Knights Of Columbus Asset Advisors Llc Portfolio Stock Holdings

Knights Of Columbus Asset Advisors Llc disclosed 386 stock positions valued at approximately $2.0 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION COM, APPLE INC COM, and MICROSOFT CORP COM. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
386
Portfolio Value
$2.0B
Holdings by Sector
Knights Of Columbus Asset Advisors Llc Portfolio Holdings in Q2 2026

368 holdings in the latest reporting period.

Page 1 of 4
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATION COMNVDATechnology5.60%558,491+102+0.02%$111,748,478
APPLE INC COMAAPLTechnology5.10%352,083+998+0.28%$101,878,628
MICROSOFT CORP COMMSFTTechnology3.55%190,099+2,973+1.59%$70,910,729
ALPHABET INC CAP STK CL AGOOGLCommunication Services2.67%148,931+10,992+7.97%$53,223,544
BROADCOM INC COMAVGOTechnology2.12%112,096+3,970+3.67%$42,344,091
ALPHABET INC CAP STK CL CGOOGCommunication Services2.09%118,275+243+0.21%$41,790,164
TESLA INC COMTSLAConsumer Cyclical1.49%70,717+1,233+1.77%$29,743,570
WELLTOWER INC COMWELLReal Estate1.45%127,725+35,816+38.97%$28,989,743
GOLDMAN SACHS GROUP INC COMGSFinancial Services1.41%27,858+252+0.91%$28,175,017
JPMORGAN CHASE & CO COMJPMFinancial Services1.40%85,606+763+0.90%$28,021,293
META PLATFORMS INC CL AMETACommunication Services1.34%47,574+151+0.32%$26,798,010
CISCO SYS INC COMCSCOTechnology1.31%222,920-59,032-20.94%$26,184,182
BK OF AMERICA CORP COMBACFinancial Services1.27%443,261+6,729+1.54%$25,257,019
CATERPILLAR INC COMCATIndustrials1.23%22,967+151+0.66%$24,457,558
TEXAS INSTRS INC COMTXNTechnology1.17%78,554+3,595+4.80%$23,414,591
BANK NEW YORK MELLON CORP COMBKFinancial Services1.03%142,296+8,311+6.20%$20,577,431
MICRON TECHNOLOGY INC COMMUTechnology1.00%17,335-5,042-22.53%$20,009,639
MORGAN STANLEY COM NEWMSFinancial Services0.98%93,306+1,246+1.35%$19,504,594
ENTERGY CORP NEW COMETRUtilities0.92%160,309+1,668+1.05%$18,413,140
SIMON PPTY GROUP INC NEW COMSPGReal Estate0.90%80,270+26,412+49.04%$17,952,385
GENERAL MTRS CO COMGMConsumer Cyclical0.90%232,734+2,599+1.13%$17,939,137
ADVANCED MICRO DEVICES INC COMAMDTechnology0.83%28,470+1,430+5.29%$16,538,508
CUMMINS INC COMCMIIndustrials0.82%22,952-1,910-7.68%$16,369,596
PROLOGIS INC.PLDReal Estate0.80%117,640-2,346-1.96%$15,936,730
WELLS FARGO CO NEW COMWFCFinancial Services0.76%183,437+427+0.23%$15,159,247
LINDE PLC COMLINOther0.74%28,470+5,218+22.44%$14,774,256
BERKSHIRE HATHAWAY INC DEL CL BRK-BFinancial Services0.73%29,247+202+0.70%$14,634,906
INTERNATIONAL BUSINESS MACHS CIBMTechnology0.72%50,929-519-1.01%$14,321,867
AT&T INC COMTCommunication Services0.70%678,847+8,947+1.34%$14,052,133
CARDINAL HEALTH INC COMCAHHealthcare0.70%59,075+23,534+66.22%$14,033,922
WASTE MGMT INC DEL COMWMIndustrials0.70%62,384+528+0.85%$13,904,233
GILEAD SCIENCES INC COMUSD0.00GILDHealthcare0.69%109,712+49,799+83.12%$13,861,014
ALLSTATE CORP COMALLFinancial Services0.69%57,815+908+1.60%$13,756,501
CHEVRON CORP NEW COMCVXEnergy0.69%82,891-22,160-21.09%$13,740,012
MONSTER BEVERAGE CORPMNSTConsumer Defensive0.68%142,076-19,903-12.29%$13,656,345
CITIGROUP INC COM NEWCFinancial Services0.68%97,556+2,019+2.11%$13,653,986
COCA COLA CO COMKOConsumer Defensive0.66%162,150+98,808+155.99%$13,177,945
VISA INC COM CL AVFinancial Services0.65%38,011+244+0.65%$13,041,247
TJX COS INC NEW COMTJXConsumer Cyclical0.65%86,024+30,800+55.77%$13,032,575
EQUINIX INC COM NEWEQIXReal Estate0.64%12,230+593+5.10%$12,748,430
OMEGA HEALTHCARE INVS INC COMOHIReal Estate0.60%249,109+86,404+53.10%$11,877,501
QUEST DIAGNOSTICS INC COMDGXHealthcare0.59%55,259+8,487+18.15%$11,712,200
COPA HOLDINGSP31076105Other0.58%74,821+1,038+1.41%$11,639,948
PALO ALTO NETWORKS INC COMPANWTechnology0.58%34,012+38+0.11%$11,598,772
AMERICAN EXPRESS CO COMAXPFinancial Services0.58%33,927-3,344-8.97%$11,475,887
