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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 17 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MTBA SIMPLIFY MBS ETF 8,553.0 $423K 0.02% -11K -56.1% $49.46 -0.7%
322 ABBV ABBVIE INC COM Healthcare 1,892.0 $411K 0.02% -31.0 -1.6% $217.49 -0.8%
323 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 6,720.0 $408K 0.02% +1K +24.6% $60.65 -2.0%
324 ITUB ITAU UNIBANCO HLDG SA SPON ADR Financial Services 46,666.0 $391K 0.02% $8.38 -6.7%
325 MFC MANULIFE FINL CORP COM Financial Services 10,981.0 $378K 0.02% $34.44 +11.9%
326 NVS NOVARTIS A G SPONSORED ADR Healthcare 2,435.0 $372K 0.02% NEW $152.75 -0.5%
327 KB KB FINL GROUP INC SPONSORED AD Financial Services 3,646.0 $364K 0.02% $99.73 +5.2%
328 ENB ENBRIDGE INC COM Energy 6,650.0 $360K 0.02% $54.14 +7.2%
329 BHP BHP BILLITON LTD SPONSORED ADR Basic Materials 4,808.0 $350K 0.02% $72.74 +16.3%
330 BND TOTAL BOND MARKET (VANGUARD) 4,571.0 $337K 0.02% +1K +40.5% $73.64 -0.9%
331 BCS BARCLAYS PLC ADR Financial Services 15,525.0 $329K 0.02% -3K -14.7% $21.16 +12.6%
332 BABA ALIBABA GROUP HLDG LTD SPONSOR Consumer Cyclical 2,594.0 $325K 0.02% $125.46 +3.6%
333 AEM AGNICO EAGLE MINES LTD COM Basic Materials 1,547.0 $314K 0.02% -315.0 -16.9% $202.98 -13.3%
334 VOO S&P 500 (VANGUARD) 524.0 $313K 0.02% -34.0 -6.1% $597.55 +14.7%
335 EWT ISHARES INC MSCI TAIWAN 4,415.0 $313K 0.02% $70.92 +36.5%
336 ING ING GROEP N V SPONSORED ADR Financial Services 11,410.0 $297K 0.02% $26.05 +17.1%
337 MT ARCELORMITTAL SA LUXEMBOURG NY Basic Materials 5,366.0 $279K 0.02% -2K -29.1% $51.98 +27.1%
338 MDT MEDTRONIC PLC SHS Healthcare 3,034.0 $263K 0.01% +912.0 +43.0% $86.65 -9.3%
339 EFA MSCI EAFE (ISHARES) 2,453.0 $238K 0.01% -274.0 -10.1% $97.13 +7.1%
340 RCL ROYAL CARIBBEAN CRUISES LTD CO Consumer Cyclical 858.0 $236K 0.01% -2K -64.9% $275.18 -6.9%
Page 17 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%