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Holdings (Monthly) Guide ↗

LKCM Small Cap Equity Fund

· LKCM Funds
Monthly Holdings $364M AUM 85 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 10 New 22 Added 12 Reduced 9 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Invesco Government & Agency Po AGPXX Mar 2026 10,811,217 +1,241,017 $10.8M +13.0% 2.98% STIV
2 MSILF Government Portfolio MVRXX Mar 2026 10,811,217 +3,830,778 $10.8M +54.9% 2.98% STIV
3 Rogers Corp ROG Mar 2026 61,450 — $10.1M +52.5% 2.77% EC
4 Tower Semiconductor Ltd TSEM Mar 2026 36,243 -11,728 $9.4M +12.2% 2.60% EC
5 Materion Corp MTRN Mar 2026 27,110 -15,233 $8.1M +31.6% 2.22% EC
6 Vita Coco Co Inc/The COCO Mar 2026 121,260 — $8.0M +38.1% 2.21% EC
7 Lumentum Holdings Inc LITE Mar 2026 9,036 -5,875 $7.8M -26.0% 2.14% EC
8 Ciena Corp CIEN Mar 2026 15,705 -6,373 $7.7M -10.1% 2.12% EC
9 Mercury Systems Inc MRCY Mar 2026 60,778 — $7.4M +67.8% 2.05% EC
10 CECO Environmental Corp CECO Mar 2026 80,696 -30,334 $7.3M +10.7% 2.02% EC
11 Watts Water Technologies Inc WTS Mar 2026 18,354 — $7.2M +34.8% 1.98% EC
12 Archrock Inc AROC Mar 2026 173,006 — $7.0M +17.0% 1.94% EC
13 Charles River Laboratories Int CRL Mar 2026 30,122 — $6.8M +31.5% 1.88% EC
14 Magnite Inc MGNI Mar 2026 350,044 +37,064 $6.6M +78.7% 1.83% EC
15 Medpace Holdings Inc MEDP Mar 2026 12,487 — $6.6M +10.3% 1.82% EC
16 FirstCash Holdings Inc FCFS Mar 2026 29,091 — $6.3M +15.1% 1.73% EC
17 AAON Inc AAON Mar 2026 48,412 — $6.1M +53.3% 1.69% EC
18 ITT Inc ITT Mar 2026 31,035 — $6.1M +3.8% 1.69% EC
19 Casella Waste Systems Inc CWST Mar 2026 62,417 +21,493 $6.1M +86.4% 1.67% EC
20 Primo Brands Corp PRMB Mar 2026 246,108 — $6.0M +29.8% 1.66% EC
21 Warby Parker Inc WRBY Mar 2026 191,061 — $5.8M +44.0% 1.60% EC
22 Planet Labs PBC PL Mar 2026 174,764 -83,071 $5.8M -19.7% 1.60% EC
23 OneSpaWorld Holdings Ltd OSW Mar 2026 178,789 NEW $5.0M — 1.39% EC
24 Crocs Inc CROX Mar 2026 41,154 +5,279 $5.0M +66.7% 1.37% EC
25 Turning Point Brands Inc TPB Mar 2026 58,053 — $4.9M -2.3% 1.36% EC
26 WaterBridge Infrastructure LLC WBI Mar 2026 143,392 +18,392 $4.9M +46.7% 1.35% EC
27 Ensign Group Inc/The ENSG Mar 2026 30,289 — $4.9M -20.4% 1.34% EC
28 CSW Industrials Inc CSW Mar 2026 17,432 +2,235 $4.9M +22.5% 1.34% EC
29 Avantor Inc AVTR Mar 2026 489,577 +251,128 $4.8M +159.3% 1.34% EC
30 Esab Corp ESAB Mar 2026 48,898 +6,272 $4.8M +17.1% 1.33% EC
31 Permian Resources Corp PR Mar 2026 259,882 +57,046 $4.8M +10.6% 1.32% EC
32 Academy Sports & Outdoors Inc ASO Mar 2026 99,818 +12,803 $4.7M -4.2% 1.30% EC
33 Halozyme Therapeutics Inc HALO Mar 2026 60,000 — $4.7M +21.1% 1.29% EC
34 Generac Holdings Inc GNRC Mar 2026 16,020 — $4.7M +49.9% 1.29% EC
35 First Financial Bankshares Inc FFIN Mar 2026 134,887 +8,693 $4.7M +25.6% 1.29% EC
36 Home BancShares Inc/AR HOMB Mar 2026 162,789 — $4.6M +6.0% 1.28% EC
37 Palomar Holdings Inc PLMR Mar 2026 36,545 — $4.6M +5.8% 1.27% EC
38 Cullen/Frost Bankers Inc CFR Mar 2026 29,615 — $4.6M +12.7% 1.26% EC
39 Glacier Bancorp Inc GBCI Mar 2026 85,496 +13,883 $4.4M +37.9% 1.22% EC
