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Luther King Capital Management Corporation
J. Luther King, Jr. · Asset Manager · Value
Founded in 1979 by J. Luther King, Jr. and based in Fort Worth, Texas, Luther King Capital Management (LKCM) is an SEC-registered investment advisory firm. The institution provides wealth and investment management services to a diverse client base, including high-net-worth individuals, foundations, endowments, and retirement plans. LKCM is recognized for its research-intensive, fundamental approach, focusing on identifying high-quality companies with strong competitive positions and financial stability. The firm manages a wide range of investment vehicles, including separately managed accounts, the LKCM Funds mutual fund family, and various private investment partnerships covering public and private equity markets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.6% |
| YTD return | +9.3% |
| Sharpe ratio | 2.80 |
| Win rate | 63% |
| AUM | $13.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $13.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.lkcm.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.2% | +29.6% |
| GOOGL | Alphabet Inc Class A | 11.7% | +38.9% |
| NVDA | NVIDIA Corporation | 11.2% | +16.9% |
| MSFT | Microsoft Corporation | 10.5% | -1.9% |
| DSGR | Distribution Solutions Group Inc | 8.5% | +17.5% |
| AMZN | Amazon.com Inc | 6.4% | +12.2% |
| JPM | JPMorgan Chase & Co | 4.5% | +12.2% |
| AVGO | Broadcom Inc | 4.2% | +4.0% |
| BAC | Bank of America Corp | 3.3% | +12.5% |
| TMO | Thermo Fisher Scientific Inc | 3.1% | +22.6% |
| HD | The Home Depot Inc | 2.8% | -20.2% |
| V | Visa Inc. Class A | 2.5% | +5.7% |
| MLM | Martin Marietta Materials Inc | 2.5% | -19.9% |
| CTAS | Cintas Corporation | 2.5% | -0.9% |
| KO | The Coca-Cola Company | 2.4% | +27.8% |
| TDY | Teledyne Technologies Incorporated | 2.3% | +3.6% |
| EMR | Emerson Electric Company | 2.2% | +14.2% |
| PANW | Palo Alto Networks Inc | 2.2% | +3.7% |
| COP | ConocoPhillips | 2.1% | +3.7% |
| XOM | Exxon Mobil Corp | 1.9% | +2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | BAC | 3.3% → 3.3% |
| Sep 7, 2026 | BUY | AVGO | 4.3% → 4.2% |
| Sep 7, 2026 | SELL | KO | 2.4% → 2.4% |
| Sep 7, 2026 | BUY | XOM | 0.0% → 1.9% |
| Sep 7, 2026 | BUY | TMO | 3.1% → 3.1% |
Investment Style Analysis
Luther King Capital Management Corporation is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $13.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Luther King Capital Management Corporation made a significant move by increasing exposure to BAC. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
LKCM employs a fundamental, research-driven investment philosophy focused on identifying high-quality businesses that demonstrate market dominance, high returns on invested capital, and strong cash flow characteristics. The firm prioritizes companies with sound balance sheets and capable management teams. By combining rigorous internal research with long-standing valuation disciplines, LKCM seeks to generate consistent, repeatable, and superior risk-adjusted returns for its clients over full market cycles while actively managing portfolio risk and volatility.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Luther King Capital Management Corporation.
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Frequently asked questions
How is the simulated portfolio for Luther King Capital Management Corporation constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Luther King Capital Management Corporation's largest holding?
As of the latest filing, Luther King Capital Management Corporation's top position is Apple Inc (AAPL), representing 13.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Luther King Capital Management Corporation's historical performance and risk profile?
Our simulation indicates a total return of +11.6% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 2.80, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Luther King Capital Management Corporation primarily invest in?
Luther King Capital Management Corporation has a strong preference for the Semiconductors sector, which makes up 15.5% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Luther King Capital Management Corporation's portfolio concentrated or diversified?
Luther King Capital Management Corporation runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Luther King Capital Management Corporation performed in 2026?
Our AI-simulated model portfolio for Luther King Capital Management Corporation tracks a Year-to-Date (YTD) return of +9.3%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does J. Luther King, Jr. manage Luther King Capital Management Corporation directly?
Yes, J. Luther King, Jr. serves as the key portfolio manager for Luther King Capital Management Corporation, overseeing the investment strategy and final capital allocation decisions.