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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 28 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SFNC SIMMONS 1ST NATL CORP Financial Services 13,528.0 $263K 0.00% -20K -59.6% $19.45 +12.6%
542 FLEX FLEX LTD Technology 3,989.0 $261K 0.00% $65.46 +125.5%
543 ESI ELEMENT SOLUTIONS INC Basic Materials 7,620.0 $260K 0.00% NEW $34.14 +34.7%
544 VIGI VANGUARD WHITEHALL FDS 2,900.0 $257K 0.00% $88.46 +5.4%
545 VNOM VIPER ENERGY INC Energy 5,404.0 $254K 0.00% -283.0 -5.0% $46.99 -7.7%
546 PNC PNC FINL SVCS GROUP INC Financial Services 1,219.0 $254K 0.00% $208.09 +11.5%
547 CNP CENTERPOINT ENERGY INC Utilities 5,866.0 $253K 0.00% $43.16 -0.8%
548 XLV SELECT SECTOR SPDR TR 1,709.0 $251K 0.00% -1K -44.4% $146.61 +1.9%
549 HSY HERSHEY CO Consumer Defensive 1,200.0 $249K 0.00% $207.89 -17.0%
550 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 21,453.0 $247K 0.00% +780.0 +3.8% $11.50 +4.1%
551 RSP INVESCO EXCHANGE TRADED FD T 1,285.0 $247K 0.00% -611.0 -32.2% $191.92 +9.4%
552 HNRG HALLADOR ENERGY COMPANY Energy 15,000.0 $244K 0.00% NEW $16.28 +19.5%
553 ANET ARISTA NETWORKS INC Technology 1,962.0 $241K 0.00% $122.78 +38.2%
554 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 390.0 $241K 0.00% -75.0 -16.1% $616.76 +12.0%
555 MPC MARATHON PETE CORP Energy 979.0 $239K 0.00% -565.0 -36.6% $244.18 -0.5%
556 SDY SPDR SERIES TRUST 1,635.0 $239K 0.00% $145.94 +3.1%
557 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,185.0 $238K 0.00% $38.42 -7.3%
558 CHTR CHARTER COMMUNICATIONS INC N Communication Services 1,099.0 $237K 0.00% $215.88 -41.5%
559 AEE AMEREN CORP Utilities 2,154.0 $237K 0.00% -60.0 -2.7% $109.92 -1.1%
560 IUSG ISHARES TR 1,500.0 $233K 0.00% $155.11 +21.6%
Page 28 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%