KORNITZER CAPITAL MANAGEMENT INC /KS

data from 30/09/2025

Capitalization

$ 4.980 B 0.27 %

Average holding period

24 ans

Performance

$ 30.481 B 125 911.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in KORNITZER CAPITAL MANAGEMENT INC /KS

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MSFT MICROSOFT CORP 5.74% 285.934 M $ 552049 2012/09/30 11.514 M $ 4.13 %
2025/09/30 CVX CHEVRON CORP 3.13% 155.758 M $ 1003012 2004/03/31 5.450 M $ 8.45 %
2025/09/30 AAPL APPLE INC 2.22% 110.368 M $ 433445 2012/09/30 21.408 M $ 24.11 %
2025/09/30 LLY ELI LILLY & CO COM 1.89% 94.252 M $ 123528 2004/03/31 -1.994 M $ -2.12 %
2025/09/30 COST COSTCO WHOLESALE 1.86% 92.519 M $ 99952 2012/09/30 -6.346 M $ -6.50 %
2025/09/30 GOOGL ALPHABET INC - CLASS A (GOOGL) 1.70% 84.504 M $ 347611 2015/09/30 23.502 M $ 37.94 %
2025/09/30 XOM EXXON MOBIL CORP COM 1.55% 76.936 M $ 682358 2012/09/30 3.436 M $ 4.59 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.54% 76.536 M $ 247099 2012/12/31 -2.684 M $ -3.24 %
2025/09/30 KMI KINDER MORGAN INC 1.50% 74.448 M $ 2629750 2012/09/30 -2.851 M $ -3.71 %
2025/09/30 IBM INT'L BUSINESS MACHINES 1.46% 72.829 M $ 258111 2009/06/30 -3.277 M $ -4.28 %
2025/09/30 WM WASTE MANAGEMENT 1.41% 70.171 M $ 317761 2012/09/30 -2.533 M $ -3.49 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.29% 64.470 M $ 347695 2004/03/31 11.417 M $ 21.39 %
2025/09/30 META META PLATFORMS (FACEBOOK) 1.29% 64.274 M $ 87522 2012/09/30 -333.094 K $ -0.50 %
2025/09/30 CSCO CISCO SYS INC COM 1.22% 60.563 M $ 885171 2012/09/30 -855.551 K $ -1.38 %
2025/09/30 PEP PEPSICO INC. 1.16% 57.930 M $ 412486 2004/03/31 3.451 M $ 6.36 %
2025/09/30 QCOM QUALCOMM INC 1.15% 57.283 M $ 344332 2008/12/31 2.469 M $ 4.46 %
2025/09/30 AMZN AMAZON.COM INC 1.14% 56.806 M $ 258717 2014/03/31 48.239 K $ 0.08 %
2025/09/30 PG PROCTER & GAMBLE 1.12% 55.773 M $ 362985 2004/03/31 -2.069 M $ -3.56 %
2025/09/30 NVDA NVIDIA CORP 1.10% 54.947 M $ 294497 2021/09/30 8.461 M $ 18.10 %
2025/09/30 WMT WAL MART INC. 1.07% 53.519 M $ 519304 2004/03/31 2.779 M $ 5.40 %
2025/09/30 ABT ABBOTT LABORATORIES 1.03% 51.322 M $ 383172 2012/09/30 -799.059 K $ -1.52 %
2025/09/30 COP CONOCOPHILLIPS 1.00% 50.000 M $ 528598 2012/09/30 2.570 M $ 5.40 %
2025/09/30 SLB SLB NV 0.99% 49.082 M $ 1428051 2005/06/30 813.331 K $ 1.69 %
2025/09/30 ALL ALLSTATE CORP 0.97% 48.547 M $ 226168 2012/09/30 3.069 M $ 6.63 %
2025/09/30 MRK MERCK & CO NEW 0.92% 45.746 M $ 545054 2012/09/30 2.568 M $ 6.03 %
2025/09/30 APA APA CORPORATION 0.91% 45.477 M $ 1873041 2021/03/31 10.438 M $ 32.75 %
2025/09/30 KO COCA-COLA 0.85% 42.296 M $ 637756 2004/03/31 -2.860 M $ -6.26 %
2025/09/30 VZ VERIZON COMM 0.81% 40.441 M $ 920150 2012/09/30 631.738 K $ 1.57 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.75% 37.353 M $ 109541 2012/06/30 5.502 M $ 16.92 %
2025/09/30 GILD GILEAD SCIENCES INC 0.75% 37.127 M $ 334476 2006/12/31 45.433 K $ 0.12 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.72% 35.881 M $ 288571 2004/03/31 -1.325 M $ -3.55 %
