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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 3 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXS AXIS CAPITAL HOLDINGS SHS Financial Services 96,119.0 $10.3M 0.58% NEW $107.09 -6.7%
42 CRH PLC ADR 80,884.0 $10.1M 0.57% NEW $124.80
43 AIG AMERICAN INTL GROUP INC COM NE Financial Services 114,741.0 $9.8M 0.56% NEW $85.55 -9.9%
44 FHN FIRST HORIZON NATL CORP COM Financial Services 406,711.0 $9.7M 0.55% NEW $23.90 +1.4%
45 SPG SIMON PPTY GROUP INC NEW COM Real Estate 52,277.0 $9.7M 0.55% NEW $185.11 +10.4%
46 MU MICRON TECHNOLOGY INC COM Technology 32,792.0 $9.4M 0.53% NEW $285.41 +163.1%
47 CPA COPA HOLDINGS Industrials 76,170.0 $9.2M 0.52% NEW $120.61 +13.6%
48 PRU PRUDENTIAL FINL INC COM Financial Services 81,184.0 $9.2M 0.52% NEW $112.88 -7.8%
49 MA MASTERCARD INC CL A Financial Services 15,873.0 $9.1M 0.51% NEW $570.88 -12.7%
50 LIN LINDE PLC COM Basic Materials 21,235.0 $9.1M 0.51% NEW $426.39 +21.4%
51 EQIX EQUINIX INC COM NEW Real Estate 11,637.0 $8.9M 0.51% NEW $766.16 +40.9%
52 COF CAPITAL ONE FINL CORP COM Financial Services 36,066.0 $8.7M 0.50% NEW $242.36 -22.5%
53 DHI D R HORTON INC COM Consumer Cyclical 59,796.0 $8.6M 0.49% NEW $144.03 -0.2%
54 KMI KINDER MORGAN INC DEL COM Energy 308,688.0 $8.5M 0.48% NEW $27.49 +22.9%
55 ADBE ADOBE INC COM Technology 23,778.0 $8.3M 0.47% NEW $349.99 -30.1%
56 GAP GAP INC Consumer Cyclical 316,626.0 $8.1M 0.46% NEW $25.60 -8.6%
57 TJX TJX COS INC NEW COM Consumer Cyclical 52,120.0 $8.0M 0.45% NEW $153.61 +3.0%
58 DGX QUEST DIAGNOSTICS INC COM Healthcare 46,079.0 $8.0M 0.45% NEW $173.53 +12.5%
59 WMT WALMART INC COM Consumer Defensive 70,944.0 $7.9M 0.45% NEW $111.41 +8.0%
60 COP CONOCOPHILLIPS COM Energy 83,603.0 $7.8M 0.44% NEW $93.61 +28.7%
Page 3 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 30.0%
Financial Services 16.5%
Real Estate 10.5%
Communication Services 9.3%
Industrials 9.0%
Consumer Cyclical 7.2%
Energy 4.9%
Healthcare 4.6%
Consumer Defensive 4.4%
Basic Materials 2.0%