KING LUTHER CAPITAL MANAGEMENT CORP Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$21.7T
Holdings
593
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (593 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 5,884,477 | $1.3T | 6.04% | |
| 2 | MSFTMICROSOFT CORP | 2,975,510 | $1.1T | 5.16% | |
| 3 | DSGRDISTRIBUTION SOLUTIONS GRP I | 36,357,588 | $1.0T | 4.70% | |
| 4 | NVDANVIDIA CORP | 6,917,031 | $749.7B | 3.46% | |
| 5 | AMZNAMAZON COM INC | 3,344,276 | $636.3B | 2.94% | |
| 6 | JPMJP MORGAN CHASE & CO | 1,844,309 | $452.4B | 2.09% | |
| 7 | HDHOME DEPOT INC | 1,231,965 | $451.5B | 2.08% | |
| 8 | GOOGLALPHABET INC CLASS A | 2,603,081 | $402.5B | 1.86% | |
| 9 | GOOGALPHABET INC CLASS C | 2,525,402 | $394.5B | 1.82% | |
| 10 | ORCLORACLE CORP | 2,785,825 | $389.5B | 1.80% | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 768,433 | $382.4B | 1.77% | |
| 12 | CITCINTAS CORP | 1,850,477 | $380.3B | 1.76% | |
| 13 | MLMMARTIN MARIETTA MATLS INC | 710,253 | $339.6B | 1.57% | |
| 14 | VVISA INC | 941,196 | $329.9B | 1.52% | |
| 15 | DHRDANAHER CORP DEL | 1,583,561 | $324.6B | 1.50% | |
| 16 | BACBANK OF AMERICA CORPORATION | 7,418,076 | $309.6B | 1.43% | |
| 17 | ROPROPER INDS INC NEW | 505,734 | $298.2B | 1.38% | |
| 18 | KOCOCA COLA CO | 3,907,270 | $279.8B | 1.29% | |
| 19 | TDYTELEDYNE TECHNOLOGIES INC | 560,335 | $278.9B | 1.29% | |
| 20 | TRMBTRIMBLE NAVIGATION LTD | 4,237,911 | $278.2B | 1.28% | |
| 21 | UNPUNION PAC CORP | 1,061,681 | $250.8B | 1.16% | |
| 22 | COPCONOCOPHILLIPS | 2,370,357 | $248.9B | 1.15% | |
| 23 | HONHONEYWELL INTL INC | 1,167,963 | $247.3B | 1.14% | |
| 24 | AVGOBROADCOM INC | 1,469,848 | $246.1B | 1.14% | |
| 25 | ZTSZOETIS INC | 1,420,032 | $233.8B | 1.08% | |
| 26 | LINLINDE PLC | 498,309 | $232.0B | 1.07% | |
| 27 | ECLECOLAB INC | 914,509 | $231.8B | 1.07% | |
| 28 | EMREMERSON ELEC CO | 2,060,663 | $225.9B | 1.04% | |
| 29 | WCNWASTE CONNECTIONS INC | 1,138,751 | $222.3B | 1.03% | |
| 30 | PGPROCTER & GAMBLE CO | 1,221,985 | $208.3B | 0.96% | |
| 31 | ORLYO REILLY AUTOMOTIVE INC | 142,421 | $204.0B | 0.94% | |
| 32 | ALCALCON | 2,148,813 | $204.0B | 0.94% | |
| 33 | CTRACOTERRA ENERGY INC | 6,907,619 | $199.6B | 0.92% | |
| 34 | XOMEXXON MOBIL CORP | 1,672,015 | $198.9B | 0.92% | |
| 35 | CVXCHEVRON CORP NEW | 1,178,196 | $197.1B | 0.91% | |
| 36 | ABTABBOTT LABS | 1,416,243 | $187.9B | 0.87% | |
| 37 | CFRCULLEN FROST BANKERS INC | 1,444,476 | $180.8B | 0.84% | |
| 38 | ABBVABBVIE INC | 838,097 | $175.6B | 0.81% | |
| 39 | AXPAMERICAN EXPRESS CO | 617,672 | $166.2B | 0.77% | |
| 40 | AMGNAMGEN INC | 514,082 | $160.2B | 0.74% | |
| 41 | SYKSTRYKER CORPORATION | 414,797 | $154.4B | 0.71% | |
| 42 | PEPPEPSICO INC | 1,024,417 | $153.6B | 0.71% | |
| 43 | KEXKIRBY CORP | 1,509,453 | $152.5B | 0.70% | |
| 44 | ADBEADOBE SYS INC | 392,273 | $150.4B | 0.69% | |
| 45 | GTLSCHART INDS INC | 979,683 | $141.4B | 0.65% | |
| 46 | IEXIDEX CORP | 720,828 | $130.4B | 0.60% | |
| 47 | MCOMOODYS CORP | 273,598 | $127.4B | 0.59% | |
| 48 | TSCOTRACTOR SUPPLY CO | 2,291,589 | $126.3B | 0.58% | |
| 49 | CLCOLGATE PALMOLIVE CO | 1,343,853 | $125.9B | 0.58% | |
