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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 14 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AZO AUTOZONE INC Consumer Cyclical 11,418.0 $36.5M 0.07% +578.0 +5.3% $3195.94 -7.4%
262 DVN DEVON ENERGY CORP NEW Energy 882,836.0 $36.5M 0.07% +20K +2.4% $41.32 +18.8%
263 EXPE EXPEDIA GROUP INC Consumer Cyclical 140,088.0 $35.8M 0.07% +38K +37.0% $255.88 +25.7%
264 TRGP TARGA RES CORP Energy 133,597.0 $35.8M 0.07% +9K +7.1% $268.14 +11.5%
265 OKE ONEOK INC NEW Energy 408,900.0 $35.5M 0.07% +71K +21.0% $86.94 +7.3%
266 SLF SUN LIFE FINANCIAL INC. Financial Services 452,708.0 $35.5M 0.07% +24K +5.7% $78.48 +0.6%
267 FAST FASTENAL CO Industrials 738,428.0 $35.5M 0.07% +103K +16.2% $48.03 +6.7%
268 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 128,650.0 $35.0M 0.07% +6K +4.5% $271.95 -15.2%
269 PDD PDD HOLDINGS INC Consumer Cyclical 455,887.0 $34.8M 0.07% -127K -21.8% $76.28 +15.9%
270 MDLZ MONDELEZ INTL INC Consumer Defensive 599,086.0 $34.7M 0.07% -144K -19.4% $57.84 +11.4%
271 CAH CARDINAL HEALTH INC Healthcare 145,745.0 $34.6M 0.07% -79K -35.1% $237.56 -3.4%
272 BX BLACKSTONE INC Financial Services 294,003.0 $34.6M 0.07% +78K +36.1% $117.67 +21.8%
273 HUM HUMANA INC Healthcare 87,053.0 $34.6M 0.07% -3K -3.5% $397.22 -4.6%
274 CARNIVAL CORP LTD 1,208,613.0 $34.5M 0.07% NEW $28.57
275 MCO MOODYS CORP Financial Services 75,995.0 $34.4M 0.07% -31K -29.3% $452.92 +11.1%
276 URI UNITED RENTALS INC Industrials 30,316.0 $34.3M 0.07% -14K -30.9% $1132.89 -3.0%
277 FITB FIFTH THIRD BANCORP Financial Services 602,335.0 $34.0M 0.06% -190K -24.0% $56.37 -2.7%
278 TEL TE CONNECTIVITY PLC Technology 168,031.0 $33.9M 0.06% -62K -27.0% $201.61 +1.0%
279 KGC KINROSS GOLD CORP Basic Materials 1,423,199.0 $33.7M 0.06% -454K -24.2% $23.67 +38.4%
280 EL LAUDER ESTEE COS INC Consumer Defensive 425,830.0 $33.6M 0.06% +33K +8.5% $78.95 +29.1%
Page 14 of 34  ·  677 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%