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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 25 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NOC NORTHROP GRUMMAN CORP Industrials 495.0 $302K 0.01% NEW $609.32 -10.0%
482 SJM JM SMUCKER CO Consumer Defensive 2,740.0 $298K 0.01% NEW $108.60 -7.7%
483 FSS FEDERAL SIGNAL Industrials 2,500.0 $297K 0.01% NEW $118.99 -3.3%
484 NEE NEXTERA ENERGY INC Utilities 3,903.0 $295K 0.01% NEW $75.49 +26.7%
485 ZTS ZOETIS INC Healthcare 1,967.0 $288K 0.01% NEW $146.32 -48.4%
486 FANG DIAMONDBACK ENERGY INC Energy 1,908.0 $273K 0.01% NEW $143.10 +39.9%
487 ARCC ARES CAPITAL CORP Financial Services 13,311.0 $272K 0.01% NEW $20.41 -7.4%
488 VOE VANGUARD MID-CAP VALUE ETF 1,556.0 $272K 0.01% NEW $174.58 +9.2%
489 COMMERCE.COM 53,800.0 $268K 0.01% NEW $4.99
490 CB CHUBB LTD Financial Services 915.0 $258K 0.01% NEW $282.25 +14.8%
491 ADP AUTOMATIC DATA PROCESSING INC Industrials 850.0 $249K 0.01% NEW $293.50 -26.9%
492 AFL AFLAC INCORPORATED Financial Services 2,170.0 $242K 0.01% NEW $111.70 +4.6%
493 JCI JOHNSON CONTROLS INC Industrials 2,102.0 $231K 0.01% NEW $109.95 +30.8%
494 PAG PENSKE AUTOMOTIVE GROUP INC Consumer Cyclical 1,271.0 $221K 0.00% NEW $173.91 -2.8%
495 CARR CARRIER GLOBAL CORPORATION Industrials 3,694.0 $221K 0.00% NEW $59.70 +8.3%
496 NESTLE S A SPONSORED ADR REPST 2,310.0 $212K 0.00% NEW $91.84
497 AIR LIQUIDE SA ADR (FRENCH FEE 5,069.0 $211K 0.00% NEW $41.56
498 SCHNEIDER ELEC UNSP/ADR (FRENC 3,705.0 $207K 0.00% NEW $55.84
499 SLQT SELECTQUOTE INC Financial Services 15,000.0 $29K 0.00% NEW $1.96 -39.3%
500 BUTLER NATIONAL CORP 12,000.0 $24K NEW $1.97
Page 25 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%