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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 24 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ISHARES TR 29,595.0 $584K 0.00% +2K +6.7% $19.72
462 VGSH VANGUARD SCOTTSDALE FDS 9,865.0 $577K 0.00% -251.0 -2.5% $58.54 -0.7%
463 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,955.0 $576K 0.00% $72.46 +26.1%
464 GSK GSK PLC Healthcare 10,443.0 $576K 0.00% -11K -50.2% $55.19 -8.2%
465 UPS UNITED PARCEL SERVICE INC Industrials 5,718.0 $563K 0.00% -1K -15.8% $98.38 +6.7%
466 IWM ISHARES TR 2,241.0 $556K 0.00% -211.0 -8.6% $248.00 +19.2%
467 OC OWENS CORNING NEW Industrials 5,074.0 $549K 0.00% -240.0 -4.5% $108.22 +18.4%
468 RPV INVESCO EXCHANGE TRADED FD T 5,094.0 $547K 0.00% $107.39 +5.1%
469 IGSB ISHARES TR 9,820.0 $516K 0.00% -1K -12.2% $52.56 -0.5%
470 J JACOBS SOLUTIONS INC Industrials 3,992.0 $508K 0.00% $127.28 -5.0%
471 BLK BLACKROCK INC Financial Services 527.0 $507K 0.00% -28.0 -5.0% $961.71 +9.2%
472 VB VANGUARD INDEX FDS 1,920.0 $503K 0.00% -19.0 -1.0% $261.92 +13.2%
473 PHM PULTE GROUP INC Consumer Cyclical 4,244.0 $499K 0.00% NEW $117.61 +7.9%
474 IYW ISHARES TR 2,733.0 $496K 0.00% $181.42 +39.8%
475 PWR QUANTA SVCS INC Industrials 892.0 $490K 0.00% NEW $549.02 +27.9%
476 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,654.0 $484K 0.00% +684.0 +34.7% $182.33 +24.5%
477 CET CENTRAL SECS CORP Financial Services 9,688.0 $481K 0.00% $49.66 +6.0%
478 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 21,962.0 $481K 0.00% $21.89 +15.5%
479 PGR PROGRESSIVE CORP Financial Services 2,408.0 $477K 0.00% -253.0 -9.5% $198.24 +3.3%
480 RY ROYAL BK CDA Financial Services 2,944.0 $476K 0.00% +176.0 +6.4% $161.78 +24.6%
Page 24 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%