2025/09/30 TFC TRUIST FINANCIAL CORP (TFC) 0.66% 33.045 M $ 722761 2019/12/31 2.037 M $ 6.35 %
2025/09/30 JPM J P MORGAN CHASE 0.64% 31.853 M $ 100983 2012/09/30 2.650 M $ 8.80 %
2025/09/30 PFE PFIZER 0.64% 31.768 M $ 1246765 2005/06/30 1.543 M $ 5.12 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG CO LT 0.62% 31.005 M $ 111014 2007/12/31 5.949 M $ 23.31 %
2025/09/30 VST VISTRA CORP 0.61% 30.336 M $ 154838 2022/03/31 380.802 K $ 1.09 %
2025/09/30 MLM MARTIN MARIETTA MATERIALS INC 0.61% 30.296 M $ 48068 2017/03/31 3.940 M $ 14.81 %
2025/09/30 ABB LTD (SW) (ABBNY) 0.58% 28.824 M $ 400096 2012/09/30 5.065 M $ 21.22 %
2025/09/30 MSCI MSCI INC 0.58% 28.733 M $ 50639 2012/09/30 -485.309 K $ -1.62 %
2025/09/30 MELI MERCADOLIBRE INC 0.57% 28.571 M $ 12226 2021/12/31 -3.355 M $ -10.59 %
2025/09/30 SHEL SHELL PLC ADR 0.57% 28.208 M $ 394356 2022/03/31 447.933 K $ 1.59 %
2025/09/30 VEEV VEEVA SYSTEMS INC CL A 0.56% 27.760 M $ 93181 2020/03/31 925.287 K $ 3.45 %
2025/09/30 CINF CINCINNATI FINANCIAL CORP 0.53% 26.561 M $ 168002 2004/03/31 1.549 M $ 6.16 %
2025/09/30 DINO HF SINCLAIR CORP 0.52% 26.013 M $ 496999 2022/03/31 5.641 M $ 27.41 %
2025/09/30 T A T & T INC 0.52% 26.011 M $ 921056 2012/09/30 -655.601 K $ -2.42 %
2025/09/30 CLX CLOROX CO 0.51% 25.416 M $ 206132 2010/06/30 671.917 K $ 2.69 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.49% 24.577 M $ 4552 2018/03/31 -1.821 M $ -6.74 %
2025/09/30 V VISA INC 0.48% 24.010 M $ 70333 2012/09/30 -962.463 K $ -3.85 %
2025/09/30 NEM NEWMONT CORPORATION 0.47% 23.558 M $ 279420 2005/12/31 7.487 M $ 44.71 %
2025/09/30 AZN ASTRAZENECA PLC - SPONS ADR (U 0.46% 22.845 M $ 297777 2019/03/31 1.992 M $ 9.79 %
2025/09/30 UL UNILEVER PLC ADR (TICKER UL) 0.43% 21.634 M $ 364944 2004/09/30 -696.610 K $ -3.09 %
2025/09/30 RTX RTX CORP 0.42% 20.767 M $ 124110 2020/06/30 2.680 M $ 14.59 %
2025/09/30 CFG CITIZENS FINANCIAL GROUP INC 0.41% 20.398 M $ 383714 2019/03/31 3.336 M $ 18.79 %
2025/09/30 CRH CRH PLC - SPONS ADR 0.40% 20.077 M $ 167445 2023/09/30 4.705 M $ 30.61 %
2025/09/30 SAP SAP SE ADR (GE) 0.40% 20.041 M $ 75000 2007/06/30 -2.767 M $ -12.13 %
2025/09/30 ASML ASML HOLDING NV ORD 0.40% 19.970 M $ 20628 2013/06/30 3.448 M $ 20.80 %
2025/09/30 RIO RIO TINTO PLC SPONSORED ADR 0.39% 19.654 M $ 297740 2013/06/30 2.288 M $ 13.17 %
2025/09/30 LIN LINDE AG 0.39% 19.637 M $ 41341 2023/03/31 240.325 K $ 1.24 %
2025/09/30 VRSK VERISK ANALYTICS INC 0.39% 19.591 M $ 77892 2012/09/30 -4.372 M $ -19.26 %
2025/09/30 CSGP COSTAR GROUP INC 0.39% 19.542 M $ 231626 2012/09/30 1.071 M $ 4.94 %
2025/09/30 GIS GENERAL MILLS 0.39% 19.336 M $ 383493 2004/03/31 -535.893 K $ -2.68 %
2025/09/30 FOUR SHIFT4 PAYMENTS, INC. 0.39% 19.320 M $ 249606 2022/09/30 -7.042 M $ -21.91 %
2025/09/30 TRU TRANSUNION 0.38% 18.967 M $ 226391 2017/12/31 -1.023 M $ -4.80 %
2025/09/30 VRT VERTIV HOLDINGS CO CL A 0.37% 18.480 M $ 122498 2024/06/30 3.095 M $ 17.48 %
2025/09/30 EMR EMERSON ELECTRIC CO 0.37% 18.455 M $ 140682 2005/03/31 -307.697 K $ -1.61 %
2025/09/30 PYPL PAYPAL HOLDINGS INC 0.37% 18.450 M $ 275126 2015/09/30 -2.037 M $ -9.77 %
