$308 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 65 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMO | Thermo Fisher Corp | $4,996,000 | +17.8% | 20,470 | 0.0% | 1.62% | +7.3% | |
| PG | Procter & Gamble Co | $1,035,000 | +6.7% | 12,430 | 0.0% | 0.34% | -2.9% | |
| EIX | Edison International | $548,000 | +7.0% | 8,100 | 0.0% | 0.18% | -2.2% | |
| CL | Colgate Palmolive Co | $406,000 | +3.3% | 6,064 | 0.0% | 0.13% | -5.7% | |
| ABBV | Abbvie Inc | $371,000 | +2.2% | 3,921 | 0.0% | 0.12% | -7.0% | |
| BAX | Baxter International Inc | $370,000 | +4.5% | 4,800 | 0.0% | 0.12% | -4.8% | |
| FINN | First National of Nebraska Inc | $349,000 | +0.6% | 42 | 0.0% | 0.11% | -8.9% | |
| ABT | Abbott Laboratories | $329,000 | +20.1% | 4,490 | 0.0% | 0.11% | +9.2% | |
| LNT | Alliant Energy Corp | $281,000 | +0.7% | 6,600 | 0.0% | 0.09% | -8.1% | |
| NEE | Nextera Energy Inc | $210,000 | +0.5% | 1,250 | 0.0% | 0.07% | -8.1% | |
| LEE | Lee Enterprises | $34,000 | -5.6% | 12,800 | 0.0% | 0.01% | -15.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-12
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.