KORNITZER CAPITAL MANAGEMENT INC /KS Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$4938.8T

Holdings

499

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (499 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
680,921$163.3T3.31%
2
HESHESS CORP
668,362$94.8T1.92%
3
SLBSCHLUMBERGER LTD
1,523,555$81.4T1.65%
4
CVXCHEVRON CORP
451,359$81.0T1.64%
5
XOMEXXON MOBIL CORP COM
695,522$76.7T1.55%
6
PEPPEPSICO INC.
417,893$75.5T1.53%
7
AAPLAPPLE INC
548,849$71.3T1.44%
8
AJGGALLAGHER ARTHUR J & CO
341,870$64.5T1.31%
9
COPCONOCOPHILLIPS
544,343$64.2T1.30%
10
MRKMERCK & CO NEW
565,019$62.7T1.27%
11
LLYELI LILLY & CO COM
164,247$60.1T1.22%
12
PGPROCTER & GAMBLE
386,975$58.6T1.19%
13
JNJJOHNSON & JOHNSON
331,776$58.6T1.19%
14
PFEPFIZER
1,138,027$58.3T1.18%
15
WMWASTE MANAGEMENT
366,177$57.4T1.16%
16
APAAPA CORPORATION (formerly Apac
1,208,557$56.4T1.14%
17
COSTCOSTCO WHOLESALE
122,980$56.1T1.14%
18
KOCOCA-COLA
739,901$47.1T0.95%
19
KMIKINDER MORGAN INC
2,582,881$46.7T0.95%
20
CALXCALIX, INC
652,150$44.6T0.90%
21
CSCOCISCO SYS INC COM
891,698$42.5T0.86%
22
QCOMQUALCOMM INC
377,974$41.6T0.84%
23
IBMINT'L BUSINESS MACHINES
270,447$38.1T0.77%
24
KMBKIMBERLY-CLARK CORP
276,905$37.6T0.76%
25
GISGENERAL MILLS
405,359$34.0T0.69%
26
GOOGLALPHABET INC - CLASS A (GOOGL)
378,243$33.4T0.68%
27
ABTABBOTT LABORATORIES
303,616$33.3T0.67%
28
TFCTRUIST FINANCIAL CORP (TFC)
762,346$32.8T0.66%
29
GILDGILEAD SCIENCES INC
379,151$32.6T0.66%
30
CLXCLOROX CO
231,605$32.5T0.66%
31
BACVERIZON COMM
802,941$31.6T0.64%
32
DVDoubleVerify
1,418,443$31.1T0.63%
33
MSCIMSCI INC
66,408$30.9T0.63%
34
NTRANATERA, INC
756,000$30.4T0.61%
35
ALSALLSTATE CORP
223,431$30.3T0.61%
36
GDGENERAL DYNAMICS CORP
119,760$29.7T0.60%
37
CSGPCOSTAR GROUP INC
362,709$28.0T0.57%
38
MTZMASTEC INC
315,614$26.9T0.55%
39
WMTWAL MART INC.
189,806$26.9T0.54%
40
HQYHEALTHEQUITY INC
417,196$25.7T0.52%
41
DOWDOW INC (DOW)
508,297$25.6T0.52%
42
CIENCIENA CORPORATION
492,586$25.1T0.51%
43
CAGCONAGRA BRANDS
647,266$25.0T0.51%
44
CPRTCOPART INC
396,126$24.1T0.49%
45
MLMMARTIN MARIETTA MATERIALS INC
71,182$24.1T0.49%
46
TENBTENABLE HOLDINGS
622,984$23.8T0.48%
47
OLEDUNIVERSAL DISPLAY CORP
216,442$23.4T0.47%
48
TMDXTRANSMEDICS GROUP, INC
373,496$23.1T0.47%
49
SHELSHELL PLC ADR
394,339$22.5T0.45%
50
G2CEVERI HOLDINGS
1,564,401$22.4T0.45%
51
