Lawson Kroeker Investment Management Inc
Net buyer this quarter
$361M
54
+$5.29M
49.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TPL | $48.2M | 13.36% | 0.16% | -2.5% | Q2 2013 |
 BRK.B | $22.1M | 6.12% | Not reported | -3.6% | Q2 2013 |
 AJG | $15.2M | 4.22% | 0.03% | -0.6% | Q1 2016 |
 GOOG | $14.5M | 4.01% | Not reported | -0.9% | Q3 2015 |
 PSX | $14M | 3.88% | 0.02% | -4.4% | Q2 2013 |
 AFL | $13.9M | 3.85% | 0.02% | -2.5% | Q2 2021 |
 MSFT | $13.7M | 3.81% | 0.00% | -0.5% | Q2 2013 |
 TMO | $13.6M | 3.76% | 0.01% | +101.0% | Q2 2013 |
 FITB | $12.4M | 3.43% | 0.02% | -1.1% | Q1 2023 |
 CB | $11.6M | 3.22% | 0.01% | -0.5% | Q3 2025 |
 JNJ | $11M | 3.06% | 0.00% | -1.5% | Q2 2013 |
| FRFHF | $10.8M | 3.00% | 0.03% | New | Q2 2026 |
 LECO | $10.8M | 2.98% | 0.07% | -0.7% | Q2 2013 |
 HCA | $10.3M | 2.85% | 0.01% | +3.0% | Q1 2023 |
 ELV | $9.36M | 2.59% | 0.01% | -34.9% | Q1 2023 |
 DIS | $9.03M | 2.50% | 0.01% | -0.9% | Q2 2013 |
 HSY | $8.94M | 2.48% | 0.03% | -0.5% | Q4 2015 |
 PEP | $8.91M | 2.47% | 0.00% | +680.9% | Q2 2013 |
 NNI | $8.81M | 2.44% | Not reported | -0.6% | Q1 2024 |
 CFR | $8.23M | 2.28% | 0.08% | -0.7% | Q2 2019 |
 CP | $7.76M | 2.15% | 0.01% | -0.1% | Q4 2021 |
 ABG | $6.72M | 1.86% | 0.18% | -14.1% | Q1 2024 |
 BN | $6.47M | 1.79% | Not reported | -0.3% | Q4 2022 |
 CRL | $6.35M | 1.76% | 0.06% | -1.9% | Q1 2023 |
 VMC | $5.65M | 1.57% | 0.01% | -1.6% | Q2 2013 |
 BRKR | $5.57M | 1.54% | 0.06% | -30.3% | Q1 2025 |
| BRK.A | $5.24M | 1.45% | Not reported | -12.5% | Q2 2013 |
 CVX | $5.11M | 1.42% | 0.00% | -1.2% | Q2 2013 |
 HZO | $4.31M | 1.20% | 0.53% | -9.3% | Q2 2022 |
 PFE | $4.21M | 1.17% | 0.00% | -8.5% | Q2 2013 |
 CNI | $3.82M | 1.06% | 0.01% | -4.0% | Q2 2013 |
 SKYH | $2.76M | 0.76% | Not reported | +2.9% | Q3 2024 |
 LKQ | $2.53M | 0.70% | 0.04% | -12.1% | Q2 2015 |
 MCD | $2.42M | 0.67% | 0.00% | Not reported | Q2 2013 |
| BAM | $2.17M | 0.60% | Not reported | -12.3% | Q3 2015 |
 SPY | $1.73M | 0.48% | Not reported | +2.0% | Q2 2013 |
 COST | $1.18M | 0.33% | 0.00% | -1.6% | Q2 2024 |
| CWGL | $1.11M | 0.31% | 1.23% | -0.7% | Q2 2013 |
 KO | $1.1M | 0.30% | 0.00% | -2.4% | Q2 2013 |
 PG | $951K | 0.26% | 0.00% | -2.7% | Q2 2013 |
 CSTM | $801K | 0.22% | 0.02% | -17.7% | Q1 2014 |
 AAPL | $738K | 0.20% | 0.00% | -8.9% | Q2 2015 |
 COHR | $552K | 0.15% | 0.00% | Not reported | Q3 2025 |
 AZO | $550K | 0.15% | 0.00% | Not reported | Q1 2023 |
 ABBV | $442K | 0.12% | 0.00% | -0.6% | Q2 2013 |
 AMZN | $381K | 0.11% | 0.00% | Not reported | Q2 2024 |
 WMT | $357K | 0.10% | 0.00% | Not reported | Q2 2013 |
 CL | $328K | 0.09% | 0.00% | -6.5% | Q2 2013 |
 D | $323K | 0.09% | 0.00% | -8.9% | Q2 2013 |
