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CIK: 0001013701
Total reported value
$360.6M
$360.6M
59 檔
33.1%
In Q1 2026, Lawson Kroeker Investment Management Inc/ne's U.S. equity holdings reached a combined market value of $360.6M, distributed across 59 disclosed stock positions.
In Q1 2026, Lawson Kroeker Investment Management Inc/ne adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TPL, BRK-B, PSX) accounted for 33.1% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
KEYS
前期市值: $4.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 15.62% | -2.26% | -1.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.39% | -0.27% | +1.94% | |
| 3 | PSX | Phillips 66 | Stock-Energy | 4.60% | -0.72% | -15.89% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.21% | +0.01% | +3.74% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.99% | -0.19% | +8.63% | |
| 6 | AFL | Aflac Inc | Stock-Financials | 3.89% | -0.04% | -1.80% | |
| 7 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.53% | -0.68% | -12.80% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.45% | +0.56% | +2.13% | |
| 9 | CB | Chubb Limited | Stock-Financials | 3.25% | -0.03% | -0.45% | |
| 10 | ELV | Elevance Health Inc | Stock-Healthcare | 3.17% | -0.57% | +83.95% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.15% | -0.09% | -1.55% | |
| 12 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.10% | -0.62% | -0.69% | |
| 13 | FITB | Fifth Third Bancorp | Stock-Financials | 3.00% | +0.43% | +7.13% | |
| 14 | LECO | Lincoln Electric Holdings | Stock-Industrials | 2.96% | +0.02% | -17.04% | |
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.66% | -0.16% | +4.29% | |
| 16 | NNI | Nelnet Inc-cl A | Stock-Other | 2.50% | -0.06% | +0.49% | |
| 17 | ABG | Asbury Automotive Group | Stock-Consumer Disc | 2.22% | -0.36% | -2.96% | |
| 18 | CFR | Cullen/frost Bankers Inc | Stock-Financials | 2.14% | +0.14% | -0.14% | |
| 19 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.06% | +0.09% | -4.83% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.93% | +1.83% | -4.17% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.88% | -0.46% | -0.73% | |
| 22 | BN | Brookfield CORP | Stock-Financials | 1.80% | -0.01% | -0.44% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.67% | -0.22% | — | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.56% | -0.39% | -0.99% | |
| 25 | VMC | Vulcan Materials Co | Stock-Materials | 1.54% | +0.03% | -1.56% | |
| 26 | CRL | Charles River Laboratories | Stock-Healthcare | 1.43% | +0.33% | -9.81% | |
| 27 | BRKR | Bruker CORP | Stock-Healthcare | 1.40% | +0.14% | +0.86% | |
| 28 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.10% | -1.10% | EXIT | |
| 29 | HZO | Marinemax Inc | Stock-Other | 1.02% | +0.18% | -1.32% | |
| 30 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.00% | +0.06% | -2.34% | |
| 31 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.94% | -0.24% | -6.73% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.81% | -0.14% | — | |
| 33 | SKYH | Sky Harbour Group CORP | Stock-Other | 0.76% | — | -0.55% | |
| 34 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.72% | -0.12% | -0.65% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.05% | +0.22% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | +2.09% | +25.27% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.04% | — | |
| 38 | CWGL | Crimson Wine Group LTD | Stock-Other | 0.33% | -0.02% | -5.07% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.01% | -2.99% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | -0.69% | |
| 41 | DNOPY | Dino Polska SA Unsp- Adr | Stock-Other | 0.26% | -0.05% | — | |
| 42 | ✓ | Costamare Inc. 8.50 Preferred | Stock-Other | 0.24% | -0.01% | — | |
| 43 | CSTM | Constellium SE | Stock-Other | 0.22% | — | -43.50% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.21% | -0.01% | — | |
