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Portfolio (Quarterly) Guide ↗

Knights of Columbus Asset Advisors LLC

· CIK 0001688666
13F Portfolio $1.8B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 397 New
Page 11 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMZN AMAZON COM INC COM Consumer Cyclical 7,852.0 $1.8M 0.10% NEW $230.82 +9.9%
202 SWX SOUTHWEST GAS HOLDINGS INC COM Utilities 22,645.0 $1.8M 0.10% NEW $80.02 +7.3%
203 STE STERIS PLC Healthcare 7,133.0 $1.8M 0.10% NEW $253.52 -19.1%
204 THFF FIRST FINANCIAL CORP Financial Services 29,925.0 $1.8M 0.10% NEW $60.42 +26.7%
205 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 58,026.0 $1.8M 0.10% NEW $31.12 -29.3%
206 RAMP LIVERAMP HOLDINGS INC Technology 60,906.0 $1.8M 0.10% NEW $29.37 +28.2%
207 REGCO REGENCY CTRS CORP COM 25,793.0 $1.8M 0.10% NEW $69.03
208 ESS ESSEX PPTY TR INC COM Real Estate 6,742.0 $1.8M 0.10% NEW $261.68 +3.2%
209 SOFI SOFI TECHNOLOGIES Financial Services 67,303.0 $1.8M 0.10% NEW $26.18 -35.2%
210 KRC KILROY RLTY CORP COM Real Estate 46,524.0 $1.7M 0.10% NEW $37.37 -8.4%
211 INTA INTAPP INC Technology 37,894.0 $1.7M 0.10% NEW $45.82 -21.0%
212 INVH INVITATION HOMES INC COM Real Estate 61,325.0 $1.7M 0.10% NEW $27.79 -3.2%
213 ATI ALLEGHENY TECHNOLOGIES INC COM Industrials 14,796.0 $1.7M 0.10% NEW $114.76 +67.0%
214 AMKR AMKOR TECHNOLOGY INC COM Technology 42,878.0 $1.7M 0.10% NEW $39.48 +27.4%
215 EMR EMERSON ELEC CO COM Industrials 12,663.0 $1.7M 0.10% NEW $132.72 +13.0%
216 MAA MID-AMERICA APARTMENT COMM Real Estate 12,067.0 $1.7M 0.10% NEW $138.91 -14.4%
217 REXR REXFORD INDUSTRIAL REALTY IN Real Estate 42,566.0 $1.6M 0.09% NEW $38.72 -0.9%
218 AZO AUTOZONE INC COM Consumer Cyclical 483.0 $1.6M 0.09% NEW $3391.50 -15.8%
219 CIVB CIVISTA BANCSHARES INC Financial Services 73,682.0 $1.6M 0.09% NEW $22.22 +22.8%
220 VIKING HOLDINGS LTD 22,514.0 $1.6M 0.09% NEW $71.41
Page 11 of 20  ·  397 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 30.6%
Financial Services 16.7%
Real Estate 10.6%
Industrials 9.2%
Communication Services 7.5%
Consumer Cyclical 7.3%
Energy 5.0%
Healthcare 4.7%
Consumer Defensive 4.5%
Basic Materials 2.0%