 WPM | $281K | 0.08% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| TPL | $53.6M | 15.62% | 0.16% | -1.2% | Q2 2013 |
| BRK.B | $21.9M | 6.39% | Not reported | +1.9% | Q2 2013 |
| PSX | $15.8M | 4.60% | 0.02% | -15.9% | Q2 2013 |
| AJG | $14.5M | 4.21% | 0.03% | +3.7% | Q1 2016 |
| MSFT | $13.7M | 3.99% | 0.00% | +8.6% | Q2 2013 |
| AFL | $13.3M | 3.89% | 0.02% | -1.8% | Q2 2021 |
| HCA | $12.1M | 3.53% | 0.01% | -12.8% | Q1 2023 |
| GOOG | $11.8M | 3.45% | Not reported | +2.1% | Q3 2015 |
| CB | $11.2M | 3.25% | 0.01% | -0.5% | Q3 2025 |
| ELV | $10.9M | 3.17% | 0.02% | +84.0% | Q1 2023 |
| JNJ | $10.8M | 3.15% | 0.00% | -1.6% | Q2 2013 |
| HSY | $10.6M | 3.10% | 0.03% | -0.7% | Q4 2015 |
| FITB | $10.3M | 3.00% | 0.02% | +7.1% | Q1 2023 |
| LECO | $10.2M | 2.96% | 0.07% | -17.0% | Q2 2013 |
| DIS | $9.13M | 2.66% | 0.01% | +4.3% | Q2 2013 |
| NNI | $8.57M | 2.50% | Not reported | +0.5% | Q1 2024 |
| ABG | $7.61M | 2.22% | 0.20% | -3.0% | Q1 2024 |
| CFR | $7.35M | 2.14% | 0.08% | -0.1% | Q2 2019 |
| CP | $7.05M | 2.06% | 0.01% | -4.8% | Q4 2021 |
| TMO | $6.62M | 1.93% | 0.00% | -4.2% | Q2 2013 |
| CVX | $6.45M | 1.88% | 0.00% | -0.7% | Q2 2013 |
| BN | $6.16M | 1.80% | Not reported | -0.4% | Q4 2022 |
| BRK.A | $5.75M | 1.67% | Not reported | Not reported | Q2 2013 |
| PFE | $5.36M | 1.56% | 0.00% | -1.0% | Q2 2013 |
| VMC | $5.3M | 1.54% | 0.01% | -1.6% | Q2 2013 |
| CRL | $4.92M | 1.43% | 0.06% | -9.8% | Q1 2023 |
| BRKR | $4.79M | 1.40% | 0.09% | +0.9% | Q1 2025 |
 MSM | $3.76M | 1.10% | 0.07% | -7.6% | Q1 2023 |
| HZO | $3.51M | 1.02% | 0.59% | -1.3% | Q2 2022 |
| CNI | $3.43M | 1.00% | 0.01% | -2.3% | Q2 2013 |
| LKQ | $3.22M | 0.94% | 0.04% | -6.7% | Q2 2015 |
| MCD | $2.78M | 0.81% | 0.00% | Not reported | Q2 2013 |
| SKYH | $2.62M | 0.76% | Not reported | -0.6% | Q3 2024 |
| BAM | $2.45M | 0.72% | Not reported | -0.7% | Q3 2015 |
| SPY | $1.48M | 0.43% | Not reported | +0.2% | Q2 2013 |
| PEP | $1.31M | 0.38% | 0.00% | +25.3% | Q2 2013 |
| COST | $1.28M | 0.37% | 0.00% | Not reported | Q2 2024 |
| CWGL | $1.12M | 0.33% | 1.23% | -5.1% | Q2 2013 |
| KO | $1.05M | 0.31% | 0.00% | -3.0% | Q2 2013 |
| PG | $963K | 0.28% | 0.00% | -0.7% | Q2 2013 |
| CSTM | $750K | 0.22% | 0.02% | -43.5% | Q1 2014 |
| AAPL | $711K | 0.21% | 0.00% | Not reported | Q2 2015 |
| AZO | $581K | 0.17% | 0.00% | Not reported | Q1 2023 |
| WMT | $391K | 0.11% | 0.00% | Not reported | Q2 2013 |
| ABBV | $385K | 0.11% | 0.00% | Not reported | Q2 2013 |
| COHR | $333K | 0.10% | 0.00% | -22.2% | Q3 2025 |
| AMZN | $333K | 0.10% | 0.00% | -11.1% | Q2 2024 |
| WPM | $328K | 0.10% | 0.00% | Not reported | Q2 2025 |
| CL | $326K | 0.10% | 0.00% | Not reported | Q2 2013 |
