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)

StockValue
MSFTMICROSOFT CORP
$1.5B
AAPLAPPLE INC
$1.2B
NVDANVIDIA CORP
$1.1B
DSGRDISTRIBUTION SOLUTIONS GRP I
$998.7M
AMZNAMAZON COM INC
$725.5M
ORCLORACLE CORP
$600.8M
JPMJP MORGAN CHASE & CO
$520.5M
GOOGLALPHABET INC CLASS A
$451.1M
HDHOME DEPOT INC
$450.1M
GOOGALPHABET INC CLASS C
$436.7M
CITCINTAS CORP
$405.3M
AVGOBROADCOM INC
$403.8M
MLMMARTIN MARIETTA MATLS INC
$379.3M
BACBANK OF AMERICA CORPORATION
$348.0M
VVISA INC
$328.9M
TRMBTRIMBLE NAVIGATION LTD
$320.3M
DHRDANAHER CORP DEL
$308.1M
TMOTHERMO FISHER SCIENTIFIC INC
$297.6M
ROPROPER INDS INC NEW
$283.7M
TDYTELEDYNE TECHNOLOGIES INC
$283.4M
EMREMERSON ELEC CO
$271.9M
KOCOCA COLA CO
$271.6M
HONHONEYWELL INTL INC
$260.2M
ECLECOLAB INC
$244.7M
LINLINDE PLC
$228.7M
UNPUNION PAC CORP
$222.2M
ZTSZOETIS INC
$211.7M
WCNWASTE CONNECTIONS INC
$210.6M
COPCONOCOPHILLIPS
$204.4M
ABTABBOTT LABS
$194.3M
AXPAMERICAN EXPRESS CO
$194.2M
PGPROCTER & GAMBLE CO
$193.8M
ORLYO REILLY AUTOMOTIVE INC
$189.9M
ALCALCON
$187.9M
CFRCULLEN FROST BANKERS INC
$180.7M
XOMEXXON MOBIL CORP
$177.4M
SYKSTRYKER CORPORATION
$177.0M
CTRACOTERRA ENERGY INC
$174.5M
NFLXNETFLIX INC
$173.6M
KEXKIRBY CORP
$164.1M
CVXCHEVRON CORP NEW
$163.0M
GTLSCHART INDS INC
$158.8M
ABBVABBVIE INC
$154.8M
AMGNAMGEN INC
$141.7M
ADBEADOBE SYS INC
$137.8M
WPMWHEATON PRECIOUS METALS CORP
$136.9M
MCOMOODYS CORP
$134.9M
LLYLILLY ELI & CO
$129.8M
METAMETA PLATFORMS INC
$129.7M
XYLXYLEM INC
$129.7M
WMTWAL MART STORES INC
$126.3M
TSCOTRACTOR SUPPLY CO
$123.5M
VMIVALMONT INDS INC
$122.3M
CLCOLGATE PALMOLIVE CO
$121.9M
PEPPEPSICO INC
$113.4M
ROKROCKWELL AUTOMATION INC
$108.9M
IEXIDEX CORP
$106.6M
KMBKIMBERLY CLARK CORP
$103.4M
T7DTRANSDIGM GROUP INC
$102.8M
MRKMERCK & CO INC
$100.3M
FELEFRANKLIN ELEC INC
$97.6M
PHPARKER HANNIFAN CORP
$96.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$95.8M
MAMASTERCARD INC
$93.9M
SHWSHERWIN WILLIAMS CO
$89.7M
QCOMQUALCOMM INC
$89.5M
KDPKEURIG DR PEPPER INC
$81.7M
SPGIS&P GLOBAL INC
$78.2M
CRMSALESFORCE COM INC
$78.0M
KMIKINDER MORGAN INC DEL
$76.9M
FISVFISERV INC
$76.3M
TTCTORO CO
$75.6M
CCOCAMECO CORP
$73.8M
PANWPALO ALTO NETWORKS INC
$72.0M
PRPERMIAN RESOURCES CORP
$72.0M
ACNACCENTURE LTD BERMUDA
$71.8M
AJGGALLAGHER ARTHUR J & CO
$71.3M
GNRCGENERAC HLDGS INC
$68.6M
JNJJOHNSON & JOHNSON
$68.3M
PFEPFIZER INC
$66.0M
ASOACADEMY SPORTS & OUTDOORS IN
$65.3M
GSGOLDMAN SACHS GROUP INC
$65.1M
LHXL3HARRIS TECHNOLOGIES INC
$64.7M
BRBROADRIDGE FINL SOLUTIONS IN
$63.8M
NTNXNUTANIX INC
$61.5M
WSOWATSCO INC
$59.6M
TTEKTETRA TECH INC NEW
$59.1M
WMWASTE MGMT INC DEL
$57.8M
VRSKVERISK ANALYTICS INC
$54.3M
ICEINTERCONTINENTAL EXCHANGE IN
$54.0M
TAT&T INC
$52.7M
INTUINTUIT
$51.8M
AMTAMERICAN TOWER CORP
$50.3M
FTAIFTAI AVIATION LTD
$47.0M
EOGEOG RES INC
$46.3M
VLTOVERALTO CORP
$46.3M
COSTCOSTCO WHSL CORP NEW
$46.3M
TXOTXO ENERGY PARTNERS LP
$46.2M
RSRELIANCE STEEL & ALUMINUM CO
$41.8M
FMCFMC CORP
$41.4M
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