LKCM Balanced Fund (LKBAX) - Allocation--50% to 70% Equity fund with $108.73 Million in assets. The fund allocates 25.17% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Apple Inc at 4.17% of total assets. This is followed by Microsoft Corp (2.31%) and Alphabet Inc (2.96%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Apple Inc | 4.17% | - | - |
| Microsoft Corp | 2.31% | - | - |
| Alphabet Inc | 2.96% | - | - |
| NVIDIA Corp | 3.81% | - | - |
| Amazon.com Inc | 2.34% | - | - |
| Oracle Corp | 2.95% | - | - |
| Martin Marietta Materials Inc | 1.72% | - | - |
| Meta Platforms Inc | 1.76% | - | - |
| Alcon Inc | 1.37% | - | - |
| Linde PLC | 1.78% | - | - |
| Visa Inc | 1.55% | - | - |
| Alcon AG | 1.55% | - | - |
| Home Depot Inc/The | 1.61% | - | - |
| L3Harris Technologies Inc | 1.62% | - | - |
| Newmont Corp | 1.85% | - | - |
| Walmart Inc | 1.76% | - | - |
| Invesco Government Agency Portfolio | 1.84% | - | - |
| Coca-Cola Co/The | 1.66% | - | - |