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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 15 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRTO CRITEO S A Communication Services 188,910.0 $3.9M 0.02% NEW $20.61 -10.4%
282 NKE NIKE INC Consumer Cyclical 60,300.0 $3.8M 0.02% NEW $63.71 -32.4%
283 MTN VAIL RESORTS INC Consumer Cyclical 28,873.0 $3.8M 0.02% NEW $132.80 +2.7%
284 IJR ISHARES TR 31,847.0 $3.8M 0.02% NEW $120.18 +22.8%
285 SCHC SCHWAB STRATEGIC TR 83,960.0 $3.8M 0.02% NEW $45.53 +5.9%
286 GBCI GLACIER BANCORP INC NEW Financial Services 86,092.0 $3.8M 0.01% NEW $44.05 +19.8%
287 FFIN FIRST FINL BANKSHARES INC Financial Services 126,216.0 $3.8M 0.01% NEW $29.87 +18.7%
288 CALM CAL MAINE FOODS INC Consumer Defensive 47,206.0 $3.8M 0.01% NEW $79.57 +1.1%
289 KGS KODIAK GAS SVCS INC Energy 99,703.0 $3.7M 0.01% NEW $37.40 +93.6%
290 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 76,684.0 $3.7M 0.01% NEW $48.58 +70.7%
291 ADUS ADDUS HOMECARE CORP Healthcare 34,416.0 $3.7M 0.01% NEW $107.39 -4.8%
292 ISRG INTUITIVE SURGICAL INC Healthcare 6,512.0 $3.7M 0.01% NEW $566.36 -29.0%
293 VCLT VANGUARD SCOTTSDALE FDS 47,254.0 $3.6M 0.01% NEW $75.85 -1.6%
294 SBUX STARBUCKS CORP Consumer Cyclical 42,401.0 $3.6M 0.01% NEW $84.21 +22.8%
295 MTLS MATERIALISE NV Technology 628,750.0 $3.5M 0.01% NEW $5.55 +28.1%
296 CROX CROCS INC Consumer Cyclical 40,652.0 $3.5M 0.01% NEW $85.52 +45.2%
297 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 72,528.0 $3.4M 0.01% NEW $46.69 -5.5%
298 EXACT SCIENCES CORP 32,749.0 $3.3M 0.01% NEW $101.56
299 SYY SYSCO CORP Consumer Defensive 44,831.0 $3.3M 0.01% NEW $73.69 +13.4%
300 FOUR SHIFT4 PMTS INC Technology 52,346.0 $3.3M 0.01% NEW $62.97 -21.8%
Page 15 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%