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LK Balanced Fund

Managed Portfolio Series

Assets: $31M Net: $31M Series: S000037522 EDGAR ↗
+53
New
53
Positions
Period:
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# Name Ticker Since Shares Value % Port Cat
1 Microsoft Corp MSFT Mar 2024 3,100 $1.3M 4.25% EC
2 Berkshire Hathaway Inc BRK/A Mar 2024 2 $1.3M 4.13% EC
3 Phillips 66 PSX Mar 2024 7,700 $1.3M 4.09% EC
4 First American Government Obli FGZXX Mar 2024 1,206,358 $1.2M 3.93% STIV
5 Texas Pacific Land Corp TPL Mar 2024 1,950 $1.1M 3.67% EC
6 Arthur J Gallagher & Co AJG Mar 2024 4,500 $1.1M 3.66% EC
7 Thermo Fisher Scientific Inc TMO Mar 2024 1,600 $930K 3.03% EC
8 Lincoln Electric Holdings Inc LECO Mar 2024 3,500 $894K 2.91% EC
9 Aflac Inc AFL Mar 2024 10,000 $859K 2.79% EC
10 Walt Disney Co/The DIS Mar 2024 7,000 $857K 2.79% EC
11 Canadian Pacific Kansas City L CP Mar 2024 8,652 $763K 2.48% EC
12 HCA Healthcare Inc HCA Mar 2024 2,200 $734K 2.39% EC
13 Johnson & Johnson JNJ Mar 2024 4,500 $712K 2.32% EC
14 Charles River Laboratories Int CRL Mar 2024 2,600 $704K 2.29% EC
15 Fifth Third Bancorp FITB Mar 2024 18,000 $670K 2.18% EC
16 LKQ Corp LKQ Mar 2024 12,200 $652K 2.12% EC
17 Hershey Co/The HSY Mar 2024 3,300 $642K 2.09% EC
18 Chevron Corp CVX Mar 2024 4,000 $631K 2.05% EC
19 Brookfield Corp BN Mar 2024 15,000 $628K 2.04% EC
20 Cullen/Frost Bankers Inc CFR Mar 2024 5,500 $619K 2.02% EC
21 Alphabet Inc GOOG Mar 2024 4,000 $609K 1.98% EC
22 GENUINE PARTS CO 372460AE5 Mar 2024 500,000 $529K 1.72% DBT
23 Elevance Health Inc ELV Mar 2024 1,000 $519K 1.69% EC
24 FEDERAL HOME LOAN BANK 3130AYNK8 Mar 2024 500,000 $499K 1.62% DBT
25 US TREASURY N/B 912828WJ5 Mar 2024 500,000 $498K 1.62% DBT
26 CHARLES SCHWAB CORP SCHW Mar 2024 500,000 $498K 1.62% EP
27 US TREASURY N/B 912828D56 Mar 2024 500,000 $495K 1.61% DBT
28 CARDINAL HEALTH INC 14149YBA5 Mar 2024 500,000 $493K 1.60% DBT
29 BLACK HILLS CORP 092113AU3 Mar 2024 500,000 $491K 1.60% DBT
30 US TREASURY N/B 912828G38 Mar 2024 500,000 $491K 1.60% DBT
31 JM SMUCKER CO 832696AK4 Mar 2024 500,000 $490K 1.60% DBT
32 LOWE'S COS INC 548661DH7 Mar 2024 500,000 $487K 1.59% DBT
33 OLD REPUBLIC INTL CORP ORI Mar 2024 500,000 $484K 1.57% DBT
34 PRUDENTIAL FINANCIAL INC 744320BJ0 Mar 2024 500,000 $470K 1.53% DBT
35 BOEING CO 097023DG7 Mar 2024 500,000 $468K 1.52% DBT
36 LABORATORY CORP OF AMER 50540RAX0 Mar 2024 500,000 $463K 1.51% DBT
37 Nelnet Inc NNI Mar 2024 4,500 $426K 1.39% EC
38 Berkshire Hathaway Inc BRK/B Mar 2024 1,000 $421K 1.37% EC
39 Pfizer Inc PFE Mar 2024 15,000 $416K 1.35% EC
40 TRACTOR SUPPLY CO 892356AA4 Mar 2024 500,000 $406K 1.32% DBT
41 Civitas Resources Inc CIVI Mar 2024 5,000 $380K 1.24% EC
42 Vulcan Materials Co VMC Mar 2024 1,200 $328K 1.07% EC
43 TWDC ENTERPRISES 18 CORP 25468PDK9 Mar 2024 325,000 $314K 1.02% DBT
44 Enovis Corp ENOV Mar 2024 5,000 $312K 1.02% EC
45 MarineMax Inc HZO Mar 2024 9,000 $299K 0.97% EC
46 Keysight Technologies Inc KEYS Mar 2024 1,700 $266K 0.87% EC
47 KLA CORP KLAC Mar 2024 250,000 $249K 0.81% DBT
48 KEYSIGHT TECHNOLOGIES KEYS Mar 2024 250,000 $248K 0.81% DBT
49 HEXCEL CORP HXL Mar 2024 250,000 $246K 0.80% DBT
50 NEWELL BRANDS INC NWL Mar 2024 250,000 $240K 0.78% DBT
51 Brookfield Asset Management Lt BAM Mar 2024 5,250 $221K 0.72% EC
52 MSC Industrial Direct Co Inc MSM Mar 2024 1,820 $177K 0.57% EC
53 Crimson Wine Group Ltd CWGL Mar 2024 29,000 $168K 0.55% EC