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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 19 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SU SUNCOR ENERGY INC NEW Energy 25,479.0 $1.7M 0.01% -2K -5.7% $66.11 -16.3%
362 HLI HOULIHAN LOKEY INC Financial Services 11,725.0 $1.7M 0.01% -35K -74.8% $143.62 -2.0%
363 DUK DUKE ENERGY CORP NEW Utilities 12,756.0 $1.7M 0.01% -240.0 -1.9% $130.94 -5.4%
364 TPR TAPESTRY INC Consumer Cyclical 11,833.0 $1.7M 0.01% $141.11 +1.7%
365 YEXT YEXT INC Technology 426,675.0 $1.6M 0.01% -245K -36.4% $3.84 -1.0%
366 CNQ CANADIAN NAT RES LTD Energy 33,142.0 $1.6M 0.01% $48.73 -15.8%
367 SAP SAP SE Technology 9,370.0 $1.6M 0.01% +7K +393.4% $171.21 -9.3%
368 BND VANGUARD BD INDEX FD INC 21,741.0 $1.6M 0.01% $73.64 -0.4%
369 XLK SELECT SECTOR SPDR TR 11,872.0 $1.6M 0.01% -420.0 -3.4% $132.90 +44.1%
370 SPYM SPDR SERIES TRUST 20,551.0 $1.6M 0.01% $76.54 +14.8%
371 IRM IRON MTN INC NEW Real Estate 15,302.0 $1.6M 0.01% -627.0 -3.9% $102.14 +25.2%
372 LNG CHENIERE ENERGY INC Energy 5,460.0 $1.5M 0.01% $283.76 -20.0%
373 MLAB MESA LABS INC Technology 17,411.0 $1.5M 0.01% $88.42 +7.6%
374 ACM AECOM Industrials 17,859.0 $1.5M 0.01% -170.0 -0.9% $84.82 -18.9%
375 RJF RAYMOND JAMES FINANCIAL INC Financial Services 10,192.0 $1.5M 0.01% -142.0 -1.4% $144.79 +7.6%
376 AXON AXON ENTERPRISE INC Industrials 3,437.0 $1.5M 0.01% -745.0 -17.8% $424.69 -0.3%
377 BALL BALL CORP Consumer Cyclical 24,047.0 $1.4M 0.01% $59.11 -2.4%
378 SLB SCHLUMBERGER LTD Energy 27,561.0 $1.4M 0.01% +9K +47.5% $51.39 -6.4%
379 IWV ISHARES TR 3,719.0 $1.4M 0.01% $370.68 +14.6%
380 NUE NUCOR CORP Basic Materials 8,086.0 $1.4M 0.01% $169.10 +44.2%
Page 19 of 31  ·  601 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%