Luther King Capital Management (LKCM)
GUNR icon

Luther King Capital Management (LKCM)’s Northern Trust Morningstar Global Upstream Natural Resources ETF GUNR Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio GUNR Stock Details GUNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 461
2026
Q1 		– Hold
0
– – – 426
2025
Q4 		– Hold
0
– – – 432
2025
Q3 		– Hold
0
– – – 431
2025
Q2 		– Hold
0
– – – 419
2024
Q2 		– Hold
0
– – – 543
2024
Q1 		– Hold
0
– – – 547
2023
Q4 		– Hold
0
– – – 491
2023
Q3 		– Hold
0
– – – 494
2023
Q2 		– Hold
0
– – – 487
2023
Q1 		– Hold
0
– – – 461
2022
Q4 		– Hold
0
– – – 432
2022
Q3 		– Hold
0
– – – 415
2022
Q2 		– Hold
0
– – – 433
2022
Q1 		– Hold
0
– – – 537
2014
Q3 		– Sell
-13,900
Closed -$520K – 569
2014
Q2 		$520K Buy
+13,900
New +$501K ﹤0.01% 451

Other funds holding GUNR

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.09B AUM 22.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Luther King Capital Management (LKCM)'s GUNR Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) position steady in Q2 2026 at 0 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Luther King Capital Management (LKCM) first reported a position in GUNR in Q2 2014 and has held it in 1 quarter since. The position peaked at $520K in Q2 2014. 317 funds tracked by Wall St. Rank hold GUNR as of Q2 2026.

  • Luther King Capital Management (LKCM) held 0 shares of Northern Trust Morningstar Global Upstream Natural Resources ETF worth $680K as of Q2 2026.
  • Luther King Capital Management (LKCM) left its Northern Trust Morningstar Global Upstream Natural Resources ETF share count unchanged in Q2 2026.
  • Northern Trust Morningstar Global Upstream Natural Resources ETF made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #461 holding.
  • Luther King Capital Management (LKCM) first reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF in Q2 2014 and has held it in 1 quarter since.
  • Luther King Capital Management (LKCM)'s Northern Trust Morningstar Global Upstream Natural Resources ETF position peaked at $520K in Q2 2014.
  • 317 funds tracked by Wall St. Rank held Northern Trust Morningstar Global Upstream Natural Resources ETF as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.