Arkolith/Funds/King Luther Capital Management Corp

King Luther Capital Management Corp

CIK 310051Asset manager
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Inactive

King Luther Capital Management Corp holds a diversified book of 601 stocks worth $23.1B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Fifth Third Bancorp and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.

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Use Arkolith to show KING LUTHER CAPITAL MANAGEMENT CORP's latest
holdings, largest changes, and filing provenance.
Opened
40
new positions
Added to
178
existing
Trimmed
268
reduced
Sold out
42
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
35%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Information Technology
37%
Industrials
14%
Financials
10%
Consumer Discretionary
10%
Health Care
8%
Materials
6%
Energy
5%
ETF / fund or unclassified
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

601 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$1.4B5.61M
6.1%
−2.7%
Reduced · −156K sh
2Nvidia Corp
COM
$1.2B6.71M
5.1%
−2.3%
Reduced · −157K sh
3Microsoft Corp
COM
$1.1B2.91M
4.6%
−2.3%
Reduced · −69K sh
4Distribution Solutions Grp I
COM
$1.1B36.36M
4.6%
Held
5Amazon Com Inc
COM
$697.3M3.35M
3.0%
−0.5%
Reduced · −17K sh
6Alphabet Inc Class A
COM
$692.8M2.41M
3.0%
−2.7%
Reduced · −68K sh
7Alphabet Inc Class C
COM
$686.5M2.39M
3.0%
−4.1%
Reduced · −103K sh
8JP Morgan Chase & Co
COM
$509.0M1.73M
2.2%
−2.4%
Reduced · −43K sh
9Broadcom Inc
COM
$460.8M1.49M
2.0%
+0.1%
Added · +806 sh
10Home Depot Inc
COM
$401.5M1.22M
1.7%
−1.6%
Reduced · −20K sh
11Martin Marietta Matls Inc
COM
$392.5M666.7K
1.7%
−3.4%
Reduced · −23K sh
12Bank Of America Corporation
COM
$357.8M7.34M
1.5%
−2.7%
Reduced · −202K sh
13Thermo Fisher Scientific Inc
COM
$348.7M709.5K
1.5%
+3.1%
Added · +21K sh
14Oracle Corp
COM
$336.0M2.28M
1.5%
−13%
Reduced · −346K sh
15Teledyne Technologies Inc
COM
$319.0M527.3K
1.4%
−2.7%
Reduced · −15K sh
16Cintas Corp
COM
$289.9M1.71M
1.3%
−5.4%
Reduced · −98K sh
17Coca Cola Co
COM
$287.6M3.78M
1.2%
−1.8%
Reduced · −71K sh
18ConocoPhillips
COM
$276.9M2.10M
1.2%
−2.3%
Reduced · −50K sh
19Visa Inc
COM CL A
$273.5M904.8K
1.2%
−2.0%
Reduced · −18K sh
20Exxon Mobil Corp
COM
$271.3M1.60M
1.2%
−3.9%
Reduced · −66K sh
21Trimble Navigation Ltd
COM
$263.2M4.03M
1.1%
−3.0%
Reduced · −124K sh
22Emerson Elec Co
COM
$261.2M1.99M
1.1%
~0%
Added · +670 sh
23Danaher Corp Del
COM
$247.6M1.31M
1.1%
−4.6%
Reduced · −63K sh
24Linde PLC
COM
$244.8M493.7K
1.1%
−1.4%
Reduced · −7K sh
25Ecolab Inc
COM
$243.3M914.7K
1.1%
−2.0%
Reduced · −18K sh
26Chevron Corp New
COM
$230.2M1.11M
1.0%
−1.4%
Reduced · −15K sh
27Coterra Energy Inc
COM
$229.4M6.53M
1.0%
−3.2%
Reduced · −219K sh
28Kirby Corp
COM
$207.4M1.56M
0.9%
−3.5%
Reduced · −56K sh
29O Reilly Automotive Inc
COM
$203.6M2.21M
