KING LUTHER CAPITAL MANAGEMENT CORP Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$23.0B
Holdings
586
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (586 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,924,108 | $1.5T | 6313.21% | |
| 2 | AAPLAPPLE INC | 5,683,272 | $1.2T | 5061.22% | |
| 3 | NVDANVIDIA CORP | 6,959,868 | $1.1T | 4772.80% | |
| 4 | DSGRDISTRIBUTION SOLUTIONS GRP I | 36,357,588 | $998.7B | 4335.07% | |
| 5 | AMZNAMAZON COM INC | 3,307,058 | $725.5B | 3149.21% | |
| 6 | ORCLORACLE CORP | 2,748,084 | $600.8B | 2607.85% | |
| 7 | JPMJP MORGAN CHASE & CO | 1,795,437 | $520.5B | 2259.31% | |
| 8 | GOOGLALPHABET INC CLASS A | 2,559,445 | $451.1B | 1957.80% | |
| 9 | HDHOME DEPOT INC | 1,227,743 | $450.1B | 1953.84% | |
| 10 | GOOGALPHABET INC CLASS C | 2,461,677 | $436.7B | 1895.41% | |
| 11 | CITCINTAS CORP | 1,818,541 | $405.3B | 1759.21% | |
| 12 | AVGOBROADCOM INC | 1,464,786 | $403.8B | 1752.57% | |
| 13 | MLMMARTIN MARIETTA MATLS INC | 690,904 | $379.3B | 1646.27% | |
| 14 | BACBANK OF AMERICA CORPORATION | 7,353,927 | $348.0B | 1510.45% | |
| 15 | VVISA INC | 926,323 | $328.9B | 1427.56% | |
| 16 | TRMBTRIMBLE NAVIGATION LTD | 4,215,537 | $320.3B | 1390.26% | |
| 17 | DHRDANAHER CORP DEL | 1,559,466 | $308.1B | 1337.13% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 733,963 | $297.6B | 1291.71% | |
| 19 | ROPROPER INDS INC NEW | 500,518 | $283.7B | 1231.47% | |
| 20 | TDYTELEDYNE TECHNOLOGIES INC | 553,239 | $283.4B | 1230.24% | |
| 21 | EMREMERSON ELEC CO | 2,039,341 | $271.9B | 1180.21% | |
| 22 | KOCOCA COLA CO | 3,838,713 | $271.6B | 1178.84% | |
| 23 | HONHONEYWELL INTL INC | 1,117,141 | $260.2B | 1129.23% | |
| 24 | ECLECOLAB INC | 908,118 | $244.7B | 1062.05% | |
| 25 | LINLINDE PLC | 487,386 | $228.7B | 992.56% | |
| 26 | UNPUNION PAC CORP | 965,885 | $222.2B | 964.60% | |
| 27 | ZTSZOETIS INC | 1,357,229 | $211.7B | 918.72% | |
| 28 | WCNWASTE CONNECTIONS INC | 1,128,045 | $210.6B | 914.24% | |
| 29 | COPCONOCOPHILLIPS | 2,278,174 | $204.4B | 887.39% | |
| 30 | ABTABBOTT LABS | 1,428,763 | $194.3B | 843.48% | |
| 31 | AXPAMERICAN EXPRESS CO | 608,771 | $194.2B | 842.87% | |
| 32 | PGPROCTER & GAMBLE CO | 1,216,509 | $193.8B | 841.26% | |
| 33 | ORLYO REILLY AUTOMOTIVE INC | 2,106,787 | $189.9B | 824.20% | |
| 34 | ALCALCON | 2,128,487 | $187.9B | 815.60% | |
| 35 | CFRCULLEN FROST BANKERS INC | 1,405,605 | $180.7B | 784.23% | |
| 36 | XOMEXXON MOBIL CORP | 1,645,927 | $177.4B | 770.14% | |
| 37 | SYKSTRYKER CORPORATION | 447,479 | $177.0B | 768.43% | |
| 38 | CTRACOTERRA ENERGY INC | 6,875,715 | $174.5B | 757.45% | |
| 39 | NFLXNETFLIX INC | 129,659 | $173.6B | 753.65% | |
| 40 | KEXKIRBY CORP | 1,447,268 | $164.1B | 712.43% | |
| 41 | CVXCHEVRON CORP NEW | 1,138,345 | $163.0B | 707.50% | |
| 42 | GTLSCHART INDS INC | 964,661 | $158.8B | 689.41% | |
| 43 | ABBVABBVIE INC | 833,794 | $154.8B | 671.78% | |
| 44 | AMGNAMGEN INC | 507,505 | $141.7B | 615.05% | |
| 45 | ADBEADOBE SYS INC | 356,259 | $137.8B | 598.25% | |
| 46 | WPMWHEATON PRECIOUS METALS CORP | 1,524,942 | $136.9B | 594.39% | |
| 47 | MCOMOODYS CORP | 269,002 | $134.9B | 585.66% | |
| 48 | LLYLILLY ELI & CO | 166,483 | $129.8B | 563.31% | |
| 49 | METAMETA PLATFORMS INC | 175,708 | $129.7B | 562.92% | |
