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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 3 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NOW SERVICENOW INC Technology 879,837.0 $92.0M 0.19% +80K +10.0% $104.55 -4.6%
42 QCOM QUALCOMM INC Technology 713,711.0 $91.9M 0.19% +103K +16.8% $128.78 +57.3%
43 PWR QUANTA SVCS INC Industrials 164,888.0 $90.5M 0.19% +23K +16.6% $549.02 +29.3%
44 VRTX VERTEX PHARMACEUTICALS INC Healthcare 201,168.0 $89.8M 0.19% +8K +4.0% $446.54 -3.6%
45 BK BANK NEW YORK MELLON CORP Financial Services 751,951.0 $89.2M 0.18% +176K +30.6% $118.63 +17.2%
46 TER TERADYNE INC Technology 299,583.0 $88.8M 0.18% +110K +57.9% $296.46 +16.2%
47 DE DEERE & CO Industrials 155,229.0 $87.4M 0.18% +4K +2.8% $563.30 -5.7%
48 HCA HCA HEALTHCARE INC Healthcare 180,672.0 $85.5M 0.18% +24K +15.7% $473.24 -17.0%
49 MDT MEDTRONIC PLC Healthcare 975,780.0 $84.6M 0.17% +85K +9.5% $86.65 -9.8%
50 DHR DANAHER CORP DEL Healthcare 433,374.0 $82.2M 0.17% +22K +5.5% $189.60 -8.6%
51 RACE FERRARI N V Consumer Cyclical 246,538.0 $82.1M 0.17% +87K +54.6% $332.99 +2.7%
52 MTB M & T BK CORP Financial Services 385,498.0 $79.7M 0.17% +29K +8.1% $206.72 +2.7%
53 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,083,146.0 $79.6M 0.17% +45K +0.9% $15.65 +1.3%
54 MPC MARATHON PETE CORP Energy 322,515.0 $78.8M 0.16% +12K +4.0% $244.18 +1.7%
55 CVS CVS HEALTH CORP Healthcare 1,079,245.0 $77.5M 0.16% +123K +12.9% $71.82 +29.9%
56 RF REGIONS FINANCIAL CORP NEW Financial Services 2,864,739.0 $74.8M 0.15% +92K +3.3% $26.12 +5.4%
57 MCHI ISHARES TR 1,330,748.0 $74.8M 0.15% +811K +155.8% $56.18 -0.4%
58 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 802,775.0 $74.1M 0.15% +100K +14.2% $92.31 +0.0%
59 LNG CHENIERE ENERGY INC Energy 260,769.0 $74.0M 0.15% +35K +15.6% $283.76 -15.3%
60 TRV TRAVELERS COMPANIES INC Financial Services 250,773.0 $73.1M 0.15% +19K +8.3% $291.68 +5.2%
Page 3 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%