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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 6 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MPC MARATHON PETE CORP Energy 216,010.0 $55.2M 0.10% -107K -33.0% $255.67 +41.1%
102 SYK STRYKER CORPORATION Healthcare 170,682.0 $53.7M 0.10% -5K -2.8% $314.84 +4.6%
103 MO ALTRIA GROUP INC Consumer Defensive 743,560.0 $53.5M 0.10% -900K -54.8% $71.95 -8.1%
104 SPOT SPOTIFY TECHNOLOGY S A Communication Services 116,122.0 $53.3M 0.10% -6K -4.6% $459.13 +16.2%
105 CMCSA COMCAST CORP NEW Communication Services 2,135,185.0 $52.4M 0.10% -105K -4.7% $24.55 +9.4%
106 CRH PLC 473,735.0 $50.7M 0.10% -15K -3.0% $107.00
107 AEP AMERICAN ELEC PWR CO INC Utilities 369,078.0 $50.5M 0.10% -71K -16.2% $136.81 -11.6%
108 SU SUNCOR ENERGY INC NEW Energy 927,533.0 $49.9M 0.10% -222K -19.3% $53.78 +27.2%
109 ADBE ADOBE INC Technology 237,758.0 $48.7M 0.09% -37K -13.4% $205.02 +34.3%
110 BN BROOKFIELD CORP Financial Services 1,130,601.0 $48.2M 0.09% -376K -25.0% $42.65 -2.3%
111 USB US BANCORP Financial Services 795,919.0 $48.1M 0.09% -82K -9.3% $60.40 +2.7%
112 MRSH MARSH & MCLENNAN COS INC Financial Services 281,131.0 $46.9M 0.09% -82K -22.6% $166.67 +15.2%
113 DASH DOORDASH INC Communication Services 251,278.0 $46.4M 0.09% -83K -24.9% $184.53 +21.1%
114 AIG AMERICAN INTL GROUP INC Financial Services 577,735.0 $43.1M 0.08% -100K -14.8% $74.53 +2.1%
115 EME EMCOR GROUP INC Industrials 51,368.0 $42.6M 0.08% -14K -21.2% $829.88 -6.4%
116 WBD WARNER BROS DISCOVERY INC Communication Services 1,598,985.0 $42.6M 0.08% -749K -31.9% $26.66 +7.1%
117 DXCM DEXCOM INC Healthcare 632,639.0 $42.6M 0.08% -67K -9.5% $67.35 +37.1%
118 WCN WASTE CONNECTIONS INC Industrials 253,557.0 $42.3M 0.08% -13K -4.8% $166.69 +1.6%
119 DLR DIGITAL RLTY TR INC Real Estate 233,465.0 $41.9M 0.08% -25K -9.5% $179.58 +6.1%
120 MCK MCKESSON CORP Healthcare 54,934.0 $41.5M 0.08% -40K -42.3% $755.60 +13.7%
Page 6 of 19  ·  378 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%