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Portfolio (Quarterly) Guide ↗

Korea Investment CORP

· CIK 0001441689
13F Portfolio $48.3B AUM 688 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 296 Added 330 Reduced 26 Exited
Page 12 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CRWV COREWEAVE INC Technology 172,424.0 $13.4M 0.03% +81K +88.7% $77.47 +38.9%
222 IP INTERNATIONAL PAPER CO Consumer Cyclical 371,958.0 $13.3M 0.03% +279K +299.7% $35.70 -11.8%
223 BROOKFIELD ASSET MANAGMT LTD 294,383.0 $13.0M 0.03% +8K +2.8% $44.32
224 APTIV PLC 186,487.0 $12.9M 0.03% +35K +23.4% $69.44
225 TW TRADEWEB MKTS INC Financial Services 109,620.0 $12.9M 0.03% +34K +45.8% $117.66 -9.3%
226 ESLT ELBIT SYS LTD Industrials 15,418.0 $12.9M 0.03% +199.0 +1.3% $835.15 -8.6%
227 NDSN NORDSON CORP Industrials 48,169.0 $12.8M 0.03% +19K +67.8% $266.06 +7.8%
228 RCI ROGERS COMMUNICATIONS INC Communication Services 331,845.0 $12.7M 0.03% +246K +287.9% $38.34 -5.8%
229 THOMSON REUTERS CORP 139,533.0 $12.6M 0.03% +57K +68.6% $89.97
230 CHTR CHARTER COMMUNICATIONS INC Communication Services 57,828.0 $12.5M 0.03% +25K +73.8% $215.88 -31.0%
231 RB GLOBAL INC 129,979.0 $12.4M 0.03% +69K +114.7% $95.60
232 GGG GRACO INC Industrials 145,717.0 $12.3M 0.03% +35K +31.7% $84.65 -11.0%
233 EFX EQUIFAX INC Industrials 67,855.0 $12.2M 0.03% +47K +221.9% $180.07 -9.4%
234 HTHT H WORLD GROUP LTD Consumer Cyclical 240,901.0 $12.1M 0.03% +68K +39.2% $50.29 -7.8%
235 ZS ZSCALER INC Technology 85,801.0 $12.0M 0.03% +17K +23.9% $140.29 +24.3%
236 SMURFIT WESTROCK PLC 299,157.0 $11.9M 0.03% +152K +103.0% $39.85
237 TYL TYLER TECHNOLOGIES INC Technology 34,268.0 $11.7M 0.02% +8K +29.8% $342.38 -7.3%
238 FIS FIDELITY NATL INFORMATION SV Technology 248,098.0 $11.6M 0.02% +12K +4.9% $46.91 -7.0%
239 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 123,049.0 $11.6M 0.02% +22K +22.3% $93.87 +106.0%
240 LIBERTY MEDIA CORP DEL 135,463.0 $11.5M 0.02% +115K +561.8% $85.02
Page 12 of 15  ·  296 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 32.1%
Financial Services 12.3%
Communication Services 10.5%
Consumer Cyclical 10.0%
Healthcare 9.7%
Industrials 8.2%
Consumer Defensive 5.0%
Energy 4.8%
Utilities 2.9%
Basic Materials 2.6%