Luther King Capital Management (LKCM)
BTX

Luther King Capital Management (LKCM)’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio BTX Stock Details BTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73K Buy
+11,063
New +$73.2K ﹤0.01% 597

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AIA
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QC
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PCM
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Luther King Capital Management (LKCM)'s BTX Position: Q1 2026 in Review

Luther King Capital Management (LKCM) opened a new position in BlackRock Technology and Private Equity Term Trust (BTX) in Q1 2026: 11,063 shares worth $73K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings.

109 funds tracked by Wall St. Rank hold BTX as of Q1 2026.

  • Luther King Capital Management (LKCM) held 11,063 shares of BlackRock Technology and Private Equity Term Trust worth $73K as of Q1 2026.
  • BlackRock Technology and Private Equity Term Trust was a new Luther King Capital Management (LKCM) position in Q1 2026.
  • BlackRock Technology and Private Equity Term Trust made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #597 holding.
  • 109 funds tracked by Wall St. Rank held BlackRock Technology and Private Equity Term Trust as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.