Titelia

Holdings of KING LUTHER CAPITAL MANAGEMENT CORP

454 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37.7 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Financials 9.6 %
  • Health care 9.4 %
  • Industrials 9.2 %
  • Communication 8.2 %
  • Consumer discretionary 6.9 %
  • Energy 5.3 %
  • Consumer staples 4.6 %
  • Materials 3.7 %
  • Utilities 0.4 %
  • Real estate 0.2 %
  • Unattributed 18.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • GB 0.0 %
  • FR 0.0 %
  • BE 0.0 %
  • NL 0.0 %
  • TW 0.0 %
  • DE 0.0 %
  • JP 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44021.7B $99.92 %
2GB64.4M $0.02 %
3FR13.7M $0.02 %
4BE13.1M $0.01 %
5NL22.3M $0.01 %
6TW12.2M $0.01 %
7DE11.6M $0.01 %
8JP1372.6K $0.00 %
9AU1106.4K $0.00 %

Positions

RankCompanySharesValueWeight
301Saia Inc 5,6792M $
302Middleby Corp/The 14,7001.9M $
303Analog Devices Inc 5,8671.9M $
304Kinsale Capital Group Inc 5,4501.9M $
305ASML Holding NV 1,3761.8M $
306State Street Corp 14,3351.8M $
307Brown-Forman Corp 66,5001.8M $
308A O Smith Corp 26,9001.8M $
309NextEra Energy Inc 19,0091.8M $
310PBF Energy Inc 36,8661.8M $
311UnitedHealth Group Inc 6,4521.7M $
312ONEOK Inc 19,1051.7M $
313Vulcan Materials Co 6,2231.7M $
314Houlihan Lokey Inc 11,7251.7M $
315Duke Energy Corp 12,7561.7M $
316Tapestry Inc 11,8331.7M $
317Yext Inc 426,6751.6M $
318SAP SE 9,3701.6M $
319Iron Mountain Inc 15,3021.6M $
320Cheniere Energy Inc 5,4601.5M $
321Mesa Laboratories Inc 17,4111.5M $
322AECOM 17,8591.5M $
323Raymond James Financial Inc 10,1921.5M $
324Axon Enterprise Inc 3,4371.5M $
325Ball Corp 24,0471.4M $
326Nucor Corp 8,0861.4M $
327Euronet Worldwide Inc 20,5201.4M $
328Blackstone Inc 11,6461.3M $
329Agilent Technologies Inc 11,6131.3M $
330BOK Financial Corp 10,3251.3M $
331Columbia Banking System Inc 48,0271.3M $
332Builders FirstSource Inc 15,7741.3M $
333Prudential Financial, Inc. 13,1661.3M $
334American Airlines Group Inc 119,0501.3M $
335Herc Holdings Inc 12,6911.3M $
336Boeing Co/The 6,0801.2M $
337Norfolk Southern Corp 4,2041.2M $
338Coastal Financial Corp/WA 15,6831.2M $
339Rayonier Inc 57,8531.2M $
340Extra Space Storage Inc 8,9551.2M $
341NRG Energy Inc 8,0001.2M $
342Gilead Sciences Inc 8,3571.2M $
343Intel Corp 26,2851.2M $
3443M Co 7,9831.2M $
345Yum! Brands Inc 7,4411.2M $
346Targa Resources Corp 4,5641.1M $
347Freeport-McMoRan Inc 19,0711.1M $
348Park-Ohio Holdings Corp 45,9051.1M $
349Avery Dennison Corp 6,2501.1M $
350Northern Oil & Gas Inc 36,7501.1M $
351Wynn Resorts Ltd 10,0921M $
352Target Corp 8,2561M $
353Novartis AG 6,234952.2K $
354American Electric Power Co Inc 7,091929.5K $
355Comcast Corp 30,437873.8K $
356Northrop Grumman Corp 1,241846.7K $
357MSCI Inc 1,537828.5K $
358Fastenal Co 17,750823.6K $
359American International Group Inc 10,942823.4K $
360Pinterest Inc 44,550817K $
361Carpenter Technology Corp 1,940764.7K $
362Vanguard Real Estate ETF 8,415746.4K $
363Hilton Worldwide Holdings Inc 2,450745K $
364Markel Group Inc 384735K $
365Regeneron Pharmaceuticals, Inc. 948732.5K $
366Matador Resources Co 11,556730.1K $
367LKQ Corp 24,017705.4K $
368Archer-Daniels-Midland Co 9,012655.1K $
369Ryder System Inc 3,111636.9K $
370W R Berkley Corp 9,426624.8K $
371Sonoco Products Co 11,050597.7K $
372Paychex Inc 6,403589.8K $
373Weyerhaeuser Co 24,001586.3K $
374Monster Beverage Corp 7,955576.4K $
375GSK PLC 10,443576.3K $
376United Parcel Service Inc 5,718562.5K $
377Owens Corning 5,074549.1K $
378Jacobs Solutions Inc 3,992508.1K $
379Blackrock Inc 527506.8K $
380PulteGroup Inc 4,244499.1K $
381Quanta Services Inc 892489.7K $
382Williams-Sonoma Inc 2,654483.9K $
383Progressive Corp/The 2,408477.4K $
384Motorola Solutions Inc 1,058459.1K $
385Trade Desk Inc/The 20,080455.6K $
386T-Mobile US Inc 2,155452.6K $
387Royal Gold Inc 1,770450.4K $
388ING Groep NV 16,949441.5K $
389Aflac Inc 3,989437.6K $
390Select Sector Spdr Trust 4,014437.4K $
391Dover Corp 2,070431.5K $
392BP PLC 9,173431.1K $
393Carrier Global Corp 7,467420.5K $
394MetLife Inc 5,808410.7K $
395Barclays PLC 18,669395K $
396Haleon PLC 39,266393.1K $
397Consolidated Edison Inc 3,341378.1K $
398Toyota Motor Corp 1,808372.6K $
399CSX Corp 8,554351.1K $
400MannKind Corp 138,605339.6K $