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LKCM Funds
fund voting report
- Vote records reported
- 4,499year to 30 June 2026
- Against management
- 7.1%297 of 4,185 marked votes
- Say-on-pay support
- 90.4%for, of for + against + abstain
- Shareholder-proposal support
- 30.9%for, of for + against + abstain
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2026, LKCM Funds reported 4,499 vote records on Form N-PX. 297 of the 4,185 votes that were marked for or against management went against management: 7.1%, close to the median fund registrant (6.2%).
Weighted by the number of shares voted, the against-management share is 6.5%. The two figures differ when the votes against management fall on larger or smaller holdings than the rest.
On pay and on shareholder proposals: it voted for 90.4% of the section 14A say-on-pay items it reported (the median fund registrant: 91.6%) and it voted for 30.9% of the proposals put forward by security holders (the median fund registrant: 27.5%).
By category, votes against management were most frequent in HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE (17.4% of 46), ENVIRONMENT OR CLIMATE (16.7% of 48) and OTHER SOCIAL ISSUES (14.4% of 90).
Compared with other filers
Each rate is defined once, in the methodology. The median is taken over 1,241 fund registrants with at least 25 vote records in the season.
| year to 30 June 2026 | This filer | Median fund registrant | All filers pooled |
|---|---|---|---|
| Against-management share | 7.1% | 6.2% | 10.6% |
| Say-on-pay support rate | 90.4% | 91.6% | 86.0% |
| Shareholder-proposal support rate | 30.9% | 27.5% | 33.9% |
| Shares on loan, share of shares held | 0.00% | 0.00% | 3.12% |
| Largest families, year to 30 June 2026 | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|
| Vanguard | 20.1% | 94.1% | 42.0% |
| BlackRock and iShares | 7.5% | 88.3% | 11.9% |
| Fidelity | 6.0% | 94.7% | 27.6% |
| Dimensional | 16.4% | 78.9% | 57.4% |
| State Street and SPDR | 16.9% | 77.1% | 50.4% |
Of the 4,499 vote records in this filing, 291 carry something the form does not expect: a missing vote source or category, a record with no vote line, a meeting date that cannot be read, or a security identifier this site could not use. They are counted as filed. What is checked
Votes by category
Filers choose one or more categories for each vote, so a vote can appear in more than one row. Category names are printed as Form N-PX defines them.
| Category (as the form names it) | Votes | For | Against | Against management | Split |
|---|---|---|---|---|---|
| DIRECTOR ELECTIONS | 2,586 | 2,436 | 57 | 5.7% | |
| SECTION 14A SAY-ON-PAY VOTES | 344 | 292 | 31 | 9.9% | |
| AUDIT-RELATED | 336 | 331 | 4 | 1.5% | |
| SHAREHOLDER RIGHTS AND DEFENSES | 16 | 13 | 3 | 62.5% | |
| EXTRAORDINARY TRANSACTIONS | 4 | 4 | 0 | 0.0% | |
| CAPITAL STRUCTURE | 236 | 234 | 2 | 0.0% | |
| COMPENSATION | 190 | 159 | 31 | 14.0% | |
| CORPORATE GOVERNANCE | 333 | 292 | 41 | 13.6% | |
| ENVIRONMENT OR CLIMATE | 48 | 10 | 38 | 16.7% | |
| HUMAN RIGHTS OR HUMAN CAPITAL/WORKFORCE | 46 | 8 | 38 | 17.4% | |
| DIVERSITY, EQUITY, AND INCLUSION | 7 | 1 | 6 | 14.3% | |
| OTHER SOCIAL ISSUES | 90 | 33 | 57 | 14.4% | |
| OTHER | 95 | 73 | 20 | 13.5% |
By season
| Season | Vote records | Against management | Say-on-pay support | Shareholder-proposal support | Split |
|---|---|---|---|---|---|
| year to 30 June 2024 | 4,843 | 16.4% | 85.8% | 43.7% | |
| year to 30 June 2025 | 4,672 | 8.0% | 88.0% | 31.4% | |
| year to 30 June 2026 | 4,499 | 7.1% | 90.4% | 30.9% |
Say-on-pay votes against management
Counting one say-on-pay item per company meeting, LKCM Funds voted against management on 21 of the 222 it marked either way (9.5%) in the year to 30 June 2026.
