King Luther Capital Management Corp

13F filer · CIK 0000310051

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$24.4BU.S. long equity reported on 13F

Positions50628 new · 20 closed

Net flow last quarter-$650MBuys minus sells

Top 10 positions weight37.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026506 positions
AAPLApple Inc.	$1.6B	6.53%	0.04%	-1.6%	Q2 2013
NVDANvidia Corp	$1.3B	5.34%	0.03%	-2.9%	Q4 2015
DSGRDistribution Solutions Group, Inc.	$1.27B	5.21%	78.63%	Not reported	Q2 2013
MSFTMicrosoft Corp	$1.06B	4.32%	0.04%	-2.7%	Q2 2013
GOOGAlphabet Inc.	$830M	3.40%	Not reported	-1.9%	Q4 2015
GOOGLAlphabet Inc.	$823M	3.37%	0.02%	-4.4%	Q4 2015
AMZNAmazon Com Inc	$796M	3.26%	0.03%	-0.2%	Q2 2013
AVGOBroadcom Inc.	$602M	2.47%	0.03%	+7.1%	Q3 2020
JPMJPMorgan Chase & Co	$549M	2.25%	0.06%	-3.0%	Q2 2013
HDHome Depot, Inc.	$407M	1.67%	0.12%	-5.5%	Q2 2013
BACBank of America Corp	$406M	1.66%	0.10%	-2.8%	Q2 2013
MLMMartin Marietta Materials Inc	$377M	1.54%	1.09%	-2.0%	Q2 2013
TMOThermo Fisher Scientific Inc.	$340M	1.39%	0.18%	-4.5%	Q2 2013
TDYTeledyne Technologies Inc	$336M	1.38%	1.09%	-4.4%	Q2 2013
VVisa Inc.	$313M	1.28%	0.05%	+0.9%	Q2 2013
PANWPalo Alto Networks Inc	$303M	1.24%	0.11%	+5.7%	Q2 2022
KOCoca Cola Co	$298M	1.22%	0.09%	-3.0%	Q2 2013
CTASCintas Corp	$285M	1.17%	0.42%	-2.3%	Q2 2013
EMREmerson Electric Co	$280M	1.14%	0.35%	-2.0%	Q2 2013
LINLinde PLC	$267M	1.09%	0.11%	+4.3%	Q4 2018
LLYELI LILLY & Co	$250M	1.02%	0.02%	+4.9%	Q2 2013
ECLEcolab Inc.	$244M	1.00%	0.31%	-4.2%	Q2 2014
