KORNITZER CAPITAL MANAGEMENT INC /KS

Est. AUM

$4.65B

13F long equity, this entity only

Positions

505

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$199.4M	538638	4.29%	SOLE
2	CHEVRON CORP	COM	$188.3M	910008	4.05%	SOLE
3	EXXON MOBIL CORP COM	COM	$110.9M	653550	2.39%	SOLE
4	APPLE INC	COM	$105.2M	414547	2.26%	SOLE
5	ELI LILLY & CO COM	COM	$99.8M	108463	2.15%	SOLE
6	COSTCO WHOLESALE	COM	$96.3M	96644	2.07%	SOLE
7	ALPHABET INC - CLASS A (GOOGL)	COM	$89.1M	309733	1.92%	SOLE
8	KINDER MORGAN INC	COM	$85.6M	2554090	1.84%	SOLE
9	JOHNSON & JOHNSON	COM	$79.8M	326655	1.72%	SOLE
10	APA CORPORATION	COM	$76.1M	1792957	1.64%	SOLE
11	WASTE MANAGEMENT	COM	$70.0M	304793	1.51%	SOLE
12	CONOCOPHILLIPS	COM	$68.4M	518424	1.47%	SOLE
13	CISCO SYS INC COM	COM	$67.6M	870821	1.45%	SOLE
14	MERCK & CO NEW	COM	$65.5M	544161	1.41%	SOLE
15	PEPSICO INC.	COM	$63.2M	407008	1.36%	SOLE
16	SLB NV	COM	$61.9M	1204204	1.33%	SOLE
17	WAL MART INC.	COM	$61.6M	495932	1.33%	SOLE
18	INT'L BUSINESS MACHINES	COM	$60.9M	251135	1.31%	SOLE
19	NVIDIA CORP	COM	$58.4M	335118	1.26%	SOLE
20	AMAZON.COM INC	COM	$53.2M	255641	1.15%	SOLE
21	GALLAGHER ARTHUR J & CO	COM	$52.5M	242349	1.13%	SOLE
22	PROCTER & GAMBLE	COM	$51.2M	354289	1.10%	SOLE
23	META PLATFORMS (FACEBOOK)	COM	$49.5M	86607	1.07%	SOLE
24	VERIZON COMM	COM	$47.5M	945739	1.02%	SOLE
25	GILEAD SCIENCES INC	COM	$46.2M	331796	0.99%	SOLE
26	ALLSTATE CORP	COM	$46.2M	222670	0.99%	SOLE
27	QUALCOMM INC	COM	$44.1M	342357	0.95%	SOLE
28	COCA-COLA	COM	$43.8M	576225	0.94%	SOLE
29	TAIWAN SEMICONDUCTOR MFG CO LT	COM	$39.4M	116562	0.85%	SOLE
30	SHELL PLC ADR	COM	$38.9M	417809	0.84%	SOLE
31	PFIZER	COM	$38.1M	1357315	0.82%	SOLE
32	ABBOTT LABORATORIES	COM	$38.0M	369760	0.82%	SOLE
33	GENERAL DYNAMICS CORP	COM	$35.6M	103586	0.76%	SOLE
34	TRUIST FINANCIAL CORP (TFC)	COM	$32.9M	715659	0.71%	SOLE
35	HF SINCLAIR CORP	COM	$29.5M	473012	0.63%	SOLE
36	J P MORGAN CHASE	COM	$29.4M	100064	0.63%	SOLE
37	NEWMONT CORPORATION	COM	$29.2M	269682	0.63%	SOLE
38	ASTRAZENECA PLC	COM	$29.0M	147009	0.62%	SOLE
39	ABB LTD (SW) (ABBNY)	COM	$27.5M	348920	0.59%	SOLE
40	KIMBERLY-CLARK CORP	COM	$27.4M	283974	0.59%	SOLE
41	A T & T INC	COM	$27.1M	934920	0.58%	SOLE
42	RIO TINTO PLC SPONSORED ADR	COM	$26.8M	287629	0.58%	SOLE
43	LINDE AG	COM	$25.4M	51311	0.55%	SOLE
44	CINCINNATI FINANCIAL CORP	COM	$25.3M	160897	0.54%	SOLE
45	ASML HOLDING NV ORD	COM	$25.1M	19012	0.54%	SOLE
46	VISA INC	COM	$23.0M	76046	0.49%	SOLE
47	RTX CORP	COM	$22.1M	114824	0.48%	SOLE
48	BP PLC, INC ADR (UK)	COM	$21.6M	459089	0.46%	SOLE
49	VAALCO ENERGY, INC (13D)	COM	$21.4M	3378835	0.46%	SOLE
50	MERCADOLIBRE INC	COM	$21.0M	12151	0.45%	SOLE

1–50 of 505

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.