A further 1 say-on-pay item was reported without a management mark and are left out of both sides of that fraction.
- Alphabet Inc. 5 Jun 2026
- Oracle Corporation 18 Nov 2025
- Thermo Fisher Scientific Inc. 20 May 2026
- American Express Company 5 May 2026
- Adobe Inc. 15 Apr 2026
- The Charles Schwab Corporation 21 May 2026
- Palo Alto Networks, Inc. 9 Dec 2025
- Zoetis Inc. 20 May 2026
- L3Harris Technologies, Inc. 11 May 2026
- IDEX Corporation 6 May 2026
- Corpay, Inc. 7 May 2026
- Wingstop Inc. 21 May 2026
- Upwork Inc. 4 Jun 2026
- Braze, Inc. 30 Jun 2026
- ON HOLDING AG 28 May 2026
- LVMH Moet Hennessy Louis Vuitton SE 23 Apr 2026
- Hilltop Holdings, Inc. 24 Jul 2025
- Miami International Holdings, Inc. 16 Jun 2026
- Colliers International Group Inc. 31 Mar 2026
- Recordati SpA 29 Apr 2026
- Nemetschek SE 21 May 2026
Shareholder proposals it supported
Of 132 proposals from security holders that could be told apart in the filings and on which it cast a vote, LKCM Funds voted for 35 (26.5%). Titles are the most common wording among filers; where a wording could name a person, the SEC category is printed instead.
| Company | Meeting | Proposal |
|---|---|---|
| Microsoft Corporation | 5 Dec 2025 | Report on Human Rights Due Diligence |
| Microsoft Corporation | 5 Dec 2025 | Report on Data Operations in Human Rights Hotspots |
| NVIDIA Corporation | 24 Jun 2026 | Approval of a non-binding stockholder proposal requesting the replacement of supermajority voting... |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding a report on AI data usage oversight |
| Alphabet Inc. | 5 Jun 2026 | Shareholder proposal regarding equal shareholder voting |
| Visa Inc. | 27 Jan 2026 | Shareholder proposal on shareholder right to act by written consent. |
| JPMorgan Chase & Co. | 19 May 2026 | Independent board chairman |
| Mastercard Incorporated | 16 Jun 2026 | Consideration of a stockholder proposal regarding shareholder right to act by written consent |
| Netflix, Inc. | 4 Jun 2026 | Stockholder proposal entitled, "Proposal 4 - Shareholder Right to Act by Written Consent," |
| Bank of America Corporation | 4 May 2026 | Shareholder proposal requesting independent board chair |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report on Human Rights Oversight. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Independent Board Chair. |
| PEPSICO, INC. | 6 May 2026 | Shareholder Proposal - Report Evaluating the Treatment of Animals within Supply Chain. |
| QUALCOMM Incorporated | 17 Mar 2026 | Stockholder proposal entitled "Shareholder Ability to Call for a Special Meeting." |
| ConocoPhillips | 12 May 2026 | Stockholder Proposal - Independent Board Chairman. |
| Adobe Inc. | 15 Apr 2026 | Environment or climate |
| Adobe Inc. | 15 Apr 2026 | Stockholder Proposal Regarding Board Matrix. |
| HONEYWELL INTERNATIONAL INC. | 22 May 2026 | Shareowner Proposal - Shareholder Right to Act by Written Consent. |
| Palo Alto Networks, Inc. | 9 Dec 2025 | To consider and vote upon a shareholder proposal, if properly presented at the Annual Meeting, regarding... |
| EXXON MOBIL CORPORATION | 27 May 2026 | Proposal requesting Company to modify its Voluntary Retail Voting Program to provide multiple options not... |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding annual vote regarding executive pay. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding disclosure of voting results by share class. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding dual class capital structure. |
| Meta Platforms, Inc. | 27 May 2026 | A shareholder proposal regarding report on Al data usage oversight. |
| Zoetis Inc. | 20 May 2026 | Shareholder proposal to permit shareholder action by written consent. |
| The Sherwin-Williams Company | 22 Apr 2026 | Shareholder Proposal Regarding Shareholder Ability to Call a Special Meeting |
| O'Reilly Automotive, Inc. | 14 May 2026 | Shareholder proposal entitled "Avoid Brand Damage due to Corporate Political Spending." |
