LKBLX Mutual Fund

LKBLX Mutual Fund

NAV$55.39
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Showing the top 10 of 50 holdings · as of Mar 31, 2026
Top 10 weight
32.07%
LKBLX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
TPL
Texas Pacific Land TrustReal Estate · Real Estate Management
4.82%
4.8%2,600$1.23MReal EstateReal Estate Management
2
BRK.B
Berkshire Hathaway Inc BRK/B Us EquityIndustrials · Industrial Conglomerates
4.12%
8.9%2,200$1.05MIndustrialsIndustrial Conglomerates
Share changes, sector and industry · Pro
3
PSX
Phillips 66
3.27%
12.2%4,600$838.0K
4
CVX
Chevron Corp
3.23%
15.4%4,000$827.6K
5
JNJ
Johnson & Johnson -
2.86%
18.3%3,000$733.3K
6
MSFT
Microsoft Corp
2.82%
21.1%1,950$721.8K
7
GOOG
Alphabet Inc. C
2.80%
23.9%2,500$717.1K
8
AFL
Aflac Inc.
2.79%
26.7%6,500$713.1K
9Cullen/Frost Bankers, Inc.
2.68%
29.4%5,000$685.4K
10
HSY
Hershey Co.
2.68%
32.1%3,300$686.0K
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Themes in the top 10
Energy SecurityInflation ProtectionAsset ManagementMarket InfrastructureGlobal BankingDerivatives TradingEnergy TransitionClean EnergyClimate SolutionsEnvironmental SolutionsPharmaceuticalsMedical DevicesArtificial IntelligenceCloud ComputingCybersecurity

LKBLX Mutual Fund Top Holdings

LKBLX holdings top 10 positions. The top 10 holdings account for 32.1% of the fund, led by Texas Pacific Land Trust at 4.8%, Berkshire Hathaway Inc Brk/B Us Equity at 4.1%, Phillips 66 at 3.3%.

LKBLX portfolio concentration is moderate, with the top 10 representing 32.1% of total assets. The largest sector exposure is Financials at 27.0%.

LKBLX sectors provide a detailed breakdown. LKBLX overlap shows how holdings compare to other funds in your portfolio.