KORNITZER CAPITAL MANAGEMENT INC /KS Q2 2025 Filing
Filed July 31, 2025
Portfolio Value
$5.0B
Holdings
494
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (494 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $278.8M |
COSTCOSTCO WHOLESALE | $97.7M |
LLYELI LILLY & CO COM | $94.0M |
AAPLAPPLE INC | $88.8M |
AJGGALLAGHER ARTHUR J & CO | $82.8M |
HESHESS CORP | $78.1M |
KMIKINDER MORGAN INC | $76.9M |
IBMINT'L BUSINESS MACHINES | $76.5M |
XOMEXXON MOBIL CORP COM | $74.8M |
WMWASTE MANAGEMENT | $72.5M |
METAMETA PLATFORMS (FACEBOOK) | $66.3M |
CVXCHEVRON CORP | $64.5M |
GOOGLALPHABET INC - CLASS A (GOOGL) | $61.9M |
CSCOCISCO SYS INC COM | $61.8M |
AMZNAMAZON.COM INC | $58.8M |
PGPROCTER & GAMBLE | $58.1M |
QCOMQUALCOMM INC | $55.4M |
PEPPEPSICO INC. | $54.2M |
JNJJOHNSON & JOHNSON | $53.4M |
ABTABBOTT LABORATORIES | $52.5M |
WMTWAL MART INC. | $51.5M |
SLBSCHLUMBERGER LTD | $48.2M |
COPCONOCOPHILLIPS | $47.6M |
NVDANVIDIA CORP | $46.8M |
ALSALLSTATE CORP | $46.3M |
KOCOCA-COLA | $45.7M |
MRKMERCK & CO NEW | $42.6M |
BACVERIZON COMM | $40.2M |
GILDGILEAD SCIENCES INC | $38.7M |
KMBKIMBERLY-CLARK CORP | $37.3M |
VSTVISTRA CORP | $35.0M |
GDGENERAL DYNAMICS CORP | $32.5M |
FOURSHIFT4 PAYMENTS, INC. | $32.1M |
TFCTRUIST FINANCIAL CORP (TFC) | $32.1M |
APAAPA CORPORATION | $31.9M |
MLB1MERCADOLIBRE INC | $31.7M |
PFEPFIZER | $30.2M |
—J P MORGAN CHASE | $30.1M |
MSCIMSCI INC | $30.0M |
SHELSHELL PLC ADR | $28.2M |
TA T & T INC | $27.1M |
BKNGBOOKING HOLDINGS INC | $27.0M |
VEEVVEEVA SYSTEMS INC CL A | $26.8M |
MLMMARTIN MARIETTA MATERIALS INC | $26.6M |
TSMTAIWAN SEMICONDUCTOR MFG CO LT | $25.5M |
CINFCINCINNATI FINANCIAL CORP | $25.1M |
VVISA INC | $25.0M |
CLXCLOROX CO | $25.0M |
ABJAABB LTD (SW) (ABBNY) | $23.9M |
SAPSAP SE ADR (GE) | $22.8M |
VRSKVERISK ANALYTICS INC | $22.7M |
ULUNILEVER PLC ADR (TICKER UL) | $22.5M |
ELFE.L.F BEAUTY INC | $22.3M |
CSGPCOSTAR GROUP INC | $21.7M |
TRUTRANSUNION | $21.3M |
PYPLPAYPAL HOLDINGS INC | $20.9M |
DINOHF SINCLAIR CORP | $20.6M |
AZNASTRAZENECA PLC - SPONS ADR (U | $20.4M |
GISGENERAL MILLS | $20.0M |
LINLINDE AG | $19.4M |
EMREMERSON ELECTRIC CO | $19.1M |
ITGARTNER INC | $18.9M |
KNSLKINSALE CAPITAL GROUP INC | $18.4M |
RTXRTX CORP | $18.4M |
RSGREPUBLIC SERVICES INC | $18.2M |
ALCALCON INC | $17.9M |
CFGCITIZENS FINANCIAL GROUP INC | $17.7M |
VRTVERTIV HOLDINGS CO CL A | $17.7M |
GFLGFL ENVIRONMENTAL INC-SUB VT | $17.7M |
RIORIO TINTO PLC SPONSORED ADR | $17.4M |
CAGCONAGRA BRANDS | $17.0M |
AMEAMETEK INC. | $16.9M |
NEMNEWMONT CORPORATION | $16.7M |
ASMLASML HOLDING NV ORD | $16.6M |
KELKELLANOVA (previously Kellogg) | $16.3M |
OLEDUNIVERSAL DISPLAY CORP | $16.3M |
AONAON PLC | $16.0M |
FQIDIGITAL REALTY TRUST INC | $15.7M |
VRNSVARONIS SYSTEMS INC | $15.6M |
CPRTCOPART INC | $15.5M |
WMSADVANCED DRAINAGE SYSTEMS INC | $15.5M |
RHCRH PLC - SPONS ADR | $15.4M |
PCORPROCORE TECHNOLOGIES | $15.2M |
NTRANATERA, INC | $14.9M |
BPBP PLC, INC ADR (UK) | $14.5M |
DVDoubleVerify | $14.4M |
BMYBRISTOL MYERS SQUIBB CO | $14.2M |
OPCHOPTION CARE HEALTH INC | $13.8M |
UBERUBER TECHNOLOGIES | $13.6M |
PLMRPALOMAR HOLDINGS INC | $13.6M |
ABGCENCORA (FORMERLY AMERISOURCE- | $13.4M |
GSKGSK, INC | $13.2M |
SYYSYSCO CORP | $13.2M |
STRLSTERLING INFRASTRUCTURE | $13.2M |
CMECME GROUP INC. | $13.0M |
MAMASTERCARD INC-CLASS A | $13.0M |
LYVLIVE NATION ENTERTAINMENT INC. | $13.0M |
ICLRICON PLC - SPONSORED ADR | $13.0M |
NVEEUSDNV5 GLOBAL INC | $12.9M |
ADMARCHER DANIELS MIDLAND | $12.7M |
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