Holders — by stockHoldings — by fund
KING LUTHER CAPITAL MANAGEMENT CORP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 310051
$24.42B
disclosed book value
614
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 100 of 614 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 5.5M | $1.60B | 6.5% |
| 2 | NVDANVIDIA CORP | 6.5M | $1.30B | 5.3% |
| 3 | DSGRDISTRIBUTION SOLUTIONS GRP I | 36.4M | $1.27B | 5.2% |
| 4 | MSFTMICROSOFT CORP | 2.8M | $1.06B | 4.3% |
| 5 | GOOGALPHABET INC CLASS C | 2.3M | $829.6M | 3.4% |
| 6 | GOOGLALPHABET INC CLASS A | 2.3M | $823.4M | 3.4% |
| 7 | AMZNAMAZON COM INC | 3.3M | $796.4M | 3.3% |
| 8 | AVGOBROADCOM INC | 1.6M | $602.4M | 2.5% |
| 9 | JPMJP MORGAN CHASE & CO | 1.7M | $549.4M | 2.2% |
| 10 | HDHOME DEPOT INC | 1.2M | $407.0M | 1.7% |
| 11 | BACBANK OF AMERICA CORPORATION | 7.1M | $406.4M | 1.7% |
| 12 | MLMMARTIN MARIETTA MATLS INC | 653,184 | $376.7M | 1.5% |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 677,313 | $339.6M | 1.4% |
| 14 | TDYTELEDYNE TECHNOLOGIES INC | 504,348 | $336.3M | 1.4% |
| 15 | VVISA INC | 912,700 | $313.1M | 1.3% |
| 16 | PANWPALO ALTO NETWORKS INC | 887,302 | $302.6M | 1.2% |
| 17 | KOCOCA COLA CO | 3.7M | $298.1M | 1.2% |
| 18 | CTASCINTAS CORP | 1.7M | $284.8M | 1.2% |
| 19 | EMREMERSON ELEC CO | 2.0M | $279.6M | 1.1% |
| 20 | LINDE PLC | 514,685 | $267.1M | 1.1% |
| 21 | LLYLILLY ELI & CO | 208,203 | $249.7M | 1% |
| 22 | ECLECOLAB INC | 876,005 | $244.1M | 1% |
| 23 | AXPAMERICAN EXPRESS CO | 660,465 | $223.4M | 0.9% |
| 24 | UNPUNION PAC CORP | 799,883 | $217.6M | 0.9% |
| 25 | ORCLORACLE CORP | 1.5M | $216.0M | 0.9% |
| 26 | JNJJOHNSON & JOHNSON | 848,614 | $215.5M | 0.9% |
| 27 | COPCONOCOPHILLIPS | 2.1M | $215.0M | 0.9% |
| 28 | EXMOCEXXON MOBIL CORP | 1.6M | $212.5M | 0.9% |
| 29 | DVNDEVON ENERGY CORP NEW | 5.0M | $207.4M | 0.8% |
| 30 | DHRDANAHER CORP DEL | 1.1M | $206.3M | 0.8% |
| 31 | KEXKIRBY CORP | 1.5M | $198.2M | 0.8% |
| 32 | ORLYO REILLY AUTOMOTIVE INC | 2.1M | $195.5M | 0.8% |
| 33 | VMIVALMONT INDS INC | 337,838 | $195.1M | 0.8% |
| 34 | ABBVABBVIE INC | 774,352 | $194.9M | 0.8% |
| 35 | CFRCULLEN FROST BANKERS INC | 1.2M | $192.5M | 0.8% |
| 36 | TRMBTRIMBLE NAVIGATION LTD | 3.6M | $185.0M | 0.8% |
| 37 | NFLXNETFLIX INC | 2.5M | $180.5M | 0.7% |
| 38 | AMGNAMGEN INC | 493,165 | $178.6M | 0.7% |
| 39 | CVXCHEVRON CORP NEW | 1.1M | $176.0M | 0.7% |
| 40 | WCNWASTE CONNECTIONS INC | 997,444 | $166.3M | 0.7% |
| 41 | PGPROCTER & GAMBLE CO | 1.1M | $157.9M | 0.6% |
| 42 | WPMWHEATON PRECIOUS METALS CORP | 1.4M | $157.3M | 0.6% |
| 43 | WMTWAL MART STORES INC | 1.3M | $150.5M | 0.6% |
| 44 | ROKROCKWELL AUTOMATION INC | 300,621 | $148.8M | 0.6% |
| 45 | MRKMERCK & CO INC | 1.1M | $139.7M | 0.6% |
| 46 | GNRCGENERAC HLDGS INC | 470,993 | $137.9M | 0.6% |
| 47 | EATON CORP PLC | 317,877 | $135.5M | 0.6% |
| 48 | SYKSTRYKER CORPORATION | 429,546 | $135.2M | 0.6% |