2025/09/30 VRNS VARONIS SYSTEMS INC 0.35% 17.634 M $ 306835 2016/06/30 2.062 M $ 13.24 %
2025/09/30 RSG REPUBLIC SERVICES INC 0.34% 16.950 M $ 73861 2012/06/30 -1.267 M $ -6.95 %
2025/09/30 GFL GFL ENVIRONMENTAL INC-SUB VT 0.33% 16.583 M $ 350000 2022/03/31 -1.078 M $ -6.10 %
2025/09/30 KNSL KINSALE CAPITAL GROUP INC 0.32% 16.156 M $ 37990 2016/09/30 -2.228 M $ -12.12 %
2025/09/30 LGND LIGAND PHARMACEUTICALS 0.32% 16.149 M $ 91167 2016/09/30 5.785 M $ 55.82 %
2025/09/30 BP BP PLC, INC ADR (UK) 0.32% 16.133 M $ 468154 2012/09/30 2.199 M $ 15.14 %
2025/09/30 AON AON PLC 0.32% 15.998 M $ 44866 2020/03/31 -8.075 K $ -0.05 %
2025/09/30 GOOG ALPHABET INC- CLASS C (non-vot 0.31% 15.630 M $ 64176 2015/09/30 4.206 M $ 37.30 %
2025/09/30 DLR DIGITAL REALTY TRUST INC 0.31% 15.559 M $ 90000 2013/06/30 -130.935 K $ -0.83 %
2025/09/30 K KELLANOVA (previously Kellogg) 0.31% 15.494 M $ 188907 2004/03/31 511.690 K $ 3.13 %
2025/09/30 ELF E.L.F BEAUTY INC 0.31% 15.321 M $ 115647 2024/12/31 1.441 M $ 6.46 %
2025/09/30 OLED UNIVERSAL DISPLAY CORP 0.30% 15.151 M $ 105487 2020/06/30 -1.142 M $ -7.01 %
2025/09/30 GSK GSK, INC 0.30% 14.803 M $ 342974 2022/06/30 1.638 M $ 12.40 %
2025/09/30 HLT HILTON INC 0.29% 14.639 M $ 56425 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCOR PROCORE TECHNOLOGIES 0.29% 14.351 M $ 196800 2021/12/31 1.003 M $ 6.58 %
2025/09/30 CPRT COPART INC 0.29% 14.226 M $ 316351 2018/09/30 -1.297 M $ -8.36 %
2025/09/30 NTRA NATERA, INC 0.29% 14.193 M $ 88174 2016/12/31 -702.746 K $ -4.72 %
2025/09/30 ADM ARCHER DANIELS MIDLAND 0.28% 14.167 M $ 237140 2017/09/30 1.671 M $ 13.19 %
2025/09/30 AME AMETEK INC. 0.28% 14.152 M $ 75275 2017/03/31 658.451 K $ 3.89 %
2025/09/30 ALC ALCON INC 0.28% 14.079 M $ 188958 2020/09/30 -2.795 M $ -15.60 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT INC. 0.28% 14.052 M $ 86000 2018/03/31 1.042 M $ 8.01 %
2025/09/30 ABC CENCORA (FORMERLY AMERISOURCE- 0.28% 13.937 M $ 44595 2025/06/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC (AVGO) 0.28% 13.936 M $ 42242 2019/06/30 2.269 M $ 19.68 %
2025/09/30 BMY BRISTOL MYERS SQUIBB CO 0.28% 13.806 M $ 306109 2012/09/30 -366.076 K $ -2.57 %
2025/09/30 CAG CONAGRA BRANDS 0.27% 13.604 M $ 743008 2004/03/31 -1.796 M $ -10.55 %
2025/09/30 WT WISDOMTREE INC 0.27% 13.495 M $ 970830 2024/06/30 2.320 M $ 20.76 %
2025/09/30 SYY SYSCO CORP 0.27% 13.433 M $ 163136 2010/12/31 1.151 M $ 8.71 %
2025/09/30 UBER UBER TECHNOLOGIES 0.27% 13.425 M $ 137036 2020/03/31 683.066 K $ 5.01 %
2025/09/30 MA MASTERCARD INC-CLASS A 0.27% 13.257 M $ 23306 2015/09/30 159.232 K $ 1.22 %
2025/09/30 SNOW SNOWFLAKE, INC 0.27% 13.245 M $ 58725 2024/12/31 92.382 K $ 0.80 %
2025/09/30 WMS ADVANCED DRAINAGE SYSTEMS INC 0.26% 13.104 M $ 94480 2019/09/30 3.215 M $ 20.76 %
2025/09/30 BIRK BIRKENSTOCK HOLDING PLC 0.26% 13.010 M $ 287505 2025/03/31 -1.008 M $ -7.99 %
2025/09/30 EGY VAALCO ENERGY, INC (13D) 0.26% 12.864 M $ 3200015 2012/09/30 1.231 M $ 11.36 %
2025/09/30 AVAV AEROVIRONMENT, INC. 0.26% 12.794 M $ 40630 2023/12/31 1.225 M $ 10.51 %