Knights of Columbus Asset Advisors LLC Q2 2023 Filing

Filed August 1, 2023

Portfolio Value

$1.1T

Holdings

372

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (372 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
289,647$56.2B5.05%
2
MSFTMICROSOFT CORP COM
153,537$52.3B4.70%
3
GOOGLALPHABET INC CAP STK CL A
182,194$21.8B1.96%
4
METAMETA PLATFORMS INC CL A
68,286$19.6B1.76%
5
BRK/BBERKSHIRE HATHAWAY INC DEL CL
56,484$19.3B1.73%
6
KNIGHTS OF COLUMBUS GLOBAL ETF
800,000$17.9B1.61%
7
VVISA INC COM CL A
72,744$17.3B1.55%
8
NVDANVIDIA CORPORATION COM
38,630$16.3B1.47%
9
PEPPEPSICO INC COM
73,772$13.7B1.23%
10
XOMEXXON MOBIL CORP COM
117,503$12.6B1.13%
11
PGPROCTER & GAMBLE CO COM
81,272$12.3B1.11%
12
GOOGALPHABET INC CAP STK CL C
97,608$11.8B1.06%
13
TSLATESLA INC COM
42,005$11.0B0.99%
14
TJXTJX COS INC NEW COM
124,168$10.5B0.95%
15
WMWASTE MGMT INC DEL COM
57,013$9.9B0.89%
16
ABGAMERISOURCEBERGEN CORP COM
48,196$9.3B0.83%
17
STESTERIS PLC
40,183$9.0B0.81%
18
COPCONOCOPHILLIPS COM
84,075$8.7B0.78%
19
BSXBOSTON SCIENTIFIC CORP COM
153,217$8.3B0.74%
20
PWRQUANTA SVCS INC COM
41,637$8.2B0.73%
21
AVGOBROADCOM INC COM
8,971$7.8B0.70%
22
HIGHARTFORD FINL SVCS GROUP INC C
106,138$7.6B0.69%
23
GISGENERAL MLS INC COM
95,608$7.3B0.66%
24
URIUNITED RENTALS INC COM
16,371$7.3B0.65%
25
LENLENNAR CORP CL A
55,174$6.9B0.62%
26
MDLZMONDELEZ INTL INC CL A
92,737$6.8B0.61%
27
CSXCSX CORP COM
197,045$6.7B0.60%
28
AMDADVANCED MICRO DEVICES INC COM
58,943$6.7B0.60%
29
EXASEXACT SCIENCES CORP COM
70,385$6.6B0.59%
30
DWDMORGAN STANLEY COM NEW
75,883$6.5B0.58%
31
ACMAECOM COM
76,151$6.4B0.58%
32
CSCOCISCO SYS INC COM
122,742$6.4B0.57%
33
MAMASTERCARD INC CL A
16,135$6.3B0.57%
34
DGXQUEST DIAGNOSTICS INC COM
45,114$6.3B0.57%
35
TAT&T INC COM
388,107$6.2B0.56%
36
IRON MTN INC COM
107,558$6.1B0.55%
37
A4SAMERIPRISE FINL INC COM
17,896$5.9B0.53%
38
LOWLOWES COS INC COM
26,202$5.9B0.53%
39
AIGAMERICAN INTL GROUP INC COM NE
102,185$5.9B0.53%
40
LINLINDE PLC COM
15,382$5.9B0.53%
41
NOWSERVICENOW INC COM
10,319$5.8B0.52%
42
ACNACCENTURE PLC IRELAND SHS CLAS
18,608$5.7B0.52%
43
CRMSALESFORCE COM INC COM
27,176$5.7B0.52%
44
CMICUMMINS INC COM
23,156$5.7B0.51%
45
MYRGMYR GROUP INC DEL COM
40,800$5.6B0.51%
46
MSIMOTOROLA SOLUTIONS INC COM NEW
19,091$5.6B0.50%
47
CRCCANADIAN NAT RES LTD COM
98,910$5.6B0.50%
48
LAMRLAMAR ADVERTISING CO NEW CL A
55,354$5.5B0.49%
49
PXDEURPIONEER NAT RES CO COM
