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Portfolio (Quarterly) Guide ↗

KING LUTHER CAPITAL MANAGEMENT CORP

· CIK 0000310051
13F Portfolio $23.1B AUM 601 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 155 Added 250 Reduced 45 Exited
Page 4 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHC SCHWAB STRATEGIC TR 153,528.0 $7.2M 0.03% +70K +82.9% $46.74 +5.6%
62 GBCI GLACIER BANCORP INC NEW Financial Services 160,418.0 $7.2M 0.03% +74K +86.3% $44.67 +8.4%
63 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 375,098.0 $7.1M 0.03% +61K +19.4% $18.83 +28.9%
64 CBRE CBRE GROUP INC Real Estate 51,301.0 $6.9M 0.03% +4K +8.7% $135.46 -2.9%
65 GLW CORNING INC Technology 50,754.0 $6.9M 0.03% +370.0 +0.7% $135.97 +43.4%
66 UMBF UMB FINL CORP Financial Services 59,066.0 $6.7M 0.03% +4K +6.9% $112.79 +18.0%
67 MGNI MAGNITE INC Communication Services 531,066.0 $6.3M 0.03% +15K +3.0% $11.88 +50.6%
68 FSV FIRSTSERVICE CORP NEW Real Estate 45,156.0 $6.3M 0.03% +4K +8.6% $138.94 -0.8%
69 COF CAPITAL ONE FINL CORP Financial Services 33,422.0 $6.1M 0.03% +1K +4.5% $182.43 +10.5%
70 VXF VANGUARD INDEX FDS 29,526.0 $6.1M 0.03% +734.0 +2.5% $205.80 +17.1%
71 WFC WELLS FARGO & CO NEW Financial Services 72,534.0 $5.8M 0.03% +1K +1.8% $79.61 +3.3%
72 BRZE BRAZE INC Technology 242,074.0 $5.7M 0.03% +27K +12.6% $23.61 -15.0%
73 CWST CASELLA WASTE SYS INC Industrials 71,590.0 $5.7M 0.03% +5K +7.9% $79.34 +9.6%
74 MAR MARRIOTT INTL INC NEW Consumer Cyclical 16,895.0 $5.5M 0.02% +11K +177.9% $327.07 +21.1%
75 NXST NEXSTAR MEDIA GROUP INC Communication Services 30,530.0 $5.5M 0.02% +1K +3.5% $180.83 -9.2%
76 PLD PROLOGIS INC Real Estate 40,192.0 $5.3M 0.02% +4K +10.7% $132.18 +6.3%
77 PIPER SANDLER COMPANIES 68,920.0 $5.3M 0.02% +49K +247.3% $76.55
78 QTWO Q2 HLDGS INC Technology 109,177.0 $5.2M 0.02% +15K +16.4% $47.30 -9.4%
79 EXP EAGLE MATERIALS INC Basic Materials 27,192.0 $5.2M 0.02% +921.0 +3.5% $189.45 +18.5%
80 WK WORKIVA INC Technology 83,561.0 $5.0M 0.02% +3K +4.3% $59.63 -20.6%
Page 4 of 8  ·  155 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Industrials 20.2%
Financial Services 10.4%
Healthcare 10.2%
Communication Services 8.1%
Consumer Cyclical 7.6%
Energy 7.2%
Basic Materials 4.8%
Consumer Defensive 4.7%
Utilities 0.5%