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Portfolio (Quarterly) Guide ↗

Korea Investment CORP

· CIK 0001441689
13F Portfolio $52.7B AUM 677 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 231 Added 378 Reduced 34 Exited
Page 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PPG PPG INDS INC Basic Materials 89,687.0 $10.9M 0.02% +53K +146.1% $121.29 -6.3%
202 FIS FIDELITY NATL INFORMATION SV Technology 279,298.0 $10.9M 0.02% +31K +12.6% $38.88 +6.3%
203 LPLA LPL FINL HLDGS INC Financial Services 36,812.0 $10.4M 0.02% +6K +17.9% $281.68 +28.3%
204 TOST TOAST INC Technology 363,826.0 $10.1M 0.02% +196K +117.0% $27.82 +31.7%
205 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 195,952.0 $10.1M 0.02% +101K +105.7% $51.54 +9.0%
206 ARES ARES MANAGEMENT CORPORATION Financial Services 89,881.0 $10.0M 0.02% +64K +245.7% $111.31 +26.9%
207 DRI DARDEN RESTAURANTS INC Consumer Cyclical 48,267.0 $9.9M 0.02% +9K +21.7% $206.01 +7.6%
208 FNF FIDELITY NATL FINL INC Financial Services 210,411.0 $9.9M 0.02% +105K +99.1% $47.16 +0.3%
209 CDE COEUR MNG INC Basic Materials 601,793.0 $9.8M 0.02% +523K +663.8% $16.32 +28.5%
210 CAE CAE INC Industrials 384,246.0 $9.6M 0.02% +116K +43.5% $25.03 -0.5%
211 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 94,762.0 $9.5M 0.02% +15K +18.8% $100.07 +7.9%
212 AVY AVERY DENNISON CORP Industrials 57,902.0 $9.4M 0.02% +6K +12.1% $162.35 +13.2%
213 STLA STELLANTIS N.V Consumer Cyclical 1,601,441.0 $9.1M 0.02% +1.1M +207.3% $5.69 -4.9%
214 AFRM AFFIRM HLDGS INC Technology 108,711.0 $8.9M 0.02% +1K +1.1% $81.55 -5.5%
215 TFII TFI INTERNATIONAL INC Industrials 60,337.0 $8.7M 0.02% +52K +632.5% $143.89 -1.8%
216 BCE BCE INC Communication Services 384,861.0 $8.3M 0.02% +382K +10000.0% $21.53 +10.1%
217 ONON ON HLDG AG Consumer Cyclical 217,417.0 $7.7M 0.01% +14K +7.1% $35.42 -15.2%
218 TSCO TRACTOR SUPPLY CO Consumer Cyclical 219,164.0 $6.9M 0.01% +22K +11.2% $31.61 +10.7%
219 SCCO SOUTHERN COPPER CORP Basic Materials 37,588.0 $6.6M 0.01% +763.0 +2.1% $174.26 +24.0%
220 NWSA NEWS CORP NEW Communication Services 255,747.0 $6.4M 0.01% +28K +12.4% $24.83 +22.4%
Page 11 of 12  ·  231 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 37.9%
Financial Services 12.0%
Consumer Cyclical 9.5%
Healthcare 9.4%
Industrials 8.6%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.7%
Utilities 2.7%
Basic Materials 2.3%