KING LUTHER CAPITAL MANAGEMENT CORP Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$19262.0T

Holdings

587

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (587 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
6,516,991$1115.8T5.79%
2
MSFTMICROSOFT CORP
3,279,504$1035.5T5.38%
3
DSGRDISTRIBUTION SOLUTIONS GRP I
36,357,588$945.3T4.91%
4
AMZNAMAZON COM INC
3,488,495$443.5T2.30%
5
TMOTHERMO FISHER SCIENTIFIC INC
874,621$442.7T2.30%
6
DHRDANAHER CORP DEL
1,761,107$436.9T2.27%
7
HDHOME DEPOT INC
1,330,003$401.9T2.09%
8
ADBEADOBE SYS INC
755,624$385.3T2.00%
9
GOOGALPHABET INC CLASS C
2,775,545$366.0T1.90%
10
GOOGLALPHABET INC CLASS A
2,725,760$356.7T1.85%
11
ZTSZOETIS INC
1,913,386$332.9T1.73%
12
JPMJP MORGAN CHASE & CO
2,262,289$328.1T1.70%
13
APDAIR PRODS & CHEMS INC
1,088,468$308.5T1.60%
14
ROPROPER INDS INC NEW
635,744$307.9T1.60%
15
ORCLORACLE CORP
2,879,501$305.0T1.58%
16
HONHONEYWELL INTL INC
1,606,161$296.7T1.54%
17
MLMMARTIN MARIETTA MATLS INC
687,333$282.1T1.46%
18
PEPPEPSICO INC
1,615,940$273.8T1.42%
19
NVDANVIDIA CORP
628,757$273.5T1.42%
20
COPCONOCOPHILLIPS
2,246,234$269.1T1.40%
21
AKAMAKAMAI TECHNOLOGIES INC
2,482,398$264.5T1.37%
22
UNPUNION PAC CORP
1,219,934$248.4T1.29%
23
TRMBTRIMBLE NAVIGATION LTD
4,604,348$248.0T1.29%
24
TDYTELEDYNE TECHNOLOGIES INC
603,180$246.4T1.28%
25
KOCOCA COLA CO
4,203,332$235.3T1.22%
26
CITCINTAS CORP
474,063$228.0T1.18%
27
VVISA INC
953,834$219.4T1.14%
28
CVXCHEVRON CORP NEW
1,298,525$219.0T1.14%
29
BACBANK OF AMERICA CORPORATION
7,578,713$207.5T1.08%
30
ABTABBOTT LABS
2,059,077$199.4T1.04%
31
CFRCULLEN FROST BANKERS INC
2,040,689$186.1T0.97%
32
CTRACOTERRA ENERGY INC
6,535,988$176.8T0.92%
33
MRKMERCK & CO INC
1,708,020$175.8T0.91%
34
PGPROCTER & GAMBLE CO
1,192,051$173.9T0.90%
35
KEXKIRBY CORP
2,080,168$172.2T0.89%
36
ROKROCKWELL AUTOMATION INC
581,180$166.1T0.86%
37
EMREMERSON ELEC CO
1,638,038$158.2T0.82%
38
WCNWASTE CONNECTIONS INC
1,163,035$156.2T0.81%
39
PXDEURPIONEER NAT RES CO
668,482$153.5T0.80%
40
ALCALCON
1,907,011$147.0T0.76%
41
GTLSCHART INDS INC
856,652$144.9T0.75%
42
AMGNAMGEN INC
523,203$140.6T0.73%
43
ABBVABBVIE INC
937,366$139.7T0.73%
44
FMCFMC CORP
2,070,911$138.7T0.72%
45
ORLYO REILLY AUTOMOTIVE INC
151,326$137.5T0.71%
46
IEXIDEX CORP
642,379$133.6T0.69%
47
KMBKIMBERLY CLARK CORP
1,054,492$127.4T0.66%
48
DDDUPONT DE NEMOURS INC
1,475,937$110.1T0.57%
