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Institutional

KING LUTHER CAPITAL MANAGEMENT CORP

CIK 0000310051
$23.15B
Reported AUM
601
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · KING LUTHER CAPITAL MANAGEMENT CORP · Q1 2026

AI · grounded in 13F

KING LUTHER CAPITAL MANAGEMENT CORP reduced its position in Roper Inds Inc New ROP by 27.66%. The fund increased its stake in RTX Corporation RTX by 50.54%. Other reductions include trimming holdings in Oracle Corp ORCL by 13.16% and Alphabet Inc Class C GOOG by 4.12%.

Portfolio · Q1 2026

AAPL$1.42BNVDA$1.17BMSFTDSGRAMZNGOOGLGOOGJPMAVGOOther$14.18BKC

Top holdings· first 500 of 601

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$307.34-1.25%51.31%116.17%$1.42B6.15%155,864−2.7%
2NVDANVIDIA CORP$205.10-6.20%44.92%955.49%$1.17B5.06%156,888−2.3%
3MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.08B4.65%68,614−2.3%
4DSGRDISTRIBUTION SOLUTIONS GRP I$27.41-0.87%-0.76%4.44%$1.07B4.63%HELD
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$697.3M3.01%16,922−0.5%
6GOOGLALPHABET INC CLASS A$368.53-0.98%112.92%175.80%$692.8M2.99%67,847−2.7%
7GOOGALPHABET INC CLASS C$365.76-0.95%109.82%172.71%$686.5M2.97%102,902−4.1%
8JPMJP MORGAN CHASE & CO$312.370.48%19.84%133.52%$509.0M2.20%42,741−2.4%
9AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$460.8M1.99%+806+0.1%
10HDHOME DEPOT INC$310.780.27%-12.61%7.24%$401.5M1.73%19,627−1.6%
11MLMMARTIN MARIETTA MATLS INC$575.83-0.87%5.16%63.44%$392.5M1.70%23,406−3.4%
12BACBANK OF AMERICA CORPORATION$53.83-0.63%23.03%58.61%$357.8M1.55%201,807−2.7%
13TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%18.07%-11.30%$348.7M1.51%+21,112+3.1%
14ORCLORACLE CORP$213.68-9.59%24.02%162.37%$336.0M1.45%346,266−13.2%
15TDYTELEDYNE TECHNOLOGIES INC$602.27-2.64%20.29%33.02%$319.0M1.38%14,668−2.7%
16CTASCINTAS CORP$179.85-0.06%-20.25%91.19%$289.9M1.25%98,352−5.4%
17KOCOCA COLA CO$79.483.46%14.62%60.54%$287.6M1.24%70,983−1.8%
18COPCONOCOPHILLIPS$117.14-1.75%38.76%149.74%$276.9M1.20%49,919−2.3%
19VVISA INC$323.571.06%-11.91%36.33%$273.5M1.18%18,336−2.0%
20XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$271.3M1.17%65,658−3.9%
21TRMBTRIMBLE NAVIGATION LTD$54.19-2.71%-24.97%-36.62%$263.2M1.14%123,540−3.0%
22EMREMERSON ELEC CO$138.12-2.77%13.65%51.36%$261.2M1.13%+670+0.0%
23DHRDANAHER CORP DEL$184.30-1.25%-5.33%-28.54%$247.6M1.07%62,842−4.6%
24LINDE PLC$244.8M1.06%7,247−1.4%
25ECLECOLAB INC$257.971.43%-2.40%23.16%$243.3M1.05%18,373−2.0%
26CVXCHEVRON CORP NEW$187.31-0.55%39.19%125.88%$230.2M0.99%15,299−1.4%
27CTRACOTERRA ENERGY INC$32.560.00%30.49%162.44%$229.4M0.99%219,114−3.2%
28KEXKIRBY CORP$141.05-1.18%25.74%143.57%$207.4M0.90%56,309−3.5%
29ORLYO REILLY AUTOMOTIVE INC$90.332.18%-1.65%124.39%$203.6M0.88%75,777−3.3%
30UNPUNION PAC CORP$272.323.19%24.65%39.36%$195.5M0.84%31,495−3.8%
31WPMWHEATON PRECIOUS METALS CORP$116.23-9.50%$194.4M0.84%35,155−2.3%
32NFLXNETFLIX INC$82.180.76%$190.8M0.82%+202,079+11.3%
33JNJJOHNSON & JOHNSON$232.772.02%$188.4M0.81%+22,904+3.1%
34AXPAMERICAN EXPRESS CO$310.66-0.60%$183.1M0.79%6,483−1.1%
