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Holdings (Monthly) Guide ↗

LKCM Balanced Fund

· LKCM Funds
Monthly Holdings $106M AUM 5 positions Period Jun 2026 Filed Aug 19, 2026 EDGAR ↗ ← All Funds
All 7 New 1 Added 5 Reduced 5 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
Coterra Energy Inc 127097103 18,000 SOLD $0.6M
ABBVIE INC 00287YAY5 600,000 SOLD $0.6M
AMGEN INC 031162CJ7 450,000 SOLD $0.4M
Honeywell International Inc 438516106 1,600 SOLD $0.4M
BROADCOM INC 11135FBX8 250,000 SOLD $0.3M