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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 13 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MPC MARATHON PETE CORP Energy 979.0 $239K 0.00% -565.0 -36.6% $244.18 -0.5%
242 AEE AMEREN CORP Utilities 2,154.0 $237K 0.00% -60.0 -2.7% $109.92 -1.1%
243 IJS ISHARES TR 1,912.0 $226K 0.00% -150.0 -7.3% $118.45 +12.6%
244 HYG ISHARES TR 2,793.0 $222K 0.00% -2K -41.8% $79.56 +0.6%
245 WBD WARNER BROS DISCOVERY INC Communication Services 8,040.0 $221K 0.00% -10K -56.4% $27.46 -4.4%
246 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 802.0 $221K 0.00% -200.0 -20.0% $275.18 +13.6%
247 XLF SELECT SECTOR SPDR TR 4,372.0 $216K 0.00% -1K -24.3% $49.37 +8.5%
248 GBX GREENBRIER COS INC Industrials 4,000.0 $211K 0.00% -1K -20.0% $52.65 -5.6%
249 RALLIANT CORP 4,846.0 $202K 0.00% -43K -90.0% $41.59
250 ENVX ENOVIX CORPORATION Industrials 10,000.0 $52K -25K -71.4% $5.18 +36.7%
Page 13 of 13  ·  250 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%