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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 32,169.0 $1.1M 0.06% -10K -24.4% $32.73 +10.5%
62 SPRY ARS PHARMACEUTICALS INC Healthcare 130,032.0 $1.0M 0.06% -697.0 -0.5% $8.03 -1.1%
63 OFG OFG BANCORP COM Financial Services 25,153.0 $1.0M 0.06% -27K -52.1% $40.46 +11.3%
64 PBF PBF ENERGY INC CL A Energy 21,249.0 $1.0M 0.06% -135.0 -0.6% $47.62 -15.6%
65 NRG NRG ENERGY INC COM NEW Utilities 5,166.0 $755K 0.04% -18K -77.2% $146.14 -5.8%
66 FLIN FRANKLIN TEMPLETON ETF TR FRAN 22,696.0 $754K 0.04% -12K -34.5% $33.22 +4.4%
67 STAG STAG INDL INC COM Real Estate 17,916.0 $646K 0.04% -22K -55.6% $36.06 +5.8%
68 FMC FMC CORP Basic Materials 32,657.0 $562K 0.03% -1K -3.0% $17.22 -23.9%
69 UEC URANIUM ENERGY CORP COM Energy 41,380.0 $559K 0.03% -218.0 -0.5% $13.50 -3.6%
70 JBT MAREL CORP 3,802.0 $486K 0.03% -80.0 -2.1% $127.87
71 CENCORA INC 1,421.0 $446K 0.03% -41K -96.6% $314.14
72 SHOP SHOPIFY INC CL A Technology 3,669.0 $435K 0.03% -19K -84.0% $118.62 -13.2%
73 BLDR BUILDERS FIRSTSOURCE INC COM Industrials 5,286.0 $435K 0.03% -8K -59.5% $82.33 -9.9%
74 MTBA SIMPLIFY MBS ETF 8,553.0 $423K 0.02% -11K -56.1% $49.46 -0.7%
75 ABBV ABBVIE INC COM Healthcare 1,892.0 $411K 0.02% -31.0 -1.6% $217.49 -0.8%
76 BCS BARCLAYS PLC ADR Financial Services 15,525.0 $329K 0.02% -3K -14.7% $21.16 +12.6%
77 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,547.0 $314K 0.02% -315.0 -16.9% $202.98 -13.3%
78 VOO S&P 500 (VANGUARD) 524.0 $313K 0.02% -34.0 -6.1% $597.55 +14.7%
79 MT ARCELORMITTAL SA LUXEMBOURG NY Basic Materials 5,366.0 $279K 0.02% -2K -29.1% $51.98 +27.1%
80 EFA MSCI EAFE (ISHARES) 2,453.0 $238K 0.01% -274.0 -10.1% $97.13 +7.1%
Page 4 of 5  ·  88 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%