KORNITZER CAPITAL MANAGEMENT INC /KS Q3 2023 Filing

Filed October 31, 2023

Portfolio Value

$4844.7T

Holdings

481

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (481 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
637,727$201.4T4.16%
2
HESHESS CORP
655,480$100.3T2.07%
3
AAPLAPPLE INC
527,335$90.3T1.86%
4
SLBSCHLUMBERGER LTD
1,438,440$83.9T1.73%
5
LLYELI LILLY & CO COM
153,154$82.3T1.70%
6
XOMEXXON MOBIL CORP COM
694,096$81.6T1.68%
7
CVXCHEVRON CORP
451,016$76.1T1.57%
8
AJGGALLAGHER ARTHUR J & CO
324,585$74.0T1.53%
9
PEPPEPSICO INC.
406,088$68.8T1.42%
10
COSTCOSTCO WHOLESALE
120,711$68.2T1.41%
11
COPCONOCOPHILLIPS
549,020$65.8T1.36%
12
MRKMERCK & CO NEW
558,616$57.5T1.19%
13
APAAPA CORPORATION (formerly Apac
1,393,647$57.3T1.18%
14
PGPROCTER & GAMBLE
379,308$55.3T1.14%
15
JNJJOHNSON & JOHNSON
350,254$54.6T1.13%
16
WMWASTE MANAGEMENT
355,414$54.2T1.12%
17
GOOGLALPHABET INC - CLASS A (GOOGL)
366,473$48.0T0.99%
18
CSCOCISCO SYS INC COM
887,291$47.7T0.98%
19
KMIKINDER MORGAN INC
2,627,948$43.6T0.90%
20
QCOMQUALCOMM INC
368,832$41.0T0.85%
21
KOCOCA-COLA
723,911$40.5T0.84%
22
PFEPFIZER
1,183,671$39.3T0.81%
23
ABTABBOTT LABORATORIES
396,851$38.4T0.79%
24
IBMINT'L BUSINESS MACHINES
268,724$37.7T0.78%
25
CALXCALIX, INC
790,453$36.2T0.75%
26
DVDoubleVerify
1,249,753$34.9T0.72%
27
MSCIMSCI INC
65,221$33.5T0.69%
28
KMBKIMBERLY-CLARK CORP
276,808$33.5T0.69%
29
WMTWAL MART INC.
189,130$30.2T0.62%
30
CLXCLOROX CO
229,225$30.0T0.62%
31
AMZNAMAZON.COM INC
232,275$29.5T0.61%
32
BACVERIZON COMM
893,291$29.0T0.60%
33
MLMMARTIN MARIETTA MATERIALS INC
70,327$28.9T0.60%
34
GILDGILEAD SCIENCES INC
376,495$28.2T0.58%
35
ALSALLSTATE CORP
252,490$28.1T0.58%
36
GDGENERAL DYNAMICS CORP
118,983$26.3T0.54%
37
DOWDOW INC (DOW)
503,609$26.0T0.54%
38
METAMETA PLATFORMS (FACEBOOK)
86,459$26.0T0.54%
39
GISGENERAL MILLS
404,268$25.9T0.53%
40
SHELSHELL PLC ADR
401,068$25.8T0.53%
41
IQVIQVIA HOLDINGS INC
118,662$23.3T0.48%
42
CSGPCOSTAR GROUP INC
298,924$23.0T0.47%
43
SPGIS&P GLOBAL INC
62,540$22.9T0.47%
44
TFCTRUIST FINANCIAL CORP (TFC)
770,793$22.1T0.46%
45
VRSKVERISK ANALYTICS INC
89,246$21.1T0.44%
46
AZNASTRAZENECA PLC - SPONS ADR (U
308,964$20.9T0.43%
47
CPRTCOPART INC
482,450$20.8T0.43%
48
INTCINTEL CORP
572,713$20.4T0.42%
49
LINLINDE AG
53,831$20.0T0.41%
50
OLEDUNIVERSAL DISPLAY CORP
126,637$19.9T0.41%
