LKCM International Equity Fund

Schedule of Investments

March 31, 2026 (Unaudited)

 

     
COMMON STOCKS - 88.8%    Shares      Value 

Australia - 1.8%

     

Capital Markets - 1.8%

     

Macquarie Group Ltd.

     11,836       $     1,681,385   
     

 

 

 

Canada - 9.0%

     

Banks - 2.2%

     

Royal Bank of Canada

     12,857        2,078,414  
     

 

 

 

Ground Transportation - 2.1%

     

Canadian Pacific Kansas City Ltd.

     24,583        1,934,513  
     

 

 

 

Oil, Gas & Consumable Fuels - 4.7%

     

Cameco Corp.

     20,960        2,279,368  

Canadian Natural Resources Ltd.

     43,903        2,141,656  
     

 

 

 

        4,421,024  
     

 

 

 

Total Canada

        8,433,951  
     

 

 

 

Finland - 1.9%

     

Banks - 1.9%

     

Nordea Bank Abp

     105,105        1,802,859  
     

 

 

 

France - 12.4%

     

Aerospace & Defense - 1.5%

     

Safran SA

     4,244        1,388,768  
     

 

 

 

Chemicals - 2.2%

     

Air Liquide SA

     10,171        2,102,341  
     

 

 

 

Commercial Services & Supplies - 2.1%

     

Elis SA

     70,147        1,986,463  
     

 

 

 

Electrical Equipment - 1.9%

     

Schneider Electric SA

     6,468        1,761,773  
     

 

 

 

IT Services - 0.9%

     

Capgemini SE

     6,766        798,381  
     

 

 

 

Personal Care Products - 2.0%

     

L’Oreal SA

     4,497        1,836,091  
     

 

 

 

Textiles, Apparel & Luxury Goods - 1.8%

     

LVMH Moet Hennessy Louis Vuitton SE

     3,098        1,693,529  

Total France

        11,567,346  
     

 

 

 

Germany - 11.4%

     

Diversified Telecommunication Services - 2.2%

     

Deutsche Telekom AG

     54,528        2,035,173  
     

 

 

 

Insurance - 2.1%

     

Allianz SE

     4,709        1,988,708  
     

 

 

 

Semiconductors & Semiconductor Equipment - 2.1%

     

Infineon Technologies AG

     43,287        1,963,773  
     

 

 

 

Software - 3.1%

     

Nemetschek SE

     16,870        1,262,894  

SAP SE

     9,892        1,686,423  
     

 

 

 

        2,949,317  
     

 

 

 

Textiles, Apparel & Luxury Goods - 1.9%

     

Adidas AG

     10,837        1,754,050  
     

 

 

 

Total Germany

        10,691,021  
     

 

 

 


Ireland - 1. 7%

     

Construction Materials - 1.7%

     

CRH PLC

     15,479        1,627,152   
     

 

 

 

Italy - 2.1%

     

Pharmaceuticals - 1.5%

     

Recordati Industria Chimica e Farmaceutica SpA

     24,501        1,402,899  
     

 

 

 

Textiles, Apparel & Luxury Goods - 0.6%

     

Moncler SpA

     9,372        564,277  
     

 

 

 

Total Italy

        1,967,176  
     

 

 

 

Japan - 4.6%

     

Chemicals - 2.2%

     

Shin-Etsu Chemical Co. Ltd.

     50,057        2,038,261  
     

 

 

 

Insurance - 2.4%

     

Tokio Marine Holdings, Inc.

     47,951        2,250,867  
     

 

 

 

Total Japan

        4,289,128  
     

 

 

 

Netherlands - 7.7%

     

Banks - 2.2%

     

ING Groep NV

     78,413        2,035,351  
     

 

 

 

Capital Markets - 2.1%

     

Euronext NV (a)

     12,068        1,937,912  
     

 

 

 

Food Products - 0.1%

     

Magnum Ice Cream Co. NV (b)

     5,173        76,124  
     

 

 

 

Professional Services - 0.6%

     

Wolters Kluwer NV

     7,600        567,634  
     

 

 

 

Semiconductors & Semiconductor Equipment - 2.7%

     

ASML Holding NV

     1,907        2,535,858  
     

 

 

 

Total Netherlands

        7,152,879  
     

 

 

 

Norway - 2.3%

     

Diversified Telecommunication Services - 2.3%

     

Telenor ASA

     121,174        2,137,946  
     

 

 

 

Spain - 1.6%

     

Machinery - 1.6%

     

Fluidra SA

     65,537        1,520,213  
     

 

 

 

Sweden - 1.9%

     

Financial Services - 1.9%

     

Investor AB (b)

     45,816        1,735,269  
     

 

 

 

Switzerland - 10.4%

     

Beverages - 2.1%

     

Coca-Cola HBC AG

     34,767        1,958,385  
     

 

 

 

Capital Markets - 2.0%

     

Julius Baer Group Ltd.

