR | Bruker Corp | $479.20万 | 1.40% | 132,668 | 1,133 | 0.9% | $4.09万 | 加仓 |
| CRL | Charles River Labs Int'l | $492.21万 | 1.43% | 28,534 | -3,104 | -9.8% | -$53.54万 | 减仓 |
| VMC | Vulcan Materials Co | $529.95万 | 1.54% | 19,462 | -309 | -1.6% | -$8.41万 | 减仓 |
| PFE | Pfizer Inc | $535.93万 | 1.56% | 190,858 | -1,913 | -1.0% | -$5.37万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $574.51万 | 1.67% | 8 | 0 | 0.0% | — | 不变 |
| BN | Brookfield Corporation | $616.43万 | 1.80% | 152,318 | -675 | -0.4% | -$2.73万 | 减仓 |
| CVX | Chevron Corp | $644.99万 | 1.88% | 31,174 | -230 | -0.7% | -$4.76万 | 减仓 |
| TMO | Thermo Fisher Corp | $661.65万 | 1.93% | 13,461 | -586 | -4.2% | -$28.80万 | 减仓 |
| CP | Canadian Pacific Kansas City L | $705.29万 | 2.06% | 89,663 | -4,553 | -4.8% | -$35.81万 | 减仓 |
| CFR | Cullen/Frost Bankers, Inc. | $735.39万 | 2.14% | 53,647 | -76 | -0.1% | -$1.04万 | 减仓 |
| ABG | Asbury Automotive Group | $760.63万 | 2.22% | 38,925 | -1,186 | -3.0% | -$23.18万 | 减仓 |
| NNI | Nelnet | $857.16万 | 2.50% | 66,467 | 325 | 0.5% | $4.19万 | 加仓 |
| DIS | Disney Walt | $912.56万 | 2.66% | 94,684 | 3,895 | 4.3% | $37.54万 | 加仓 |
| LECO | Lincoln Electric Holdings Inc | $1,017.24万 | 2.96% | 40,840 | -8,390 | -17.0% | -$208.98万 | 减仓 |
| FITB | Fifth Third Bancorp | $1,030.15万 | 3.00% | 221,728 | 14,749 | 7.1% | $68.52万 | 加仓 |
| HSY | Hershey Foods Corp | $1,064.69万 | 3.10% | 51,214 | -357 | -0.7% | -$7.42万 | 减仓 |
| JNJ | Johnson & Johnson | $1,079.72万 | 3.15% | 44,171 | -695 | -1.5% | -$16.99万 | 减仓 |
| ELV | Elevance Health Inc | $1,088.42万 | 3.17% | 37,179 | 16,967 | 83.9% | $496.71万 | 加仓 |
| CB | Chubb Corp | $1,116.05万 | 3.25% | 34,242 | -155 | -0.5% | -$5.05万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $1,184.65万 | 3.45% | 41,297 | 863 | 2.1% | $24.76万 | 加仓 |
| HCA | HCA Healthcare Inc | $1,212.16万 | 3.53% | 25,614 | -3,759 | -12.8% | -$177.89万 | 减仓 |
| AFL | Aflac Inc | $1,334.41万 | 3.89% | 121,631 | -2,230 | -1.8% | -$24.47万 | 减仓 |
| MSFT | Microsoft Corp | $1,368.96万 | 3.99% | 36,982 | 2,937 | 8.6% | $108.72万 | 加仓 |
| AJG | Arthur J Gallagher & Co | $1,445.33万 | 4.21% | 66,734 | 2,405 | 3.7% | $52.09万 | 加仓 |
| PSX | Phillips 66 | $1,577.66万 | 4.60% | 86,599 | -16,365 | -15.9% | -$298.14万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Cl B | $2,193.39万 | 6.39% | 45,772 | 873 | 1.9% | $41.83万 | 加仓 |
| TPL | Texas Pacific Land Corp | $5,357.55万 | 15.62% | 112,895 | -1,325 | -1.2% | -$62.88万 | 减仓 |