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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 22 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BIV VANGUARD BD INDEX FD INC 12,322.0 $951K 0.00% -575.0 -4.5% $77.18 -0.8%
422 AEP AMERICAN ELEC PWR CO INC Utilities 7,091.0 $929K 0.00% +128.0 +1.8% $131.08 -2.6%
423 CNI CANADIAN NATL RY CO Industrials 8,595.0 $883K 0.00% $102.77 +10.4%
424 ISHARES TR 39,255.0 $880K 0.00% +2K +4.3% $22.43
425 CMCSA COMCAST CORP NEW Communication Services 30,437.0 $874K 0.00% -9K -22.2% $28.71 -21.9%
426 GUNR FLEXSHARES TR 15,800.0 $872K 0.00% -2K -12.2% $55.16 -8.1%
427 INFL LISTED FD TR 16,500.0 $859K 0.00% $52.06 -4.2%
428 NOC NORTHROP GRUMMAN CORP Industrials 1,241.0 $847K 0.00% +67.0 +5.7% $682.24 -23.6%
429 SPYG SPDR SER TR 8,500.0 $832K 0.00% -723.0 -7.8% $97.91 +22.1%
430 MSCI MSCI INC Financial Services 1,537.0 $828K 0.00% -18.0 -1.2% $539.01 +7.8%
431 FIW FIRST TR EXCHANGE-TRADED FD 8,000.0 $825K 0.00% $103.13 +2.8%
432 FAST FASTENAL CO Industrials 17,750.0 $824K 0.00% $46.40 -1.1%
433 AIG AMERICAN INTL GROUP INC Financial Services 10,942.0 $823K 0.00% -393.0 -3.5% $75.25 -1.6%
434 PINS PINTEREST INC Communication Services 44,550.0 $817K 0.00% -21K -32.3% $18.34 +10.5%
435 QUS SPDR SER TR 4,534.0 $778K 0.00% $171.64 +7.1%
436 PZA INVESCO EXCH TRADED FD TR II 33,597.0 $772K 0.00% $22.98 +2.2%
437 CRS CARPENTER TECHNOLOGY CORP Industrials 1,940.0 $765K 0.00% $394.15 +48.8%
438 VNQ VANGUARD INDEX FDS 8,415.0 $746K 0.00% -521.0 -5.8% $88.70 +7.7%
439 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 2,450.0 $745K 0.00% +1K +112.5% $304.08 +14.7%
440 JPEF J P MORGAN EXCHANGE TRADED F 10,275.0 $738K 0.00% NEW $71.81 +11.6%
Page 22 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%