40 Cellebrite DI Ltd CLBT Mar 2026 300,620 NEW $4.4M — 1.21% EC
41 Fidelity Government Portfolio FIGXX Jun 2026 4,353,337 NEW $4.4M — 1.20% STIV
42 Herc Holdings Inc HRI Jun 2026 29,424 NEW $4.2M — 1.16% EC
43 Hawkins Inc HWKN Mar 2026 29,362 — $4.2M -7.5% 1.15% EC
44 Helios Technologies Inc HLIO Mar 2026 46,219 +7,389 $4.1M +64.2% 1.14% EC
45 HealthEquity Inc HQY Mar 2026 44,387 — $4.0M +8.1% 1.10% EC
46 Alamo Group Inc ALG Mar 2026 24,072 +4,285 $4.0M +21.3% 1.09% EC
47 Braze Inc BRZE Mar 2026 179,766 +45,685 $3.9M +23.2% 1.07% EC
48 Nexstar Media Group Inc NXST Mar 2026 21,672 — $3.9M -1.2% 1.07% EC
49 FirstService Corp FSV Mar 2026 27,134 +3,480 $3.9M +17.3% 1.06% EC
50 Merit Medical Systems Inc MMSI Mar 2026 55,031 +11,031 $3.8M +25.8% 1.05% EC
51 Prestige Consumer Healthcare I PBH Mar 2026 80,688 — $3.8M -20.2% 1.05% EC
52 Ollie's Bargain Outlet Holding OLLI Mar 2026 48,078 +9,194 $3.7M +3.3% 1.02% EC
53 Mattel Inc MAT Mar 2026 258,330 -85,984 $3.6M -28.3% 0.99% EC
54 Gulfport Energy Corp GPOR Mar 2026 20,708 — $3.5M -19.8% 0.97% EC
55 Capri Holdings Ltd CPRI Mar 2026 187,648 NEW $3.5M — 0.96% EC
56 Piper Sandler Cos PIPR Mar 2026 46,887 -14,465 $3.4M -27.8% 0.93% EC
57 Eagle Materials Inc EXP Mar 2026 14,319 — $3.2M +18.8% 0.89% EC
58 Q2 Holdings Inc QTWO Mar 2026 64,205 — $3.1M +1.7% 0.85% EC
59 Addus HomeCare Corp ADUS Mar 2026 30,146 — $3.0M +7.3% 0.83% EC
60 Karman Holdings Inc KRMN Mar 2026 60,000 — $3.0M -37.6% 0.83% EC
61 Brink's Co/The BCO Jun 2026 31,378 NEW $3.0M — 0.82% EC
62 Workiva Inc WK Mar 2026 61,103 +12,260 $3.0M +1.8% 0.82% EC
63 Magnolia Oil & Gas Corp MGY Mar 2026 113,789 +22,104 $2.9M +0.6% 0.80% EC
64 Hilltop Holdings Inc HTH Mar 2026 72,049 — $2.8M +8.3% 0.77% EC
65 Alphatec Holdings Inc ATEC Mar 2026 317,451 -152,549 $2.7M -46.3% 0.76% EC
66 Brinker International Inc EAT Jun 2026 16,273 NEW $2.7M — 0.75% EC
67 Wingstop Inc WING Mar 2026 15,616 — $2.7M +11.9% 0.75% EC
68 Golar LNG Ltd GLNG Mar 2026 53,953 NEW $2.7M — 0.74% EC
69 SiteOne Landscape Supply Inc SITE Mar 2026 23,438 +3,006 $2.7M -1.4% 0.74% EC
70 Webster Financial Corp WBS Mar 2026 34,268 -30,544 $2.6M -41.8% 0.72% EC
71 Utz Brands Inc UTZ Mar 2026 326,524 — $2.5M -2.8% 0.69% EC
72 Arhaus Inc ARHS Jun 2026 275,644 NEW $2.3M — 0.64% EC
73 NCR Atleos Corp NATL Mar 2026 53,199 — $2.3M -0.4% 0.64% EC
74 Perimeter Solutions Inc PRM Jun 2026 64,303 NEW $2.3M — 0.63% EC
75 Donnelley Financial Solutions DFIN Mar 2026 38,231 -41,413 $1.6M -57.3% 0.44% EC
76 Miami International Holdings I MIAX Mar 2026 33,562 -40,876 $1.2M -57.0% 0.34% EC
✕ UMB Financial Corp 902788108 — 34,624 SOLD $3.9M — — —
✕ Waystar Holding Corp 946784105 — 136,923 SOLD $3.3M — — —
✕ Upwork Inc 91688F104 — 276,747 SOLD $3.0M — — —
✕ Goosehead Insurance Inc 38267D109 — 63,076 SOLD $2.7M — — —
✕ Colliers International Group I 194693107 — 24,963 SOLD $2.7M — — —
✕ Kura Sushi USA Inc 501270102 — 28,613 SOLD $2.0M — — —
✕ Yext Inc 98585N106 — 438,568 SOLD $1.7M — — —
✕ Phreesia Inc 71944F106 — 191,952 SOLD $1.6M — — —
✕ TransMedics Group Inc 89377M109 — 14,415 SOLD $1.4M — — —