AXPAmerican Express Co	$223M	0.91%	0.10%	+9.1%	Q2 2013
UNPUnion Pacific Corp	$218M	0.89%	0.13%	-0.7%	Q2 2013
ORCLOracle Corp	$216M	0.88%	0.05%	-35.5%	Q2 2013
JNJJohnson & Johnson	$216M	0.88%	0.04%	+10.1%	Q2 2013
COPConocophillips	$215M	0.88%	0.17%	-1.4%	Q2 2013
XOMExxonMobil Holdings Corp	$213M	0.87%	0.04%	-2.8%	Q2 2013
DVNDevon Energy Corp	$207M	0.85%	0.81%	+776.5%	Q2 2013
DHRDanaher Corp	$206M	0.84%	0.15%	-17.1%	Q2 2013
KEXKirby Corp	$198M	0.81%	2.73%	-6.6%	Q2 2013
ORLYO Reilly Automotive Inc	$196M	0.80%	0.26%	-3.7%	Q2 2013
VMIValmont Industries Inc	$195M	0.80%	1.74%	-6.8%	Q2 2013
ABBVAbbVie Inc.	$195M	0.80%	0.04%	-4.3%	Q2 2013
CFRCullen/Frost Bankers, Inc.	$193M	0.79%	1.98%	-6.0%	Q2 2013
TRMBTrimble Inc.	$185M	0.76%	1.55%	-10.4%	Q2 2013
NFLXNetflix Inc	$181M	0.74%	0.06%	+27.4%	Q2 2021
AMGNAmgen Inc	$179M	0.73%	0.09%	-3.3%	Q2 2013
CVXChevron Corp	$176M	0.72%	0.05%	-4.6%	Q2 2013
WCNWaste Connections, Inc.	$166M	0.68%	0.40%	-5.3%	Q2 2013
PGPROCTER & GAMBLE Co	$158M	0.65%	0.05%	-6.8%	Q2 2013
WPMWheaton Precious Metals Corp.	$157M	0.64%	0.31%	-5.6%	Q1 2022
WMTWalmart Inc.	$150M	0.62%	0.02%	-3.9%	Q2 2013
ROKRockwell Automation, Inc	$149M	0.61%	0.27%	-1.2%	Q2 2013
MRKMerck & Co., Inc.	$140M	0.57%	0.04%	+10.5%	Q3 2013
GNRCGenerac Holdings Inc.	$138M	0.56%	0.80%	+0.5%	Q3 2013
ETNEaton Corp plc	$135M	0.55%	0.08%	+10.7%	Q2 2013
SYKStryker Corp	$135M	0.55%	0.11%	-7.1%	Q2 2013
GSGoldman Sachs Group Inc	$131M	0.54%	0.04%	+2.8%	Q4 2015
TDGTransDigm Group INC	$126M	0.51%	0.17%	-13.1%	Q2 2013

