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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 5 of 34  ·  677 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DE DEERE & CO Industrials 169,346.0 $107.4M 0.20% +14K +9.1% $634.33 +2.1%
82 HBAN HUNTINGTON BANCSHARES INC Financial Services 6,004,068.0 $106.5M 0.20% +921K +18.1% $17.73 -3.9%
83 DIS DISNEY WALT CO Communication Services 1,105,324.0 $106.4M 0.20% +123K +12.5% $96.25 +12.0%
84 VRTX VERTEX PHARMACEUTICALS INC Healthcare 213,312.0 $106.0M 0.20% +12K +6.0% $496.73 +10.3%
85 UBS UBS GROUP AG Financial Services 2,130,913.0 $105.8M 0.20% -148K -6.5% $49.66 +7.3%
86 SCHW SCHWAB CHARLES CORP Financial Services 1,138,783.0 $105.1M 0.20% -74K -6.1% $92.27 +21.7%
87 NEM NEWMONT CORP Basic Materials 1,124,288.0 $105.0M 0.20% +164K +17.1% $93.40 +40.9%
88 TOTALENERGIES SE 1,337,102.0 $104.0M 0.20% -143K -9.7% $77.78
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 582,061.0 $103.7M 0.20% +562K +2761.9% $178.24 +17.6%
90 PLD PROLOGIS INC. Real Estate 747,463.0 $101.3M 0.19% +202K +36.9% $135.47 +4.7%
91 BK BANK OF NY MELLON CORP Financial Services 687,043.0 $99.4M 0.19% -65K -8.6% $144.61 -1.9%
92 RF REGIONS FINANCIAL CORP NEW Financial Services 3,284,426.0 $99.2M 0.19% +420K +14.7% $30.20 +0.7%
93 AMGN AMGEN INC Healthcare 269,926.0 $97.7M 0.19% -126K -31.8% $362.12 +21.3%
94 CVS CVS HEALTH CORP Healthcare 943,358.0 $97.6M 0.18% -136K -12.6% $103.45 -10.1%
95 CCJ CAMECO CORP Energy 940,555.0 $95.8M 0.18% -33K -3.4% $101.89 +0.6%
96 EWC ISHARES INC 1,647,793.0 $95.0M 0.18% -38K -2.2% $57.64 +8.2%
97 APP APPLOVIN CORP Technology 181,161.0 $93.3M 0.18% +7K +3.9% $515.23 -40.7%
98 PH PARKER-HANNIFIN CORP Industrials 95,260.0 $93.2M 0.18% +15K +18.6% $978.12 +2.4%
99 CMI CUMMINS INC Industrials 130,133.0 $92.8M 0.18% +16K +13.7% $713.21 -17.6%
100 FIX COMFORT SYS USA INC Industrials 46,407.0 $92.0M 0.17% +3K +7.7% $1981.95 -16.5%
Page 5 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%