35LLYLILLY ELI & CO$1131.420.55%$182.6M0.79%+7,147+3.7%
36CFRCULLEN FROST BANKERS INC$140.161.66%$181.8M0.79%6,355−0.5%
37AMGNAMGEN INC$349.581.15%$179.5M0.78%5,572−1.1%
38ABBVABBVIE INC$227.231.02%$175.9M0.76%32,920−3.9%
39WMTWAL MART STORES INC$118.880.97%$171.8M0.74%32,902−2.3%
40WCNWASTE CONNECTIONS INC$155.220.82%$171.2M0.74%67,598−6.0%
41PGPROCTER & GAMBLE CO$146.544.09%$166.9M0.72%34,578−2.9%
42HONHONEYWELL INTL INC$213.97-1.69%$165.6M0.72%25,253−3.3%
43SYKSTRYKER CORPORATION$305.661.48%$152.0M0.66%18,683−3.9%
44VMIVALMONT INDS INC$533.80-2.03%$144.9M0.63%10,737−2.9%
45ALCALCON$66.810.35%$143.7M0.62%106,354−5.3%
46PANWPALO ALTO NETWORKS INC$272.05-2.58%$134.6M0.58%+20,495+2.5%
47ABTABBOTT LABS$91.070.32%$134.2M0.58%157,224−10.7%
48TDGTRANSDIGM GROUP INC$1238.740.87%$125.6M0.54%+8,714+8.7%
49PEPPEPSICO INC$141.92-0.16%$124.9M0.54%28,580−3.4%
50ROPROPER INDS INC NEW$332.180.11%$118.8M0.51%128,371−27.7%
51MRKMERCK & CO INC$120.790.44%$118.3M0.51%+510+0.1%
52CCJCAMECO CORP$103.44-9.28%$115.2M0.50%9,535−0.9%
53XYLXYLEM INC$109.94-0.22%$114.6M0.50%30,143−3.0%
54PRPERMIAN RESOURCES CORP$19.17-4.91%$114.4M0.49%58,071−1.1%
55RTXRTX CORPORATION$180.990.88%$113.6M0.49%+197,673+50.5%
56MCOMOODYS CORP$451.350.49%$113.3M0.49%3,776−1.4%
57METAMETA PLATFORMS INC$593.00-5.51%$112.6M0.49%+750+0.4%
58PHPARKER HANNIFAN CORP$882.341.16%$111.4M0.48%8,450−6.4%
59ROKROCKWELL AUTOMATION INC$446.71-3.36%$109.2M0.47%12,767−4.0%
60FTAIFTAI AVIATION LTD$234.05-6.41%$106.8M0.46%87,131−16.7%
61GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$106.8M0.46%+418+0.3%
62TSCOTRACTOR SUPPLY CO$29.781.40%$106.0M0.46%48,211−2.0%
63CLCOLGATE PALMOLIVE CO$88.584.09%$105.2M0.45%26,764−2.1%
64BRK/BBERKSHIRE HATHAWAY INC DEL$103.4M0.45%6,160−2.8%
65ETNEATON CORP PLC$395.94-5.42%$102.7M0.44%+67,142+30.5%
66LHXL3HARRIS TECHNOLOGIES INC$307.83-0.63%$94.5M0.41%11,309−4.0%
67TTCTORO CO$87.21-1.82%$94.3M0.41%25,115−2.4%
68FELEFRANKLIN ELEC INC$98.560.49%$91.9M0.40%29,728−2.9%
69GNRCGENERAC HLDGS INC$261.54-5.97%$91.6M0.40%8,934−1.9%
70KMIKINDER MORGAN INC DEL$31.68-0.06%$89.2M0.39%21,050−0.8%
71ZTSZOETIS INC$79.44-0.10%$88.4M0.38%102,714−12.1%
72ASOACADEMY SPORTS & OUTDOORS IN$51.751.27%$87.6M0.38%20,776−1.3%
73SHWSHERWIN WILLIAMS CO$305.301.74%$82.3M0.36%4,532−1.7%
74MAMASTERCARD INC$491.081.93%$80.6M0.35%7,892−4.7%
75PFEPFIZER INC$26.041.36%$73.0M0.32%+10,298+0.4%
76CEGCONSTELLATION ENERGY CORP$254.83-3.69%$71.5M0.31%+63,388+32.9%
77WMWASTE MGMT INC DEL$220.400.63%$62.9M0.27%14,662−5.1%
78FTNTFORTINET INC$144.68-3.33%$61.4M0.27%+87,047+13.1%
79QCOMQUALCOMM INC$215.94-10.98%$60.2M0.26%19,202−3.9%
80BWXTBWX TECHNOLOGIES INC$185.95-2.52%$60.1M0.26%+45,960+18.6%
81RRCRANGE RES CORP$39.10-3.43%$59.0M0.26%+24,894+1.9%
82TAT&T INC$22.75-0.09%$57.9M0.25%+23,481+1.2%
83ICEINTERCONTINENTAL EXCHANGE IN$141.50-0.39%$54.0M0.23%+5,637+1.7%
84TTEKTETRA TECH INC NEW$27.90-0.25%$53.8M0.23%+194,549+12.2%
85ADBEADOBE SYS INC$251.44-2.70%$53.7M0.23%58,690−21.0%
86COSTCOSTCO WHSL CORP NEW$971.87-0.05%$50.0M0.22%+364+0.7%
87EOGEOG RES INC$137.78-2.20%$49.1M0.21%3,489−1.0%
