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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 25 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 XBI SPDR SER TR 3,600.0 $460K 0.00% $127.73 +10.2%
482 MSI MOTOROLA SOLUTIONS INC Technology 1,058.0 $459K 0.00% $433.97 -8.9%
483 TTD THE TRADE DESK INC Technology 20,080.0 $456K 0.00% -20K -49.9% $22.69 -18.4%
484 TMUS T-MOBILE US INC Communication Services 2,155.0 $453K 0.00% -278.0 -11.4% $210.03 -13.5%
485 RGLD ROYAL GOLD INC Basic Materials 1,770.0 $450K 0.00% -20.0 -1.1% $254.49 -15.6%
486 AZN ASTRAZENECA PLC Healthcare 2,280.0 $450K 0.00% NEW $197.22 -11.3%
487 ING ING GROEP N.V. Financial Services 16,949.0 $442K 0.00% +1K +6.6% $26.05 +20.4%
488 AFL AFLAC INC Financial Services 3,989.0 $438K 0.00% $109.71 +5.3%
489 XLY SELECT SECTOR SPDR TR 4,014.0 $437K 0.00% -316.0 -7.3% $108.98 +7.5%
490 DOV DOVER CORP Industrials 2,070.0 $431K 0.00% +40.0 +2.0% $208.45 +7.3%
491 BP BP PLC Energy 9,173.0 $431K 0.00% +1K +15.5% $47.00 -16.8%
492 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,100.0 $431K 0.00% +100.0 +10.0% $391.76 +173.2%
493 CARR CARRIER GLOBAL CORP Industrials 7,467.0 $420K 0.00% -5K -42.2% $56.31 +27.5%
494 MET METLIFE INC Financial Services 5,808.0 $411K 0.00% -16K -72.9% $70.72 +21.0%
495 OEF ISHARES TR 1,290.0 $410K 0.00% $318.07 +15.9%
496 VYM VANGUARD WHITEHALL FDS INC 2,693.0 $399K 0.00% $148.10 +6.8%
497 BCS BARCLAYS PLC Financial Services 18,669.0 $395K 0.00% +2K +10.5% $21.16 +24.3%
498 HLN HALEON PLC Healthcare 39,266.0 $393K 0.00% -14K -26.3% $10.01 -10.5%
499 ED CONSOLIDATED EDISON INC Utilities 3,341.0 $378K 0.00% -29.0 -0.9% $113.18 -6.0%
500 JNK SPDR SER TR 3,949.0 $378K 0.00% +39.0 +1.0% $95.73 +0.7%
Page 25 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%