Luther King Capital Management (LKCM)
QUS icon

Luther King Capital Management (LKCM)’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 439
2026
Q1 		– Hold
0
– – – 435
2025
Q4 		– Hold
0
– – – 437
2025
Q3 		– Hold
0
– – – 434
2025
Q2 		– Hold
0
– – – 432
2025
Q1 		– Hold
0
– – – 427
2024
Q4 		– Hold
0
– – – 424
2024
Q3 		– Hold
0
– – – 422
2024
Q2 		– Hold
0
– – – 425
2024
Q1 		– Hold
0
– – – 426
2023
Q4 		– Hold
0
– – – 430
2023
Q3 		– Hold
0
– – – 428
2023
Q2 		– Hold
0
– – – 446
2023
Q1 		– Hold
0
– – – 438

Other funds holding QUS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.51B AUM 28.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return