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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 4 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 611,694.0 $156.2M 0.30% -459K -42.9% $255.43 -41.4%
62 TJX TJX COS INC NEW Consumer Cyclical 949,206.0 $143.8M 0.27% -225K -19.2% $151.50 -7.3%
63 ADI ANALOG DEVICES INC Technology 359,375.0 $142.7M 0.27% -10K -2.6% $397.17 -6.1%
64 TMO THERMO FISHER SCIENTIFIC INC Healthcare 277,446.0 $139.1M 0.26% +11K +4.2% $501.36 +25.5%
65 ANET ARISTA NETWORKS INC Technology 814,467.0 $138.4M 0.26% -18K -2.2% $169.88 +11.0%
66 SPACE EXPLORATION TECHN CORP 802,182.0 $137.1M 0.26% NEW $170.86
67 TD TORONTO DOMINION BK ONT Financial Services 1,098,647.0 $133.5M 0.25% +8K +0.7% $121.54 -3.6%
68 LIN LINDE PLC Basic Materials 255,677.0 $132.7M 0.25% -126K -32.9% $518.94 -6.0%
69 CRWD CROWDSTRIKE HLDGS INC Technology 173,241.0 $132.2M 0.25% $190.78 +0.6%
70 NEE NEXTERA ENERGY INC Utilities 1,498,555.0 $131.5M 0.25% -177K -10.5% $87.77 -4.7%
71 QCOM QUALCOMM INC Technology 703,649.0 $130.0M 0.25% -10K -1.4% $184.79 -13.0%
72 GILD GILEAD SCIENCES INC Healthcare 1,003,135.0 $126.7M 0.24% -129K -11.4% $126.34 +15.7%
73 ETN EATON CORP PLC Industrials 296,566.0 $126.4M 0.24% +48K +19.4% $426.12 -1.6%
74 VZ VERIZON COMMUNICATIONS INC Communication Services 2,917,916.0 $123.5M 0.23% +77K +2.7% $42.34 +16.8%
75 PWR QUANTA SVCS INC Industrials 168,366.0 $121.2M 0.23% +3K +2.1% $720.04 -11.2%
76 CB CHUBB LIMITED Financial Services 348,137.0 $118.6M 0.23% -17K -4.5% $340.74 +0.1%
77 DELL DELL TECHNOLOGIES INC Technology 271,247.0 $117.0M 0.22% +116K +74.8% $431.46 +2.4%
78 VRT VERTIV HOLDINGS CO Industrials 339,320.0 $113.6M 0.22% -146K -30.1% $334.82 -21.8%
79 SHOP SHOPIFY INC Technology 977,068.0 $111.7M 0.21% +71K +7.9% $114.36 +30.5%
80 MTB M & T BK CORP Financial Services 452,488.0 $107.7M 0.20% +67K +17.4% $238.01 +1.0%
Page 4 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%