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
CSCOCISCO SYS INC
$40.4M
PYPLPAYPAL HLDGS INC
$39.5M
CDNSCADENCE DESIGN SYSTEM INC
$36.8M
SPYSPDR S&P 500 ETF TR
$35.9M
STELSTELLAR BANCORP INC
$35.9M
DISDISNEY WALT CO
$35.8M
FTNTFORTINET INC
$34.6M
RRCRANGE RES CORP
$34.4M
RLRALPH LAUREN CORP
$33.6M
CECOCECO ENVIRONMENTAL CORP
$33.3M
ITWILLINOIS TOOL WKS INC
$32.1M
TYLTYLER TECHNOLOGIES INC
$30.3M
APDAIR PRODS & CHEMS INC
$29.4M
CTVACORTEVA INC
$29.3M
ARESARES MANAGEMENT CORPORATION
$27.7M
BKNGBOOKING HLDGS INC
$27.4M
CMACOMERICA INC
$26.9M
AKAMAKAMAI TECHNOLOGIES INC
$25.9M
MCKMCKESSON CORP
$24.9M
BMYBRISTOL MYERS SQUIBB CO
$24.8M
FICOFAIR ISAAC CORP
$24.6M
ALSALLSTATE CORP
$24.5M
CEGCONSTELLATION ENERGY CORP
$24.3M
FANGDIAMONDBACK ENERGY INC
$24.1M
VOOVANGUARD INDEX FDS
$23.8M
FTVFORTIVE CORP
$23.3M
MDLZMONDELEZ INTL INC
$22.9M
DC4DEXCOM INC
$22.7M
AMEAMETEK INC NEW
$20.4M
SCHWSCHWAB CHARLES CORP
$20.1M
ADPAUTOMATIC DATA PROCESSING INC
$19.9M
TWLOTWILIO INC
$19.9M
AKXANSYS INC
$19.7M
EXEEXPAND ENERGY CORPORATION
$18.7M
PKNREVVITY INC
$17.5M
BWXTBWX TECHNOLOGIES INC
$17.5M
KHCKRAFT HEINZ CO
$17.4M
AZZAZZ INC
$17.4M
CWENCLEARWAY ENERGY INC
$17.4M
RTXRTX CORPORATION
$17.0M
FLRFLUOR CORP NEW
$16.5M
NEOGNEOGEN CORP
$16.4M
DDDUPONT DE NEMOURS INC
$16.4M
BUSEFIRST BUSEY CORP
$16.2M
IVVISHARES TR
$16.1M
DVNDEVON ENERGY CORP NEW
$15.9M
GRCGORMAN RUPP CO
$14.5M
MUSAMURPHY USA INC
$14.0M
MGNIMAGNITE INC
$13.5M
HWKNHAWKINS INC
$13.5M
SCPHSCPHARMACEUTICALS INC
$13.5M
RSGREPUBLIC SVCS INC
$13.3M
GSHDGOOSEHEAD INS INC
$13.1M
TXNTEXAS INSTRS INC
$13.0M
USBUS BANCORP DEL
$12.7M
SEICSEI INVTS CO
$12.4M
BRK-BBERKSHIRE HATHAWAY INC DEL
$12.4M
DXPEDXP ENTERPRISES INC NEW
$12.1M
NWLNEWELL BRANDS INC
$12.1M
LOWLOWES COS INC
$12.0M
VCSHVANGUARD SCOTTSDALE FDS
$12.0M
TRVCCITIGROUP INC
$11.8M
MRSHMARSH & MCLENNAN COS INC
$11.4M
ACWXISHARES TR
$11.4M
TSEMTOWER SEMICONDUCTOR LTD
$11.0M
ETNEATON CORP PLC
$10.9M
SOSOUTHERN CO
$10.6M
LITELUMENTUM HLDGS INC
$10.1M
UNHUNITEDHEALTH GROUP INC
$9.9M
PLTRPALANTIR TECHNOLOGIES INC
$9.7M
OSONESTREAM INC
$9.7M
ALGALAMO GROUP INC
$9.6M
SBRSABINE ROYALTY TR
$9.6M
ATECALPHATEC HLDGS INC
$9.5M
LRCXEURLAM RESEARCH CORP
$9.5M
COFCAPITAL ONE FINL CORP
$9.4M
HOMBHOME BANCSHARES INC
$8.9M
PLMRPALOMAR HLDGS INC
$8.9M
ITTITT INC
$8.7M
AGGISHARES TR
$8.5M
QTWOQ2 HLDGS INC
$8.4M
CATCATERPILLAR INC DEL
$8.4M
ENSGENSIGN GROUP INC
$8.4M
RDWREDWIRE CORPORATION
$8.2M
ESABESAB CORPORATION
$8.1M
MCDMCDONALDS CORP
$8.0M
PNFPPINNACLE FINL PARTNERS INC
$8.0M
BACVERIZON COMMUNICATIONS
$8.0M
AZOAUTOZONE INC
$7.9M
CRLCHARLES RIV LABS INTL INC
$7.9M
TJXTJX COS INC NEW
$7.9M
OLLIOLLIES BARGAIN OUTLET HLDGS
$7.9M
MATMATTEL INC
$7.5M
GISGENERAL MLS INC
$7.5M
IWBISHARES TR
$7.5M
4I1PHILIP MORRIS INTL INC
$7.5M
EEFTEURONET WORLDWIDE INC
$7.4M
RALRALLIANT CORP
$7.2M
IBMINTERNATIONAL BUSINESS MACHS
$6.8M
NFENEW FORTRESS ENERGY INC
$6.8M
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