Holdings (Monthly)
Guide ↗
LKCM Balanced Fund
· LKCM Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | GOOG | Mar 2026 | 8,800 | -900 | $3.1M | +11.7% | 2.96% | EC |
| 2 | Walmart Inc | WMT | Mar 2026 | 13,900 | -700 | $1.6M | -13.2% | 1.50% | EC |
| 3 | Kinder Morgan Inc | KMI | Mar 2026 | 38,000 | -4,000 | $1.2M | -13.7% | 1.16% | EC |
| 4 | Oracle Corp | ORCL | Mar 2026 | 8,100 | -1,000 | $1.2M | -11.3% | 1.13% | EC |
| 5 | Keurig Dr Pepper Inc | KDP | Mar 2026 | 23,000 | -8,000 | $753K | -7.8% | 0.72% | EC |