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
101
IMAIMAX CORP
206,926$3.5B0.32%
102
KBHKB HOME COM
67,448$3.5B0.31%
103
DEDEERE & CO COM
8,513$3.4B0.31%
104
ISRGINTUITIVE SURGICAL INC COM NEW
9,857$3.4B0.30%
105
INMDINMODE LTD SHS
89,937$3.4B0.30%
106
CIVICIVITAS RESOURCES INC COM NEW
47,948$3.3B0.30%
107
FHIFEDERATED HERMES INC
91,383$3.3B0.29%
108
NUVAGBPNUVASIVE INC COM
78,322$3.3B0.29%
109
FIXCOMFORT SYS USA INC COM
19,413$3.2B0.29%
110
FDXFEDEX CORP COM
12,766$3.2B0.28%
111
NKENIKE INC CL B
27,967$3.1B0.28%
112
CFGCITIZENS FINL GROUP INC COM
118,143$3.1B0.28%
113
PAYCPAYCOM SOFTWARE INC
9,513$3.1B0.27%
114
STAGSTAG INDL INC COM
84,984$3.0B0.27%
115
DTDYNATRACE INC.
59,112$3.0B0.27%
116
ORCLORACLE CORP COM
25,464$3.0B0.27%
117
HWMHOWMET AEROSPACE INC COM
60,703$3.0B0.27%
118
AMTAMERICAN TOWER CORP NEW COM
15,461$3.0B0.27%
119
HALOHALOZYME THERAPEUTICS INC COM
79,941$2.9B0.26%
120
ATKRATKORE INTL GROUP INC COM
18,455$2.9B0.26%
121
NBIXNEUROCRINE BIOSCIENCES INC COM
30,282$2.9B0.26%
122
STRLSTERLING INFRASTRUCTURE INC
51,148$2.9B0.26%
123
CHRDCHORD ENERGY CORPORATION
18,418$2.8B0.25%
124
GEFGREIF INC CL A
41,006$2.8B0.25%
125
KOCOCA COLA CO COM
46,599$2.8B0.25%
126
SPSCSPS COMMERCE INC COM
14,296$2.7B0.25%
127
FT2FIRST HORIZON NATL CORP COM
242,359$2.7B0.25%
128
HEESEURH & E EQUIPMENT SERVICES INC C
59,207$2.7B0.24%
129
OFGOFG BANCORP COM
102,169$2.7B0.24%
130
SGENUSDSEAGEN INC.
13,788$2.7B0.24%
131
PANWPALO ALTO NETWORKS INC COM
10,223$2.6B0.23%
132
CARSCARS COM INC
131,551$2.6B0.23%
133
CWSTCASELLA WASTE SYS INC CL A
28,800$2.6B0.23%
134
TRTN-PATRITON INTL LTD CL A
31,161$2.6B0.23%
135
NFLXNETFLIX INC COM
5,880$2.6B0.23%
136
FIVNFIVE9 INC COM
31,385$2.6B0.23%
137
LNGCHENIERE ENERGY INC COM NEW
16,691$2.5B0.23%
138
SPUSDSP PLUS CORP COM
64,619$2.5B0.23%
139
SWXSOUTHWEST GAS HOLDINGS INC COM
39,563$2.5B0.23%
140
MGRCMCGRATH RENTCORP COM
27,166$2.5B0.23%
141
PRPERMIAN RESOURCES CORP
227,596$2.5B0.22%
142
CNMDCONMED CORP COM
18,305$2.5B0.22%
143
MMSIMERIT MED SYS INC COM
29,513$2.5B0.22%
144
QSIIEURNEXTGEN HEALTHCARE INC
151,324$2.5B0.22%
145
APLEAPPLE HOSPITALITY REIT INC
161,906$2.4B0.22%
146
TWNKEURHOSTESS BRANDS INC
96,328$2.4B0.22%
147
CDPCORPORATE OFFICE PPTYS TR SH B
102,148$2.4B0.22%
148
DVADAVITA HEALTHCARE PARTNERS INC
23,888$2.4B0.22%
149
SFSTIFEL FINL CORP COM
39,716$2.4B0.21%
150
SLABSILICON LABORATORIES INC COM
15,010$2.4B0.21%
151
UFPTUFP TECHNOLOGIES INC COM
12,165$2.4B0.21%
152
FMFFORMFACTOR INC COM
68,845$2.4B0.21%
153
TXRHTEXAS ROADHOUSE INC
20,942$2.4B0.21%
154
IM8NINSMED INC
111,436$2.4B0.21%
155
HRIHERC HLDGS INC COM
16,956$2.3B0.21%
156
PLYMPLYMOUTH INDUSTRIAL REIT INC.