     25,092        1,845,617  
     

 

 

 

Electrical Equipment - 2.0%

     

ABB Ltd.

     23,792        1,934,479  
     

 

 

 

Health Care Equipment & Supplies - 2.0%

     

Alcon AG

     24,983        1,888,471  
     

 

 

 

Life Sciences Tools & Services - 2.3%

     

Lonza Group AG

     3,327        2,134,332  

Total Switzerland

        9,761,284  


     

 

 

 

United Kingdom - 20.0%

     

Aerospace & Defense - 2.2%

     

BAE Systems PLC

     69,935        2,050,377   
     

 

 

 

Banks - 2.0%

     

Barclays PLC

     355,842        1,862,282  
     

 

 

 

Electronic Equipment, Instruments & Components - 2.3%

     

Halma PLC

     41,526        2,119,090  
     

 

 

 

Hotels, Restaurants & Leisure - 3.6%

     

Compass Group PLC (b)

     59,214        1,652,115  

InterContinental Hotels Group PLC

     12,685        1,672,833  
     

 

 

 

        3,324,948  
     

 

 

 

Oil, Gas & Consumable Fuels - 2.4%

     

Shell PLC

     48,337        2,238,716  
     

 

 

 

Personal Care Products - 1.4%

     

Unilever PLC

     24,757        1,359,136  
     

 

 

 

Pharmaceuticals - 4.4%

     

AstraZeneca PLC

     10,956        2,142,323  

Haleon PLC

     390,041        1,930,298  
     

 

 

 

        4,072,621  
     

 

 

 

Software - 0.2%

     

Sage Group PLC

     19,115        214,190  
     

 

 

 

Trading Companies & Distributors - 1.5%

     

Diploma PLC

     17,558        1,401,857  
     

 

 

 

Total United Kingdom

        18,643,217  
     

 

 

 

TOTAL COMMON STOCKS (Cost $61,362,293)

        83,010,826  
     

 

 

 

     
     
PREFERRED STOCKS - 2.1%    Shares      Value  

Germany - 2.1%

     

Life Sciences Tools & Services - 2.1%

     

Sartorius AG, 0.00%

     7,719        1,931,432  
     

 

 

 

TOTAL PREFERRED STOCKS (Cost $2,002,006)

        1,931,432  
     

 

 

 

SHORT-TERM INVESTMENTS

     
     
MONEY MARKET FUNDS - 8.8%    Shares      Value  

Fidelity Government Portfolio - Institutional Class, 3.53% (c)

     2,726,876        2,726,876  

Invesco Government & Agency Portfolio - Institutional Class, 3.58% (c)

     2,732,293        2,732,293  

MSILF Government Portfolio - Institutional Class, 3.57% (c)

     2,732,292        2,732,292  
     

 

 

 

TOTAL MONEY MARKET FUNDS (Cost $8,191,461)

        8,191,461  
     

 

 

 

TOTAL INVESTMENTS - 99.7% (Cost $71,555,760)

        93,133,719  

Other Assets in Excess of Liabilities - 0.3%

        323,081  
     

 

 

 

TOTAL NET ASSETS - 100.0%

       $    93,456,800  
     

 

 

 

Percentages are stated as a percent of net assets.

PLC - Public Limited Company

The Global Industry Classification Standard (“GICS®”) was developed by and/or is the exclusive property of MSCI, Inc. (“MSCI”) and Standard & Poor’s Financial Services LLC (“S&P”). GICS® is a service mark of MSCI and S&P and has been licensed for use by U.S. Bank Global Fund Services.

 

(a)

Security is exempt from registration pursuant to Rule 144A under the Securities Act of 1933, as amended. These securities may only be resold in transactions exempt from registration to qualified institutional investors. As of March 31, 2026, the value of these securities total $1,937,912 or 2.1% of the Fund’s net assets.

(b)

Non-income producing security.

