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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 20 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 500.0 $29K 0.00% NEW $57.64 +7.1%
382 IBDU ISHARES TR IBONDS DEC 29 1,239.0 $29K 0.00% $23.26 -0.6%
383 JNJ JOHNSON & JOHNSON COM Healthcare 107.0 $26K 0.00% NEW $244.44 -4.1%
384 MRK MERCK & CO. INC COM Healthcare 200.0 $24K 0.00% $120.29 +1.8%
385 IBDY ISHARES IBONDS DEC 2033 CORP 839.0 $22K 0.00% $25.85 -0.7%
386 EA ELECTRONIC ARTS INC COM Communication Services 100.0 $20K 0.00% $203.87 -1.4%
387 CTVA CORTEVA INC COM Basic Materials 235.0 $20K 0.00% $83.71 -5.0%
388 DHR DANAHER CORP DEL COM Healthcare 100.0 $19K 0.00% $189.60 -9.3%
389 AWK AMERICAN WTR WKS CO INC NEW CO Utilities 100.0 $14K 0.00% $136.09 -8.0%
390 Q QNITY ELECTRONICS INC Technology 117.0 $13K 0.00% $115.38 +36.0%
391 HON HONEYWELL INTL INC COM Industrials 57.0 $13K 0.00% $226.04 +0.8%
392 DD DUPONT DE NEMOURS INC COM Basic Materials 235.0 $11K 0.00% $45.80 +5.1%
393 UNILEVER PLC SPON ADR NEW 177.0 $10K 0.00% $56.97
394 DOW DOW INC COM Basic Materials 235.0 $10K 0.00% $41.65 -13.5%
395 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 50.0 $4K $71.18 -9.8%
396 WAB WABTEC CORP COM Industrials 6.0 $1K $249.83 +2.6%
397 CC CHEMOURS CO COM Basic Materials 60.0 $1K $22.03 -3.0%
Page 20 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%