Holdings (Monthly)
Guide ↗
LKCM Small-Mid Cap Equity Fund
· LKCM Funds| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Tower Semiconductor Ltd | TSEM | Mar 2026 | 5,815 | NEW | $1.5M | — | 3.27% | EC |
| 2 | Perimeter Solutions Inc | PRM | Jun 2026 | 28,735 | NEW | $1.0M | — | 2.21% | EC |
| 3 | Golar LNG Ltd | GLNG | Mar 2026 | 15,774 | NEW | $786K | — | 1.69% | EC |
| 4 | Rogers Corp | ROG | Jun 2026 | 4,469 | NEW | $732K | — | 1.58% | EC |
| 5 | Primoris Services Corp | PRIM | Jun 2026 | 6,399 | NEW | $634K | — | 1.37% | EC |
| 6 | Capri Holdings Ltd | CPRI | Mar 2026 | 28,163 | NEW | $523K | — | 1.13% | EC |
| 7 | Universal Technical Institute | UTI | Jun 2026 | 11,731 | NEW | $502K | — | 1.08% | EC |
| 8 | Brink's Co/The | BCO | Jun 2026 | 5,197 | NEW | $491K | — | 1.06% | EC |
| 9 | On Holding AG | ONON | Mar 2026 | 13,603 | NEW | $482K | — | 1.04% | EC |
| 10 | Timken Co/The | TKR | Jun 2026 | 3,230 | NEW | $469K | — | 1.01% | EC |
| 11 | Brinker International Inc | EAT | Jun 2026 | 2,714 | NEW | $456K | — | 0.98% | EC |
| 12 | Cellebrite DI Ltd | CLBT | Mar 2026 | 30,742 | NEW | $449K | — | 0.97% | EC |