| L3Harris Technologies, Inc. | 11 May 2026 | Shareholder Proposal titled "Improve Shareholder Ability to Call for a Special Shareholder Meeting". |
| Cintas Corporation | 28 Oct 2025 | A shareholder proposal regarding support for shareholder ability to call for a special shareholder meeting. |
| Verisk Analytics, Inc. | 19 May 2026 | Shareholder Proposal - Shareholder Right to Act by Written Consent. |
| Corpay, Inc. | 7 May 2026 | Shareholder proposal regarding an independent Board Chair requirement |
| Medpace Holdings, Inc. | 15 May 2026 | Stockholder proposal regarding giving shareholders an ability to call for a special shareholder meeting |
| Eagle Materials Inc. | 4 Aug 2025 | Non-binding advisory stockholder proposal requesting the declassification of our Board of Directors. |
| Moncler SpA | 21 Apr 2026 | Shareholder proposal: AUDIT-RELATED |
| Recordati SpA | 29 Apr 2026 | Shareholder proposal: AUDIT-RELATED |
Shares on loan
LKCM Funds reported no shares on loan for the year to 30 June 2026. Shares lent out at the record date cannot be voted by the lender, which is why Form N-PX asks for the figure. More on lending and votes.
Fund series in this filing
6 series reported votes. A vote record can list several series. Series with 500 or more vote records have their own page.
| Series | Vote records | Against management | Say-on-pay support | Shareholder-proposal support |
|---|---|---|---|---|
| LKCM INTERNATIONAL EQUITY FUND | 1,273 | 4.1% | 94.4% | 11.1% |
| LKCM Balanced Fund | 815 | 5.3% | 94.6% | 22.6% |
| LKCM Small Cap Equity Fund | 671 | 8.5% | 91.4% | not reported |
| LKCM Equity Fund | 628 | 4.3% | 93.8% | 19.7% |
| LKCM Aquinas Catholic Equity Fund | 590 | 15.0% | 74.4% | 59.6% |
| LKCM Small-Mid Cap Equity Fund | 522 | 8.1% | 92.0% | not reported |
The filings
These figures are read from the filer's own Form N-PX. If a vote on this page looks wrong, the filing is the record: a dispute about a filed vote is a matter for the filer, and an error in how this site read the filing is a matter for corrections.
- N-PX filed 11 Aug 2026 accession 0001438934-26-000678
- Every N-PX filing by this filer on EDGAR
Questions
How did LKCM Funds vote on executive pay?
In the year to 30 June 2026 LKCM Funds reported 322 votes in the category SECTION 14A SAY-ON-PAY VOTES that were cast for, against or abstain. 291 were for (90.4%), 31 against and 0 abstentions. Counting one item per company meeting, it voted against management on 21 of the 222 say-on-pay items it marked either way. A further 1 say-on-pay item was reported without a management mark and are not counted in that figure.
How often does LKCM Funds vote against management?
7.1% of the time in the year to 30 June 2026: 297 of the 4,185 votes it marked as for or against management. Form N-PX asks each filer to state, vote by vote, whether the vote was for or against management's recommendation; this figure counts those marks.
Did LKCM Funds support shareholder proposals on climate?
In the category ENVIRONMENT OR CLIMATE it reported 46 votes on proposals from security holders in the year to 30 June 2026 and voted for 8 of them (17.4%). Across every category it voted for 30.9% of security-holder proposals. Filers choose the category for each vote, so the same proposal can sit in different categories in different filings.
Is this the result of the meetings?
No. Form N-PX shows how this filer voted the shares it held. It does not show how other shareholders voted or whether a proposal was approved. Companies report certified results separately, on Form 8-K.
Where does the data come from?
From the Form N-PX filings of this filer on the SEC's EDGAR system, read as filed. The SEC does not verify the contents. Amended filings (N-PX/A) replace the filings they amend. Data on this page runs through 23 Sep 2026.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings by LKCM Funds (filer no. 918942), read as filed and not verified by the SEC. Amended filings replace the filings they amend. Filings read through 23 Sep 2026; page built 26 Sep 2026.