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Portfolio (Quarterly) Guide ↗

KING LUTHER CAPITAL MANAGEMENT CORP

· CIK 0000310051
13F Portfolio $24.6B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 606 New
Page 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EVI EVI INDS INC Industrials 230,500.0 $5.7M 0.02% NEW $24.64 -39.1%
242 VNT VONTIER CORPORATION Technology 152,535.0 $5.7M 0.02% NEW $37.18 -23.1%
243 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 90,968.0 $5.6M 0.02% NEW $61.69 -21.9%
244 ONON ON HLDG AG Consumer Cyclical 120,426.0 $5.6M 0.02% NEW $46.48 -23.5%
245 JBHT HUNT J B TRANS SVCS INC Industrials 28,522.0 $5.5M 0.02% NEW $194.34 +49.3%
246 MGY MAGNOLIA OIL & GAS CORP Energy 249,601.0 $5.5M 0.02% NEW $21.89 +14.1%
247 NTRS NORTHERN TR CORP Financial Services 39,993.0 $5.5M 0.02% NEW $136.59 +28.6%
248 GWW GRAINGER W W INC Industrials 5,409.0 $5.5M 0.02% NEW $1009.05 +32.6%
249 EXP EAGLE MATERIALS INC Basic Materials 26,271.0 $5.4M 0.02% NEW $206.68 +6.0%
250 YEXT YEXT INC Technology 671,291.0 $5.4M 0.02% NEW $8.06 -39.5%
251 PSX PHILLIPS 66 Energy 41,854.0 $5.4M 0.02% NEW $129.04 +35.2%
252 VTEB VANGUARD MUN BD FD INC 105,982.0 $5.3M 0.02% NEW $50.29 +0.4%
253 AEM AGNICO EAGLE MINES LTD Basic Materials 30,651.0 $5.2M 0.02% NEW $169.53 -8.7%
254 AROC ARCHROCK INC Energy 198,712.0 $5.2M 0.02% NEW $26.02 +49.0%
255 IWB ISHARES TR 13,810.0 $5.2M 0.02% NEW $373.44 +9.5%
256 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 314,096.0 $5.1M 0.02% NEW $16.35 +50.0%
257 HTH HILLTOP HOLDINGS INC Financial Services 150,398.0 $5.1M 0.02% NEW $33.94 +16.0%
258 BSX BOSTON SCIENTIFIC CORP Healthcare 52,621.0 $5.0M 0.02% NEW $95.35 -54.8%
259 GE GE AEROSPACE Industrials 16,273.0 $5.0M 0.02% NEW $308.03 +21.7%
260 ONESTREAM INC 268,054.0 $4.9M 0.02% NEW $18.38
Page 13 of 31  ·  606 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 29.2%
Industrials 18.7%
Financial Services 11.2%
Healthcare 10.3%
Communication Services 8.4%
Consumer Cyclical 7.6%
Energy 5.1%
Basic Materials 4.6%
Consumer Defensive 4.3%
Utilities 0.5%