| 45 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.19% | -0.09% | -8.67% | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 47 | FINN | First Natl Of Nebraska Inc | Stock-Other | 0.13% | -0.02% | -13.33% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.11% | -0.01% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.01% | — | |
| 50 | COHR | Coherent CORP | Stock-Tech | 0.10% | +0.05% | -22.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +5.9% | -1.16% | Trim |
| 2 | ELV | Elevance Health Inc | +1.1% | +83.95% | Add |
| 3 | PSX | Phillips 66 | +0.7% | -15.89% | Trim |
| 4 | CVX | Chevron CORP | +0.5% | -0.73% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.55% | Trim |
| 6 | HSY | Hershey Co/the | +0.3% | -0.69% | Trim |
| 7 | PFE | Pfizer Inc | +0.1% | -0.99% | Trim |
| 8 | FITB | Fifth Third Bancorp | +0.1% | +7.13% | Add |
| 9 | CFR | Cullen/frost Bankers Inc | +0.1% | -0.14% | Trim |
| 10 | PEP | Pepsico Inc | +0.1% | +25.27% | Add |
| 11 | HZO | Marinemax Inc | +0.1% | -1.32% | Trim |
| 12 | CB | Chubb Limited | +0.1% | -0.45% | Trim |
| 13 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 14 | SKYH | Sky Harbour Group CORP | 0% | -0.55% | Trim |
| 15 | KO | Coca-cola Co/the | 0% | -2.99% | Trim |
| 16 | WMT | Walmart Inc | 0% | — | Unchanged |
| 17 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 18 | WPM | Wheaton Precious Metals CORP | 0% | — | Unchanged |
| 19 | STKL | Sunopta Inc | 0% | -34.78% | Trim |
| 20 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 21 | CP | Canadian Pacific Kansas City | — | -4.83% | Trim |
| 22 | MSM | Msc Industrial Direct Co-a | — | -7.58% | Trim |
| 23 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 24 | AZO | Autozone Inc | — | — | Unchanged |
| 25 | COHR | Coherent CORP | — | -22.22% | Trim |
| 26 | ✓ | Cardinal Resources | — | — | Unchanged |
| 27 | CNI | Canadian Natl Railway Co | 0% | -2.34% | Trim |
| 28 | FINN | First Natl Of Nebraska Inc | 0% | -13.33% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 30 | ✓ | Costamare Inc. 8.50 Preferred | 0% | — | Unchanged |
| 31 | D | Dominion Energy Inc | 0% | -7.16% | Trim |
| 32 | PG | Procter & Gamble Co/the | 0% | -0.69% | Trim |
| 33 | AMZN | Amazon.com Inc | 0% | -11.11% | Trim |
| 34 | NSRGY | Nestle Sa-spons Adr | 0% | -8.67% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | 0% | -14.09% | Trim |
| 36 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 37 | AAPL | Apple Inc | 0% | — | Unchanged |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.22% | Add |
| 39 | CWGL | Crimson Wine Group LTD | -0.1% | -5.07% | Trim |
| 40 | CSTM | Constellium SE | -0.1% | -43.50% | Trim |
| 41 | DNOPY | Dino Polska SA Unsp- Adr | -0.1% | — | Unchanged |
| 42 | LKQ | Lkq CORP | -0.1% | -6.73% | Trim |
| 43 | NNI | Nelnet Inc-cl A | -0.1% | +0.49% | Add |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 45 | VMC | Vulcan Materials Co | -0.1% | -1.56% | Trim |
| 46 | BAM | Brookfield Asset Mgmt-a | -0.2% | -0.65% | Trim |
| 47 | AFL | Aflac Inc | -0.2% | -1.80% | Trim |
| 48 | BN | Brookfield CORP | -0.3% | -0.44% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | -0.3% | +2.13% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.94% | Add |
According to official SEC Form 13F filings, Lawson Kroeker Investment Management Inc/ne reported a total U.S. public equity portfolio value of $360.6M across 59 disclosed positions in Q1 2026.
During Q1 2026, Lawson Kroeker Investment Management Inc/ne's top holdings by market value included TPL (15.6%)、BRK-B (6.4%)、PSX (4.6%). The largest single position, TPL, represented 15.6% of total portfolio value.
In Q1 2026, Lawson Kroeker Investment Management Inc/ne made 48 total portfolio adjustments, initiating 0 new buys, adding to 11 positions, trimming 34 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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