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Portfolio (Quarterly) Guide ↗

Korea Investment CORP

· CIK 0001441689
13F Portfolio $48.3B AUM 688 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 296 Added 330 Reduced 26 Exited
Page 8 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TPR TAPESTRY INC Consumer Cyclical 216,313.0 $30.5M 0.06% +40K +22.5% $141.11 -3.8%
142 BRO BROWN & BROWN INC Financial Services 463,838.0 $30.2M 0.06% +314K +208.6% $65.21 -10.3%
143 L LOEWS CORP Financial Services 282,203.0 $30.1M 0.06% +81K +39.9% $106.74 +2.3%
144 SYY SYSCO CORP Consumer Defensive 414,491.0 $29.6M 0.06% +5K +1.2% $71.33 +5.8%
145 IQVIA HLDGS INC 172,126.0 $29.4M 0.06% +36K +26.1% $170.54
146 INVH INVITATION HOMES INC Real Estate 1,160,884.0 $28.8M 0.06% +274K +30.9% $24.85 +16.8%
147 OTIS OTIS WORLDWIDE CORP Industrials 370,851.0 $28.6M 0.06% +32K +9.3% $77.08 -7.1%
148 EL LAUDER ESTEE COS INC Consumer Defensive 392,494.0 $28.2M 0.06% +179K +84.2% $71.77 +9.9%
149 IMO IMPERIAL OIL LTD Energy 210,987.0 $27.5M 0.06% +50K +31.0% $130.57 +2.5%
150 RBLX ROBLOX CORP Technology 484,918.0 $27.4M 0.06% +90K +22.9% $56.56 -19.0%
151 SYF SYNCHRONY FINANCIAL Financial Services 394,956.0 $26.9M 0.06% +46K +13.1% $68.02 +5.9%
152 MKL MARKEL GROUP INC Financial Services 13,982.0 $26.8M 0.06% +5K +54.3% $1914.07 -3.2%
153 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,077,837.0 $25.7M 0.05% +15K +1.4% $23.81 +42.7%
154 VRSN VERISIGN INC Technology 99,148.0 $24.6M 0.05% +19K +23.7% $248.36 +22.0%
155 MDB MONGODB INC Technology 100,410.0 $24.6M 0.05% +43K +75.1% $244.77 +29.7%
156 NTRS NORTHERN TR CORP Financial Services 168,691.0 $23.5M 0.05% +53K +45.4% $139.57 +19.7%
157 DDOG DATADOG INC Technology 199,346.0 $23.5M 0.05% +14K +7.7% $118.05 +84.7%
158 DTE DTE ENERGY CO Utilities 158,958.0 $23.2M 0.05% +33K +25.7% $146.22 -1.7%
159 TPL TEXAS PACIFIC LAND CORPORATI Energy 47,832.0 $22.7M 0.05% +20K +70.1% $474.56 -15.2%
160 BURL BURLINGTON STORES INC Consumer Cyclical 69,755.0 $22.7M 0.05% +52K +286.2% $325.38 -2.9%
Page 8 of 15  ·  296 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 32.1%
Financial Services 12.3%
Communication Services 10.5%
Consumer Cyclical 10.0%
Healthcare 9.7%
Industrials 8.2%
Consumer Defensive 5.0%
Energy 4.8%
Utilities 2.9%
Basic Materials 2.6%