88STELSTELLAR BANCORP INC$37.590.40%$47.0M0.20%HELD
89CECOCECO ENVIRONMENTAL CORP$78.02-3.80%$44.7M0.19%201,116−21.1%
90CSCOCISCO SYS INC$121.64-6.43%$44.6M0.19%+8,798+1.6%
91KMBKIMBERLY CLARK CORP$99.044.84%$44.3M0.19%142,579−23.7%
92CRMSALESFORCE COM INC$185.66-1.64%$40.5M0.18%26,996−11.1%
93TXOTXO ENERGY PARTNERS LP$13.44-2.47%$38.6M0.17%HELD
94WSOWATSCO INC$371.380.63%$38.6M0.17%10,903−9.3%
95CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$37.7M0.16%+601+0.4%
96RSRELIANCE STEEL & ALUMINUM CO$394.41-0.52%$37.2M0.16%6,488−5.0%
97AMTAMERICAN TOWER CORP$194.120.11%$36.7M0.16%2,544−1.2%
98MCKMCKESSON CORP$775.662.47%$35.7M0.15%+755+1.9%
99SPYSPDR S&P 500 ETF TR$737.55-2.58%$35.5M0.15%1,672−3.0%
100BMYBRISTOL MYERS SQUIBB CO$57.271.18%$35.4M0.15%+51,712+9.7%
101TSEMTOWER SEMICONDUCTOR LTD$235.48-9.88%$35.2M0.15%60,679−23.2%
102AJGGALLAGHER ARTHUR J & CO$35.0M0.15%34,397−17.5%
103ITWILLINOIS TOOL WKS INC$34.4M0.15%3,876−2.8%
104SCHWSCHWAB CHARLES CORP$34.3M0.15%+66,196+22.2%
105RLRALPH LAUREN CORP$34.1M0.15%5,908−5.6%
106VLTOVERALTO CORP$34.1M0.15%29,478−7.1%
107URIUNITED RENTALS INC$33.6M0.15%+36,445+377.9%
108FITBFIFTH THIRD BANCORP$33.3M0.14%+716,398NEW
109NTNXNUTANIX INC$32.8M0.14%+22,342+2.7%
110IEXIDEX CORP$32.6M0.14%13,169−7.1%
111FANGDIAMONDBACK ENERGY INC$32.2M0.14%2,486−1.5%
112CTVACORTEVA INC$31.6M0.14%12,587−3.2%
113ITTITT INC$29.8M0.13%+36,585+30.5%
114DVNDEVON ENERGY CORP NEW$28.8M0.12%+93,059+19.4%
115APDAIR PRODS & CHEMS INC$28.1M0.12%170−0.2%
116ACNACCENTURE LTD BERMUDA$28.1M0.12%34,307−19.5%
117AMEAMETEK INC NEW$28.1M0.12%461−0.4%
118ACWXISHARES TR$27.1M0.12%+180,913+84.2%
119VOOVANGUARD INDEX FDS$27.1M0.12%834−1.8%
120CATCATERPILLAR INC DEL$26.8M0.12%+5,264+16.1%
121EXEEXPAND ENERGY CORPORATION$26.6M0.11%+2,861+1.2%
122GRCGORMAN RUPP CO$24.5M0.11%HELD
123DISDISNEY WALT CO$24.4M0.11%14,291−5.3%
124VRTVERTIV HOLDINGS CO$23.4M0.10%+4,583+5.2%
125TFCTRUIST FINL CORP$23.1M0.10%+107,958+27.4%
126AZZAZZ INC$23.0M0.10%725−0.4%
127ALLALLSTATE CORP$22.8M0.10%3,363−3.0%
128LITELUMENTUM HLDGS INC$21.3M0.09%33,107−52.2%
129CWENCLEARWAY ENERGY INC$20.9M0.09%+1,900+0.4%
130DXPEDXP ENTERPRISES INC NEW$19.3M0.08%HELD
131RSGREPUBLIC SVCS INC$19.0M0.08%+11,628+15.5%
132PYPLPAYPAL HLDGS INC$19.0M0.08%82,678−16.5%
133TWLOTWILIO INC$18.8M0.08%11,082−6.9%
134VRSKVERISK ANALYTICS INC$18.6M0.08%40,087−29.0%
135MATMATTEL INC$18.0M0.08%+269,421+27.8%
136TSLATESLA INC$18.0M0.08%+10,009+26.1%
137FTVFORTIVE CORP$17.3M0.07%15,915−4.9%
138AMDADVANCED MICRO DEVICES INC$17.2M0.07%+12,380+17.2%
139TYLTYLER TECHNOLOGIES INC$16.9M0.07%HELD
140PLTRPALANTIR TECHNOLOGIES INC$16.9M0.07%+11,970+11.6%
141AKAMAKAMAI TECHNOLOGIES INC$16.7M0.07%8,556−5.6%
142FCFSFIRSTCASH HOLDINGS INC$16.6M0.07%+40,495+84.6%
143BKNGBOOKING HLDGS INC$16.5M0.07%1,802−31.5%
144MRCYMERCURY SYS INC$15.3M0.07%+7,394+3.6%
145GTLSCHART INDS INC$15.3M0.07%21,518−22.5%
146DXCMDEXCOM INC$15.2M0.07%+40,966+20.4%
147MDLZMONDELEZ INTL INC$14.5M0.06%39,020−13.4%
148CCITIGROUP INC$14.4M0.06%11,976−8.6%
149NATLNCR ATLEOS CORPORATION$14.2M0.06%+80,551+32.7%
150PLPLANET LABS PBC$13.9M0.06%206,298−29.3%
