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Portfolio (Quarterly) Guide ↗

Knights of Columbus Asset Advisors LLC

· CIK 0001688666
13F Portfolio $1.8B AUM 397 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 159 Added 88 Reduced 32 Exited
Page 3 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MA MASTERCARD INC CL A Financial Services 16,750.0 $8.4M 0.47% +877.0 +5.5% $499.66 -0.2%
42 GILD GILEAD SCIENCES INC COMUSD0.00 Healthcare 59,913.0 $8.4M 0.47% +2K +4.1% $139.37 -3.6%
43 DHI D R HORTON INC COM Consumer Cyclical 60,379.0 $8.3M 0.47% +583.0 +1.0% $137.22 +4.7%
44 HIG HARTFORD FINL SVCS GROUP INC C Financial Services 59,509.0 $8.0M 0.46% +10K +20.9% $135.23 +0.6%
45 PRU PRUDENTIAL FINL INC COM Financial Services 82,264.0 $8.0M 0.45% +1K +1.3% $97.69 +6.6%
46 HST HOST HOTELS & RESORTS INC COM Real Estate 417,964.0 $8.0M 0.45% +17K +4.3% $19.16 +16.8%
47 GAP GAP INC Consumer Cyclical 326,394.0 $7.9M 0.45% +10K +3.1% $24.20 -3.3%
48 CSX CSX CORP COM Industrials 191,331.0 $7.9M 0.44% +2K +1.1% $41.05 +10.9%
49 ACM AECOM COM Industrials 89,865.0 $7.6M 0.43% +8K +10.4% $84.82 -15.1%
50 CAH CARDINAL HEALTH INC COM Healthcare 35,541.0 $7.5M 0.42% +4K +12.2% $211.31 -5.0%
51 VLO VALERO ENERGY CORP COM Energy 29,998.0 $7.4M 0.42% +4K +15.5% $247.08 -0.0%
52 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 17,069.0 $7.4M 0.42% +2K +13.5% $433.97 -6.9%
53 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 162,705.0 $7.1M 0.40% +21K +14.7% $43.82 +9.3%
54 LOW LOWES COS INC COM Consumer Cyclical 29,752.0 $7.0M 0.40% +310.0 +1.1% $236.28 -9.0%
55 EME EMCOR GROUP INC COM Industrials 9,324.0 $6.9M 0.39% +356.0 +4.0% $738.31 +15.0%
56 DLR DIGITAL REALTY TRUST INC Real Estate 37,350.0 $6.7M 0.38% +3K +7.5% $180.21 +6.6%
57 CMCSA COMCAST CORP NEW CL A Communication Services 233,002.0 $6.7M 0.38% +59K +33.6% $28.71 -12.2%
58 PG PROCTER & GAMBLE CO COM Consumer Defensive 45,364.0 $6.6M 0.37% +4K +9.6% $144.44 +0.0%
59 JAAA JANUS HENDERSON AAA CLO ETF 126,709.0 $6.4M 0.36% +28K +28.1% $50.37 +0.6%
60 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 30,493.0 $6.0M 0.34% +1K +4.6% $196.04 +3.8%
Page 3 of 8  ·  159 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 27.2%
Financial Services 15.4%
Real Estate 10.7%
Communication Services 9.7%
Industrials 9.3%
Energy 7.2%
Consumer Cyclical 7.0%
Healthcare 4.7%
Consumer Defensive 4.7%
Utilities 2.2%