26,330$5.5B0.49%
50
7SUSUMMIT MATLS INC CL A
143,824$5.4B0.49%
51
JPMJPMORGAN CHASE & CO COM
37,233$5.4B0.49%
52
EMREMERSON ELEC CO COM
59,897$5.4B0.49%
53
ADBEADOBE INC COM
11,069$5.4B0.49%
54
WFCWELLS FARGO CO NEW COM
126,548$5.4B0.49%
55
MNSTMONSTER BEVERAGE CORP
93,008$5.3B0.48%
56
PEOEXELON CORP COM
130,719$5.3B0.48%
57
SYKSTRYKER CORP COM
17,336$5.3B0.48%
58
ATDALLEGHENY TECHNOLOGIES INC COM
119,468$5.3B0.47%
59
SEMSELECT MED HLDGS CORP COM
165,272$5.3B0.47%
60
SFMSPROUT FARMERS MARKET INC
143,040$5.3B0.47%
61
DELLDELL INC COM
96,846$5.2B0.47%
62
MGYMAGNOLLIA OIL & GAS CORP
243,040$5.1B0.46%
63
EPCEDGEWELL PERSONAL CARE CO
122,614$5.1B0.45%
64
CATCATERPILLAR INC COM
20,432$5.0B0.45%
65
TSCOTRACTOR SUPPLY CO COM
22,386$4.9B0.44%
66
VSTVISTRA ENERGY CORP COM
188,397$4.9B0.44%
67
KLACKLA-TENCOR CORP COM
10,150$4.9B0.44%
68
GMGENERAL MTRS CO COM
127,328$4.9B0.44%
69
ALSALLSTATE CORP COM
44,577$4.9B0.44%
70
HSYHERSHEY CO COM
19,420$4.8B0.44%
71
STLDSTEEL DYNAMICS INC COM
44,434$4.8B0.43%
72
BDCBELDEN INC COM
50,353$4.8B0.43%
73
MARMARRIOTT INTL INC NEW CL A
25,756$4.7B0.42%
74
ETRENTERGY CORP NEW COM
48,433$4.7B0.42%
75
AXPAMERICAN EXPRESS CO COM
27,023$4.7B0.42%
76
HSTHOST HOTELS & RESORTS INC COM
278,966$4.7B0.42%
77
STTSTATE STR CORP COM
64,038$4.7B0.42%
78
MCHPMICROCHIP TECHNOLOGY INC. COM
52,026$4.7B0.42%
79
DRIDARDEN RESTAURANTS INC COM
27,178$4.5B0.41%
80
PRUPRUDENTIAL FINL INC COM
50,590$4.5B0.40%
81
EAELECTRONIC ARTS INC COM
34,016$4.4B0.40%
82
RHPRYMAN HOSPITALITY PPTYS INC
47,399$4.4B0.40%
83
FISVFISERV INC
34,848$4.4B0.39%
84
BLMNBLOOMIN BRANDS INC COM
163,088$4.4B0.39%
85
VCELVERICEL CORP COM
113,089$4.2B0.38%
86
CWENCLEARWAY ENERGY INC CL C
145,013$4.1B0.37%
87
K6BKBR INC COM
63,276$4.1B0.37%
88
FEFIRSTENERGY CORP COM
104,284$4.1B0.36%
89
VREXVAREX IMAGING CORP COM
169,444$4.0B0.36%
90
ZTSZOETIS INC CL A
22,953$4.0B0.36%
91
CPRTCOPART INC COM
43,119$3.9B0.35%
92
FTSFORTIS INC COM
90,499$3.9B0.35%
93
SKTTANGER FACTORY OUTLET CTRS INC
175,065$3.9B0.35%
94
MLB1MERCADOLIBRE INC COM
3,216$3.8B0.34%
95
INSTRUCTURE HOLDINGS INC
150,553$3.8B0.34%
96
TDTORONTO DOMINION BK ONT COM NE
60,867$3.8B0.34%
97
CEGCONSTELLATION ENERGY CORP COM
40,649$3.7B0.33%
98
LULULULULEMON ATHLETICA INC COM
9,671$3.7B0.33%
99
PRFTUSDPERFICIENT INC COM
43,687$3.6B0.33%
100
BJBJS WHSL CLUB HLDGS INC COM
57,753$3.6B0.33%
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