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Portfolio (Quarterly) Guide ↗

KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $5.0B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 501 New
Page 11 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UNH UNITEDHEALTH GROUP, INC. Healthcare 17,162.0 $5.9M 0.12% NEW $345.30 +14.1%
202 BUNGE GLOBAL SA 72,315.0 $5.9M 0.12% NEW $81.25
203 AXON AXON ENTERPRISE INC Industrials 8,185.0 $5.9M 0.12% NEW $717.64 -44.3%
204 TREX TREX COMPANY, INC Industrials 113,175.0 $5.8M 0.12% NEW $51.67 -27.5%
205 CEG CONSTELLATION ENERGY GROUP Utilities 17,680.0 $5.8M 0.12% NEW $329.07 -20.4%
206 PODD INSULET CORP Healthcare 18,500.0 $5.7M 0.12% NEW $308.73 -52.2%
207 AMP AMERIPRISE FINANCIAL INC. Financial Services 11,535.0 $5.7M 0.11% NEW $491.25 -4.1%
208 SNN SMITH & NEPHEW PLC - SPONSORED Healthcare 154,254.0 $5.6M 0.11% NEW $36.29 -18.6%
209 FAST FASTENAL COMPANY Industrials 113,598.0 $5.6M 0.11% NEW $49.04 -11.8%
210 CCC CCC INTELLIGENT SOLUTIONS Technology 610,000.0 $5.6M 0.11% NEW $9.11 -50.4%
211 HLNE HAMILTON LANE INC - CLASS A Financial Services 41,138.0 $5.5M 0.11% NEW $134.79 -36.8%
212 DKNG DRAFTKINGS INC CL A Consumer Cyclical 148,239.0 $5.5M 0.11% NEW $37.40 -33.2%
213 RCL ROYAL CARIBBEAN Consumer Cyclical 17,126.0 $5.5M 0.11% NEW $323.58 -19.6%
214 TENCENT HOLDINGS LIMITED 65,000.0 $5.5M 0.11% NEW $85.21
215 PEGA PEGASYSTEMS INC Technology 95,185.0 $5.5M 0.11% NEW $57.50 -41.4%
216 NTRS NORTHERN TRUST CORP Financial Services 40,342.0 $5.4M 0.11% NEW $134.60 +21.7%
217 MORN MORNINGSTAR INC. Financial Services 23,276.0 $5.4M 0.11% NEW $232.01 -26.7%
218 SNPS SYNOPSYS, INC Technology 10,901.0 $5.4M 0.11% NEW $493.39 +1.8%
219 SITM SITIME CORP Technology 17,705.0 $5.3M 0.11% NEW $301.31 +156.9%
220 ADMA ADMA BIOLOGICS INC Healthcare 359,985.0 $5.3M 0.11% NEW $14.66 -42.8%
Page 11 of 26  ·  501 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 23.5%
Healthcare 14.5%
Energy 13.1%
Industrials 11.0%
Consumer Defensive 10.8%
Financial Services 10.0%
Communication Services 6.2%
Consumer Cyclical 5.7%
Basic Materials 2.9%
Real Estate 1.3%