151LRCXLAM RESEARCH CORP$13.9M0.06%3,633−5.3%
152WMBWILLIAMS COS INC$13.6M0.06%388−0.2%
153ADPAUTOMATIC DATA PROCESSING INC$13.3M0.06%4,442−6.4%
154VCSHVANGUARD SCOTTSDALE FDS$13.1M0.06%304−0.2%
155TXNTEXAS INSTRS INC$13.0M0.06%+9,812+17.2%
156LOWLOWES COS INC$12.9M0.06%1,565−2.8%
157BTSGBRIGHTSPRING HEALTH SVCS INC$12.8M0.06%+300,944NEW
158DEDEERE & CO$12.6M0.05%4,086−15.4%
159DDDUPONT DE NEMOURS INC$12.5M0.05%+3,797+1.4%
160USBUS BANCORP DEL$12.0M0.05%1,613−0.7%
161AMATAPPLIED MATLS INC$11.8M0.05%+32,742+1792.1%
162MTRNMATERION CORP$11.3M0.05%+4,072+5.5%
163HWKNHAWKINS INC$11.3M0.05%+42+0.1%
164TJXTJX COS INC NEW$11.2M0.05%3,844−5.2%
165SOSOUTHERN CO$11.1M0.05%35,280−23.5%
166SBRSABINE ROYALTY TR$10.8M0.05%HELD
167AGGISHARES TR$10.5M0.05%+2,624+2.5%
168ENSGENSIGN GROUP INC$10.5M0.05%+2,292+4.6%
169MEDPMEDPACE HLDGS INC$10.5M0.05%+3,557+19.4%
170FICOFAIR ISAAC CORP$10.3M0.04%5,068−34.3%
171QQNITY ELECTRONICS INC$10.3M0.04%10,620−10.6%
172TPBTURNING PT BRANDS INC$10.3M0.04%+31,720+36.4%
173ATECALPHATEC HLDGS INC$10.3M0.04%+84,601+9.8%
174NEOGNEOGEN CORP$10.2M0.04%+12,900+1.2%
175BRK/ABERKSHIRE HATHAWAY INC DEL$10.1M0.04%HELD
176HOMBHOME BANCSHARES INC$9.8M0.04%+51,758+16.6%
177CIENCIENA CORP$9.8M0.04%21,175−45.7%
178ROGROGERS CORP$9.8M0.04%4,895−5.1%
179RVTYREVVITY INC$9.6M0.04%5,007−4.4%
180AAONAAON INC$9.6M0.04%+766+0.7%
181WRBYWARBY PARKER INC$9.6M0.04%+32,839+7.8%
182IVVISHARES TR$9.6M0.04%1,249−7.8%
183CRLCHARLES RIV LABS INTL INC$9.5M0.04%9,694−15.0%
184WINGWINGSTOP INC$9.4M0.04%+5,101+9.2%
185BRBROADRIDGE FINL SOLUTIONS IN$9.4M0.04%199,524−77.6%
186CPRICAPRI HOLDINGS LIMITED$9.2M0.04%+519,580NEW
187CLBTCELLEBRITE DI LTD$8.9M0.04%+293,236+82.8%
188SEICSEI INVTS CO$8.6M0.04%28,069−20.4%
189FLRFLUOR CORP NEW$8.4M0.04%25,400−12.4%
190MCDMCDONALDS CORP$8.2M0.04%617−2.3%
191EPDENTERPRISE PRODS PARTNERS L$8.2M0.04%+7,952+3.8%
192CSWCSW INDUSTRIALS INC$8.1M0.03%+1,418+4.8%
193SNPSSYNOPSYS INC$8.0M0.03%+610+3.1%
194KRMNKARMAN HLDGS INC$7.8M0.03%+5,672+6.1%
195INTUINTUIT$7.8M0.03%55,486−75.4%
196KHCKRAFT HEINZ CO$7.8M0.03%96,477−21.7%
197VZVERIZON COMMUNICATIONS$7.7M0.03%8,620−5.3%
198HQYHEALTHEQUITY INC$7.7M0.03%3,953−4.1%
199GDGENERAL DYNAMICS CORP$7.6M0.03%927−4.0%
200TRNSTRANSCAT INC$7.6M0.03%HELD
201GSHDGOOSEHEAD INS INC$7.6M0.03%+38,422+27.4%
202PSXPHILLIPS 66$7.5M0.03%457−1.1%
203PLMRPALOMAR HLDGS INC$7.5M0.03%+2,862+4.8%
204GLNGGOLAR LNG LTD$7.3M0.03%+17,345+14.6%
205MGYMAGNOLIA OIL & GAS CORP$7.3M0.03%17,343−6.9%
206CMICUMMINS INC$7.3M0.03%4,010−22.9%
207SPGIS&P GLOBAL INC$7.2M0.03%139,046−89.1%
208IBMINTERNATIONAL BUSINESS MACHS$7.2M0.03%855−2.8%
209SCHCSCHWAB STRATEGIC TR$7.2M0.03%+69,568+82.9%
210GBCIGLACIER BANCORP INC NEW$7.2M0.03%+74,326+86.3%
211ALGALAMO GROUP INC$7.1M0.03%1,229−2.8%
212PRMBPRIMO BRANDS CORPORATION$7.1M0.03%+61,002+19.4%
213AZOAUTOZONE INC$7.0M0.03%20−0.9%
214CBRECBRE GROUP INC$6.9M0.03%+4,103+8.7%
215AROCARCHROCK INC$6.9M0.03%+100+0.1%
216GLWCORNING INC$6.9M0.03%+370+0.7%
217GLDSPDR GOLD TRUST$6.8M0.03%+27+0.2%
218UMBFUMB FINL CORP$6.7M0.03%+3,790+6.9%
219NWLNEWELL BRANDS INC$6.6M0.03%HELD
