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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 8 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LLY LILLY ELI & CO COM Healthcare 794.0 $730K 0.04% +178.0 +28.9% $919.77 +15.8%
142 CDNS CADENCE DESIGN SYSTEM INC COM Technology 2,615.0 $727K 0.04% +145.0 +5.9% $277.87 +34.4%
143 NTR NUTRIEN LTD COM Basic Materials 9,545.0 $720K 0.04% +528.0 +5.9% $75.46 -7.1%
144 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 5,439.0 $712K 0.04% +322.0 +6.3% $130.95 +5.7%
145 TMUS T-MOBILE USA Communication Services 3,353.0 $704K 0.04% +183.0 +5.8% $210.05 -8.8%
146 ETN EATON CORP PLC SHS Industrials 1,923.0 $688K 0.04% +121.0 +6.7% $357.69 +9.4%
147 STT STATE STR CORP COM Financial Services 4,759.0 $602K 0.03% +422.0 +9.7% $126.56 +21.6%
148 BLCO BAUSCH LOMB CORP Healthcare 37,471.0 $596K 0.03% +2K +5.8% $15.90 +0.1%
149 FOXA FOX CORP CLASS A Communication Services 9,360.0 $547K 0.03% +521.0 +5.9% $58.40 +9.6%
150 MELI MERCADOLIBRE INC COM Consumer Cyclical 303.0 $524K 0.03% +19.0 +6.7% $1729.02 -3.7%
151 CRS CARPENTER TECHNOLOGY COM Industrials 1,266.0 $499K 0.03% +69.0 +5.8% $394.15 +10.1%
152 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 999.0 $484K 0.03% +55.0 +5.8% $484.91 +7.2%
153 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 6,720.0 $408K 0.02% +1K +24.6% $60.65 -2.0%
154 BND TOTAL BOND MARKET (VANGUARD) 4,571.0 $337K 0.02% +1K +40.5% $73.64 -0.9%
155 MDT MEDTRONIC PLC SHS Healthcare 3,034.0 $263K 0.01% +912.0 +43.0% $86.65 -9.3%
156 BSCV INVESCO BULLETSHARES 2031 CR 12,227.0 $201K 0.01% +10K +456.3% $16.46 -0.8%
157 DBA INVESCO DB MULTI SECT COMM TR Financial Services 4,869.0 $133K 0.01% +524.0 +12.1% $27.32 +0.9%
158 UUP INVESCO DB US DOLLAR INDEX B Financial Services 4,715.0 $131K 0.01% +1K +44.7% $27.78 -0.0%
159 IBCA ISHARES IBONDS DEC 2035 TC 1,437.0 $37K 0.00% +564.0 +64.6% $25.64 -0.7%
Page 8 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%