100,183$2.3B0.21%
157
QCRHQCR HOLDINGS INC COM
56,149$2.3B0.21%
158
WKWORKIVA INC
22,658$2.3B0.21%
159
HWCHANCOCK WHITNEY CORPORATION CO
59,960$2.3B0.21%
160
BOOTBOOT BARN HLDGS INC COM
27,077$2.3B0.21%
161
EXPEEXPEDIA INC DEL COM NEW
20,769$2.3B0.20%
162
MMSMAXIMUS INC COM
26,870$2.3B0.20%
163
LGIHLGI HOMES INC COM
16,820$2.3B0.20%
164
PBFPBF ENERGY INC CL A
55,335$2.3B0.20%
165
ITGRINTEGER HLDGS CORP COM
25,072$2.2B0.20%
166
WF2WINTRUST FINL CORP COM
30,586$2.2B0.20%
167
OSBCOLD SECOND BANCORP INC ILL COM
169,789$2.2B0.20%
168
PIPRPIPER SANDLER CO
16,969$2.2B0.20%
169
JELD-WEN HLDG INC COM
124,595$2.2B0.20%
170
GLDDGREAT LAKES DREDGE & DOCK CORP
262,105$2.1B0.19%
171
CROXCROCS INC COM
18,962$2.1B0.19%
172
ESNTESSENT GROUP LTD COM
45,266$2.1B0.19%
173
AHHARMADA HOFFLER PPTYS INC COM
180,693$2.1B0.19%
174
MTSIMACOM TECH SOLUTIONS HLDGS INC
32,052$2.1B0.19%
175
FCFSFIRST CASH HOLDINGS INC.
22,234$2.1B0.19%
176
FNFABRINET SHS
15,921$2.1B0.19%
177
BPOPPOPULAR INC COM
33,609$2.0B0.18%
178
HLIOHELIOS TECHNOLOGIES INC COM
30,608$2.0B0.18%
179
BCBEURPRIMO WTR CORP COM
159,900$2.0B0.18%
180
CSWCSW INDUSTRIALS INC
12,040$2.0B0.18%
181
ONON SEMICONDUCTOR CORP COM
21,093$2.0B0.18%
182
AXSAXIS CAPITAL HOLDINGS SHS
36,835$2.0B0.18%
183
KEYSKEYSIGHT TECHNOLOGIES INC COM
11,831$2.0B0.18%
184
WAFDWASHINGTON FED INC COM
74,566$2.0B0.18%
185
LTHM1EURLIVENT CORP COM
71,959$2.0B0.18%
186
MTDRMATADOR RESOURCES CO
37,638$2.0B0.18%
187
EFSCENTERPRISE FINL SVCS CORP COM
50,129$2.0B0.18%
188
AFWALIGN TECHNOLOGY INC COM
5,532$2.0B0.18%
189
ADNTADIENT PLC ORD SHS
50,217$1.9B0.17%
190
PGRPROGRESSIVE CORP OHIO COM
14,524$1.9B0.17%
191
BCOBRINKS CO COM
28,075$1.9B0.17%
192
BJRIBJS RESTAURANTS INC COM
59,662$1.9B0.17%
193
VIAVVIAVI SOLUTIONS INC COM
166,069$1.9B0.17%
194
UMHUMH PPTYS INC COM
117,238$1.9B0.17%
195
NSANATIONAL STORAGE AFFILIATES TR
53,479$1.9B0.17%
196
4DHDANA HOLDING CORP COM
109,312$1.9B0.17%
197
WCNWASTE CONNECTIONS INC
13,000$1.9B0.17%
198
MGPIMGP INGREDIENTS INC NEW COM
17,398$1.8B0.17%
199
TAPMOLSON COORS BREWING CO CL B
28,050$1.8B0.17%
200
ALNTALLIED MOTION TECHNOLOGIES INC
46,040$1.8B0.17%
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