KING LUTHER CAPITAL MANAGEMENT CORP Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$24.6B
Holdings
606
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (606 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 5,763,298 | $1.6B | 6.37% | |
| 2 | MSFTMICROSOFT CORP | 2,975,618 | $1.4B | 5.85% | |
| 3 | NVDANVIDIA CORP | 6,870,505 | $1.3B | 5.21% | |
| 4 | DSGRDISTRIBUTION SOLUTIONS GRP I | 36,357,588 | $995.0M | 4.05% | |
| 5 | GOOGALPHABET INC CLASS C | 2,495,977 | $783.0M | 3.18% | |
| 6 | AMZNAMAZON COM INC | 3,365,097 | $776.0M | 3.16% | |
| 7 | GOOGLALPHABET INC CLASS A | 2,477,127 | $775.0M | 3.15% | |
| 8 | JPMJP MORGAN CHASE & CO | 1,772,943 | $571.0M | 2.32% | |
| 9 | AVGOBROADCOM INC | 1,488,106 | $515.0M | 2.09% | |
| 10 | ORCLORACLE CORP | 2,630,287 | $512.0M | 2.08% | |
| 11 | MLMMARTIN MARIETTA MATLS INC | 690,128 | $429.0M | 1.74% | |
| 12 | HDHOME DEPOT INC | 1,240,478 | $426.0M | 1.73% | |
| 13 | BACBANK OF AMERICA CORPORATION | 7,541,492 | $414.0M | 1.68% | |
| 14 | TMOTHERMO FISHER SCIENTIFIC INC | 688,382 | $398.0M | 1.62% | |
| 15 | CITCINTAS CORP | 1,812,112 | $340.0M | 1.38% | |
| 16 | TRMBTRIMBLE NAVIGATION LTD | 4,157,891 | $325.0M | 1.32% | |
| 17 | VVISA INC | 923,168 | $323.0M | 1.31% | |
| 18 | DHRDANAHER CORP DEL | 1,368,617 | $313.0M | 1.27% | |
| 19 | TDYTELEDYNE TECHNOLOGIES INC | 541,974 | $276.0M | 1.12% | |
| 20 | KOCOCA COLA CO | 3,852,525 | $269.0M | 1.09% | |
| 21 | EMREMERSON ELEC CO | 1,993,003 | $264.0M | 1.07% | |
| 22 | ECLECOLAB INC | 933,077 | $244.0M | 0.99% | |
| 23 | AXPAMERICAN EXPRESS CO | 611,742 | $226.0M | 0.92% | |
| 24 | LINLINDE PLC | 500,966 | $213.0M | 0.87% | |
| 25 | ORLYO REILLY AUTOMOTIVE INC | 2,281,636 | $208.0M | 0.85% | |
| 26 | ROPROPER INDS INC NEW | 464,042 | $206.0M | 0.84% | |
| 27 | LLYLILLY ELI & CO | 191,416 | $205.0M | 0.83% | |
| 28 | COPCONOCOPHILLIPS | 2,147,411 | $201.0M | 0.82% | |
| 29 | XOMEXXON MOBIL CORP | 1,664,995 | $200.0M | 0.81% | |
| 30 | WCNWASTE CONNECTIONS INC | 1,121,255 | $196.0M | 0.80% | |
| 31 | UNPUNION PAC CORP | 837,348 | $193.0M | 0.78% | |
| 32 | ABBVABBVIE INC | 841,699 | $192.0M | 0.78% | |
| 33 | ABTABBOTT LABS | 1,464,440 | $183.0M | 0.74% | |
| 34 | KEXKIRBY CORP | 1,617,100 | $178.0M | 0.72% | |
| 35 | WPMWHEATON PRECIOUS METALS CORP | 1,518,828 | $178.0M | 0.72% | |
| 36 | CTRACOTERRA ENERGY INC | 6,747,792 | $177.0M | 0.72% | |
| 37 | CVXCHEVRON CORP NEW | 1,127,869 | $171.0M | 0.70% | |
| 38 | PGPROCTER & GAMBLE CO | 1,190,266 | $170.0M | 0.69% | |
| 39 | SYKSTRYKER CORPORATION | 481,259 | $169.0M | 0.69% | |
| 40 | CFRCULLEN FROST BANKERS INC | 1,332,319 | $168.0M | 0.68% | |
| 41 | AMGNAMGEN INC | 515,668 | $168.0M | 0.68% | |
| 42 | NFLXNETFLIX INC | 1,782,433 | $167.0M | 0.68% | |
| 43 | ALCALCON | 2,013,258 | $158.0M | 0.64% | |
| 44 | WMTWAL MART STORES INC | 1,415,423 | $157.0M | 0.64% | |
| 45 | JNJJOHNSON & JOHNSON | 747,700 | $154.0M | 0.63% | |
| 46 | VMIVALMONT INDS INC | 373,284 | $150.0M | 0.61% | |
| 47 | PANWPALO ALTO NETWORKS INC | 818,841 | $150.0M | 0.61% | |
| 48 | HONHONEYWELL INTL INC | 757,799 | $147.0M | 0.60% | |
| 49 | MCOMOODYS CORP | 263,396 | $134.0M | 0.54% | |
