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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 27 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PCAR PACCAR INC Industrials 2,557.0 $295K 0.00% +249.0 +10.8% $115.50 +3.0%
522 CME CME GROUP INC Financial Services 984.0 $291K 0.00% -4K -80.0% $295.35 -16.6%
523 SSB SOUTHSTATE CORPORATION Financial Services 3,137.0 $290K 0.00% $92.52 +4.3%
524 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,168.0 $289K 0.00% $133.46 +28.1%
525 COKE COCA COLA CONS INC Consumer Defensive 1,500.0 $288K 0.00% -100.0 -6.2% $191.74 -5.3%
526 XLI SELECT SECTOR SPDR TR 1,776.0 $287K 0.00% -240.0 -11.9% $161.73 +11.9%
527 IEMG ISHARES INC 4,098.0 $286K 0.00% -2K -29.6% $69.75 +22.8%
528 MSM MSC INDL DIRECT INC Industrials 3,065.0 $283K 0.00% $92.27 +28.4%
529 NDSN NORDSON CORP Industrials 1,060.0 $282K 0.00% $266.06 +11.2%
530 IWP ISHARES TR 2,194.0 $281K 0.00% $128.12 +10.8%
531 VT VANGUARD INTL EQUITY INDEX F 2,000.0 $277K 0.00% -481.0 -19.4% $138.32 +14.0%
532 VUG VANGUARD INDEX FDS 628.0 $274K 0.00% $436.79 -80.1%
533 SLAB SILICON LABORATORIES INC Technology 1,300.0 $271K 0.00% NEW $208.15 +5.6%
534 AVEM AMERICAN CENTY ETF TR 3,350.0 $270K 0.00% -286.0 -7.9% $80.58 +23.7%
535 ENB ENBRIDGE INC Energy 4,963.0 $269K 0.00% NEW $54.14 +0.8%
536 D DOMINION ENERGY INC Utilities 4,319.0 $267K 0.00% +258.0 +6.3% $61.82 +10.6%
537 SUNPOWER INC 210,000.0 $267K 0.00% $1.27
538 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 23,602.0 $265K 0.00% $11.23 +3.2%
539 O REALTY INCOME CORP Real Estate 4,321.0 $264K 0.00% $61.18 -1.5%
540 BUSE FIRST BUSEY CORP Financial Services 10,414.0 $263K 0.00% $25.27 +11.7%
Page 27 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%