KORNITZER CAPITAL MANAGEMENT INC /KS Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$4.8B

Holdings

508

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (508 positions)

StockValue
MSFTMICROSOFT CORP
$260.1M
CVXCHEVRON CORP
$149.2M
LLYELI LILLY & CO COM
$119.4M
AAPLAPPLE INC
$114.5M
GOOGLALPHABET INC - CLASS A (GOOGL)
$102.5M
COSTCOSTCO WHOLESALE
$84.5M
XOMEXXON MOBIL CORP COM
$80.8M
IBMINT'L BUSINESS MACHINES
$74.5M
KMIKINDER MORGAN INC
$70.9M
JNJJOHNSON & JOHNSON
$70.6M
CSCOCISCO SYS INC COM
$68.1M
WMWASTE MANAGEMENT
$67.5M
AJGGALLAGHER ARTHUR J & CO
$63.5M
AMZNAMAZON.COM INC
$59.3M
PEPPEPSICO INC.
$58.9M
QCOMQUALCOMM INC
$58.6M
MRKMERCK & CO NEW
$58.2M
METAMETA PLATFORMS (FACEBOOK)
$57.3M
WMTWAL MART INC.
$56.6M
NVDANVIDIA CORP
$55.4M
SLBSLB NV
$53.3M
PGPROCTER & GAMBLE
$51.1M
COPCONOCOPHILLIPS
$48.6M
ABTABBOTT LABORATORIES
$47.3M
ALSALLSTATE CORP
$46.3M
APAAPA CORPORATION
$45.6M
KOCOCA-COLA
$40.7M
GILDGILEAD SCIENCES INC
$40.4M
BACVERIZON COMM
$38.0M
GDGENERAL DYNAMICS CORP
$35.1M
TFCTRUIST FINANCIAL CORP (TFC)
$35.0M
TSMTAIWAN SEMICONDUCTOR MFG CO LT
$34.5M
J P MORGAN CHASE
$32.9M
PFEPFIZER
$30.9M
SHELSHELL PLC ADR
$30.6M
ABJAABB LTD (SW) (ABBNY)
$28.7M
KMBKIMBERLY-CLARK CORP
$28.1M
NEMNEWMONT CORPORATION
$27.3M
AZNASTRAZENECA PLC - SPONS ADR (U
$27.0M
CINFCINCINNATI FINANCIAL CORP
$26.6M
MLB1MERCADOLIBRE INC
$24.6M
VVISA INC
$24.6M
BKNGBOOKING HOLDINGS INC
$24.3M
RIORIO TINTO PLC SPONSORED ADR
$23.0M
TA T & T INC
$23.0M
MSCIMSCI INC
$22.3M
MLMMARTIN MARIETTA MATERIALS INC
$22.3M
CFGCITIZENS FINANCIAL GROUP INC
$22.3M
DINOHF SINCLAIR CORP
$22.2M
ASMLASML HOLDING NV ORD
$22.2M
ULUNILEVER PLC ADR (TICKER UL)
$21.8M
RTXRTX CORP
$21.2M
RHCRH PLC - SPONS ADR
$21.0M
VSTVISTRA CORP
$20.5M
VRSKVERISK ANALYTICS INC
$20.4M
CLXCLOROX CO
$19.7M
LINLINDE AG
$19.6M
HLTHILTON INC
$18.5M
SAPSAP SE ADR (GE)
$18.2M
EMREMERSON ELECTRIC CO
$18.1M
GOOGALPHABET INC- CLASS C (non-vot
$17.7M
GISGENERAL MILLS
$17.5M
BMYBRISTOL MYERS SQUIBB CO
$17.0M
GSKGSK, INC
$16.3M
VEEVVEEVA SYSTEMS INC CL A
$16.1M
BPBP PLC, INC ADR (UK)
$16.1M
AONAON PLC
$15.8M
AVGOBROADCOM INC (AVGO)
$15.3M
PYPLPAYPAL HOLDINGS INC
$15.2M
CSGPCOSTAR GROUP INC
$15.1M
GFLGFL ENVIRONMENTAL INC-SUB VT
$15.0M
RSGREPUBLIC SERVICES INC
$15.0M
KNSLKINSALE CAPITAL GROUP INC
$14.9M
FQIDIGITAL REALTY TRUST INC
$13.9M
RGENREPLIGEN CORP
$13.7M
VRTVERTIV HOLDINGS CO CL A
$13.6M
MAMASTERCARD INC-CLASS A
$13.5M
OPCHOPTION CARE HEALTH INC
$13.5M
EMNEASTMAN CHEMICAL CO
$13.4M
CPRTCOPART INC
$13.4M
ADMARCHER DANIELS MIDLAND
$13.3M
TRUTRANSUNION
$13.0M
AMEAMETEK INC.
$13.0M
RCLROYAL CARIBBEAN
$12.7M
FOURSHIFT4 PAYMENTS, INC.
$12.5M
SKYCHAMPION HOMES INC
$12.4M
PCORPROCORE TECHNOLOGIES
$12.4M
OLEDUNIVERSAL DISPLAY CORP
$12.3M
LYVLIVE NATION ENTERTAINMENT INC.
$12.3M
CMECME GROUP INC.
$12.2M
MDTMEDTRONIC PLC
$12.0M
WTWISDOMTREE INC
$11.8M
ITGARTNER INC
$11.8M
EGYVAALCO ENERGY, INC (13D)
$11.8M
NTRANATERA, INC
$11.4M
SYYSYSCO CORP
$11.4M
LGNDLIGAND PHARMACEUTICALS
$11.4M
JBTJBT MAREL CORP
$11.3M
IDXXIDEXX LABORATORIES INC
$11.3M
CAGCONAGRA BRANDS
$11.2M
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