220COCOVITA COCO CO INC$6.6M0.03%+170+0.1%
221NEMNEWMONT MNG CORP$6.5M0.03%1,029−1.7%
222MRSHMARSH & MCLENNAN COS INC$6.4M0.03%+179+0.5%
223MGNIMAGNITE INC$6.3M0.03%+15,431+3.0%
224FSVFIRSTSERVICE CORP NEW$6.3M0.03%+3,575+8.6%
225PMPHILIP MORRIS INTL INC$6.2M0.03%1,620−4.1%
226AEMAGNICO EAGLE MINES LTD$6.2M0.03%97−0.3%
227MUSAMURPHY USA INC$6.1M0.03%2,982−19.3%
228WTSWATTS WATER TECHNOLOGIES INC$6.1M0.03%HELD
229COFCAPITAL ONE FINL CORP$6.1M0.03%+1,454+4.5%
230VXFVANGUARD INDEX FDS$6.1M0.03%+734+2.5%
231JBHTHUNT J B TRANS SVCS INC$6.0M0.03%207−0.7%
232GWWGRAINGER W W INC$5.9M0.03%HELD
233WMT2WELLS FARGO & CO NEW$5.8M0.02%+1,278+1.8%
234BRZEBRAZE INC$5.7M0.02%+27,130+12.6%
235CWSTCASELLA WASTE SYS INC$5.7M0.02%+5,267+7.9%
236KGSKODIAK GAS SVCS INC$5.7M0.02%2,700−2.7%
237NTRSNORTHERN TR CORP$5.6M0.02%HELD
238VTIVANGUARD INDEX FDS$5.6M0.02%14−0.1%
239MARMARRIOTT INTL INC NEW$5.5M0.02%+10,815+177.9%
240NXSTNEXSTAR MEDIA GROUP INC$5.5M0.02%+1,017+3.4%
241OLLIOLLIES BARGAIN OUTLET HLDGS$5.4M0.02%17−0.0%
242PBHPRESTIGE CONSMR HEALTHCARE I$5.4M0.02%+110+0.1%
243VNTVONTIER CORPORATION$5.3M0.02%2,243−1.5%
244PLDPROLOGIS INC$5.3M0.02%+3,883+10.7%
245HTHHILLTOP HOLDINGS INC$5.3M0.02%2,400−1.6%
24662CPIPER SANDLER COMPANIES$5.3M0.02%+49,076+247.3%
247GISGENERAL MLS INC$5.3M0.02%3,369−2.3%
248ESABESAB CORPORATION$5.2M0.02%105−0.2%
249QTWOQ2 HLDGS INC$5.2M0.02%+15,349+16.4%
250EXPEAGLE MATERIALS INC$5.2M0.02%+921+3.5%
251WBSWEBSTER FINL CORP$5.1M0.02%33,850−31.4%
252OBKORIGIN BANCORP INC$5.1M0.02%HELD
253WKWORKIVA INC$5.0M0.02%+3,478+4.3%
254GPORGULFPORT ENERGY CORP$5.0M0.02%HELD
255KDPKEURIG DR PEPPER INC$4.9M0.02%72,322−27.8%
256VTEBVANGUARD MUN BD FD INC$4.9M0.02%7,127−6.7%
257GEGE AEROSPACE$4.7M0.02%+370+2.3%
258TMDXTRANSMEDICS GROUP INC$4.7M0.02%+27,084+135.4%
259FFINFIRST FINL BANKSHARES INC$4.7M0.02%+32,260+25.6%
260MMSIMERIT MED SYS INC$4.6M0.02%682−1.0%
261EVIEVI INDS INC$4.6M0.02%5,500−2.4%
262MDTMEDTRONIC INC$4.6M0.02%8,676−14.0%
263MIAXMIAMI INTL HLDGS INC$4.6M0.02%+13,463+13.0%
264BKBANK NEW YORK INC$4.6M0.02%510−1.3%
265NOWSERVICENOW INC$4.5M0.02%+35,356+484.7%
266SUBISHARES TR$4.3M0.02%2,294−5.3%
267HALOHALOZYME THERAPEUTICS INC$4.3M0.02%+97+0.1%
268DFINDONNELLEY FINL SOLUTIONS INC$4.2M0.02%+16,460+22.7%
269VOXRVOX ROYALTY CORP$4.2M0.02%+120,000+17.6%
270OSWONESPAWORLD HOLDINGS LIMITED$4.1M0.02%+64,667+57.3%
271POOLPOOL CORPORATION$4.0M0.02%+8,776+78.7%
272AVTRAVANTOR INC$4.0M0.02%+472,734+1477.3%
273PBPROSPERITY BANCSHARES INC$3.9M0.02%+953+1.6%
274IJRISHARES TR$3.9M0.02%564−1.8%
275CPRTCOPART INC$3.8M0.02%108−0.1%
276IWBISHARES TR$3.8M0.02%3,025−21.9%
277WBIWATERBRIDGE INFRASTRUCTURE L$3.8M0.02%66,736−31.8%
278APHAMPHENOL CORP NEW$3.8M0.02%HELD
279SOLSSOLSTICE ADVANCED MATLS INC$3.8M0.02%26,642−34.7%
280SBUXSTARBUCKS CORP$3.8M0.02%+39+0.1%
281WAYWAYSTAR HLDG CORP$3.7M0.02%42,238−21.4%
282MTNVAIL RESORTS INC$3.7M0.02%38−0.1%
283CALMCAL MAINE FOODS INC$3.7M0.02%542−1.1%
284CRTOCRITEO S A$3.7M0.02%+15,000+7.9%
285FMCFMC CORP$3.6M0.02%5,205−2.4%
286KLACKLA CORPORATION$3.6M0.02%HELD
287ARESARES MANAGEMENT CORPORATION$3.5M0.02%154,630−82.7%
