KING LUTHER CAPITAL MANAGEMENT CORP
Q2 2026 13F filing
Updated 31 days ago614 disclosed positions worth $24.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $1.6B | 5.52M | 6.53% | — |
| 2 | N NVDA NVIDIA CORP | $1.3B | 6.52M | 5.34% | — |
| 3 | D DSGR DISTRIBUTION SOLUTIONS GRP I | $1.3B | 36.36M | 5.21% | — |
| 4 | M MSFT MICROSOFT CORP | $1.1B | 2.83M | 4.32% | — |
| 5 | G GOOGN ALPHABET INC CLASS C | $829.6M | 2.35M | 3.40% | — |
| 6 | G GOOGN ALPHABET INC CLASS A | $823.4M | 2.30M | 3.37% | — |
| 7 | A AMZN AMAZON COM INC | $796.4M | 3.34M | 3.26% | — |
| 8 | A AVGO BROADCOM INC | $602.4M | 1.59M | 2.47% | — |
| 9 | J JPM-PM JP MORGAN CHASE & CO | $549.4M | 1.68M | 2.25% | — |
| 10 | H HD HOME DEPOT INC | $407M | 1.15M | 1.67% | — |
| 11 | B BAC-PS BANK OF AMERICA CORPORATION | $406.4M | 7.13M | 1.66% | — |
| 12 | M MLM MARTIN MARIETTA MATLS INC | $376.7M | 653.2K | 1.54% | — |
| 13 | T TMO THERMO FISHER SCIENTIFIC INC | $339.6M | 677.3K | 1.39% | — |
| 14 | T TDY TELEDYNE TECHNOLOGIES INC | $336.3M | 504.3K | 1.38% | — |
| 15 | V V VISA INC | $313.1M | 912.7K | 1.28% | — |
| 16 | P PANW PALO ALTO NETWORKS INC | $302.6M | 887.3K | 1.24% | — |
| 17 | K KO COCA COLA CO | $298.1M | 3.67M | 1.22% | — |
| 18 | C CTAS CINTAS CORP | $284.8M | 1.67M | 1.17% | — |
| 19 | E EMR EMERSON ELEC CO | $279.6M | 1.95M | 1.14% | — |
| 20 | L LIN LINDE PLC | $267.1M | 514.7K | 1.09% | — |
| 21 | L LLY LILLY ELI & CO | $249.7M | 208.2K | 1.02% | — |
| 22 | E ECL ECOLAB INC | $244.1M | 876.0K | 1.00% | — |
| 23 | A AXP AMERICAN EXPRESS CO | $223.4M | 660.5K | 0.91% | — |
| 24 | U UNP UNION PAC CORP | $217.6M | 799.9K | 0.89% | — |
| 25 | O ORCL-PD ORACLE CORP | $216M | 1.47M | 0.88% | — |
| 26 | J JNJ JOHNSON & JOHNSON | $215.5M | 848.6K | 0.88% | — |
| 27 | C COP CONOCOPHILLIPS | $215M | 2.07M | 0.88% | — |
| 28 | X XOM EXXON MOBIL CORP | $212.5M | 1.55M | 0.87% | — |
| 29 | D DVN DEVON ENERGY CORP NEW | $207.4M | 5.02M | 0.85% | — |
| 30 | D DHR DANAHER CORP DEL | $206.3M | 1.08M | 0.84% | — |
| 31 | K KEX KIRBY CORP | $198.2M | 1.46M | 0.81% | — |
| 32 | O ORLY O REILLY AUTOMOTIVE INC | $195.5M | 2.12M | 0.80% | — |
| 33 | V VMI VALMONT INDS INC | $195.1M | 337.8K | 0.80% | — |
| 34 | A ABBV ABBVIE INC | $194.9M | 774.4K | 0.80% | — |
| 35 | C CFR-PB CULLEN FROST BANKERS INC | $192.5M | 1.25M | 0.79% | — |
| 36 | T TRMB TRIMBLE NAVIGATION LTD | $185M | 3.61M | 0.76% | — |
| 37 | N NFLX NETFLIX INC | $180.5M | 2.53M | 0.74% | — |
| 38 | A AMGN AMGEN INC | $178.6M | 493.2K | 0.73% | — |
| 39 | C CVX CHEVRON CORP NEW | $176M | 1.06M | 0.72% | — |
| 40 | W WCN WASTE CONNECTIONS INC | $166.3M | 997.4K | 0.68% | — |
| 41 | P PG PROCTER & GAMBLE CO | $157.9M | 1.08M | 0.65% | — |
| 42 | W WPM WHEATON PRECIOUS METALS CORP | $157.3M | 1.40M | 0.64% | — |
| 43 | W WMT WAL MART STORES INC | $150.5M | 1.33M | 0.62% | — |
| 44 | R ROK ROCKWELL AUTOMATION INC | $148.8M | 300.6K | 0.61% | — |
| 45 | M MRK MERCK & CO INC | $139.7M | 1.09M | 0.57% | — |
| 46 | G GNRC GENERAC HLDGS INC | $137.9M | 471.0K | 0.56% | — |
| 47 | E ETN EATON CORP PLC | $135.5M | 317.9K | 0.55% | — |
| 48 | S SYK STRYKER CORPORATION | $135.2M | 429.5K | 0.55% | — |
| 49 | G GS-PD GOLDMAN SACHS GROUP INC | $131.2M | 129.7K | 0.54% | — |
| 50 | T TDG TRANSDIGM GROUP INC | $125.5M | 94.2K | 0.51% | — |