Lawson-Kroeker-Investment-Management-Incne

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  null,
  "ABG",
  "ENOV",
  "ESAB",
  "KMX",
  "CP.TO",
  "DUK",
  "D",
  "NNI",
  "FITB",
  "HD",
  "MCD",
  "HZO",
  "MG",
  "SKYH",
  "STKL",
  "FWONA",
  "MSFT",
  "NVS",
  "HSY",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "PFE",
  "PG",
  "KEYS",
  "AMGN",
  null,
  null,
  null,
  "ROST",
  "SHEL",
  "TMO",
  "TJX",
  "LKQ",
  "DFH",
  "BN.TO",
  "LECO",
  "MSM",
  "AFL",
  "DEO",
  "AJG",
  null,
  "AMZN",
  "HCA",
  "TPL",
  "DOX",
  "USB",
  "WMT",
  "WAT",
  "WFC",
  "MKL",
  "PSX",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BOC",
  "BAM.TO",
  "BRKR",
  "CNI",
  "CRL",
  "CVX",
  "CIVI",
  "KO",
  "CL",
  "CPRT",
  "CSTM",
  "COST",
  "CVS",
  "CFR",
  "MCO",
  "VMC",
  "NEE",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 89
Total Value: 541866854
Accession Number: 0001013701-25-000002
Form Type: 13F-HR
CIK: lawson-kroeker-investment-management-incne
Manager Name: Lawson-Kroeker-Investment-Management-Incne

Data Enrichment

93% identified

83 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $541.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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EXXON MOBIL CORP

XOM|30231G102

Shares:2.5K

Value:$297.3K

% of Portfolio:0.1% ($297.3K/$541.9M)

SunOpta Inc.

STKL|8676EP108

Shares:57.5K

Value:$279.4K

% of Portfolio:0.1% ($279.4K/$541.9M)

AMDOCS LTD

DOX|G02602103

Shares:3.0K

Value:$275.9K

% of Portfolio:0.1% ($275.9K/$541.9M)

NOVARTIS AG

NVS|66987V109

Shares:2.4K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$541.9M)

CARMAX INC

KMX|143130102

Shares:3.4K

Value:$267.2K

% of Portfolio:0.0% ($267.2K/$541.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.0K

Value:$255.6K

% of Portfolio:0.0% ($255.6K/$541.9M)

Duke Energy CORP

DUK|26441C204

Shares:2.0K

Value:$242.8K

% of Portfolio:0.0% ($242.8K/$541.9M)

Mistras Group, Inc.

MG|60649T107

Shares:21.4K

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$541.9M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.0K

Value:$212.7K

% of Portfolio:0.0% ($212.7K/$541.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	2.5K	QoQ 0.00% (+0) YoY NEW(+2.5K)	All Managers (Combined)	$297.3K	0.1% ($297.3K/$541.9M)	QoQ +10.56% (+$28.4K) YoY NEW(+$297.3K)
SunOpta Inc.(STKLcusip8676EP108)	57.5K	QoQ 0.00% (-0) YoY NEW(+57.5K)	All Managers (Combined)	$279.4K	0.1% ($279.4K/$541.9M)	QoQ -36.88% (-$163.3K) YoY NEW(+$279.4K)
AMDOCS LTD(DOXcusipG02602103)	3.0K	QoQ -50.00% (-3.0K) YoY -52.74% (-3.4K)	All Managers (Combined)	$275.9K	0.1% ($275.9K/$541.9M)	QoQ -46.26% (-$237.5K) YoY -52.15% (-$300.7K)
NOVARTIS AG(NVScusip66987V109)	2.4K	QoQ -1.63% (-40) YoY +0.08% (+2)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$541.9M)	QoQ +12.68% (-$30.1K) YoY +15.34% (+$35.6K)
CARMAX INC(KMXcusip143130102)	3.4K	QoQ -26.52% (-1.2K) YoY -37.35% (-2.0K)	All Managers (Combined)	$267.2K	0.0% ($267.2K/$541.9M)	QoQ -29.97% (-$114.4K) YoY -43.96% (-$209.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.0K	QoQ 0.00% (+0) YoY NEW(+1.0K)	All Managers (Combined)	$255.6K	0.0% ($255.6K/$541.9M)	QoQ +2.33% (+$5.8K) YoY NEW(+$255.6K)
Duke Energy CORP(DUKcusip26441C204)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$242.8K	0.0% ($242.8K/$541.9M)	QoQ +13.20% (+$28.3K) YoY NEW(+$242.8K)
Mistras Group, Inc.(MGcusip60649T107)	21.4K	QoQ -79.51% (-82.9K) YoY -80.91% (-90.6K)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$541.9M)	QoQ -76.07% (-$718.7K) YoY -78.87% (-$844.0K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.0K	QoQ 0.00% (-0) YoY -30.23% (-1.3K)	All Managers (Combined)	$212.7K	0.0% ($212.7K/$541.9M)	QoQ -1.11% (-$2.4K) YoY -22.61% (-$62.1K)