| 49 | GSGOLDMAN SACHS GROUP INC | 129,697 | $131.2M | 0.5% |
| 50 | TDGTRANSDIGM GROUP INC | 94,221 | $125.5M | 0.5% |
| 51 | PHPARKER HANNIFAN CORP | 122,215 | $119.5M | 0.5% |
| 52 | FTNTFORTINET INC | 776,207 | $119.2M | 0.5% |
| 53 | XYLXYLEM INC | 997,034 | $117.9M | 0.5% |
| 54 | RTXRTX CORPORATION | 595,818 | $113.0M | 0.5% |
| 55 | BRK/BBERKSHIRE HATHAWAY INC DEL | 222,060 | $111.1M | 0.5% |
| 56 | MCOMOODYS CORP | 244,615 | $110.8M | 0.5% |
| 57 | METAMETA PLATFORMS INC | 195,313 | $110.0M | 0.5% |
| 58 | FTAI AVIATION LTD | 402,506 | $108.9M | 0.4% |
| 59 | CLCOLGATE PALMOLIVE CO | 1.2M | $108.8M | 0.4% |
| 60 | CCJCAMECO CORP | 1.0M | $106.9M | 0.4% |
| 61 | FELEFRANKLIN ELEC INC | 995,177 | $106.7M | 0.4% |
| 62 | PEPPEPSICO INC | 767,078 | $103.9M | 0.4% |
| 63 | HONEYWELL INTL INC | 452,974 | $101.4M | 0.4% |
| 64 | ABTABBOTT LABS | 1.1M | $101.3M | 0.4% |
| 65 | HONEYWELL AEROSPACE INC | 452,847 | $100.1M | 0.4% |
| 66 | ALCON | 1.5M | $99.1M | 0.4% |
| 67 | PRPERMIAN RESOURCES CORP | 5.3M | $97.9M | 0.4% |
| 68 | TTCTORO CO | 963,522 | $93.9M | 0.4% |
| 69 | KMIKINDER MORGAN INC DEL | 2.6M | $82.5M | 0.3% |
| 70 | QCOMQUALCOMM INC | 444,281 | $82.1M | 0.3% |
| 71 | SHWSHERWIN WILLIAMS CO | 227,001 | $78.2M | 0.3% |
| 72 | LHXL3HARRIS TECHNOLOGIES INC | 260,465 | $75.7M | 0.3% |
| 73 | CSCOCISCO SYS INC | 639,625 | $75.1M | 0.3% |
| 74 | MAMASTERCARD INC | 142,699 | $73.3M | 0.3% |
| 75 | CEGCONSTELLATION ENERGY CORP | 293,275 | $72.8M | 0.3% |
| 76 | ASOACADEMY SPORTS & OUTDOORS IN | 1.4M | $67.6M | 0.3% |
| 77 | TSCOTRACTOR SUPPLY CO | 2.1M | $67.4M | 0.3% |
| 78 | CECOCECO ENVIRONMENTAL CORP | 716,925 | $65.1M | 0.3% |
| 79 | COSTCOSTCO WHSL CORP NEW | 68,642 | $64.2M | 0.3% |
| 80 | IEXIDEX CORP | 269,150 | $61.1M | 0.3% |
| 81 | PFEPFIZER INC | 2.5M | $60.2M | 0.2% |
| 82 | WMWASTE MGMT INC DEL | 265,127 | $59.1M | 0.2% |
| 83 | ROPROPER INDS INC NEW | 167,128 | $56.6M | 0.2% |
| 84 | URIUNITED RENTALS INC | 47,625 | $54.0M | 0.2% |
| 85 | AMDADVANCED MICRO DEVICES INC | 89,952 | $52.3M | 0.2% |
| 86 | CDNSCADENCE DESIGN SYSTEM INC | 135,288 | $50.8M | 0.2% |
| 87 | STELLAR BANCORP INC | 1.3M | $50.5M | 0.2% |
| 88 | BWXTBWX TECHNOLOGIES INC | 257,389 | $50.1M | 0.2% |
| 89 | KMBKIMBERLY CLARK CORP | 446,813 | $49.0M | 0.2% |
| 90 | RSRELIANCE STEEL & ALUMINUM CO | 123,971 | $46.3M | 0.2% |
| 91 | RRCRANGE RES CORP | 1.2M | $44.7M | 0.2% |
| 92 | WSOWATSCO INC | 104,992 | $43.8M | 0.2% |
| 93 | TOWER SEMICONDUCTOR LTD | 165,243 | $43.1M | 0.2% |
| 94 | EOGEOG RES INC | 331,086 | $43.0M | 0.2% |
| 95 | SPYSPDR S&P 500 ETF TR | 54,101 | $40.4M | 0.2% |
| 96 | TAT&T INC | 1.9M | $39.5M | 0.2% |
| 97 | CATCATERPILLAR INC DEL | 37,034 | $39.4M | 0.2% |
| 98 | AMATAPPLIED MATLS INC | 54,146 | $39.1M | 0.2% |
| 99 | FITBFIFTH THIRD BANCORP | 687,856 | $38.8M | 0.2% |
| 100 | TXO ENERGY PARTNERS LP | 3.1M | $38.4M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.