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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 26 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IWF ISHARES TR 881.0 $376K 0.00% NEW $426.40 -71.1%
502 DRLL EA SERIES TRUST 9,500.0 $375K 0.00% $39.48 -14.4%
503 IJT ISHARES TR 2,582.0 $374K 0.00% $144.71 +18.0%
504 TM TOYOTA MOTOR CORP Consumer Cyclical 1,808.0 $373K 0.00% NEW $206.09 -15.6%
505 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,101.0 $372K 0.00% $90.67 +6.9%
506 FNV FRANCO NEV CORP Basic Materials 1,504.0 $372K 0.00% $247.05 -11.2%
507 JIRE J P MORGAN EXCHANGE TRADED F 4,795.0 $363K 0.00% NEW $75.74 +9.2%
508 UL UNILEVER PLC Consumer Defensive 6,316.0 $360K 0.00% -1K -15.1% $56.97 +2.5%
509 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,518.0 $360K 0.00% -32.0 -1.2% $142.85 -14.4%
510 CSX CSX CORP Industrials 8,554.0 $351K 0.00% +881.0 +11.5% $41.05 +11.2%
511 IWO ISHARES TR 1,100.0 $345K 0.00% $313.81 +24.0%
512 MNKD MANNKIND CORP Healthcare 138,605.0 $340K 0.00% +36K +34.6% $2.45 +60.8%
513 VGT VANGUARD WORLD FD 481.0 $336K 0.00% $697.72 -82.8%
514 IJH ISHARES TR 4,910.0 $332K 0.00% NEW $67.53 +12.2%
515 WFRD WEATHERFORD INTL PLC Energy 3,475.0 $329K 0.00% -330.0 -8.7% $94.58 -3.1%
516 MUB ISHARES TR 3,019.0 $320K 0.00% NEW $106.15 +1.1%
517 OMC OMNICOM GROUP INC Communication Services 4,189.0 $315K 0.00% +153.0 +3.8% $75.31 -5.3%
518 ENTERGY CORP NEW 2,741.0 $308K 0.00% NEW $112.36
519 CAH CARDINAL HEALTH INC Healthcare 1,456.0 $308K 0.00% $211.31 +5.0%
520 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,693.0 $305K 0.00% -1K -23.6% $64.97 -2.3%
Page 26 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%