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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 17 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KVUE KENVUE INC Consumer Defensive 1,356,959.0 $25.9M 0.05% +765K +129.3% $19.11 -0.3%
322 MGA MAGNA INTL INC Consumer Cyclical 393,513.0 $25.9M 0.05% +144K +57.7% $65.73 +11.1%
323 CINF CINCINNATI FINL CORP Financial Services 139,266.0 $25.8M 0.05% -120K -46.3% $185.14 -9.1%
324 CBRE CBRE GROUP INC Real Estate 189,435.0 $25.5M 0.05% -22K -10.3% $134.69 +12.9%
325 TWLO TWILIO INC Communication Services 123,414.0 $25.5M 0.05% +39K +45.4% $206.33 +9.2%
326 INDA ISHARES TR 514,724.0 $25.4M 0.05% +139K +36.8% $49.39 +0.5%
327 ON ON SEMICONDUCTOR CORP Technology 268,499.0 $25.4M 0.05% -20K -7.1% $94.54 -21.5%
328 CPRT COPART INC Industrials 896,942.0 $25.3M 0.05% +213K +31.1% $28.19 +19.9%
329 EA ELECTRONIC ARTS INC Communication Services 122,174.0 $25.1M 0.05% -121K -49.7% $205.04 +2.3%
330 DAL DELTA AIR LINES INC Industrials 266,488.0 $25.0M 0.05% -3K -1.1% $93.66 -12.0%
331 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 306,326.0 $24.9M 0.05% +132K +75.2% $81.16 -10.5%
332 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 83,954.0 $24.6M 0.05% +22K +35.4% $293.18 +4.1%
333 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 721,628.0 $24.5M 0.05% -291K -28.8% $34.00 +8.5%
334 INGERSOLL RAND INC 298,441.0 $24.5M 0.05% +129K +76.3% $81.99
335 SE SEA LTD Consumer Cyclical 253,997.0 $24.3M 0.05% +72K +39.4% $95.83 +22.6%
336 KR KROGER CO Consumer Defensive 437,568.0 $24.3M 0.05% -149K -25.3% $55.53 +4.3%
337 RS RELIANCE INC Basic Materials 64,879.0 $24.2M 0.05% +655.0 +1.0% $373.60 +3.8%
338 DECK DECKERS OUTDOOR CORP Consumer Cyclical 243,145.0 $24.1M 0.05% +88K +56.6% $99.29 -7.7%
339 ES EVERSOURCE ENERGY Utilities 333,002.0 $24.1M 0.05% -70K -17.4% $72.27 -2.9%
340 CTVA CORTEVA INC Basic Materials 279,853.0 $23.7M 0.04% -320K -53.4% $84.69 -3.4%
Page 17 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%