288ELLAUDER ESTEE COS INC$3.5M0.02%11,776−19.4%
289VCLTVANGUARD SCOTTSDALE FDS$3.5M0.02%399−0.8%
290UPWKUPWORK INC$3.5M0.02%HELD
291LMTLOCKHEED MARTIN CORP$3.5M0.02%40−0.7%
292SBACSBA COMMUNICATIONS CORP NEW$3.5M0.01%997−4.7%
293ONONON HLDG AG$3.4M0.01%19,423−16.1%
294NTRANATERA INC$3.4M0.01%+2,930+20.8%
295HLIOHELIOS TECHNOLOGIES INC$3.4M0.01%+52+0.1%
296KRPKIMBELL RTY PARTNERS LP$3.4M0.01%19,200−7.6%
297CROXCROCS INC$3.4M0.01%+48+0.1%
298ARWRARROWHEAD PHARMACEUTICALS IN$3.4M0.01%6,750−11.2%
299VEAVANGUARD TAX MANAGED INTL FD$3.3M0.01%+20,698+65.9%
300CBCHUBB LIMITED$3.3M0.01%+2,103+26.5%
301KRUSKURA SUSHI USA INC$3.2M0.01%+61+0.1%
302ADUSADDUS HOMECARE CORP$3.2M0.01%+80+0.2%
303BSXBOSTON SCIENTIFIC CORP$3.2M0.01%1,390−2.6%
304SITESITEONE LANDSCAPE SUPPLY INC$3.1M0.01%11,907−33.5%
305IEFISHARES TR$3.1M0.01%+6,169+23.2%
306MTLSMATERIALISE NV$3.1M0.01%HELD
307TCBITEXAS CAPITAL BANCSHARES INC$3.1M0.01%100−0.3%
308EHCENCOMPASS HEALTH CORP$3.1M0.01%7,494−19.0%
309GEVGE VERNOVA INC$3.1M0.01%HELD
310ISRGINTUITIVE SURGICAL INC$3.1M0.01%+150+2.3%
311WHGWESTWOOD HLDGS GROUP INC$3.0M0.01%HELD
312CIGICOLLIERS INTL GROUP INC$3.0M0.01%11,356−28.6%
313SCHDSCHWAB STRATEGIC TR$3.0M0.01%+5,305+5.7%
314VCITVANGUARD SCOTTSDALE FDS$3.0M0.01%+4,838+15.5%
315VLOVALERO ENERGY CORP$3.0M0.01%582−4.6%
316LPLALPL FINL HLDGS INC$2.9M0.01%+2,253+29.9%
317JCIJOHNSON CTLS INTL PLC$2.9M0.01%+2,590+13.3%
318UTZUTZ BRANDS INC$2.9M0.01%+226,243+166.4%
319QQQINVESCO QQQ TR$2.8M0.01%+450+10.1%
320MSMORGAN STANLEY$2.8M0.01%+444+2.7%
321SYYSYSCO CORP$2.8M0.01%5,950−13.3%
322CPAYCORPAY INC$2.7M0.01%+1,387+17.3%
323GICGLOBAL INDUSTRIAL COMPANY$2.7M0.01%HELD
324VWOVANGUARD INTL EQUITY INDEX F$2.7M0.01%+18,864+61.6%
325IDXXIDEXX LABS INC$2.7M0.01%+24+0.5%
326VTWOVANGUARD SCOTTSDALE FDS$2.6M0.01%HELD
327HBANHUNTINGTON BANCSHARES INC$2.5M0.01%+7,015+4.6%
328NKENIKE INC$2.5M0.01%12,683−21.0%
329PHRPHREESIA INC$2.5M0.01%+30,479+11.4%
330SCHFSCHWAB STRATEGIC TR$2.5M0.01%+100,838NEW
331SPXCSPX TECHNOLOGIES INC$2.5M0.01%+3,513+39.6%
332SHELSHELL PLC$2.3M0.01%+8,497+51.7%
333FNDFLOOR & DECOR HLDGS INC$2.3M0.01%23,779−34.6%
334HDVISHARES TR$2.3M0.01%+83+0.5%
335MAINMAIN STREET CAPITAL CORP$2.2M0.01%HELD
336ZIONZIONS BANCORPORATION$2.2M0.01%185−0.5%
337MUMICRON TECHNOLOGY INC$2.2M0.01%4,475−40.7%
338TSMTAIWAN SEMICONDUCTOR MFG LTD$2.2M0.01%+121+1.9%
339MOALTRIA GROUP INC$2.1M0.01%117−0.4%
340EATBRINKER INTL INC$2.1M0.01%HELD
341GRMNGARMIN LTD$2.1M0.01%35−0.4%
342JLLJONES LANG LASALLE INC$2.1M0.01%+6,882NEW
343CRHCRH PLC$2.1M0.01%1,669−7.7%
344TELTE CONNECTIVITY PLC$2.1M0.01%1,360−12.0%
345TLNTALEN ENERGY CORP$2.1M0.01%+6,484NEW
346MURMURPHY OIL CORP$2.0M0.01%6,000−11.0%
347SAIASAIA INC$2.0M0.01%+5,679NEW
348MIDDMIDDLEBY CORP$1.9M0.01%HELD
349SPSBSPDR SERIES TRUST$1.9M0.01%+455+0.7%
350ADIANALOG DEVICES INC$1.9M0.01%100−1.7%
351KNSLKINSALE CAP GROUP INC$1.9M0.01%+1,030+23.3%
352ASMLASML HOLDING N V$1.8M0.01%+540+64.6%
353STTSTATE STR CORP$1.8M0.01%HELD
354BF/ABROWN FORMAN CORP$1.8M0.01%HELD
355AOSSMITH A O CORP$1.8M0.01%6,000−18.2%
356NEENEXTERA ENERGY INC$1.8M0.01%382−2.0%
