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KING LUTHER CAPITAL MANAGEMENT CORP 13F holdings

Filed 2026-08-10 · KING LUTHER CAPITAL MANAGEMENT CORP · 614 positions · $24.4B

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC5.5M$1.6B6.5%
NVDANVIDIA CORP6.5M$1.3B5.3%
DSGRDISTRIBUTION SOLUTIONS GRP I36.4M$1.3B5.2%
MSFTMICROSOFT CORP2.8M$1.1B4.3%
GOOGALPHABET INC CLASS C2.3M$829.6M3.4%
GOOGLALPHABET INC CLASS A2.3M$823.4M3.4%
AMZNAMAZON COM INC3.3M$796.4M3.3%
AVGOBROADCOM INC1.6M$602.4M2.5%
JPMJP MORGAN CHASE & CO1.7M$549.4M2.2%
HDHOME DEPOT INC1.2M$407.0M1.7%
BACBANK OF AMERICA CORPORATION7.1M$406.4M1.7%
MLMMARTIN MARIETTA MATLS INC653.2K$376.7M1.5%
TMOTHERMO FISHER SCIENTIFIC INC677.3K$339.6M1.4%
TDYTELEDYNE TECHNOLOGIES INC504.3K$336.3M1.4%
VVISA INC912.7K$313.1M1.3%
PANWPALO ALTO NETWORKS INC887.3K$302.6M1.2%
KOCOCA COLA CO3.7M$298.1M1.2%
CTASCINTAS CORP1.7M$284.8M1.2%
EMREMERSON ELEC CO2.0M$279.6M1.1%
LINLINDE PLC514.7K$267.1M1.1%
LLYLILLY ELI & CO208.2K$249.7M1.0%
ECLECOLAB INC876.0K$244.1M1.0%
AXPAMERICAN EXPRESS CO660.5K$223.4M0.9%
UNPUNION PAC CORP799.9K$217.6M0.9%
ORCLORACLE CORP1.5M$216.0M0.9%
JNJJOHNSON & JOHNSON848.6K$215.5M0.9%
COPCONOCOPHILLIPS2.1M$215.0M0.9%
EXMOCEXXON MOBIL CORP1.6M$212.5M0.9%
DVNDEVON ENERGY CORP NEW5.0M$207.4M0.8%
DHRDANAHER CORP DEL1.1M$206.3M0.8%
KEXKIRBY CORP1.5M$198.2M0.8%
ORLYO REILLY AUTOMOTIVE INC2.1M$195.5M0.8%
VMIVALMONT INDS INC337.8K$195.1M0.8%
ABBVABBVIE INC774.4K$194.9M0.8%
CFRCULLEN FROST BANKERS INC1.2M$192.5M0.8%
TRMBTRIMBLE NAVIGATION LTD3.6M$185.0M0.8%
NFLXNETFLIX INC2.5M$180.5M0.7%
AMGNAMGEN INC493.2K$178.6M0.7%
CVXCHEVRON CORP NEW1.1M$176.0M0.7%
WCNWASTE CONNECTIONS INC997.4K$166.3M0.7%
PGPROCTER & GAMBLE CO1.1M$157.9M0.6%
WPMWHEATON PRECIOUS METALS CORP1.4M$157.3M0.6%
WMTWAL MART STORES INC1.3M$150.5M0.6%
ROKROCKWELL AUTOMATION INC300.6K$148.8M0.6%
MRKMERCK & CO INC1.1M$139.7M0.6%
GNRCGENERAC HLDGS INC471.0K$137.9M0.6%
ETNEATON CORP PLC317.9K$135.5M0.6%
SYKSTRYKER CORPORATION429.5K$135.2M0.6%
GSGOLDMAN SACHS GROUP INC129.7K$131.2M0.5%
TDGTRANSDIGM GROUP INC94.2K$125.5M0.5%
PHPARKER HANNIFAN CORP122.2K$119.5M0.5%
FTNTFORTINET INC776.2K$119.2M0.5%
XYLXYLEM INC997.0K$117.9M0.5%
RTXRTX CORPORATION595.8K$113.0M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL222.1K$111.1M0.5%
MCOMOODYS CORP244.6K$110.8M0.5%
METAMETA PLATFORMS INC195.3K$110.0M0.5%
—FTAI AVIATION LTD402.5K$108.9M0.4%
CLCOLGATE PALMOLIVE CO1.2M$108.8M0.4%
CCJCAMECO CORP1.0M$106.9M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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