KING LUTHER CAPITAL MANAGEMENT CORP Q3 2025 Filing
Filed November 7, 2025
Portfolio Value
$24.3B
Holdings
599
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (599 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 2,911,518 | $1.5T | 6212.42% | |
| 2 | AAPLAPPLE INC | 5,696,757 | $1.5T | 5975.72% | |
| 3 | NVDANVIDIA CORP | 6,878,856 | $1.3T | 5287.31% | |
| 4 | DSGRDISTRIBUTION SOLUTIONS GRP I | 36,357,588 | $1.1T | 4505.33% | |
| 5 | ORCLORACLE CORP | 2,670,034 | $750.9B | 3093.48% | |
| 6 | AMZNAMAZON COM INC | 3,307,576 | $726.2B | 2991.82% | |
| 7 | GOOGLALPHABET INC CLASS A | 2,529,732 | $615.0B | 2533.45% | |
| 8 | GOOGALPHABET INC CLASS C | 2,449,591 | $596.6B | 2457.73% | |
| 9 | JPMJP MORGAN CHASE & CO | 1,778,634 | $561.0B | 2311.23% | |
| 10 | HDHOME DEPOT INC | 1,233,298 | $499.7B | 2058.64% | |
| 11 | AVGOBROADCOM INC | 1,470,536 | $485.1B | 1998.59% | |
| 12 | MLMMARTIN MARIETTA MATLS INC | 685,103 | $431.8B | 1778.86% | |
| 13 | BACBANK OF AMERICA CORPORATION | 7,359,517 | $379.7B | 1564.11% | |
| 14 | CITCINTAS CORP | 1,799,908 | $369.4B | 1521.98% | |
| 15 | TRMBTRIMBLE NAVIGATION LTD | 4,174,268 | $340.8B | 1404.07% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 680,119 | $329.9B | 1358.93% | |
| 17 | TDYTELEDYNE TECHNOLOGIES INC | 548,394 | $321.4B | 1323.95% | |
| 18 | VVISA INC | 918,356 | $313.5B | 1291.52% | |
| 19 | DHRDANAHER CORP DEL | 1,386,811 | $274.9B | 1132.68% | |
| 20 | EMREMERSON ELEC CO | 2,014,198 | $264.2B | 1088.49% | |
| 21 | ECLECOLAB INC | 926,736 | $253.8B | 1045.53% | |
| 22 | KOCOCA COLA CO | 3,820,831 | $253.4B | 1043.89% | |
| 23 | ORLYO REILLY AUTOMOTIVE INC | 2,276,855 | $245.5B | 1011.22% | |
| 24 | ROPROPER INDS INC NEW | 490,252 | $244.5B | 1007.17% | |
| 25 | LINLINDE PLC | 500,846 | $237.9B | 980.06% | |
| 26 | COPCONOCOPHILLIPS | 2,228,968 | $210.8B | 868.57% | |
| 27 | AXPAMERICAN EXPRESS CO | 607,766 | $201.9B | 831.64% | |
| 28 | WCNWASTE CONNECTIONS INC | 1,121,736 | $197.2B | 812.39% | |
| 29 | UNPUNION PAC CORP | 830,550 | $196.3B | 808.74% | |
| 30 | ABBVABBVIE INC | 834,783 | $193.3B | 796.26% | |
| 31 | ABTABBOTT LABS | 1,435,459 | $192.3B | 792.05% | |
| 32 | HONHONEYWELL INTL INC | 909,104 | $191.4B | 788.35% | |
| 33 | PGPROCTER & GAMBLE CO | 1,208,331 | $185.7B | 764.84% | |
| 34 | XOMEXXON MOBIL CORP | 1,626,503 | $183.4B | 755.48% | |
| 35 | CVXCHEVRON CORP NEW | 1,137,437 | $176.6B | 727.65% | |
| 36 | CFRCULLEN FROST BANKERS INC | 1,354,195 | $171.7B | 707.21% | |
| 37 | SYKSTRYKER CORPORATION | 461,653 | $170.7B | 703.05% | |
| 38 | WPMWHEATON PRECIOUS METALS CORP | 1,517,782 | $169.7B | 699.29% | |
| 39 | NFLXNETFLIX INC | 139,938 | $167.8B | 691.16% | |
| 40 | CTRACOTERRA ENERGY INC | 6,764,639 | $160.0B | 659.07% | |
| 41 | PANWPALO ALTO NETWORKS INC | 767,711 | $156.3B | 643.98% | |
| 42 | ALCALCON | 2,080,994 | $155.1B | 638.76% | |
| 43 | ZTSZOETIS INC | 1,044,463 | $152.8B | 629.58% | |
| 44 | XYLXYLEM INC | 998,929 | $147.3B | 606.99% | |
| 45 | VMIVALMONT INDS INC | 373,639 | $144.9B | 596.81% | |
| 46 | AMGNAMGEN INC | 509,158 | $143.7B | 591.92% | |
| 47 | LLYLILLY ELI & CO | 185,655 | $141.7B | 583.56% | |
| 48 | METAMETA PLATFORMS INC | 185,920 | $136.5B | 562.47% | |
| 49 | WMTWAL MART STORES INC | 1,301,471 | $134.1B | 552.56% | |
