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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,654.0 $484K 0.00% +684.0 +34.7% $182.33 +21.3%
142 RY ROYAL BK CDA Financial Services 2,944.0 $476K 0.00% +176.0 +6.4% $161.78 +24.6%
143 ING ING GROEP N.V. Financial Services 16,949.0 $442K 0.00% +1K +6.6% $26.05 +20.4%
144 DOV DOVER CORP Industrials 2,070.0 $431K 0.00% +40.0 +2.0% $208.45 +7.3%
145 BP BP PLC Energy 9,173.0 $431K 0.00% +1K +15.5% $47.00 -16.8%
146 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,100.0 $431K 0.00% +100.0 +10.0% $391.76 +173.2%
147 BCS BARCLAYS PLC Financial Services 18,669.0 $395K 0.00% +2K +10.5% $21.16 +24.3%
148 JNK SPDR SER TR 3,949.0 $378K 0.00% +39.0 +1.0% $95.73 +0.7%
149 CSX CSX CORP Industrials 8,554.0 $351K 0.00% +881.0 +11.5% $41.05 +11.2%
150 MNKD MANNKIND CORP Healthcare 138,605.0 $340K 0.00% +36K +34.6% $2.45 +60.8%
151 OMC OMNICOM GROUP INC Communication Services 4,189.0 $315K 0.00% +153.0 +3.8% $75.31 -5.3%
152 PCAR PACCAR INC Industrials 2,557.0 $295K 0.00% +249.0 +10.8% $115.50 +3.0%
153 D DOMINION ENERGY INC Utilities 4,319.0 $267K 0.00% +258.0 +6.3% $61.82 +10.7%
154 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 21,453.0 $247K 0.00% +780.0 +3.8% $11.50 +4.1%
155 XLG INVESCO EXCHANGE TRADED FD T 4,135.0 $226K 0.00% +135.0 +3.4% $54.55 +13.2%
Page 8 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%