$318 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 73 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WGO | Winnebago Industries | $5,863,000 | +27.8% | 131,025 | 0.0% | 1.85% | +20.2% | |
| D | Dominion Energy, Inc. | $1,629,000 | +0.4% | 21,169 | 0.0% | 0.51% | -5.5% | |
| PG | Procter & Gamble Co | $1,197,000 | +4.5% | 13,152 | 0.0% | 0.38% | -1.8% | |
| KO | Coca Cola Co | $989,000 | +0.4% | 21,965 | 0.0% | 0.31% | -5.8% | |
| MDT | Medtronic PLC | $797,000 | -12.4% | 10,253 | 0.0% | 0.25% | -17.7% | |
| GOOG | Alphabet Inc CL C | $729,000 | +5.5% | 760 | 0.0% | 0.23% | -0.9% | |
| GOOGL | Alphabet Inc CL A | $724,000 | +4.6% | 744 | 0.0% | 0.23% | -1.7% | |
| USB | US Bancorp | $686,000 | +3.2% | 12,801 | 0.0% | 0.22% | -3.1% | |
| CL | Colgate Palmolive Co | $546,000 | -1.8% | 7,500 | 0.0% | 0.17% | -7.5% | |
| YUM | Yum! Brands Inc | $486,000 | -0.2% | 6,600 | 0.0% | 0.15% | -6.1% | |
| CAG | Conagra Foods Inc | $428,000 | -5.7% | 12,700 | 0.0% | 0.14% | -11.2% | |
| ABBV | Abbvie Inc | $404,000 | +22.4% | 4,546 | 0.0% | 0.13% | +14.4% | |
| AAPL | Apple Inc | $360,000 | +6.8% | 2,339 | 0.0% | 0.11% | 0.0% | |
| FINN | First National Nebraska Inc | $325,000 | -0.9% | 42 | 0.0% | 0.10% | -7.3% | |
| PSX | Phillips 66 | $320,000 | +10.7% | 3,489 | 0.0% | 0.10% | +4.1% | |
| BAX | Baxter International Inc | $311,000 | +3.7% | 4,950 | 0.0% | 0.10% | -3.0% | |
| LNT | Alliant Energy Corp | $274,000 | +3.4% | 6,600 | 0.0% | 0.09% | -3.4% | |
| PCG | Pacific Gas & Electric Co | $259,000 | +2.8% | 3,800 | 0.0% | 0.08% | -2.4% | |
| ABT | Abbott Laboratories | $240,000 | +10.1% | 4,490 | 0.0% | 0.08% | +4.1% | |
| BMY | Bristol-Myers Squibb | $229,000 | +13.9% | 3,600 | 0.0% | 0.07% | +7.5% | |
| GHC | Graham Holdings Co | $205,000 | -2.4% | 350 | 0.0% | 0.06% | -7.1% | |
| LEE | Lee Enterprises | $28,000 | +16.7% | 12,800 | 0.0% | 0.01% | +12.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DISNEY WALT CO | 42 | Q3 2023 | 6.1% |
| Berkshire Hathaway Inc Del CL | 42 | Q3 2023 | 6.1% |
| PFIZER INC | 42 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.2% |
| Lincoln Electric Holdings Inc | 42 | Q3 2023 | 4.3% |
| BOEING CO | 42 | Q3 2023 | 5.1% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.6% |
| VULCAN MATLS CO | 42 | Q3 2023 | 3.4% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.8% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 2.5% |
View LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-10 |
View LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.