0.9%
−3.3%
Reduced · −76K sh
30Union Pac Corp
COM
$195.5M805.9K
0.8%
−3.8%
Reduced · −31K sh
31Wheaton Precious Metals Corp
COM
$194.4M1.48M
0.8%
−2.3%
Reduced · −35K sh
32Netflix Inc
COM
$190.8M1.98M
0.8%
+11%
Added · +202K sh
33Johnson & Johnson
COM
$188.4M770.6K
0.8%
+3.1%
Added · +23K sh
34American Express Co
COM
$183.1M605.3K
0.8%
−1.1%
Reduced · −6K sh
35Lilly Eli & Co
COM
$182.6M198.6K
0.8%
+3.7%
Added · +7K sh
36Cullen Frost Bankers Inc
COM
$181.8M1.33M
0.8%
−0.5%
Reduced · −6K sh
37Amgen Inc
CL A
$179.5M510.1K
0.8%
−1.1%
Reduced · −6K sh
38Abbvie Inc
COM
$175.9M808.8K
0.8%
−3.9%
Reduced · −33K sh
39Wal Mart Stores Inc
COM
$171.8M1.38M
0.7%
−2.3%
Reduced · −33K sh
40Waste Connections Inc
COM
$171.2M1.05M
0.7%
−6.0%
Reduced · −68K sh
41Procter & Gamble Co
COM
$166.9M1.16M
0.7%
−2.9%
Reduced · −35K sh
42Honeywell Intl Inc
COM
$165.6M732.5K
0.7%
−3.3%
Reduced · −25K sh
43Stryker Corporation
COM
$152.0M462.6K
0.7%
−3.9%
Reduced · −19K sh
44Valmont Inds Inc
COM
$144.9M362.5K
0.6%
−2.9%
Reduced · −11K sh
45ALCON
ORD SHS
$143.7M1.91M
0.6%
−5.3%
Reduced · −106K sh
46Palo Alto Networks Inc
COM
$134.6M839.3K
0.6%
+2.5%
Added · +20K sh
47Abbott Labs
COM
$134.2M1.31M
0.6%
−11%
Reduced · −157K sh
48Transdigm Group Inc
COM
$125.6M108.4K
0.5%
+8.7%
Added · +9K sh
49Pepsico Inc
COM
$124.9M804.6K
0.5%
−3.4%
Reduced · −29K sh
50Roper Inds Inc New
COM
$118.8M335.7K
0.5%
−28%
Reduced · −128K sh
Showing 50 of 601 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026601$23.1B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026606$24.6B13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025599$24.3B13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025586$23.0B13F-HR
Q1 2025Mar 31, 2025May 12, 2025593$21.7B13F-HR
Q4 2024Dec 31, 2024Feb 7, 2025588$23.1B13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024600$23.3B13F-HR
Q2 2024Jun 30, 2024Aug 12, 2024596$22.2B13F-HR
Q1 2024Mar 31, 2024May 14, 2024598$22.2B13F-HR
Q4 2023Dec 31, 2023Feb 9, 2024582$20.8B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023587$19.3B13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023594$20.1B13F-HR
Q1 2023Mar 31, 2023May 11, 2023581$18.9B13F-HR
Q4 2022Dec 31, 2022Feb 13, 2023580$18.2B13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022568$16.7B13F-HR
Q2 2022Jun 30, 2022Aug 11, 2022607$17.9B13F-HR
Q1 2022Mar 31, 2022May 11, 2022606$20.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022616$22.1B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021598$20.3B13F-HR
Q2 2021Jun 30, 2021Aug 13, 2021610$20.5B13F-HR
Q1 2021Mar 31, 2021May 12, 2021550$18.6B13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021558$17.8B13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020514$15.8B13F-HR
Q2 2020Jun 30, 2020Aug 12, 2020507$14.4B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.