Knights of Columbus Asset Advisors LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$1.1T

Holdings

300

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (300 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
168,068$45.5B4.20%
2
GOOGLALPHABET INC CAP STK CL A
16,205$39.6B3.65%
3
AAPLAPPLE INC COM
263,655$36.1B3.33%
4
METAFACEBOOK INC CL A
76,461$26.6B2.45%
5
DYHTARGET CORP COM
66,733$16.1B1.49%
6
ACNACCENTURE PLC IRELAND SHS CLAS
48,066$14.2B1.31%
7
ABTABBOTT LABS COM
105,836$12.3B1.13%
8
BRK/BBERKSHIRE HATHAWAY INC DEL CL
43,284$12.0B1.11%
9
AMTAMERICAN TOWER CORP NEW COM
41,967$11.3B1.05%
10
PYPLPAYPAL HLDGS INC COM
37,925$11.1B1.02%
11
TQJSIGNATURE BK NEW YORK N Y COM
42,401$10.4B0.96%
12
ADBEADOBE INC COM
17,358$10.2B0.94%
13
LPLALPL FINL HLDGS INC COM
68,926$9.3B0.86%
14
MAMASTERCARD INC CL A
24,908$9.1B0.84%
15
AMEDAMEDISYS INC COM
36,280$8.9B0.82%
16
GMGENERAL MTRS CO COM
138,498$8.2B0.76%
17
COPCONOCOPHILLIPS COM
132,378$8.1B0.74%
18
BMYBRISTOL MYERS SQUIBB CO COM
115,803$7.7B0.71%
19
REGNREGENERON PHARMACEUTICALS COM
13,518$7.5B0.70%
20
BJBJS WHOLESALE CLUB INC COM
158,669$7.5B0.70%
21
AVGOBROADCOM INC COM
15,567$7.4B0.68%
22
TRVCCITIGROUP INC COM NEW
103,057$7.3B0.67%
23
PWRQUANTA SVCS INC COM
79,496$7.2B0.66%
24
ACMAECOM COM
113,491$7.2B0.66%
25
JPMJPMORGAN CHASE & CO COM
45,460$7.1B0.65%
26
CATCATERPILLAR INC DEL COM
32,198$7.0B0.65%
27
PGPROCTER & GAMBLE CO COM
51,285$6.9B0.64%
28
TSLATESLA MTRS INC COM
10,139$6.9B0.64%
29
SEMSELECT MED HLDGS CORP COM
162,268$6.9B0.63%
30
A4SAMERIPRISE FINL INC COM
27,452$6.8B0.63%
31
SEESEALED AIR CORP NEW COM
115,282$6.8B0.63%
32
FDXFEDEX CORP COM
22,722$6.8B0.62%
33
EXASEXACT SCIENCES CORP COM
54,049$6.7B0.62%
34
OSKOSHKOSH CORP COM
53,780$6.7B0.62%
35
NVDANVIDIA CORP COM
8,289$6.6B0.61%
36
STLDSTEEL DYNAMICS INC COM
110,847$6.6B0.61%
37
NTRANATERA INC COM
57,969$6.6B0.61%
38
GRMNGARMIN LTD SHS
45,421$6.6B0.61%
39
QCOMQUALCOMM INC COM
45,969$6.6B0.61%
40
HIGHARTFORD FINL SVCS GROUP INC C
105,372$6.5B0.60%
41
URIUNITED RENTALS INC COM
20,308$6.5B0.60%
42
LRCXEURLAM RESEARCH CORP COM
9,910$6.4B0.59%
43
DECKDECKERS OUTDOOR CORP COM
16,763$6.4B0.59%
44
ALSALLSTATE CORP COM
49,052$6.4B0.59%
45
CRCCANADIAN NAT RES LTD COM
175,790$6.4B0.59%
46
MANMANPOWER INC COM
53,493$6.4B0.59%
47
LAMRLAMAR ADVERTISING CO NEW CL A
60,909$6.4B0.59%
48
DGXQUEST DIAGNOSTICS INC COM
48,039$6.3B0.58%
49
