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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 3 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 1,397,661.0 $205.0M 0.39% -264K -15.9% $146.64 -1.3%
42 GS GOLDMAN SACHS GROUP INC Financial Services 201,688.0 $204.0M 0.39% +33K +19.6% $1011.37 +2.8%
43 WELL WELLTOWER INC Real Estate 895,149.0 $203.2M 0.39% +86K +10.7% $226.97 +5.4%
44 KO COCA COLA CO Consumer Defensive 2,463,048.0 $200.2M 0.38% -485K -16.5% $81.27 +12.1%
45 MRVL MARVELL TECHNOLOGY INC Technology 644,726.0 $192.1M 0.36% -43K -6.2% $297.89 -20.4%
46 TXN TEXAS INSTRS INC Technology 640,501.0 $190.9M 0.36% +37K +6.1% $298.07 -11.3%
47 RTX RTX CORPORATION Industrials 995,658.0 $188.9M 0.36% -21K -2.1% $189.73 +10.6%
48 CVX CHEVRON CORPORATION Energy 1,133,083.0 $187.8M 0.36% -205K -15.3% $165.76 +23.8%
49 PEP PEPSICO INC Consumer Defensive 1,381,945.0 $187.1M 0.35% +171K +14.1% $135.40 +6.0%
50 PLTR PALANTIR TECHNOLOGIES INC Technology 1,582,648.0 $184.6M 0.35% -225K -12.4% $116.67 +54.2%
51 C CITIGROUP INC Financial Services 1,283,736.0 $179.7M 0.34% -158K -11.0% $139.96 -5.9%
52 IHS IHS HOLDING LIMITED Communication Services 21,666,802.0 $178.5M 0.34% $8.24 +1.9%
53 ORCL ORACLE CORP Technology 1,216,939.0 $178.3M 0.34% +44K +3.8% $146.55 -0.1%
54 IBM INTERNATIONAL BUSINESS MACHS Technology 631,665.0 $177.6M 0.34% +51K +8.8% $281.21 -16.2%
55 RY ROYAL BK CDA Financial Services 847,778.0 $175.5M 0.33% -102K -10.8% $207.00 -0.9%
56 WDC WESTERN DIGITAL CORP Technology 269,910.0 $172.4M 0.33% -96K -26.1% $638.72 -28.1%
57 MS MORGAN STANLEY Financial Services 821,929.0 $171.8M 0.33% +204K +33.0% $209.04 +2.5%
58 MCHI ISHARES TR 3,267,940.0 $166.7M 0.32% +1.9M +145.6% $51.02 +9.1%
59 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 171,890.0 $165.9M 0.32% -8K -4.3% $965.00 -11.9%
60 APH AMPHENOL CORP Technology 886,462.0 $156.3M 0.30% -39K -4.2% $176.32 -11.0%
Page 3 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%