357PBFPBF ENERGY INC$1.8M0.01%HELD
358UNHUNITEDHEALTH GROUP INC$1.7M0.01%3,020−31.9%
359OKEONEOK INC NEW$1.7M0.01%+1,532+8.7%
360VMCVULCAN MATS CO$1.7M0.01%+20+0.3%
361SUSUNCOR ENERGY INC NEW$1.7M0.01%1,543−5.7%
362HLIHOULIHAN LOKEY INC$1.7M0.01%34,799−74.8%
363DUKDUKE ENERGY CORP NEW$1.7M0.01%240−1.8%
364TPRTAPESTRY INC$1.7M0.01%HELD
365YEXTYEXT INC$1.6M0.01%244,616−36.4%
366CNQCANADIAN NAT RES LTD$1.6M0.01%HELD
367SAPSAP SE$1.6M0.01%+7,471+393.4%
368BNDVANGUARD BD INDEX FD INC$1.6M0.01%HELD
369XLKSELECT SECTOR SPDR TR$1.6M0.01%420−3.4%
370SPYMSPDR SERIES TRUST$1.6M0.01%HELD
371IRMIRON MTN INC NEW$1.6M0.01%627−3.9%
372LNGCHENIERE ENERGY INC$1.5M0.01%HELD
373MLABMESA LABS INC$1.5M0.01%HELD
374ACMAECOM$1.5M0.01%170−0.9%
375RJFRAYMOND JAMES FINANCIAL INC$1.5M0.01%142−1.4%
376AXONAXON ENTERPRISE INC$1.5M0.01%745−17.8%
377BALLBALL CORP$1.4M0.01%HELD
378SLBSCHLUMBERGER LTD$1.4M0.01%+8,870+47.5%
379IWVISHARES TR$1.4M0.01%HELD
380NUENUCOR CORP$1.4M0.01%+33+0.4%
381EEFTEURONET WORLDWIDE INC$1.4M0.01%43,110−67.8%
382BXBLACKSTONE GROUP INC$1.3M0.01%1,500−11.4%
383AAGILENT TECHNOLOGIES INC$1.3M0.01%167−1.4%
384BOKFBOK FINL CORP$1.3M0.01%825−7.4%
385COLBCOLUMBIA BKG SYS INC$1.3M0.01%+48,027NEW
386IGIBISHARES TR$1.3M0.01%191−0.8%
387IBTJISHARES TR$1.3M0.01%6,210−9.4%
388BLDRBUILDERS FIRSTSOURCE INC$1.3M0.01%+2,359+17.6%
389PRUPRUDENTIAL FINL INC$1.3M0.01%500−3.7%
390AALAMERICAN AIRLS GROUP INC$1.3M0.01%6,470−5.2%
391BILSPDR SER TR$1.3M0.01%650−4.5%
392HRIHERC HLDGS INC$1.3M0.01%+12,691NEW
393SHYISHARES TR$1.2M0.01%HELD
394BABOEING CO$1.2M0.01%+2,365+63.7%
395NSCNORFOLK SOUTHERN CORP$1.2M0.01%148−3.4%
396SPIBSPDR SER TR$1.2M0.01%HELD
397CCBCOASTAL FINL CORP WA$1.2M0.01%+15,683NEW
398RYNRAYONIER INC$1.2M0.01%+57,853NEW
399EXREXTRA SPACE STORAGE INC$1.2M0.01%HELD
400NRGNRG ENERGY INC$1.2M0.01%HELD
401VVVANGUARD INDEX FDS$1.2M0.01%400−9.3%
402GILDGILEAD SCIENCES INC$1.2M0.01%+356+4.4%
403INTCINTEL CORP$1.2M0.01%+9,890+60.3%
404MMM3M CO$1.2M0.01%580−6.8%
405YUMYUM BRANDS INC$1.2M0.00%8−0.1%
406EFAISHARES TR$1.2M0.00%+3,688+45.1%
407TRGPTARGA RES CORP$1.1M0.00%+1,615+54.8%
408FCXFREEPORT-MCMORAN INC$1.1M0.00%+428+2.3%
409VGITVANGUARD SCOTTSDALE FDS$1.1M0.00%+3,579+23.5%
410PKOHPARK-OHIO HLDGS CORP$1.1M0.00%HELD
411VTESVANGUARD WELLINGTON FD$1.1M0.00%HELD
412IAUISHARES GOLD TR$1.1M0.00%+1,519+14.0%
413AVYAVERY DENNISON CORP$1.1M0.00%HELD
414NOGNORTHERN OIL AND GAS INC MN$1.1M0.00%HELD
415CPCANADIAN PACIFIC KANSAS CITY$1.1M0.00%68−0.5%
416IBTIISHARES TR$1.0M0.00%+1,620+3.6%
417WYNNWYNN RESORTS LTD$1.0M0.00%+10,092NEW
418TTTRANE TECHNOLOGIES PLC$1.0M0.00%+425+21.4%
419TGTTARGET CORP$1.0M0.00%+1,931+30.5%
420NVSNOVARTIS A G$952K0.00%4,531−42.1%
421BIVVANGUARD BD INDEX FD INC$951K0.00%575−4.5%
422AEPAMERICAN ELEC PWR CO INC$929K0.00%+128+1.8%
423CNICANADIAN NATL RY CO$883K0.00%HELD
424IBTHISHARES TR$880K0.00%+1,615+4.3%
425CMCSACOMCAST CORP NEW$874K0.00%8,703−22.2%
426GUNRFLEXSHARES TR$872K0.00%2,200−12.2%
427INFLLISTED FD TR$859K0.00%HELD
428NOCNORTHROP GRUMMAN CORP$847K0.00%+67+5.7%
429SPYGSPDR SER TR$832K0.00%723−7.8%
430MSCIMSCI INC$828K0.00%18−1.2%
