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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 13 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TECK TECK RESOURCES LTD Basic Materials 209,556.0 $10.8M 0.02% -386K -64.8% $51.66 +18.5%
242 MSTR STRATEGY INC Technology 85,011.0 $10.6M 0.02% -49K -36.7% $124.80 +32.1%
243 RPRX ROYALTY PHARMA PLC Healthcare 219,972.0 $10.6M 0.02% -47K -17.5% $47.97 +10.6%
244 UDR UDR INC Real Estate 312,263.0 $10.5M 0.02% -60K -16.2% $33.78 +12.0%
245 TGT TARGET CORP Consumer Defensive 86,233.0 $10.5M 0.02% -196K -69.4% $121.20 +0.9%
246 KVUE KENVUE INC Consumer Defensive 591,872.0 $10.2M 0.02% -581K -49.5% $17.24 +1.3%
247 NVR NVR INC Consumer Cyclical 1,518.0 $10.0M 0.02% -394.0 -20.6% $6589.83 -8.2%
248 HUBB HUBBELL INC Industrials 20,310.0 $10.0M 0.02% -12K -37.5% $490.74 -6.1%
249 ALAB ASTERA LABS INC Technology 89,684.0 $9.8M 0.02% -3K -3.2% $109.60 +171.8%
250 LH LABCORP HOLDINGS INC Healthcare 36,338.0 $9.7M 0.02% -1K -3.4% $266.81 -4.1%
251 GPN GLOBAL PMTS INC Industrials 141,893.0 $9.5M 0.02% -130K -47.9% $67.30 +7.9%
252 LPLA LPL FINL HLDGS INC Financial Services 31,213.0 $9.4M 0.02% -25K -45.0% $300.83 -4.3%
253 LEN LENNAR CORP Consumer Cyclical 107,837.0 $9.4M 0.02% -17K -13.5% $86.84 +2.3%
254 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 70,589.0 $9.3M 0.02% -18K -20.3% $131.74 +18.0%
255 PTC PTC INC Technology 64,439.0 $9.2M 0.02% -8K -11.6% $142.49 +3.8%
256 KKR KKR & CO INC Financial Services 97,441.0 $9.0M 0.02% -632K -86.7% $92.50 +2.4%
257 TSCO TRACTOR SUPPLY CO Consumer Cyclical 197,090.0 $8.9M 0.02% -30K -13.1% $45.30 -30.0%
258 EQH EQUITABLE HLDGS INC Financial Services 234,591.0 $8.7M 0.02% -10K -4.0% $37.11 +14.6%
259 WSM WILLIAMS SONOMA INC Consumer Cyclical 47,280.0 $8.6M 0.02% -37K -43.8% $182.33 -1.1%
260 PODD INSULET CORP Healthcare 40,011.0 $8.4M 0.02% -12K -23.1% $209.84 -25.4%
Page 13 of 17  ·  330 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%