| D | $321K | 0.09% | 0.00% | -7.2% | Q2 2013 |
| Q4 2025 | |||||
| TPL | $32.8M | 9.76% | 0.17% | -4.2% | Q2 2013 |
| BRK.B | $22.6M | 6.72% | Not reported | -40.5% | Q2 2013 |
| AJG | $16.6M | 4.95% | 0.03% | +1.8% | Q1 2016 |
| MSFT | $16.5M | 4.90% | 0.00% | -18.3% | Q2 2013 |
| HCA | $13.7M | 4.08% | 0.01% | -43.6% | Q1 2023 |
| AFL | $13.7M | 4.06% | 0.02% | -3.3% | Q2 2021 |
| PSX | $13.3M | 3.95% | 0.03% | -31.2% | Q2 2013 |
| GOOG | $12.7M | 3.78% | Not reported | -44.4% | Q3 2015 |
| LECO | $11.8M | 3.51% | 0.09% | -2.8% | Q2 2013 |
| CB | $10.7M | 3.19% | 0.01% | -29.1% | Q3 2025 |
| DIS | $10.3M | 3.07% | 0.01% | -4.0% | Q2 2013 |
| FITB | $9.69M | 2.88% | 0.03% | -33.0% | Q1 2023 |
| HSY | $9.38M | 2.79% | 0.03% | -6.6% | Q4 2015 |
| ABG | $9.33M | 2.78% | 0.21% | -15.1% | Q1 2024 |
| JNJ | $9.29M | 2.76% | 0.00% | -6.5% | Q2 2013 |
| NNI | $8.79M | 2.62% | Not reported | -34.5% | Q1 2024 |
| TMO | $8.14M | 2.42% | 0.00% | -11.0% | Q2 2013 |
| ELV | $7.09M | 2.11% | 0.01% | -53.3% | Q1 2023 |
| BN | $7.02M | 2.09% | Not reported | -13.9% | Q4 2022 |
| CP | $6.94M | 2.06% | 0.01% | -3.3% | Q4 2021 |
| CFR | $6.8M | 2.02% | 0.08% | -0.4% | Q2 2019 |
| CRL | $6.31M | 1.88% | 0.06% | -36.6% | Q1 2023 |
| BRKR | $6.2M | 1.84% | 0.09% | -38.0% | Q1 2025 |
| BRK.A | $6.04M | 1.80% | Not reported | -55.6% | Q2 2013 |
| VMC | $5.64M | 1.68% | 0.02% | -4.9% | Q2 2013 |
| PFE | $4.8M | 1.43% | 0.00% | -4.4% | Q2 2013 |
| CVX | $4.79M | 1.42% | 0.00% | -5.2% | Q2 2013 |
 KEYS | $4.22M | 1.26% | 0.01% | -2.7% | Q1 2020 |
| MSM | $3.71M | 1.10% | 0.08% | -42.0% | Q1 2023 |
| LKQ | $3.55M | 1.05% | 0.05% | -11.3% | Q2 2015 |
| CNI | $3.38M | 1.01% | 0.01% | +0.2% | Q2 2013 |
| HZO | $3.19M | 0.95% | 0.60% | -3.0% | Q2 2022 |
| BAM | $2.91M | 0.87% | Not reported | -7.2% | Q3 2015 |
| MCD | $2.74M | 0.81% | 0.00% | -3.4% | Q2 2013 |
| CIVI | $2.69M | 0.80% | 0.12% | -27.5% | Q2 2023 |
| SKYH | $2.46M | 0.73% | Not reported | -42.2% | Q3 2024 |
| SPY | $1.54M | 0.46% | Not reported | -55.4% | Q2 2013 |
| CWGL | $1.31M | 0.39% | 1.30% | -4.2% | Q2 2013 |
| COST | $1.1M | 0.33% | 0.00% | Not reported | Q2 2024 |
| CSTM | $1.02M | 0.30% | 0.04% | -14.3% | Q1 2014 |
| KO | $996K | 0.30% | 0.00% | -85.3% | Q2 2013 |
| PEP | $966K | 0.29% | 0.00% | -62.2% | Q2 2013 |
| PG | $962K | 0.29% | 0.00% | -5.5% | Q2 2013 |
| AAPL | $761K | 0.23% | 0.00% | -84.5% | Q2 2015 |
| AZO | $583K | 0.17% | 0.00% | -96.9% | Q1 2023 |
| AMZN | $415K | 0.12% | 0.00% | -32.4% | Q2 2024 |
| ABBV | $404K | 0.12% | 0.00% | -62.8% | Q2 2013 |
| WMT | $351K | 0.10% | 0.00% | -32.1% | Q2 2013 |
| COHR | $332K | 0.10% | 0.00% | -10.0% | Q3 2025 |