(c)

The rate shown represents the 7-day annualized yield as of March 31, 2026.


Summary of Fair Value Disclosure as of March 31, 2026 (Unaudited)

LKCM International Equity Fund (the “Fund”) has adopted fair value accounting standards which establish a definition of fair value and set out a hierarchy for measuring fair value. These standards require additional disclosures about the various inputs and valuation techniques used to develop the measurements of fair value, a discussion of changes in valuation techniques and related inputs during the period, and expanded disclosure of valuation levels for major security types. These inputs are summarized in the three broad levels listed below. The inputs or valuation methodology used for valuing securities are not an indication of the risk associated with investing in those securities.

Level 1 - Unadjusted quoted prices in active markets for identical assets or liabilities that the Fund has the ability to access.

Level 2 - Observable inputs other than quoted prices included in Level 1 that are observable for the asset or liability, either directly or indirectly. These inputs may include quoted prices for the identical instrument on an inactive market, prices for similar instruments, interest rates, prepayment speeds, credit risk, yield curves, default rates and similar data.

Level 3 - Unobservable inputs for the asset or liability, to the extent relevant observable inputs are not available, representing the Fund’s own assumptions about the assumptions a market participant would use in valuing the asset or liability, and based on the best information available.

The following is a summary of the fair valuation hierarchy of the Fund’s securities as of March 31, 2026:

 

    

Level 1

    

Level 2

    

Level 3

    

Total

 

Investments:

           

Common Stocks:

           

Australia

   $      $ 1,681,385      $      $ 1,681,385  

Canada

     8,433,951                      8,433,951  

Finland

            1,802,859               1,802,859  

France

            11,567,346               11,567,346  

Germany

            10,691,021               10,691,021  

Ireland

     1,627,152                      1,627,152  

Italy

            1,967,176               1,967,176  

Japan

            4,289,128               4,289,128  

Netherlands

            7,152,879               7,152,879  

Norway

            2,137,946               2,137,946  

Spain

            1,520,213               1,520,213  

Sweden

            1,735,269               1,735,269  

Switzerland

            9,761,284               9,761,284  

United Kingdom

            18,643,217               18,643,217  
  

 

 

    

 

 

    

 

 

    

 

 

 

 Common Stocks - Total

     10,061,103        72,949,723               83,010,826  

Preferred Stocks:

           

Germany

   $      $ 1,931,432      $      $ 1,931,432  
  

 

 

    

 

 

    

 

 

    

 

 

 

 Preferred Stocks - Total

            1,931,432               1,931,432  

 Money Market Funds

     8,191,461                      8,191,461  
  

 

 

    

 

 

    

 

 

    

 

 

 

Total Investments

   $    18,252,564      $    74,881,155      $       –      $    93,133,719  
  

 

 

    

 

 

    

 

 

    

 

 

 

Allocation of Portfolio Holdings by Country as of March 31, 2026

(% of Net Assets)

 

United Kingdom

   $ 18,643,217        20.0%  

Germany

     12,622,453        13.5  

France

     11,567,346        12.4  

Switzerland

     9,761,284        10.4  

Canada

     8,433,951        9.0  

Netherlands

     7,152,879        7.7  

Japan

     4,289,128        4.6  

Norway

     2,137,946        2.3  

Italy

     1,967,176        2.1  

Finland

     1,802,859        1.9  

Sweden

     1,735,269        1.9  

Australia

     1,681,385        1.8  

Ireland

     1,627,152        1.7  

Spain

     1,520,213        1.6  

United States

     8,191,461        8.8  

Other Assets in Excess of Liabilities

     323,081        0.3  
  

 

 

    

 

 

 
    $    93,456,800           100.0%  
  

 

 

    

 

 

 


Sector Classification as of March 31, 2026

(% of Net Assets)

 

Financials

   $ 19,218,664        20.6%  

Industrials

     14,546,077        15.5  

Health Care

     11,429,755        12.3  

Information Technology

     10,580,609        11.3  

Consumer Discretionary

     7,336,804        7.9  

Energy

     6,659,740        7.1  

Materials

     5,767,754        6.1  

Consumer Staples

     5,229,736        5.6  

Communication Services

     4,173,119        4.5  

Money Market Funds

     8,191,461        8.8  

Other Assets in Excess of Liabilities

     323,081        0.3  
  

 

 

    

 

 

 
   $    93,456,800           100.0%