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Portfolio (Quarterly) Guide ↗

KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $4.8B AUM 508 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 82 Added 204 Reduced 28 Exited
Page 26 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ZTS ZOETIS INC Healthcare 1,852.0 $233K 0.01% -115.0 -5.8% $125.82 -41.0%
502 NESTLE S A SPONSORED ADR REPST 2,310.0 $230K 0.01% $99.39
503 ADP AUTOMATIC DATA PROCESSING INC Industrials 850.0 $219K 0.01% $257.23 -13.3%
504 FSS FEDERAL SIGNAL Industrials 2,009.0 $218K 0.01% -491.0 -19.6% $108.59 +2.5%
505 MKC MCCORMICK & CO INC Consumer Defensive 3,165.0 $216K 0.00% -3K -48.7% $68.11 -31.9%
506 DVN DEVON ENERGY CORP Energy 5,635.0 $206K 0.00% NEW $36.63 +35.1%
507 SCHNEIDER ELEC UNSP/ADR (FRENC 3,705.0 $204K 0.00% $55.18
508 SLQT SELECTQUOTE INC Financial Services 15,000.0 $21K $1.41 -24.8%
Page 26 of 26  ·  508 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 22.5%
Healthcare 15.9%
Energy 13.5%
Industrials 10.7%
Financial Services 10.1%
Consumer Defensive 9.9%
Communication Services 6.4%
Consumer Cyclical 5.6%
Basic Materials 3.1%
Real Estate 1.2%