| 50 | LLYLILLY ELI & CO | 149,642 | $123.6B | 0.57% | |
| 51 | MRKMERCK & CO INC | 1,368,037 | $122.8B | 0.57% | |
| 52 | WPMWHEATON PRECIOUS METALS CORP | 1,531,117 | $118.9B | 0.55% | |
| 53 | XYLXYLEM INC | 982,470 | $117.4B | 0.54% | |
| 54 | NFLXNETFLIX INC | 125,715 | $117.2B | 0.54% | |
| 55 | KMBKIMBERLY CLARK CORP | 819,744 | $116.6B | 0.54% | |
| 56 | WMTWAL MART STORES INC | 1,281,646 | $112.5B | 0.52% | |
| 57 | FELEFRANKLIN ELEC INC | 1,162,280 | $109.1B | 0.50% | |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 202,905 | $108.1B | 0.50% | |
| 59 | VMIVALMONT INDS INC | 374,582 | $106.9B | 0.49% | |
| 60 | MAMASTERCARD INC | 168,378 | $92.3B | 0.43% | |
| 61 | QCOMQUALCOMM INC | 582,723 | $89.5B | 0.41% | |
| 62 | SHWSHERWIN WILLIAMS CO | 252,805 | $88.3B | 0.41% | |
| 63 | ROKROCKWELL AUTOMATION INC | 337,613 | $87.2B | 0.40% | |
| 64 | METAMETA PLATFORMS INC | 147,728 | $85.1B | 0.39% | |
| 65 | PHPARKER HANNIFAN CORP | 138,408 | $84.1B | 0.39% | |
| 66 | AJGGALLAGHER ARTHUR J & CO | 241,090 | $83.2B | 0.38% | |
| 67 | TTCTORO CO | 1,077,753 | $78.4B | 0.36% | |
| 68 | ACNACCENTURE LTD BERMUDA | 250,672 | $78.2B | 0.36% | |
| 69 | T7DTRANSDIGM GROUP INC | 56,208 | $77.8B | 0.36% | |
| 70 | CRMSALESFORCE COM INC | 287,648 | $77.2B | 0.36% | |
| 71 | KMIKINDER MORGAN INC DEL | 2,635,802 | $75.2B | 0.35% | |
| 72 | JNJJOHNSON & JOHNSON | 452,306 | $75.0B | 0.35% | |
| 73 | SPGIS&P GLOBAL INC | 145,264 | $73.8B | 0.34% | |
| 74 | PRPERMIAN RESOURCES CORP | 5,249,873 | $72.7B | 0.34% | |
| 75 | KDPKEURIG DR PEPPER INC | 2,064,041 | $70.6B | 0.33% | |
| 76 | ASOACADEMY SPORTS & OUTDOORS IN | 1,541,374 | $70.3B | 0.32% | |
| 77 | PFEPFIZER INC | 2,698,932 | $68.4B | 0.32% | |
| 78 | WSOWATSCO INC | 130,494 | $66.3B | 0.31% | |
| 79 | BRBROADRIDGE FINL SOLUTIONS IN | 265,380 | $64.3B | 0.30% | |
| 80 | FISVFISERV INC | 284,143 | $62.7B | 0.29% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 117,764 | $61.7B | 0.28% | |
| 82 | GNRCGENERAC HLDGS INC | 484,407 | $61.4B | 0.28% | |
| 83 | LHXL3HARRIS TECHNOLOGIES INC | 291,770 | $61.1B | 0.28% | |
| 84 | WMWASTE MGMT INC DEL | 255,059 | $59.0B | 0.27% | |
| 85 | PANWPALO ALTO NETWORKS INC | 316,860 | $54.1B | 0.25% | |
| 86 | VRSKVERISK ANALYTICS INC | 174,183 | $51.8B | 0.24% | |
| 87 | EOGEOG RES INC | 396,517 | $50.8B | 0.23% | |
| 88 | TXOTXO ENERGY PARTNERS LP | 2,561,530 | $49.1B | 0.23% | |
| 89 | TAT&T INC | 1,728,267 | $48.9B | 0.23% | |
| 90 | FTAIFTAI AVIATION LTD | 438,094 | $48.6B | 0.22% | |
| 91 | NTNXNUTANIX INC | 694,343 | $48.5B | 0.22% | |
| 92 | AKAMAKAMAI TECHNOLOGIES INC | 582,241 | $46.9B | 0.22% | |
| 93 | AMTAMERICAN TOWER CORP | 214,962 | $46.8B | 0.22% | |
| 94 | VLTOVERALTO CORP | 475,205 | $46.3B | 0.21% | |
| 95 | TTEKTETRA TECH INC NEW | 1,537,871 | $45.0B | 0.21% | |
| 96 | ICEINTERCONTINENTAL EXCHANGE IN | 245,768 | $42.4B | 0.20% | |
| 97 | FMCFMC CORP | 1,004,348 | $42.4B | 0.20% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 44,669 | $42.2B | 0.20% | |
| 99 | FTVFORTIVE CORP | 574,452 | $42.0B | 0.19% | |
| 100 | CCOCAMECO CORP | 990,549 | $40.8B | 0.19% |
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