Knights of Columbus Asset Advisors LLC Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$1.5B

Holdings

403

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (403 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP COM
136,169$60.9T3971637.33%
2
AAPLAPPLE INC COM
243,555$51.3T3347565.23%
3
NVDANVIDIA CORPORATION COM
353,362$43.7T2848788.95%
4
XOMEXXON MOBIL CORP COM
255,759$29.4T1921383.67%
5
GOOGLALPHABET INC CAP STK CL A
148,311$27.0T1762929.46%
6
METAMETA PLATFORMS INC CL A
48,006$24.2T1579603.09%
7
BRK/BBERKSHIRE HATHAWAY INC DEL CL
54,001$22.0T1433557.58%
8
IRMIRON MTN INC COM
241,135$21.6T1410254.81%
9
KNIGHTS OF COLUMBUS GLOBAL ETF
800,000$21.0T1373436.42%
10
GOOGALPHABET INC CAP STK CL C
103,095$18.9T1234004.34%
11
TJXTJX COS INC NEW COM
140,670$15.5T1010697.51%
12
PEPPEPSICO INC COM
92,383$15.2T994315.26%
13
WFCWELLS FARGO CO NEW COM
240,547$14.3T932278.46%
14
LINLINDE PLC COM
31,965$14.0T915342.50%
15
AVGOBROADCOM INC COM
8,601$13.8T901157.87%
16
AXPAMERICAN EXPRESS CO COM
58,632$13.6T885955.48%
17
VVISA INC COM CL A
51,229$13.4T877461.26%
18
DISDISNEY WALT CO COM DISNEY
128,085$12.7T829919.92%
19
ABGCENCORA INC
55,281$12.5T812773.36%
20
TAT&T INC COM
635,097$12.1T792014.53%
21
WMWASTE MGMT INC DEL COM
54,584$11.6T759923.82%
22
SYKSTRYKER CORP COM
34,117$11.6T757532.64%
23
GISGENERAL MLS INC COM
181,398$11.5T748848.66%
24
CRMSALESFORCE COM INC COM
44,342$11.4T743960.26%
25
BSXBOSTON SCIENTIFIC CORP COM
147,568$11.4T741603.41%
26
ETRENTERGY CORP NEW COM
105,384$11.3T735852.63%
27
AXSAXIS CAPITAL HOLDINGS SHS
155,224$11.0T715654.56%
28
EQIXEQUINIX INC COM NEW
14,481$11.0T714985.60%
29
JPMJPMORGAN CHASE & CO COM
47,895$9.7T632168.11%
30
COPCONOCOPHILLIPS COM
83,476$9.5T623080.44%
31
HSTHOST HOTELS & RESORTS INC COM
504,632$9.1T592102.44%
32
DHID R HORTON INC COM
62,992$8.9T579323.66%
33
SYU1SYNOVUS FINL CORP COM NEW
220,751$8.9T578966.04%
34
AIGAMERICAN INTL GROUP INC COM NE
119,235$8.9T577662.39%
35
HIGHARTFORD FINL SVCS GROUP INC C
87,734$8.8T575624.39%
36
TSLATESLA INC COM
43,992$8.7T568078.04%
37
HDHOME DEPOT INC COM
25,019$8.6T562035.43%
38
PLDPROLOGIS INC.
76,542$8.6T560984.19%
39
GMGENERAL MTRS CO COM
183,774$8.5T557180.18%
40
SKTTANGER FACTORY OUTLET CTRS INC
313,666$8.5T554918.68%
41
CSCOCISCO SYS INC COM
177,349$8.4T549852.45%
42
A4SAMERIPRISE FINL INC COM
19,556$8.4T545171.97%
43
ALSALLSTATE CORP COM
52,085$8.3T542676.71%
44
RHPRYMAN HOSPITALITY PPTYS INC
83,258$8.3T542562.70%
45
FEFIRSTENERGY CORP COM
215,387$8.2T537910.86%
46
NFLXNETFLIX INC COM
11,816$8.0T520390.58%
47
BXPBOSTON PROPERTIES INCCOM
129,515$8.0T520296.67%
48
VLOVALERO ENERGY CORP COM
49,659$7.8T508002.24%
49
AMTAMERICAN TOWER CORP NEW COM