Q1 2026Reported May 11, 2026497 positions
AAPLApple Inc.	$1.42B	6.15%	0.04%	-2.7%	Q2 2013
NVDANvidia Corp	$1.17B	5.06%	0.03%	-2.3%	Q4 2015
MSFTMicrosoft Corp	$1.08B	4.65%	0.04%	-2.3%	Q2 2013
DSGRDistribution Solutions Group, Inc.	$1.07B	4.63%	78.71%	Not reported	Q2 2013
AMZNAmazon Com Inc	$697M	3.01%	0.03%	-0.5%	Q2 2013
GOOGLAlphabet Inc.	$693M	2.99%	0.02%	-2.7%	Q4 2015
GOOGAlphabet Inc.	$686M	2.97%	Not reported	-4.1%	Q4 2015
JPMJPMorgan Chase & Co	$509M	2.20%	0.06%	-2.4%	Q2 2013
AVGOBroadcom Inc.	$461M	1.99%	0.03%	+0.1%	Q3 2020
HDHome Depot, Inc.	$402M	1.73%	0.12%	-1.6%	Q2 2013
MLMMartin Marietta Materials Inc	$392M	1.70%	1.11%	-3.4%	Q2 2013
BACBank of America Corp	$358M	1.55%	0.10%	-2.7%	Q2 2013
TMOThermo Fisher Scientific Inc.	$349M	1.51%	0.19%	+3.1%	Q2 2013
ORCLOracle Corp	$336M	1.45%	0.08%	-13.2%	Q2 2013
TDYTeledyne Technologies Inc	$319M	1.38%	1.14%	-2.7%	Q2 2013
CTASCintas Corp	$290M	1.25%	0.43%	-5.4%	Q2 2013
KOCoca Cola Co	$288M	1.24%	0.09%	-1.8%	Q2 2013
COPConocophillips	$277M	1.20%	0.17%	-2.3%	Q2 2013
VVisa Inc.	$273M	1.18%	0.05%	-2.0%	Q2 2013
XOMExxonMobil Holdings Corp	$271M	1.17%	0.04%	-3.9%	Q2 2013
TRMBTrimble Inc.	$263M	1.14%	1.72%	-3.0%	Q2 2013
EMREmerson Electric Co	$261M	1.13%	0.36%	0.0%	Q2 2013
DHRDanaher Corp	$248M	1.07%	0.18%	-4.6%	Q2 2013
LINLinde PLC	$245M	1.06%	0.11%	-1.5%	Q4 2018
ECLEcolab Inc.	$243M	1.05%	0.33%	-2.0%	Q2 2014
CVXChevron Corp	$230M	0.99%	0.06%	-1.4%	Q2 2013
CTRACentra Software Inc	$229M	0.99%	Not reported	-3.3%	Q2 2013
KEXKirby Corp	$207M	0.90%	2.91%	-3.5%	Q2 2013
ORLYO Reilly Automotive Inc	$204M	0.88%	0.27%	-3.3%	Q2 2013
UNPUnion Pacific Corp	$196M	0.84%	0.14%	-3.8%	Q2 2013
WPMWheaton Precious Metals Corp.	$194M	0.84%	0.33%	-2.3%	Q1 2022
NFLXNetflix Inc	$191M	0.82%	0.05%	+11.3%	Q2 2021
JNJJohnson & Johnson	$188M	0.81%	0.03%	+3.1%	Q2 2013
AXPAmerican Express Co	$183M	0.79%	0.09%	-1.1%	Q2 2013
LLYELI LILLY & Co	$183M	0.79%	0.02%	+3.7%	Q2 2013
CFRCullen/Frost Bankers, Inc.	$182M	0.79%	2.10%	-0.5%	Q2 2013
AMGNAmgen Inc	$179M	0.78%	0.09%	-1.1%	Q2 2013
ABBVAbbVie Inc.	$176M	0.76%	0.05%	-3.9%	Q2 2013
WMTWalmart Inc.	$172M	0.74%	0.02%	-2.3%	Q2 2013
WCNWaste Connections, Inc.	$171M	0.74%	0.41%	-6.0%	Q2 2013
PGPROCTER & GAMBLE Co	$167M	0.72%	0.05%	-2.9%	Q2 2013
HONHoneywell International Inc	$166M	0.72%	0.12%	-3.3%	Q2 2013
SYKStryker Corp	$152M	0.66%	0.12%	-3.9%	Q2 2013
VMIValmont Industries Inc	$145M	0.63%	1.86%	-2.9%	Q2 2013
ALCAlcon Inc	$144M	0.62%	0.39%	-5.3%	Q4 2019
PANWPalo Alto Networks Inc	$135M	0.58%	0.10%	+2.5%	Q2 2022
ABTAbbott Laboratories	$134M	0.58%	0.08%	-10.7%	Q2 2013
TDGTransDigm Group INC	$126M	0.54%	0.19%	+8.7%	Q2 2013
PEPPepsico Inc	$125M	0.54%	0.06%	-3.4%	Q2 2013
ROPRoper Technologies Inc	$119M	0.51%	0.33%	-27.7%	Q2 2013

