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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 29 of 31  ·  601 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ABSI ABSCI CORPORATION Healthcare 77,520.0 $233K 0.00% $3.00 +147.0%
562 STLD STEEL DYNAMICS INC Basic Materials 1,289.0 $232K 0.00% $180.00 +38.8%
563 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,468.0 $230K 0.00% $93.32 +2.5%
564 FSUN FIRSTSUN CAP BANCORP Financial Services 6,233.0 $227K 0.00% $36.46 -0.7%
565 IJS ISHARES TR 1,912.0 $226K 0.00% -150.0 -7.3% $118.45 +12.6%
566 NVT NVENT ELEC PLC Industrials 1,908.0 $226K 0.00% NEW $118.28 +49.7%
567 XLG INVESCO EXCHANGE TRADED FD T 4,135.0 $226K 0.00% +135.0 +3.4% $54.55 +13.2%
568 IVOO VANGUARD ADMIRAL FDS INC 1,972.0 $225K 0.00% $114.32 +12.4%
569 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,648.0 $224K 0.00% $136.09 -8.1%
570 HYG ISHARES TR 2,793.0 $222K 0.00% -2K -41.8% $79.56 +0.6%
571 XEL XCEL ENERGY INC Utilities 2,793.0 $222K 0.00% NEW $79.44 -2.5%
572 WBD WARNER BROS DISCOVERY INC Communication Services 8,040.0 $221K 0.00% -10K -56.4% $27.46 -4.4%
573 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 802.0 $221K 0.00% -200.0 -20.0% $275.18 +13.6%
574 IVE ISHARES TR 1,026.0 $217K 0.00% $211.15 +7.2%
575 GDXJ VANECK ETF TRUST 1,802.0 $216K 0.00% $120.04 -10.7%
576 XLF SELECT SECTOR SPDR TR 4,372.0 $216K 0.00% -1K -24.3% $49.37 +8.5%
577 QUAL ISHARES TR 1,112.0 $213K 0.00% $191.81 +12.6%
578 APA APA CORPORATION Energy 5,000.0 $212K 0.00% NEW $42.44 -22.2%
579 ECVT ECOVYST INC Basic Materials 16,500.0 $212K 0.00% $12.86 -0.3%
580 GBX GREENBRIER COS INC Industrials 4,000.0 $211K 0.00% -1K -20.0% $52.65 -5.6%
Page 29 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%