3M CO COMMMMIndustrials0.57%70,541+314+0.45%$11,421,293
ORACLE CORP COMORCLTechnology0.54%74,074+40,253+119.02%$10,855,584
AXIS CAPITAL HOLDINGS SHSG0692U109Other0.53%98,196+1,268+1.31%$10,550,178
QUALCOMM INC COMQCOMTechnology0.52%56,448+423+0.76%$10,431,026
NETFLIX INC COMNFLXCommunication Services0.52%143,963+17,412+13.76%$10,278,958
CSX CORP COMCSXIndustrials0.51%212,868+21,537+11.26%$10,117,616
W P CAREY & CO INCWPCReal Estate0.50%139,528+107,358+333.72%$9,976,252
HOST HOTELS & RESORTS INC COMHSTReal Estate0.49%415,715-2,249-0.54%$9,856,599
KINDER MORGAN INC DEL COMKMIEnergy0.49%307,135-6,024-1.92%$9,819,106
UNION PAC CORP COMUNPIndustrials0.48%35,138+9,732+38.31%$9,557,536
INTEL CORP COMINTCTechnology0.48%68,399-7,351-9.70%$9,550,552
NATIONAL FUEL GAS CO N J COMNFGEnergy0.48%123,205+1,157+0.95%$9,512,661
DOLLAR GEN CORP NEW COMDGConsumer Defensive0.47%80,643+1,010+1.27%$9,282,769
PRUDENTIAL FINL INC COMPRUFinancial Services0.45%83,964+1,700+2.07%$9,062,235
AMERICAN INTL GROUP INC COM NEAIGFinancial Services0.44%117,962+1,967+1.70%$8,791,708
CONOCOPHILLIPS COMCOPEnergy0.44%83,909-10,674-11.29%$8,723,180
MASTERCARD INC CL AMAFinancial Services0.43%16,854+104+0.62%$8,656,239
D R HORTON INC COMDHIConsumer Cyclical0.42%51,512-8,867-14.69%$8,390,275
CRH PLC ADRCRHOther0.42%78,353-2,959-3.64%$8,383,779
AMERICAN TOWER CORP NEW COMAMTReal Estate0.41%49,705-12,892-20.60%$8,130,247
ON SEMICONDUCTOR CORP COMONTechnology0.41%85,502-9,229-9.74%$8,083,359
HARTFORD FINL SVCS GROUP INC CHIGFinancial Services0.40%59,987+478+0.80%$7,949,541
EMCOR GROUP INC COMEMEIndustrials0.39%9,274-50-0.54%$7,696,320
TWILIO INC - ATWLOTechnology0.38%36,764+305+0.84%$7,585,516
AECOM COMACMIndustrials0.38%107,355+17,490+19.46%$7,493,348
WALMART INC COMWMTConsumer Defensive0.37%65,308-13,002-16.60%$7,396,768
MOTOROLA SOLUTIONS INC COM NEWMSITechnology0.36%17,310+241+1.41%$7,188,670
REALTY INCOME CORP COMOReal Estate0.36%115,948--$7,184,138
VALERO ENERGY CORP COMVLOEnergy0.36%27,391-2,607-8.69%$7,133,712
AVALONBAY CMNTYS INC COMAVBReal Estate0.35%37,100+22,353+151.58%$7,000,399
DEXCOM INC COMDXCMHealthcare0.35%102,384+12,790+14.28%$6,895,562
DIGITAL REALTY TRUST INCDLRReal Estate0.34%37,945+595+1.59%$6,814,163
PROCTER & GAMBLE CO COMPGConsumer Defensive0.34%46,206+842+1.86%$6,775,655
PUBLIC STORAGE COMPSAReal Estate0.34%21,213+2,603+13.99%$6,752,310
GENERAL ELECTRIC CO COMGEIndustrials0.31%16,771+1,065+6.78%$6,267,859
HYATT HOTELS CORP COM CL AHConsumer Cyclical0.31%31,946+22,533+239.38%$6,192,413
GAP INCGAPConsumer Cyclical0.30%324,299-2,095-0.64%$6,057,897
BAKER HUGHES COBKREnergy0.30%107,533+10,401+10.71%$5,968,081
ISHARES TRMBBOther0.30%62,949+5,850+10.25%$5,949,939
WEATHERFORD INTERNATIONAL PLWFRDOther0.30%72,934+48,589+199.59%$5,944,121
PALANTIR TECHNOLOGIES INC-APLTRTechnology0.29%49,742+17,217+52.93%$5,803,399
FIRST HORIZON NATL CORP COMFHNFinancial Services0.29%222,726+7,358+3.42%$5,710,695
FIRST INDL RLTY TR INC COMFRReal Estate0.29%92,893+73,703+384.07%$5,695,270
JANUS HENDERSON AAA CLO ETFJAAAOther0.27%107,828-18,881-14.90%$5,444,236
FEDEX CORP COMFDXIndustrials0.27%17,144-2,464-12.57%$5,368,301
FIRSTENERGY CORP COMFEUtilities0.27%112,908+3,730+3.42%$5,367,646
AMERICAN ELEC PWR CO INC COMAEPUtilities0.27%38,935+696+1.82%$5,326,699
PERFORMANCE FOOD GROUP COMPFGCConsumer Defensive0.27%47,388--$5,297,505
STEEL DYNAMICS INC COMSTLDBasic Materials0.26%22,752-8,739-27.75%$5,220,674
VISTRA ENERGY CORP COMVSTUtilities0.26%32,785--$5,200,685
PEPSICO INC COMPEPConsumer Defensive0.26%37,957-59,463-61.04%$5,139,323
LAM RESEARCH CORPLRCXOther0.26%11,799-864-6.82%$5,112,902
CAPITAL ONE FINL CORP COMCOFFinancial Services0.26%25,434+6,651+35.41%$5,102,569
GE VERNOVA INCGEVUtilities0.25%4,282-488-10.23%$5,030,767
AMERICAN HEALTHCARE REIT INCAHRReal Estate0.25%94,327+343+0.36%$4,919,153