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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 15 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TKR TIMKEN CO COM Industrials 7,785.0 $783K 0.04% +455.0 +6.2% $100.57 +19.3%
282 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 8,331.0 $769K 0.04% $92.27 +21.3%
283 NRG NRG ENERGY INC COM NEW Utilities 5,166.0 $755K 0.04% -18K -77.2% $146.14 -5.8%
284 FLIN FRANKLIN TEMPLETON ETF TR FRAN 22,696.0 $754K 0.04% -12K -34.5% $33.22 +4.4%
285 RRX REGAL REXNORD CORP Industrials 3,976.0 $745K 0.04% NEW $187.26 +7.2%
286 MILLROSE PROPERTIES 26,389.0 $739K 0.04% $28.00
287 LLY LILLY ELI & CO COM Healthcare 794.0 $730K 0.04% +178.0 +28.9% $919.77 +15.8%
288 CDNS CADENCE DESIGN SYSTEM INC COM Technology 2,615.0 $727K 0.04% +145.0 +5.9% $277.87 +34.4%
289 NTR NUTRIEN LTD COM Basic Materials 9,545.0 $720K 0.04% +528.0 +5.9% $75.46 -7.1%
290 CDP CORPORATE OFFICE PPTYS TR SH B Real Estate 23,469.0 $718K 0.04% NEW $30.60 +5.0%
291 EWY ISHARES MSCI KOREA INDEX FUND 5,820.0 $716K 0.04% $123.01 +48.0%
292 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 5,439.0 $712K 0.04% +322.0 +6.3% $130.95 +5.7%
293 TMUS T-MOBILE USA Communication Services 3,353.0 $704K 0.04% +183.0 +5.8% $210.05 -8.8%
294 ETN EATON CORP PLC SHS Industrials 1,923.0 $688K 0.04% +121.0 +6.7% $357.69 +9.4%
295 HIW HIGHWOODS PPTYS INC COM Real Estate 31,173.0 $667K 0.04% $21.41 +19.8%
296 STAG STAG INDL INC COM Real Estate 17,916.0 $646K 0.04% -22K -55.6% $36.06 +5.8%
297 STT STATE STR CORP COM Financial Services 4,759.0 $602K 0.03% +422.0 +9.7% $126.56 +21.6%
298 SHEL SHELL PLC-ADR Energy 6,455.0 $600K 0.03% $93.00 -7.8%
299 BLCO BAUSCH LOMB CORP Healthcare 37,471.0 $596K 0.03% +2K +5.8% $15.90 +0.1%
300 ASML ASML HLDG NV NY SHS Technology 446.0 $589K 0.03% $1320.83 +23.6%
Page 15 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 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%