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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 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 IJK ISHARES TR 2,158 $209K 0.00% SOLD
42 THE BALDWIN INSURANCE GRP IN 8,560 $206K 0.00% SOLD
43 MCW MISTER CAR WASH INC Consumer Cyclical 32,030 $178K 0.00% SOLD
44 NOK NOKIA CORP Technology 18,999 $123K SOLD
45 RXRX RECURSION PHARMACEUTICALS IN Healthcare 20,000 $82K SOLD
Page 3 of 3  ·  45 positions
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%