39,702$7.7T503612.35%
50
MSIMOTOROLA SOLUTIONS INC COM NEW
19,096$7.4T481081.18%
51
CRCCANADIAN NAT RES LTD COM
206,887$7.4T480635.21%
52
PRUPRUDENTIAL FINL INC COM
60,088$7.0T459526.66%
53
MDLZMONDELEZ INTL INC CL A
106,749$7.0T455868.44%
54
SWKSTANLEY BLACK & DECKER INC COM
87,393$7.0T455618.63%
55
ATDALLEGHENY TECHNOLOGIES INC COM
124,190$6.9T449387.03%
56
SFMSPROUT FARMERS MARKET INC
82,220$6.9T448877.37%
57
LAMRLAMAR ADVERTISING CO NEW CL A
57,529$6.9T448741.37%
58
AMDADVANCED MICRO DEVICES INC COM
41,907$6.8T443605.13%
59
CATCATERPILLAR INC COM
20,336$6.8T442051.21%
60
ACMAECOM COM
76,852$6.8T442039.01%
61
VICIVICI PPTYS INC COM
235,355$6.7T439874.54%
62
PFGCPERFORMANCE FOOD GROUP COM
101,535$6.7T438041.57%
63
BRXBRIXMOR PPTY GROUP INC COM
284,897$6.6T429283.52%
64
LENLENNAR CORP CL A
43,614$6.5T426553.00%
65
NBIXNEUROCRINE BIOSCIENCES INC COM
47,053$6.5T422726.09%
66
CMICUMMINS INC COM
23,358$6.5T422122.07%
67
MNSTMONSTER BEVERAGE CORP
126,291$6.3T411661.50%
68
TRNOTERRENO RLTY CORP COM
105,818$6.3T408664.47%
69
BOOTBOOT BARN HLDGS INC COM
48,192$6.2T405472.45%
70
KOCOCA COLA CO COM
97,547$6.2T405176.97%
71
WHWYNDHAM HOTELS & RESORTS INC C
83,725$6.2T404314.45%
72
DGXQUEST DIAGNOSTICS INC COM
45,073$6.2T402613.97%
73
BCOBRINKS CO COM
60,049$6.1T401271.35%
74
KLACKLA-TENCOR CORP COM
7,452$6.1T400960.14%
75
MUMICRON TECHNOLOGY INC COM
46,253$6.1T397006.04%
76
TMUST-MOBILE USA
34,454$6.1T396121.73%
77
FMFFORMFACTOR INC COM
99,739$6.0T393974.49%
78
SEMSELECT MED HLDGS CORP COM
171,735$6.0T392919.07%
79
UEOWESTLAKE CHEM CORP COM
41,348$6.0T390764.78%
80
STLDSTEEL DYNAMICS INC COM
46,190$6.0T390346.35%
81
CSXCSX CORP COM
178,606$6.0T389874.27%
82
NOWSERVICENOW INC COM
7,538$5.9T386973.37%
83
EFCELLINGTON FINANCIAL INC COM
483,331$5.8T381016.64%
84
REXRREXFORD INDUSTRIAL REALTY IN
128,535$5.7T374016.96%
85
FT2FIRST HORIZON NATL CORP COM
362,435$5.7T372987.45%
86
AMHAMERICAN HOMES 4 RENT- A
153,686$5.7T372685.44%
87
7SUSUMMIT MATLS INC CL A
155,466$5.7T371421.92%
88
KBHKB HOME COM
80,712$5.7T369644.16%
89
FTSFORTIS INC COM
145,772$5.7T369475.54%
90
RDNTRADNET INC COM
96,073$5.7T369399.64%
91
STESTERIS PLC
25,538$5.6T365875.20%
92
MAMASTERCARD INC CL A
12,615$5.6T363174.83%
93
COLDAMERICOLD RLTY TR COM
211,861$5.4T353105.36%
94
BJBJS WHSL CLUB HLDGS INC COM
60,362$5.3T346009.75%
95
ISRGINTUITIVE SURGICAL INC COM NEW
11,906$5.3T345630.34%
96
MMSMAXIMUS INC COM
61,249$5.2T342540.71%
97
MLB1MERCADOLIBRE INC COM
3,187$5.2T341788.74%
98
AREALEXANDRIA REAL ESTATE EQ INC
43,734$5.1T333830.55%
99
AZOAUTOZONE INC COM
1,710$5.1T330766.37%
100
HALOHALOZYME THERAPEUTICS INC COM
96,433$5.0T329501.74%
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