LK Balanced Fund Institutional Class Shares (LKBLX) - Allocation--70% to 85% Equity fund with $29.01 Million in assets. The fund allocates 33.92% 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 Texas Pacific Land Corp at 3.43% of total assets. This is followed by Microsoft Corp (3.76%) and Berkshire Hathaway Inc (4.41%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Texas Pacific Land Corp | 3.43% | - | - |
| Microsoft Corp | 3.76% | - | - |
| Berkshire Hathaway Inc | 4.41% | - | - |
| Arthur J Gallagher Co | 3.09% | - | - |
| Phillips 66 | 3.24% | - | - |
| Thermo Fisher Scientific Inc | 3.69% | - | - |
| Aflac Inc | 3.52% | - | - |
| Alphabet Inc | 3.13% | - | - |
| HCA Healthcare Inc | 3.35% | - | - |
| Asbury Automotive Group Inc | 2.30% | - | - |
| Johnson Johnson | 2.95% | - | - |
| Fifth Third Bancorp | 2.52% | - | - |
| First American Government Obligations Fund | 4.41% | - | - |
| Cullen/Frost Bankers Inc | 2.52% | - | - |