Q4 2025Reported Feb 9, 2026503 positions
AAPLApple Inc.	$1.57B	6.37%	0.04%	+1.2%	Q2 2013
MSFTMicrosoft Corp	$1.44B	5.85%	0.04%	+2.2%	Q2 2013
NVDANvidia Corp	$1.28B	5.21%	0.03%	-0.1%	Q4 2015
DSGRDistribution Solutions Group, Inc.	$996M	4.05%	78.73%	Not reported	Q2 2013
GOOGAlphabet Inc.	$783M	3.19%	Not reported	+1.9%	Q4 2015
AMZNAmazon Com Inc	$777M	3.16%	0.03%	+1.7%	Q2 2013
GOOGLAlphabet Inc.	$775M	3.15%	0.02%	-2.1%	Q4 2015
JPMJPMorgan Chase & Co	$571M	2.32%	0.07%	-0.3%	Q2 2013
AVGOBroadcom Inc.	$515M	2.09%	0.03%	+1.2%	Q3 2020
ORCLOracle Corp	$513M	2.08%	0.09%	-1.5%	Q2 2013
MLMMartin Marietta Materials Inc	$430M	1.75%	1.14%	+0.7%	Q2 2013
HDHome Depot, Inc.	$427M	1.74%	0.12%	+0.6%	Q2 2013
BACBank of America Corp	$415M	1.69%	0.10%	+2.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$399M	1.62%	0.18%	+1.2%	Q2 2013
CTASCintas Corp	$341M	1.39%	0.45%	+0.7%	Q2 2013
TRMBTrimble Inc.	$326M	1.32%	1.75%	-0.4%	Q2 2013
VVisa Inc.	$324M	1.32%	0.05%	+0.5%	Q2 2013
DHRDanaher Corp	$313M	1.27%	0.19%	-1.3%	Q2 2013
TDYTeledyne Technologies Inc	$277M	1.13%	1.17%	-1.2%	Q2 2013
KOCoca Cola Co	$269M	1.10%	0.09%	+0.8%	Q2 2013
EMREmerson Electric Co	$265M	1.08%	0.35%	-1.1%	Q2 2013
ECLEcolab Inc.	$245M	1.00%	0.33%	+0.7%	Q2 2014
AXPAmerican Express Co	$226M	0.92%	0.09%	+0.7%	Q2 2013
LINLinde PLC	$214M	0.87%	0.11%	0.0%	Q4 2018
ORLYO Reilly Automotive Inc	$208M	0.85%	0.27%	+0.2%	Q2 2013
ROPRoper Technologies Inc	$207M	0.84%	0.44%	-5.4%	Q2 2013
LLYELI LILLY & Co	$206M	0.84%	0.02%	+3.1%	Q2 2013
COPConocophillips	$201M	0.82%	0.17%	-3.7%	Q2 2013
XOMExxonMobil Holdings Corp	$200M	0.81%	0.04%	+2.4%	Q2 2013
WCNWaste Connections, Inc.	$197M	0.80%	0.44%	0.0%	Q2 2013
UNPUnion Pacific Corp	$194M	0.79%	0.14%	+0.8%	Q2 2013
ABBVAbbVie Inc.	$192M	0.78%	0.05%	+0.8%	Q2 2013
ABTAbbott Laboratories	$183M	0.75%	0.08%	+2.0%	Q2 2013
WPMWheaton Precious Metals Corp.	$178M	0.73%	0.33%	+0.1%	Q1 2022
KEXKirby Corp	$178M	0.72%	2.98%	+3.0%	Q2 2013
CTRACentra Software Inc	$178M	0.72%	Not reported	-0.3%	Q2 2013
CVXChevron Corp	$172M	0.70%	0.06%	-0.8%	Q2 2013
PGPROCTER & GAMBLE Co	$171M	0.69%	0.05%	-1.5%	Q2 2013
SYKStryker Corp	$169M	0.69%	0.13%	+4.3%	Q2 2013
AMGNAmgen Inc	$169M	0.69%	0.10%	+1.3%	Q2 2013
CFRCullen/Frost Bankers, Inc.	$169M	0.69%	2.08%	-1.6%	Q2 2013
NFLXNetflix Inc	$167M	0.68%	0.04%	+27.4%	Q2 2021
ALCAlcon Inc	$159M	0.65%	0.41%	-3.3%	Q4 2019
WMTWalmart Inc.	$158M	0.64%	0.02%	+8.8%	Q2 2013
JNJJohnson & Johnson	$155M	0.63%	0.03%	+14.0%	Q2 2013
PANWPalo Alto Networks Inc	$151M	0.61%	0.12%	+6.7%	Q2 2022
VMIValmont Industries Inc	$150M	0.61%	1.89%	-0.1%	Q2 2013
HONHoneywell International Inc	$148M	0.60%	0.12%	-16.6%	Q2 2013
XYLXylem Inc.	$135M	0.55%	0.41%	-1.0%	Q1 2019
MCOMoodys Corp	$135M	0.55%	0.15%	+1.5%	Q4 2014