| 50 | XYLXYLEM INC | 989,274 | $134.0M | 0.54% | |
| 51 | T7DTRANSDIGM GROUP INC | 99,662 | $132.0M | 0.54% | |
| 52 | METAMETA PLATFORMS INC | 196,081 | $129.0M | 0.52% | |
| 53 | ROKROCKWELL AUTOMATION INC | 316,968 | $123.0M | 0.50% | |
| 54 | PEPPEPSICO INC | 833,148 | $119.0M | 0.48% | |
| 55 | TSCOTRACTOR SUPPLY CO | 2,387,723 | $119.0M | 0.48% | |
| 56 | PHPARKER HANNIFAN CORP | 132,915 | $116.0M | 0.47% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 221,924 | $111.0M | 0.45% | |
| 58 | GSGOLDMAN SACHS GROUP INC | 125,777 | $110.0M | 0.45% | |
| 59 | ZTSZOETIS INC | 850,931 | $107.0M | 0.44% | |
| 60 | MRKMERCK & CO INC | 983,107 | $103.0M | 0.42% | |
| 61 | FTAIFTAI AVIATION LTD | 523,148 | $102.0M | 0.41% | |
| 62 | CLCOLGATE PALMOLIVE CO | 1,260,679 | $99.0M | 0.40% | |
| 63 | FELEFRANKLIN ELEC INC | 1,026,761 | $98.0M | 0.40% | |
| 64 | CCOCAMECO CORP | 1,069,873 | $97.0M | 0.39% | |
| 65 | ADBEADOBE SYS INC | 279,402 | $97.0M | 0.39% | |
| 66 | MAMASTERCARD INC | 169,299 | $96.0M | 0.39% | |
| 67 | SHWSHERWIN WILLIAMS CO | 261,348 | $84.0M | 0.34% | |
| 68 | LHXL3HARRIS TECHNOLOGIES INC | 285,047 | $83.0M | 0.34% | |
| 69 | QCOMQUALCOMM INC | 486,344 | $83.0M | 0.34% | |
| 70 | TTCTORO CO | 1,034,574 | $81.0M | 0.33% | |
| 71 | SPGIS&P GLOBAL INC | 156,084 | $81.0M | 0.33% | |
| 72 | ASOACADEMY SPORTS & OUTDOORS IN | 1,573,073 | $78.0M | 0.32% | |
| 73 | PRPERMIAN RESOURCES CORP | 5,422,559 | $76.0M | 0.31% | |
| 74 | KMIKINDER MORGAN INC DEL | 2,680,010 | $73.0M | 0.30% | |
| 75 | RTXRTX CORPORATION | 391,150 | $71.0M | 0.29% | |
| 76 | ETNEATON CORP PLC | 219,984 | $70.0M | 0.28% | |
| 77 | CEGCONSTELLATION ENERGY CORP | 192,821 | $68.0M | 0.28% | |
| 78 | GNRCGENERAC HLDGS INC | 477,656 | $65.0M | 0.26% | |
| 79 | CRMSALESFORCE COM INC | 244,175 | $64.0M | 0.26% | |
| 80 | PFEPFIZER INC | 2,588,642 | $64.0M | 0.26% | |
| 81 | WMWASTE MGMT INC DEL | 288,510 | $63.0M | 0.26% | |
| 82 | KMBKIMBERLY CLARK CORP | 601,464 | $60.0M | 0.24% | |
| 83 | BRBROADRIDGE FINL SOLUTIONS IN | 257,105 | $57.0M | 0.23% | |
| 84 | CECOCECO ENVIRONMENTAL CORP | 951,199 | $56.0M | 0.23% | |
| 85 | ICEINTERCONTINENTAL EXCHANGE IN | 337,468 | $54.0M | 0.22% | |
| 86 | TTEKTETRA TECH INC NEW | 1,590,916 | $53.0M | 0.22% | |
| 87 | FTNTFORTINET INC | 664,371 | $52.0M | 0.21% | |
| 88 | AJGGALLAGHER ARTHUR J & CO | 196,064 | $50.0M | 0.20% | |
| 89 | TAT&T INC | 1,974,381 | $49.0M | 0.20% | |
| 90 | INTUINTUIT | 73,594 | $48.0M | 0.20% | |
| 91 | ACNACCENTURE LTD BERMUDA | 175,912 | $47.0M | 0.19% | |
| 92 | RRCRANGE RES CORP | 1,281,975 | $45.0M | 0.18% | |
| 93 | NTNXNUTANIX INC | 840,642 | $43.0M | 0.17% | |
| 94 | CSCOCISCO SYS INC | 566,304 | $43.0M | 0.17% | |
| 95 | CDNSCADENCE DESIGN SYSTEM INC | 134,953 | $42.0M | 0.17% | |
| 96 | BWXTBWX TECHNOLOGIES INC | 247,717 | $42.0M | 0.17% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 49,840 | $42.0M | 0.17% | |
| 98 | VLTOVERALTO CORP | 414,985 | $41.0M | 0.17% | |
| 99 | STELSTELLAR BANCORP INC | 1,283,086 | $39.0M | 0.16% | |
| 100 | WSOWATSCO INC | 116,986 | $39.0M | 0.16% |
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