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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 19 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 VTR VENTAS INC Real Estate 242,074.0 $21.5M 0.04% +78K +47.9% $88.80 +4.8%
362 ULTA ULTA BEAUTY INC Consumer Cyclical 47,272.0 $21.3M 0.04% +13K +38.9% $450.98 +15.6%
363 NU NU HLDGS LTD Financial Services 1,553,800.0 $20.8M 0.04% +184K +13.4% $13.36 +9.1%
364 YUM YUM BRANDS INC Consumer Cyclical 129,182.0 $20.7M 0.04% +2K +1.4% $159.86 -4.3%
365 KKR KKR & CO INC 224,938.0 $20.6M 0.04% +127K +130.8% $91.78
366 RSG REPUBLIC SVCS INC Industrials 96,688.0 $20.6M 0.04% -9K -8.2% $213.08 +3.6%
367 DLTR DOLLAR TREE INC Consumer Defensive 170,031.0 $20.6M 0.04% +15K +9.9% $120.95 +8.7%
368 EIX EDISON INTL Utilities 274,111.0 $20.4M 0.04% -18K -6.0% $74.45 -3.8%
369 LVS LAS VEGAS SANDS CORP Consumer Cyclical 439,650.0 $20.3M 0.04% +131K +42.3% $46.19 +1.8%
370 TSN TYSON FOODS INC Consumer Defensive 353,268.0 $20.2M 0.04% +131K +59.0% $57.25 +2.1%
371 CW CURTISS WRIGHT CORP Industrials 26,584.0 $20.1M 0.04% +14K +107.4% $757.76 -16.2%
372 EQT EQT CORP Energy 378,303.0 $20.1M 0.04% -260K -40.7% $53.17 +1.0%
373 FNV FRANCO NEV CORP Basic Materials 96,127.0 $20.1M 0.04% +75K +347.2% $208.59 +27.4%
374 CSGP COSTAR GROUP INC Real Estate 698,417.0 $19.8M 0.04% +515K +279.8% $28.32 +13.9%
375 NTRA NATERA INC Healthcare 72,864.0 $19.8M 0.04% -14K -16.0% $271.45 +22.3%
376 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 258,631.0 $19.8M 0.04% +6K +2.2% $76.40 +5.1%
377 WAB WABTEC Industrials 72,906.0 $19.7M 0.04% +9K +13.3% $269.60 +10.4%
378 MET METLIFE INC Financial Services 231,413.0 $19.6M 0.04% -183K -44.2% $84.61 +11.5%
379 HSY HERSHEY CO Consumer Defensive 110,243.0 $19.3M 0.04% -5K -4.1% $175.45 +6.3%
380 AER AERCAP HOLDINGS NV Industrials 130,978.0 $19.1M 0.04% -849.0 -0.6% $145.78 +0.3%
Page 19 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%