ADMARCHER DANIELS MIDLAND
241,253$22.4T0.45%
52
ICFIICF INTL INC
224,019$22.2T0.45%
53
TASKTASKUS INC - A
1,300,669$22.0T0.45%
54
SPGIS&P GLOBAL INC
64,974$21.8T0.44%
55
AZNASTRAZENECA PLC - SPONS ADR (U
320,445$21.7T0.44%
56
KELKELLOGG CO
302,286$21.5T0.44%
57
AMEAMETEK INC.
152,855$21.4T0.43%
58
AZTAAZENTA INC
355,885$20.7T0.42%
59
EVHEVOLENT HEALTH INC CLASS A
733,356$20.6T0.42%
60
SHLSSHOALS TECHNOLOGIES GROUP
828,898$20.4T0.41%
61
CFGCITIZENS FINANCIAL GROUP INC
518,408$20.4T0.41%
62
INTCINTEL CORP
765,403$20.2T0.41%
63
AMZNAMAZON.COM INC
240,427$20.2T0.41%
64
VRSKVERISK ANALYTICS INC
113,295$20.0T0.40%
65
ESTAESTABLISHMENT LABS HOLDINGS
303,330$19.9T0.40%
66
FOURSHIFT4 PAYMENTS, INC.
355,628$19.9T0.40%
67
RIORIO TINTO PLC SPONSORED ADR
276,920$19.7T0.40%
68
GPNGLOBAL PAYMENTS INC
195,579$19.4T0.39%
69
TA T & T INC
1,043,798$19.2T0.39%
70
BMYBRISTOL MYERS SQUIBB CO
264,734$19.0T0.39%
71
GPCGENUINE PARTS CO
107,157$18.6T0.38%
72
GSKGSK, INC
525,716$18.5T0.37%
73
CINFCINCINNATI FINANCIAL CORP
178,964$18.3T0.37%
74
PRVAPRIVIA HEALTH GROUP
800,885$18.2T0.37%
75
NVEEUSDNV5 GLOBAL INC
133,255$17.6T0.36%
76
ABJAABB LTD (SW)
576,900$17.6T0.36%
77
HALOHALOZYME THERAPEUTICS, INC
305,349$17.4T0.35%
78
BUWABIO RAD LABORATORIES INC CL A
41,060$17.3T0.35%
79
MGPIMGP INGREDIENTS INC
160,545$17.1T0.35%
80
CSTLCASTLE BIOSCIENCES
716,244$16.9T0.34%
81
BSXBOSTON SCIENTIFIC CORPORATION
355,814$16.5T0.33%
82
TSCOTRACTOR SUPPLY CO
72,262$16.3T0.33%
83
APY1EURCHAMPIONX CORP
555,115$16.1T0.33%
84
VVISA INC
76,397$15.9T0.32%
85
UNHUNITEDHEALTH GROUP, INC.
29,857$15.8T0.32%
86
APTVAPTIV PLC
167,736$15.6T0.32%
87
HPHELMERICH & PAYNE INC
314,602$15.6T0.32%
88
PAYAUSDPAYA HOLDINGS INC-A
1,960,090$15.4T0.31%
89
VEEVVEEVA SYSTEMS INC CL A
94,543$15.3T0.31%
90
EMREMERSON ELECTRIC CO
158,425$15.2T0.31%
91
IRINGERSOLL-RAND PLC
288,364$15.1T0.31%
92
DEODIAGEO PLC ADR (UK)
84,225$15.0T0.30%
93
BKNGBOOKING HOLDINGS INC
7,327$14.8T0.30%
94
TTWOTAKE-TWO INTERACTIVE SOFTWARE
140,428$14.6T0.30%
95
PANWPALO ALTO NETWORKS, INC.
104,540$14.6T0.30%
96
WHDCACTUS, INC
288,905$14.5T0.29%
97
UPSUNITED PARCEL SERVICE - CL B
82,402$14.3T0.29%
98
THTARGET HOSPITALITY
945,074$14.3T0.29%
99
FIVEFIVE BELOW, INC.
79,063$14.0T0.28%
100
KEYSKEYSIGHT TECHNOLOGIES, INC
81,672$14.0T0.28%
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