49
NEOGNEOGEN CORP
5,930,560$110.0T0.57%
50
SYKSTRYKER CORPORATION
390,607$106.7T0.55%
51
CLCOLGATE PALMOLIVE CO
1,467,773$104.4T0.54%
52
MCOMOODYS CORP
327,113$103.4T0.54%
53
FELEFRANKLIN ELEC INC
1,152,172$102.8T0.53%
54
AVGOBROADCOM INC
122,229$101.5T0.53%
55
PYPLPAYPAL HLDGS INC
1,727,598$101.0T0.52%
56
AXPAMERICAN EXPRESS CO
661,950$98.8T0.51%
57
TSCOTRACTOR SUPPLY CO
484,402$98.4T0.51%
58
NKENIKE INC
1,026,772$98.2T0.51%
59
JNJJOHNSON & JOHNSON
629,571$98.1T0.51%
60
VMIVALMONT INDS INC
372,868$89.6T0.46%
61
XYLXYLEM INC
968,398$88.2T0.46%
62
ACNACCENTURE LTD BERMUDA
283,981$87.2T0.45%
63
TTCTORO CO
1,026,942$85.3T0.44%
64
DVNDEVON ENERGY CORP NEW
1,783,974$85.1T0.44%
65
ECLECOLAB INC
487,444$82.6T0.43%
66
XOMEXXON MOBIL CORP
683,209$80.3T0.42%
67
CRLCHARLES RIV LABS INTL INC
385,618$75.6T0.39%
68
ASOACADEMY SPORTS & OUTDOORS IN
1,541,923$72.9T0.38%
69
QCOMQUALCOMM INC
607,742$67.5T0.35%
70
PFEPFIZER INC
1,999,153$66.3T0.34%
71
WMTWAL MART STORES INC
394,916$63.2T0.33%
72
GNRCGENERAC HLDGS INC
579,270$63.1T0.33%
73
DISDISNEY WALT CO
776,335$62.9T0.33%
74
KHCKRAFT HEINZ CO
1,866,134$62.8T0.33%
75
MDLZMONDELEZ INTL INC
881,296$61.2T0.32%
76
KDPKEURIG DR PEPPER INC
1,905,867$60.2T0.31%
77
EOGEOG RES INC
474,373$60.1T0.31%
78
PHPARKER HANNIFAN CORP
140,286$54.6T0.28%
79
LHXL3HARRIS TECHNOLOGIES INC
312,247$54.4T0.28%
80
ELLAUDER ESTEE COS INC
363,272$52.5T0.27%
81
TXOTXO ENERGY PARTNERS LP
2,576,530$52.3T0.27%
82
ALBALBEMARLE CORP
304,606$51.8T0.27%
83
BRBROADRIDGE FINL SOLUTIONS IN
289,193$51.8T0.27%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
144,472$50.6T0.26%
85
NWLNEWELL BRANDS INC
5,597,177$50.5T0.26%
86
AJGGALLAGHER ARTHUR J & CO
220,206$50.2T0.26%
87
NEMNEWMONT MNG CORP
1,345,365$49.7T0.26%
88
SHWSHERWIN WILLIAMS CO
190,052$48.5T0.25%
89
CRMSALESFORCE COM INC
236,624$48.0T0.25%
90
LLYLILLY ELI & CO
84,664$45.5T0.24%
91
PKNREVVITY INC
407,349$45.1T0.23%
92
WMWASTE MGMT INC DEL
294,518$44.9T0.23%
93
FTAIFTAI AVIATION LTD
1,189,486$42.3T0.22%
94
FTVFORTIVE CORP
568,841$42.2T0.22%
95
KMIKINDER MORGAN INC DEL
2,438,989$40.4T0.21%
96
VRSKVERISK ANALYTICS INC
155,170$36.7T0.19%
97
RSRELIANCE STEEL & ALUMINUM CO
138,538$36.3T0.19%
98
CSCOCISCO SYS INC
660,334$35.5T0.18%
99
WSOWATSCO INC
93,584$35.3T0.18%
100
AMTAMERICAN TOWER CORP
213,491$35.1T0.18%
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