Q3 2025Reported Nov 7, 2025501 positions
MSFTMicrosoft Corp	$1.51B	6.21%	0.04%	-0.4%	Q2 2013
AAPLApple Inc.	$1.45B	5.98%	0.04%	+0.2%	Q2 2013
NVDANvidia Corp	$1.28B	5.29%	0.03%	-1.2%	Q4 2015
DSGRDistribution Solutions Group, Inc.	$1.09B	4.51%	78.55%	Not reported	Q2 2013
ORCLOracle Corp	$751M	3.09%	0.09%	-2.8%	Q2 2013
AMZNAmazon Com Inc	$726M	2.99%	0.03%	0.0%	Q2 2013
GOOGLAlphabet Inc.	$615M	2.53%	0.02%	-1.2%	Q4 2015
GOOGAlphabet Inc.	$597M	2.46%	Not reported	-0.5%	Q4 2015
JPMJPMorgan Chase & Co	$561M	2.31%	0.07%	-0.9%	Q2 2013
HDHome Depot, Inc.	$500M	2.06%	0.12%	+0.5%	Q2 2013
AVGOBroadcom Inc.	$485M	2.00%	0.03%	+0.4%	Q3 2020
MLMMartin Marietta Materials Inc	$432M	1.78%	1.14%	-0.8%	Q2 2013
BACBank of America Corp	$380M	1.56%	0.10%	+0.1%	Q2 2013
CTASCintas Corp	$369M	1.52%	0.45%	-1.0%	Q2 2013
TRMBTrimble Inc.	$341M	1.40%	1.75%	-1.0%	Q2 2013
TMOThermo Fisher Scientific Inc.	$330M	1.36%	0.18%	-7.3%	Q2 2013
TDYTeledyne Technologies Inc	$321M	1.32%	1.17%	-0.9%	Q2 2013
VVisa Inc.	$314M	1.29%	0.05%	-0.9%	Q2 2013
DHRDanaher Corp	$275M	1.13%	0.20%	-11.1%	Q2 2013
EMREmerson Electric Co	$264M	1.09%	0.36%	-1.2%	Q2 2013
ECLEcolab Inc.	$254M	1.05%	0.33%	+2.1%	Q2 2014
KOCoca Cola Co	$253M	1.04%	0.09%	-0.5%	Q2 2013
ORLYO Reilly Automotive Inc	$245M	1.01%	0.27%	+8.1%	Q2 2013
ROPRoper Technologies Inc	$244M	1.01%	0.46%	-2.1%	Q2 2013
LINLinde PLC	$238M	0.98%	0.11%	+2.8%	Q4 2018
COPConocophillips	$211M	0.87%	0.18%	-2.2%	Q2 2013
AXPAmerican Express Co	$202M	0.83%	0.09%	-0.2%	Q2 2013
WCNWaste Connections, Inc.	$197M	0.81%	0.44%	-0.6%	Q2 2013
UNPUnion Pacific Corp	$196M	0.81%	0.14%	-14.0%	Q2 2013
ABBVAbbVie Inc.	$193M	0.80%	0.05%	+0.1%	Q2 2013
ABTAbbott Laboratories	$192M	0.79%	0.08%	+0.5%	Q2 2013
HONHoneywell International Inc	$191M	0.79%	0.14%	-18.6%	Q2 2013
PGPROCTER & GAMBLE Co	$186M	0.76%	0.05%	-0.7%	Q2 2013
XOMExxonMobil Holdings Corp	$183M	0.76%	0.04%	-1.2%	Q2 2013
CVXChevron Corp	$177M	0.73%	0.06%	-0.1%	Q2 2013
CFRCullen/Frost Bankers, Inc.	$172M	0.71%	2.11%	-3.7%	Q2 2013
SYKStryker Corp	$171M	0.70%	0.12%	+3.2%	Q2 2013
WPMWheaton Precious Metals Corp.	$170M	0.70%	0.33%	-0.5%	Q1 2022
NFLXNetflix Inc	$168M	0.69%	0.03%	+7.9%	Q2 2021
CTRACentra Software Inc	$160M	0.66%	Not reported	-1.6%	Q2 2013
PANWPalo Alto Networks Inc	$156M	0.64%	0.11%	+118.1%	Q2 2022
ALCAlcon Inc	$155M	0.64%	0.42%	-2.2%	Q4 2019
ZTSZoetis Inc.	$153M	0.63%	0.24%	-23.0%	Q4 2015
XYLXylem Inc.	$147M	0.61%	0.41%	-0.4%	Q1 2019
VMIValmont Industries Inc	$145M	0.60%	1.89%	-0.3%	Q2 2013
AMGNAmgen Inc	$144M	0.59%	0.09%	+0.3%	Q2 2013
LLYELI LILLY & Co	$142M	0.58%	0.02%	+11.5%	Q2 2013
METAMeta Platforms, Inc.	$137M	0.56%	Not reported	+5.8%	Q4 2013
WMTWalmart Inc.	$134M	0.55%	0.02%	+0.7%	Q2 2013
TSCOTractor Supply Co	$134M	0.55%	0.44%	+0.4%	Q2 2013

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