Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KING LUTHER CAPITAL MANAGEMENT CORP (CIK 310051) reported $23.15B across 597 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($1.42B, 6.15%), NVDA ($1.17B, 5.06%), MSFT ($1.08B, 4.65%), DSGR ($1.07B, 4.63%), AMZN ($697.3M, 3.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.42B | 6.15% | 5.6M | Trimmed |
| 2 | NVDA | NVIDIA CORP | $1.17B | 5.06% | 6.7M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $1.08B | 4.65% | 2.9M | Trimmed |
| 4 | DSGR | DISTRIBUTION SOLUTIONS GRP I | $1.07B | 4.63% | 36.4M | Hold |
| 5 | AMZN | AMAZON COM INC | $697.3M | 3.01% | 3.3M | Trimmed |
| 6 | GOOGL | ALPHABET INC CLASS A | $692.8M | 2.99% | 2.4M | Trimmed |
| 7 | GOOG | ALPHABET INC CLASS C | $686.5M | 2.97% | 2.4M | Trimmed |
| 8 | JPM | JP MORGAN CHASE & CO | $509.0M | 2.20% | 1.7M | Trimmed |
| 9 | AVGO | BROADCOM INC | $460.8M | 1.99% | 1.5M | Added |
| 10 | HD | HOME DEPOT INC | $401.5M | 1.73% | 1.2M | Trimmed |
| 11 | MLM | MARTIN MARIETTA MATLS INC | $392.5M | 1.70% | 666,722 | Trimmed |
| 12 | BAC | BANK OF AMERICA CORPORATION | $357.8M | 1.55% | 7.3M | Trimmed |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $348.7M | 1.51% | 709,494 | Added |
| 14 | ORCL | ORACLE CORP | $336.0M | 1.45% | 2.3M | Trimmed |
| 15 | TDY | TELEDYNE TECHNOLOGIES INC | $319.0M | 1.38% | 527,306 | Trimmed |
| 16 | CTAS | CINTAS CORP | $289.9M | 1.25% | 1.7M | Trimmed |
| 17 | KO | COCA COLA CO | $287.6M | 1.24% | 3.8M | Trimmed |
| 18 | COP | CONOCOPHILLIPS | $276.9M | 1.20% | 2.1M | Trimmed |
| 19 | V | VISA INC | $273.5M | 1.18% | 904,832 | Trimmed |
| 20 | XOM | EXXON MOBIL CORP | $271.3M | 1.17% | 1.6M | Trimmed |
| 21 | TRMB | TRIMBLE NAVIGATION LTD | $263.2M | 1.14% | 4.0M | Trimmed |
| 22 | EMR | EMERSON ELEC CO | $261.2M | 1.13% | 2.0M | Added |
| 23 | DHR | DANAHER CORP DEL | $247.6M | 1.07% | 1.3M | Trimmed |
| 24 | LIN | LINDE PLC | $244.8M | 1.06% | 493,719 | Trimmed |
| 25 | ECL | ECOLAB INC | $243.3M | 1.05% | 914,704 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31