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Portfolio (Quarterly) Guide ↗

KORNITZER CAPITAL MANAGEMENT INC /KS

· CIK 0000898358
13F Portfolio $4.8B AUM 508 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 35 New 82 Added 204 Reduced 28 Exited
Page 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRM SALESFORCE INC Technology 12,960.0 $3.4M 0.07% -308.0 -2.3% $264.91 -34.5%
122 UPS UNITED PARCEL SERVICE - CL B Industrials 34,463.0 $3.4M 0.07% -7K -17.2% $99.19 -0.3%
123 ROCHE HLDS LTD SPONSORED ADR 61,873.0 $3.2M 0.07% -3K -5.0% $51.78
124 MDLZ MONDELEZ INTL INC Consumer Defensive 57,268.0 $3.1M 0.06% -7K -11.2% $53.83 +12.3%
125 LARK LANDMARK BANCORP INC. Financial Services 117,221.0 $3.1M 0.06% -2K -1.7% $26.19 +5.2%
126 MTCH MATCH GROUP INC Communication Services 94,155.0 $3.0M 0.06% -12K -11.3% $32.29 +9.6%
127 MORN MORNINGSTAR INC. Financial Services 13,827.0 $3.0M 0.06% -9K -40.6% $217.31 -21.8%
128 GPC GENUINE PARTS CO Consumer Cyclical 24,352.0 $3.0M 0.06% -25K -50.2% $122.96 -24.5%
129 KDP KEURIG DR PEPPER INC Consumer Defensive 106,782.0 $3.0M 0.06% -22K -17.2% $28.01 +3.3%
130 HAS HASBRO INC Consumer Cyclical 35,820.0 $2.9M 0.06% -1K -3.9% $82.00 +16.2%
131 PBI PITNEY BOWES INC Industrials 269,960.0 $2.9M 0.06% -23K -7.9% $10.57 +49.0%
132 LNTH LANTHEUS HOLDINGS INC Healthcare 40,385.0 $2.7M 0.06% -39K -49.1% $66.55 +41.1%
133 MTD METTLER-TOLEDO INTERNATIONAL I Healthcare 1,910.0 $2.7M 0.06% -28.0 -1.4% $1394.19 -26.0%
134 SPY STATE STREET SPDR S&P 500 ETF Financial Services 3,842.0 $2.6M 0.05% -148.0 -3.7% $681.92 +8.3%
135 F FORD MOTOR CO Consumer Cyclical 196,171.0 $2.6M 0.05% -16K -7.5% $13.12 +2.1%
136 DIS DISNEY (WALT) CO. Communication Services 22,281.0 $2.5M 0.05% -459.0 -2.0% $113.77 -9.7%
137 IQVIA HOLDINGS INC 10,600.0 $2.4M 0.05% -16K -59.7% $225.41
138 CCC CCC INTELLIGENT SOLUTIONS Technology 300,000.0 $2.4M 0.05% -310K -50.8% $7.95 -43.1%
139 GE GE AEROSPACE Industrials 7,365.0 $2.3M 0.05% -815.0 -10.0% $308.03 -8.6%
140 INTC INTEL CORP Technology 59,341.0 $2.2M 0.04% -22K -26.9% $36.90 +194.8%
Page 7 of 11  ·  204 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.5%
Healthcare 15.9%
Energy 13.5%
Industrials 10.7%
Financial Services 10.1%
Consumer Defensive 9.9%
Communication Services 6.4%
Consumer Cyclical 5.6%
Basic Materials 3.1%
Real Estate 1.2%