431FIWFIRST TR EXCHANGE-TRADED FD$825K0.00%HELD
432FASTFASTENAL CO$824K0.00%HELD
433AIGAMERICAN INTL GROUP INC$823K0.00%393−3.5%
434PINSPINTEREST INC$817K0.00%21,282−32.3%
435QUSSPDR SER TR$778K0.00%HELD
436PZAINVESCO EXCH TRADED FD TR II$772K0.00%HELD
437CRSCARPENTER TECHNOLOGY CORP$765K0.00%HELD
438VNQVANGUARD INDEX FDS$746K0.00%521−5.8%
439HLTHILTON WORLDWIDE HLDGS INC$745K0.00%+1,297+112.5%
440JPEFJ P MORGAN EXCHANGE TRADED F$738K0.00%+10,275NEW
441NYFISHARES TR$736K0.00%HELD
442MKLMARKEL CORP$735K0.00%HELD
443REGNREGENERON PHARMACEUTICALS$732K0.00%HELD
444MTDRMATADOR RES CO$730K0.00%2,652−18.7%
445VTCVANGUARD SCOTTSDALE FDS$724K0.00%314−3.2%
446LKQLKQ CORP$705K0.00%2,890−10.7%
447ADMARCHER DANIELS MIDLAND CO$655K0.00%+9,012NEW
448VTVVANGUARD INDEX FDS$648K0.00%54−1.6%
449VIGVANGUARD SPECIALIZED FUNDS$638K0.00%+600+25.4%
450RRYDER SYS INC$637K0.00%HELD
451XARSPDR SER TR$635K0.00%18−0.7%
452SHVISHARES TR$626K0.00%+3,398+149.7%
453WRBBERKLEY W R CORP$625K0.00%HELD
454GENIGENIUS SPORTS LIMITED$620K0.00%+140,000NEW
455AONAON PLC$604K0.00%36−1.9%
456RPGINVESCO EXCHANGE TRADED FD T$598K0.00%HELD
457SONSONOCO PRODS CO$598K0.00%+1,550+16.3%
458GAMGENERAL AMERN INVS CO INC$596K0.00%HELD
459PAYXPAYCHEX INC$590K0.00%1,419−18.1%
460WYWEYERHAEUSER CO$586K0.00%+8,100+50.9%
461IBTKISHARES TR$584K0.00%+1,845+6.6%
462VGSHVANGUARD SCOTTSDALE FDS$577K0.00%251−2.5%
463MNSTMONSTER BEVERAGE CORP NEW$576K0.00%HELD
464GSKGSK PLC$576K0.00%10,533−50.2%
465UPSUNITED PARCEL SERVICE INC$563K0.00%1,069−15.8%
466IWMISHARES TR$556K0.00%211−8.6%
467OCOWENS CORNING NEW$549K0.00%240−4.5%
468RPVINVESCO EXCHANGE TRADED FD T$547K0.00%14−0.3%
469IGSBISHARES TR$516K0.00%1,370−12.2%
470JJACOBS SOLUTIONS INC$508K0.00%HELD
471BLKBLACKROCK INC$507K0.00%28−5.0%
472VBVANGUARD INDEX FDS$503K0.00%19−1.0%
473PHMPULTE GROUP INC$499K0.00%+4,244NEW
474IYWISHARES TR$496K0.00%HELD
475QUREQUANTA SVCS INC$490K0.00%+892NEW
476WSMWILLIAMS SONOMA INC$484K0.00%+684+34.7%
477CETCENTRAL SECS CORP$481K0.00%HELD
478ADXADAMS DIVERSIFIED EQUITY FD$481K0.00%HELD
479PGRPROGRESSIVE CORP$477K0.00%253−9.5%
480RYROYAL BK CDA$476K0.00%+176+6.4%
481XBISPDR SER TR$460K0.00%HELD
482MSIMOTOROLA SOLUTIONS INC$459K0.00%HELD
483TTDTHE TRADE DESK INC$456K0.00%20,000−49.9%
484TMUST-MOBILE US INC$453K0.00%278−11.4%
485RGLDROYAL GOLD INC$450K0.00%20−1.1%
486AZNASTRAZENECA PLC$450K0.00%+2,280NEW
487INGING GROEP N.V.$442K0.00%+1,046+6.6%
488AFLAFLAC INC$438K0.00%HELD
489XLYSELECT SECTOR SPDR TR$437K0.00%316−7.3%
490DOVDOVER CORP$431K0.00%+40+2.0%
491BPBP PLC$431K0.00%+1,231+15.5%
492STXSEAGATE TECHNOLOGY HLDNGS PL$431K0.00%+100+10.0%
493CARRCARRIER GLOBAL CORP$420K0.00%5,444−42.2%
494METMETLIFE INC$411K0.00%15,637−72.9%
495OEFISHARES TR$410K0.00%HELD
496VYMVANGUARD WHITEHALL FDS INC$399K0.00%HELD
497BCSBARCLAYS PLC$395K0.00%+1,780+10.5%
498HLNHALEON PLC$393K0.00%14,033−26.3%
499EDCONSOLIDATED EDISON INC$378K0.00%29−0.9%
500JNKSPDR SER TR$378K0.00%+39+1.0%

Source: SEC EDGAR · accession 0001193125-26-215118. 13F discloses long positions only — shorts, foreign equities, and options are excluded.