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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 19 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RTX RAYTHEON TECHNOLOGIES CORP COM Industrials 590.0 $114K 0.01% $192.90 -8.2%
362 AMGN AMGEN INC COM Healthcare 316.0 $111K 0.01% -964.0 -75.3% $351.85 -3.6%
363 VNQ REIT INDEX (VANGUARD) 1,190.0 $106K 0.01% -39.0 -3.2% $88.70 +9.1%
364 DBE INVESCO DB MLTI SECTR CMMTY TR Financial Services 3,575.0 $105K 0.01% -127.0 -3.4% $29.47 +8.9%
365 VNQI GLOBAL EX-US REAL ESTATE (VANG 2,336.0 $104K 0.01% -71.0 -3.0% $44.45 +2.6%
366 BSCY INVESCO BULLETSHARES 2034 CB 4,774.0 $99K 0.01% $20.70 -0.6%
367 BSCQ INVESCO EXCH TRD SLF IDX FD TR 4,744.0 $93K 0.01% $19.53 -0.1%
368 IBDS ISHARES TR IBONDS ETF 3,657.0 $89K 0.01% $24.24 -0.1%
369 FOLD AMICUS THERAPEUTICS INC COM Healthcare 5,476.0 $79K 0.00% $14.46 +0.2%
370 IBDT ISHARES TR IBDS DEC28 ETF 2,880.0 $73K 0.00% $25.33 -0.4%
371 BSCU INVESCO BULLETSHARES 2030 CORP 3,974.0 $66K 0.00% $16.72 -0.7%
372 MCD MCDONALDS CORP COM Consumer Cyclical 200.0 $62K 0.00% $310.79 -9.2%
373 TRV TRAVELERS COMPANIES INC COM Financial Services 200.0 $58K 0.00% $291.68 +5.1%
374 EOG EOG RES INC COM Energy 268.0 $39K 0.00% $144.57 -2.3%
375 IBCA ISHARES IBONDS DEC 2035 TC 1,437.0 $37K 0.00% +564.0 +64.6% $25.64 -0.7%
376 BSCW INVSC BULLETSHARES 2032 CORP 1,749.0 $36K 0.00% $20.59 -0.9%
377 ROK ROCKWELL AUTOMATION INC COM Industrials 100.0 $36K 0.00% $358.88 +26.0%
378 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 100.0 $33K 0.00% $327.07 +12.9%
379 YUM YUM BRANDS INC COM Consumer Cyclical 200.0 $31K 0.00% $155.48 -0.2%
380 LMT LOCKHEED MARTIN CORP COM Industrials 50.0 $30K 0.00% $604.38 -11.8%
Page 19 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%