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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 20 of 20  ·  397 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IBCA ISHARES IBONDS DEC 2035 TC 873.0 $23K 0.00% NEW $25.94 -1.9%
382 IBDY ISHARES IBONDS DEC 2033 CORP 839.0 $22K 0.00% NEW $26.14 -1.8%
383 MRK MERCK & CO. INC COM Healthcare 200.0 $21K 0.00% NEW $105.26 +16.3%
384 EA ELECTRONIC ARTS INC COM Communication Services 100.0 $20K 0.00% NEW $204.33 -1.6%
385 CTVA CORTEVA INC COM Basic Materials 235.0 $16K 0.00% NEW $67.03 +18.7%
386 AWK AMERICAN WTR WKS CO INC NEW CO Utilities 100.0 $13K 0.00% NEW $130.50 -4.1%
387 UNILEVER PLC SPON ADR NEW 177.0 $12K 0.00% NEW $65.40
388 HON HONEYWELL INTL INC COM Industrials 57.0 $11K 0.00% NEW $195.09 +16.8%
389 Q QNITY ELECTRONICS INC Technology 117.0 $10K 0.00% NEW $81.65 +92.2%
390 DD DUPONT DE NEMOURS INC COM Basic Materials 235.0 $9K 0.00% NEW $40.20 +19.7%
391 DOW DOW INC COM Basic Materials 235.0 $5K NEW $23.38 +54.0%
392 GEHC GE HEALTHCARE TECHNOLOGY Healthcare 50.0 $4K NEW $82.02 -21.7%
393 VLTO VERALTO CORP Industrials 33.0 $3K NEW $99.79 -13.0%
394 FMS FRESENIUS MED CARE AG&CO KGAA Healthcare 100.0 $2K NEW $23.82 -9.2%
395 WAB WABTEC CORP COM Industrials 6.0 $1K NEW $213.50 +20.1%
396 CC CHEMOURS CO COM Basic Materials 60.0 $707.0 NEW $11.78 +81.4%
397 MICC MAGNUM ICE CREAM CO Consumer Defensive 40.0 $634.0 NEW $15.85 +1.3%
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 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%