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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 23 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NYF ISHARES TR 13,864.0 $736K 0.00% $53.12 +1.3%
442 MKL MARKEL CORP Financial Services 384.0 $735K 0.00% $1914.07 -3.5%
443 REGN REGENERON PHARMACEUTICALS Healthcare 948.0 $732K 0.00% $772.64 -21.1%
444 MTDR MATADOR RES CO Energy 11,556.0 $730K 0.00% -3K -18.7% $63.18 -21.6%
445 VTC VANGUARD SCOTTSDALE FDS 9,427.0 $724K 0.00% -314.0 -3.2% $76.83 -0.0%
446 LKQ LKQ CORP Consumer Cyclical 24,017.0 $705K 0.00% -3K -10.7% $29.37 -12.2%
447 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 9,012.0 $655K 0.00% NEW $72.69 +3.3%
448 VTV VANGUARD INDEX FDS 3,303.0 $648K 0.00% -54.0 -1.6% $196.22 +10.3%
449 VIG VANGUARD SPECIALIZED FUNDS 2,965.0 $638K 0.00% +600.0 +25.4% $215.04 +9.4%
450 R RYDER SYS INC Industrials 3,111.0 $637K 0.00% $204.71 +28.7%
451 XAR SPDR SER TR 2,500.0 $635K 0.00% -18.0 -0.7% $253.98 +11.9%
452 SHV ISHARES TR 5,668.0 $626K 0.00% +3K +149.7% $110.39 -0.1%
453 WRB BERKLEY W R CORP Financial Services 9,426.0 $625K 0.00% $66.28 +1.4%
454 GENI GENIUS SPORTS LIMITED Communication Services 140,000.0 $620K 0.00% NEW $4.43 +37.7%
455 AON AON PLC Financial Services 1,870.0 $604K 0.00% -36.0 -1.9% $322.78 -1.6%
456 RPG INVESCO EXCHANGE TRADED FD T 12,804.0 $598K 0.00% $46.74 +34.3%
457 SON SONOCO PRODS CO Consumer Cyclical 11,050.0 $598K 0.00% +2K +16.3% $54.09 -6.3%
458 GAM GENERAL AMERN INVS CO INC Financial Services 10,196.0 $596K 0.00% $58.47 +9.4%
459 PAYX PAYCHEX INC Industrials 6,403.0 $590K 0.00% -1K -18.1% $92.12 +6.6%
460 WY WEYERHAEUSER CO Real Estate 24,001.0 $586K 0.00% +8K +50.9% $24.43 -0.5%
Page 23 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%