LOWLOWES COS INC COM
32,471$6.3B0.58%
50
NOWSERVICENOW INC
11,443$6.3B0.58%
51
XRAYDENTSPLY SIRONA INC COM
96,880$6.1B0.56%
52
BKNGBOOKING HOLDINGS INC.
2,774$6.1B0.56%
53
CSXCSX CORP COM
189,060$6.1B0.56%
54
LENLENNAR CORP CL A
60,713$6.0B0.56%
55
MNSTMONSTER BEVERAGE CORP
65,668$6.0B0.55%
56
CFGCITIZENS FINANCIAL GROUP INC C
129,352$5.9B0.55%
57
CRMSALESFORCE COM INC COM
24,277$5.9B0.55%
58
HRCHILL-ROM HOLDINGS INC
51,720$5.9B0.54%
59
LADLITHIA MTRS INC CL A
16,848$5.8B0.53%
60
PRUPRUDENTIAL FINL INC COM
55,666$5.7B0.53%
61
CMICUMMINS INC COM
23,035$5.6B0.52%
62
DVADAVITA HEALTHCARE PARTNERS, IN
46,392$5.6B0.52%
63
MLB1MERCADOLIBRE INC COM
3,572$5.6B0.51%
64
EBAEBAY INC COM
79,069$5.6B0.51%
65
NKENIKE INC CL B
35,593$5.5B0.51%
66
FITBFIFTH THIRD BANCORP COM
143,320$5.5B0.51%
67
7SUSUMMIT MATLS INC CL A
157,118$5.5B0.50%
68
FT2FIRST HORIZON NATL CORP COM
312,762$5.4B0.50%
69
EAELECTRONIC ARTS INC COM
37,430$5.4B0.50%
70
PEPPEPSICO INC COM
35,820$5.3B0.49%
71
PDCEUSDPDC ENERGY INC COM
115,294$5.3B0.49%
72
ISBCUSDINVESTORS BANCORP INC NEW COM
369,162$5.3B0.49%
73
NSANATIONAL STORAGE AFFILIATES TR
103,356$5.2B0.48%
74
ETRENTERGY CORP NEW COM
52,202$5.2B0.48%
75
MOSMOSAIC CO NEW COM
162,295$5.2B0.48%
76
MCHPMICROCHIP TECHNOLOGY INC. COM
34,320$5.1B0.47%
77
ZTSZOETIS INC CL A
27,211$5.1B0.47%
78
FISVFISERV INC COM
47,310$5.1B0.47%
79
8INSYNEOS HEALTH INC CL A
56,154$5.0B0.46%
80
ICHRICHOR HOLDINGS SHS
93,242$5.0B0.46%
81
DRIDARDEN RESTAURANTS INC COM
34,284$5.0B0.46%
82
ASGNASGN INC COM
51,011$4.9B0.46%
83
ONON SEMICONDUCTOR CORP COM
126,969$4.9B0.45%
84
AIMCUSDALTRA INDL MOTION CORP COM
74,336$4.8B0.45%
85
AXPAMERICAN EXPRESS CO COM
29,079$4.8B0.44%
86
NUVAGBPNUVASIVE INC COM
70,800$4.8B0.44%
87
BABAALIBABA GROUP HLDG LTD SPONSOR
20,465$4.6B0.43%
88
HWMHOWMET AEROSPACE INC COM
133,685$4.6B0.42%
89
PXDEURPIONEER NAT RES CO COM
28,275$4.6B0.42%
90
CLCOLGATE PALMOLIVE CO COM
55,398$4.5B0.42%
91
SWKSTANLEY BLACK & DECKER INC COM
21,898$4.5B0.41%
92
FTSFORTIS INC COM
99,571$4.4B0.41%
93
INTCINTEL CORP COM
77,614$4.4B0.40%
94
DTDYNATRACE INC.
74,459$4.3B0.40%
95
VVISA INC COM CL A
17,478$4.1B0.38%
96
CGCARLYLE GROUP INC COM
87,868$4.1B0.38%
97
TROXTRONOX HOLDINGS PLC SHS
181,756$4.1B0.38%
98
CCCHEMOURS CO.
112,629$3.9B0.36%
99
FEFIRSTENERGY CORP COM
103,411$3.8B0.35%
100
VSTVISTRA ENERGY CORP COM
207,277$3.8B0.35%
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