51
MDTMEDTRONIC PLC
252,530$19.8T0.41%
52
CAGCONAGRA BRANDS
715,020$19.6T0.40%
53
FOURSHIFT4 PAYMENTS, INC.
349,506$19.4T0.40%
54
AMEAMETEK INC.
130,855$19.3T0.40%
55
HQYHEALTHEQUITY INC
263,818$19.3T0.40%
56
CMCSACOMCAST CORP CLASS A
425,829$18.9T0.39%
57
ICFIICF INTL INC
154,364$18.6T0.38%
58
VEEVVEEVA SYSTEMS INC CL A
89,843$18.3T0.38%
59
CINFCINCINNATI FINANCIAL CORP
178,355$18.2T0.38%
60
ABJAABB LTD (SW) (ABBNY)
505,410$18.1T0.37%
61
ADMARCHER DANIELS MIDLAND
239,210$18.0T0.37%
62
PGNYPROGYNY
529,154$18.0T0.37%
63
KELKELLANOVA (previously Kellogg)
298,536$17.8T0.37%
64
RIORIO TINTO PLC SPONSORED ADR
278,552$17.7T0.37%
65
BKNGBOOKING HOLDINGS INC
5,689$17.5T0.36%
66
ALCALCON INC
226,709$17.5T0.36%
67
HALOHALOZYME THERAPEUTICS, INC
451,524$17.2T0.36%
68
BSXBOSTON SCIENTIFIC CORPORATION
326,016$17.2T0.36%
69
IRINGERSOLL-RAND PLC
268,364$17.1T0.35%
70
VVISA INC
73,823$17.0T0.35%
71
MGPIMGP INGREDIENTS INC
160,545$16.9T0.35%
72
TENBTENABLE HOLDINGS
372,616$16.7T0.34%
73
SHLSSHOALS TECHNOLOGIES GROUP
903,438$16.5T0.34%
74
UNHUNITEDHEALTH GROUP, INC.
32,385$16.3T0.34%
75
NTRANATERA, INC
367,494$16.3T0.34%
76
HLNEHAMILTON LANE INC - CLASS A
176,478$16.0T0.33%
77
GPCGENUINE PARTS CO
110,327$15.9T0.33%
78
TSCOTRACTOR SUPPLY CO
77,148$15.7T0.32%
79
BPBP PLC, INC ADR (UK)
404,505$15.7T0.32%
80
DEODIAGEO PLC ADR (UK)
103,729$15.5T0.32%
81
PGTIUSDPGT INNOVATIONS INC
556,970$15.5T0.32%
82
BMYBRISTOL MYERS SQUIBB CO
264,259$15.3T0.32%
83
ESTAESTABLISHMENT LABS HOLDINGS
308,005$15.1T0.31%
84
GSKGSK, INC
415,527$15.1T0.31%
85
CIENCIENA CORPORATION
318,545$15.1T0.31%
86
EMREMERSON ELECTRIC CO
155,622$15.0T0.31%
87
SPLKCHFSPLUNK INC
102,400$15.0T0.31%
88
GPNGLOBAL PAYMENTS INC
129,776$15.0T0.31%
89
TA T & T INC
993,642$14.9T0.31%
90
FIVNFIVE9 INC
231,610$14.9T0.31%
91
HPHELMERICH & PAYNE INC
350,645$14.8T0.31%
92
7SUSUMMIT MATERIALS, INC - CL A
471,311$14.7T0.30%
93
BUWABIO RAD LABORATORIES INC CL A
40,695$14.6T0.30%
94
INSPINSPIRE MEDICAL SYSTEMS INC
72,150$14.3T0.30%
95
CFGCITIZENS FINANCIAL GROUP INC
532,525$14.3T0.29%
96
CRWDCROWDSTRIKE HOLDINGS INC - A
85,228$14.3T0.29%
97
APTVAPTIV PLC
142,736$14.1T0.29%
98
NVONOVO-NORDISK A/S-SPONS ADR
154,072$14.0T0.29%
99
NVEEUSDNV5 GLOBAL INC
145,330$14.0T0.29%
100
APY1EURCHAMPIONX CORP
389,855$13.9T0.29%
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