| 50 | XYLXYLEM INC | 1,002,454 | $129.7B | 562.87% | |
| 51 | WMTWAL MART STORES INC | 1,291,925 | $126.3B | 548.31% | |
| 52 | TSCOTRACTOR SUPPLY CO | 2,340,817 | $123.5B | 536.16% | |
| 53 | VMIVALMONT INDS INC | 374,583 | $122.3B | 530.97% | |
| 54 | CLCOLGATE PALMOLIVE CO | 1,340,864 | $121.9B | 529.04% | |
| 55 | PEPPEPSICO INC | 859,141 | $113.4B | 492.39% | |
| 56 | ROKROCKWELL AUTOMATION INC | 327,721 | $108.9B | 472.51% | |
| 57 | IEXIDEX CORP | 606,997 | $106.6B | 462.57% | |
| 58 | KMBKIMBERLY CLARK CORP | 802,125 | $103.4B | 448.85% | |
| 59 | T7DTRANSDIGM GROUP INC | 67,579 | $102.8B | 446.05% | |
| 60 | MRKMERCK & CO INC | 1,266,426 | $100.3B | 435.14% | |
| 61 | FELEFRANKLIN ELEC INC | 1,087,557 | $97.6B | 423.62% | |
| 62 | PHPARKER HANNIFAN CORP | 138,408 | $96.7B | 419.62% | |
| 63 | BRK/BBERKSHIRE HATHAWAY INC DEL | 197,274 | $95.8B | 415.95% | |
| 64 | MAMASTERCARD INC | 167,160 | $93.9B | 407.72% | |
| 65 | SHWSHERWIN WILLIAMS CO | 261,144 | $89.7B | 389.20% | |
| 66 | QCOMQUALCOMM INC | 561,855 | $89.5B | 388.39% | |
| 67 | KDPKEURIG DR PEPPER INC | 2,472,116 | $81.7B | 354.74% | |
| 68 | SPGIS&P GLOBAL INC | 148,315 | $78.2B | 339.45% | |
| 69 | CRMSALESFORCE COM INC | 285,896 | $78.0B | 338.39% | |
| 70 | KMIKINDER MORGAN INC DEL | 2,613,970 | $76.9B | 333.57% | |
| 71 | FISVFISERV INC | 442,339 | $76.3B | 331.02% | |
| 72 | TTCTORO CO | 1,070,090 | $75.6B | 328.29% | |
| 73 | CCOCAMECO CORP | 994,027 | $73.8B | 320.27% | |
| 74 | PANWPALO ALTO NETWORKS INC | 352,000 | $72.0B | 312.66% | |
| 75 | PRPERMIAN RESOURCES CORP | 5,287,855 | $72.0B | 312.61% | |
| 76 | ACNACCENTURE LTD BERMUDA | 240,287 | $71.8B | 311.73% | |
| 77 | AJGGALLAGHER ARTHUR J & CO | 222,772 | $71.3B | 309.54% | |
| 78 | GNRCGENERAC HLDGS INC | 479,162 | $68.6B | 297.85% | |
| 79 | JNJJOHNSON & JOHNSON | 446,871 | $68.3B | 296.28% | |
| 80 | PFEPFIZER INC | 2,721,277 | $66.0B | 286.32% | |
| 81 | ASOACADEMY SPORTS & OUTDOORS IN | 1,456,621 | $65.3B | 283.31% | |
| 82 | GSGOLDMAN SACHS GROUP INC | 91,975 | $65.1B | 282.55% | |
| 83 | LHXL3HARRIS TECHNOLOGIES INC | 258,019 | $64.7B | 280.93% | |
| 84 | BRBROADRIDGE FINL SOLUTIONS IN | 262,508 | $63.8B | 276.91% | |
| 85 | NTNXNUTANIX INC | 805,085 | $61.5B | 267.12% | |
| 86 | WSOWATSCO INC | 135,032 | $59.6B | 258.84% | |
| 87 | TTEKTETRA TECH INC NEW | 1,643,157 | $59.1B | 256.47% | |
| 88 | WMWASTE MGMT INC DEL | 252,437 | $57.8B | 250.72% | |
| 89 | VRSKVERISK ANALYTICS INC | 174,246 | $54.3B | 235.59% | |
| 90 | ICEINTERCONTINENTAL EXCHANGE IN | 294,112 | $54.0B | 234.22% | |
| 91 | TAT&T INC | 1,822,635 | $52.7B | 228.95% | |
| 92 | INTUINTUIT | 65,740 | $51.8B | 224.75% | |
| 93 | AMTAMERICAN TOWER CORP | 227,732 | $50.3B | 218.47% | |
| 94 | FTAIFTAI AVIATION LTD | 408,464 | $47.0B | 203.96% | |
| 95 | EOGEOG RES INC | 387,504 | $46.3B | 201.18% | |
| 96 | VLTOVERALTO CORP | 459,027 | $46.3B | 201.13% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 46,762 | $46.3B | 200.93% | |
| 98 | TXOTXO ENERGY PARTNERS LP | 3,071,796 | $46.2B | 200.53% | |
| 99 | RSRELIANCE STEEL & ALUMINUM CO | 133,012 | $41.8B | 181.23% | |
| 100 | FMCFMC CORP | 990,469 | $41.4B | 179.49% |
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