| D | $328K | 0.10% | 0.00% | -29.8% | Q2 2013 |
| Q3 2025 | |||||
| BRK.B | $38M | 6.93% | Not reported | +2.4% | Q2 2013 |
| TPL | $37.1M | 6.78% | 0.17% | -2.2% | Q2 2013 |
| AZO | $23.6M | 4.31% | 0.03% | +0.2% | Q1 2023 |
| HCA | $22.2M | 4.05% | 0.02% | -0.8% | Q1 2023 |
| MSFT | $21.6M | 3.94% | 0.00% | -3.8% | Q2 2013 |
| PSX | $20.4M | 3.72% | 0.04% | -0.6% | Q2 2013 |
| AJG | $19.6M | 3.57% | 0.02% | -4.7% | Q1 2016 |
| GOOG | $17.7M | 3.23% | Not reported | -26.2% | Q3 2015 |
| AFL | $14.3M | 2.61% | 0.02% | -1.0% | Q2 2021 |
| ELV | $14M | 2.55% | 0.02% | +25.0% | Q1 2023 |
| FITB | $13.8M | 2.51% | 0.05% | -2.2% | Q1 2023 |
| CB | $13.7M | 2.50% | 0.01% | New | Q3 2025 |
| BRK.A | $13.6M | 2.48% | Not reported | -10.0% | Q2 2013 |
| NNI | $12.7M | 2.31% | Not reported | -0.1% | Q1 2024 |
 CPRT | $12.2M | 2.23% | 0.03% | -0.2% | Q1 2023 |
| LECO | $11.9M | 2.18% | 0.09% | -4.0% | Q2 2013 |
| ABG | $11.5M | 2.11% | 0.24% | -0.4% | Q1 2024 |
| DIS | $10.8M | 1.98% | 0.01% | -2.9% | Q2 2013 |
| HSY | $10.3M | 1.89% | 0.03% | -0.4% | Q4 2015 |
| JNJ | $8.9M | 1.63% | 0.00% | -6.6% | Q2 2013 |
| BN | $8.12M | 1.48% | Not reported | -32.8% | Q4 2022 |
| CRL | $7.81M | 1.43% | 0.10% | -1.1% | Q1 2023 |
| TMO | $7.65M | 1.40% | 0.00% | +1.0% | Q2 2013 |
| CP | $7.26M | 1.33% | 0.01% | +0.5% | Q4 2021 |
| MSM | $7.01M | 1.28% | 0.14% | -0.1% | Q1 2023 |
| BRKR | $6.89M | 1.26% | 0.14% | -2.6% | Q1 2025 |
| CFR | $6.84M | 1.25% | 0.08% | 0.0% | Q2 2019 |
| GOOGL | $6.55M | 1.20% | 0.00% | -13.5% | Q3 2015 |
| KO | $6.44M | 1.18% | 0.00% | -0.1% | Q2 2013 |
| VMC | $6.39M | 1.17% | 0.02% | -1.3% | Q2 2013 |
 BOC | $6.27M | 1.14% | 1.58% | -0.4% | Q1 2023 |
| CVX | $5.14M | 0.94% | 0.00% | -0.8% | Q2 2013 |
| PFE | $5.14M | 0.94% | 0.00% | -2.9% | Q2 2013 |
 ROST | $4.89M | 0.89% | 0.01% | Not reported | Q1 2023 |
| SKYH | $4.67M | 0.85% | Not reported | +4.2% | Q3 2024 |
| AAPL | $4.59M | 0.84% | 0.00% | -0.7% | Q2 2015 |
| CIVI | $4.45M | 0.81% | 0.16% | -3.1% | Q2 2023 |
 ACN | $4.16M | 0.76% | 0.00% | -0.6% | Q1 2023 |
 TJX | $4.15M | 0.76% | 0.00% | -0.4% | Q1 2023 |
| LKQ | $4.04M | 0.74% | 0.05% | -2.7% | Q2 2015 |
| KEYS | $3.74M | 0.68% | 0.01% | +0.5% | Q1 2020 |
| HZO | $3.43M | 0.63% | 0.62% | -1.9% | Q2 2022 |
| BAM | $3.41M | 0.62% | Not reported | -6.2% | Q3 2015 |
| SPY | $3.39M | 0.62% | Not reported | Not reported | Q2 2013 |
| CNI | $3.22M | 0.59% | 0.01% | -0.7% | Q2 2013 |
 DFH | $3.2M | 0.58% | Not reported | -9.5% | Q1 2023 |
 WAT | $3.17M | 0.58% | 0.02% | -0.4% | Q1 2023 |
| LMCA | $3.12M | 0.57% | Not reported | -0.6% | Q1 2023 |
| MCD | $2.82M | 0.51% | 0.00% | -4.1% | Q2 2013 |
| PEP | $2.5M | 0.46% | 0.00% | +1.5% | Q2 2013 |