| 50 | TSCOTRACTOR SUPPLY CO | 2,350,945 | $133.7B | 550.78% | |
| 51 | KEXKIRBY CORP | 1,570,001 | $131.0B | 539.73% | |
| 52 | MCOMOODYS CORP | 259,637 | $123.7B | 509.64% | |
| 53 | JNJJOHNSON & JOHNSON | 655,724 | $121.6B | 500.88% | |
| 54 | T7DTRANSDIGM GROUP INC | 91,855 | $121.1B | 498.74% | |
| 55 | PEPPEPSICO INC | 836,908 | $117.5B | 484.20% | |
| 56 | ROKROCKWELL AUTOMATION INC | 324,349 | $113.4B | 467.04% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 215,149 | $108.2B | 445.59% | |
| 58 | ADBEADOBE SYS INC | 306,289 | $108.0B | 445.09% | |
| 59 | CLCOLGATE PALMOLIVE CO | 1,318,784 | $105.4B | 434.30% | |
| 60 | PHPARKER HANNIFAN CORP | 138,483 | $105.0B | 432.52% | |
| 61 | FELEFRANKLIN ELEC INC | 1,035,481 | $98.6B | 406.10% | |
| 62 | KMBKIMBERLY CLARK CORP | 780,455 | $97.0B | 399.77% | |
| 63 | MAMASTERCARD INC | 170,013 | $96.7B | 398.39% | |
| 64 | SHWSHERWIN WILLIAMS CO | 261,110 | $90.4B | 372.46% | |
| 65 | CCOCAMECO CORP | 1,065,310 | $89.3B | 368.03% | |
| 66 | LHXL3HARRIS TECHNOLOGIES INC | 283,734 | $86.7B | 356.98% | |
| 67 | MRKMERCK & CO INC | 1,002,817 | $84.2B | 346.73% | |
| 68 | GSGOLDMAN SACHS GROUP INC | 104,706 | $83.4B | 343.50% | |
| 69 | FTAIFTAI AVIATION LTD | 496,189 | $82.8B | 341.08% | |
| 70 | QCOMQUALCOMM INC | 496,678 | $82.6B | 340.39% | |
| 71 | GNRCGENERAC HLDGS INC | 478,456 | $80.1B | 329.95% | |
| 72 | TTCTORO CO | 1,039,055 | $79.2B | 326.17% | |
| 73 | SPGIS&P GLOBAL INC | 156,173 | $76.0B | 313.13% | |
| 74 | KMIKINDER MORGAN INC DEL | 2,636,391 | $74.6B | 307.47% | |
| 75 | NTNXNUTANIX INC | 968,819 | $72.1B | 296.90% | |
| 76 | ASOACADEMY SPORTS & OUTDOORS IN | 1,396,610 | $69.9B | 287.79% | |
| 77 | PFEPFIZER INC | 2,706,467 | $69.0B | 284.09% | |
| 78 | PRPERMIAN RESOURCES CORP | 5,275,723 | $67.5B | 278.19% | |
| 79 | CRMSALESFORCE COM INC | 268,866 | $63.7B | 262.50% | |
| 80 | BRBROADRIDGE FINL SOLUTIONS IN | 255,743 | $60.9B | 250.93% | |
| 81 | AJGGALLAGHER ARTHUR J & CO | 188,346 | $58.3B | 240.33% | |
| 82 | CECOCECO ENVIRONMENTAL CORP | 1,125,322 | $57.6B | 237.36% | |
| 83 | FTNTFORTINET INC | 671,644 | $56.5B | 232.64% | |
| 84 | WMWASTE MGMT INC DEL | 254,313 | $56.2B | 231.36% | |
| 85 | TTEKTETRA TECH INC NEW | 1,646,327 | $55.0B | 226.39% | |
| 86 | WSOWATSCO INC | 132,682 | $53.6B | 220.99% | |
| 87 | ICEINTERCONTINENTAL EXCHANGE IN | 311,535 | $52.5B | 216.23% | |
| 88 | TAT&T INC | 1,855,572 | $52.4B | 215.87% | |
| 89 | VLTOVERALTO CORP | 446,331 | $47.6B | 196.02% | |
| 90 | ETNEATON CORP PLC | 122,685 | $45.9B | 189.15% | |
| 91 | INTUINTUIT | 66,232 | $45.2B | 186.33% | |
| 92 | VRSKVERISK ANALYTICS INC | 178,227 | $44.8B | 184.66% | |
| 93 | ACNACCENTURE LTD BERMUDA | 179,405 | $44.2B | 182.26% | |
| 94 | TXOTXO ENERGY PARTNERS LP | 3,071,796 | $43.2B | 177.80% | |
| 95 | AMTAMERICAN TOWER CORP | 224,130 | $43.1B | 177.57% | |
| 96 | EOGEOG RES INC | 383,373 | $43.0B | 177.08% | |
| 97 | CDNSCADENCE DESIGN SYSTEM INC | 122,316 | $43.0B | 177.00% | |
| 98 | GTLSCHART INDS INC | 214,102 | $42.9B | 176.53% | |
| 99 | COSTCOSTCO WHSL CORP NEW | 46,214 | $42.8B | 176.22% | |
| 100 | BWXTBWX TECHNOLOGIES INC | 230,616 | $42.5B | 175.16% |
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