Knights of Columbus Asset Advisors LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.1T

Holdings

390

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (390 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT
245,705$38.7B3.42%
2
AAPLAPPLE INC COM
110,930$32.6B2.88%
3
GOOGLALPHABET INC CAP STK CL A
15,995$21.4B1.89%
4
JPMJPMORGAN CHASE
152,633$21.3B1.88%
5
METAFACEBOOK INC CL A
94,826$19.5B1.72%
6
AMZNAMAZON COM INC COM
9,119$16.9B1.49%
7
VVISA INC COM CL A
88,323$16.6B1.47%
8
ZBHZIMMER BIOMET HOLDINGS
83,591$12.5B1.10%
9
MAMASTERCARD INC CL A
38,451$11.5B1.01%
10
BACBANK AMER CORP COM
324,422$11.4B1.01%
11
TAT&T INC COM
290,702$11.4B1.00%
12
SOSOUTHERN
176,383$11.2B0.99%
13
TRVCCITIGROUP INC
138,289$11.0B0.98%
14
METMETLIFE
201,577$10.3B0.91%
15
KMBKIMBERLY CLARK
68,752$9.5B0.83%
16
LRCXEURLAM RESEARCH CORP COM
32,198$9.4B0.83%
17
WFCWELLS FARGO
173,376$9.3B0.82%
18
PWRQUANTA SVCS INC COM
224,588$9.1B0.81%
19
WMTWALMART
71,296$8.5B0.75%
20
NXPINXP SEMICONDUCTORS
65,274$8.3B0.73%
21
BACVERIZON COMMUNICATIONS
131,818$8.1B0.71%
22
FITBFIFTH THIRD BANCORP
252,430$7.8B0.69%
23
CRMSALESFORCE COM INC COM
45,828$7.5B0.66%
24
8INSYNEOS HEALTH INC CL A
123,317$7.3B0.65%
25
DWDMORGAN STANLEY
137,282$7.0B0.62%
26
CVXCHEVRON CORP NEW COM
56,981$6.9B0.61%
27
MDTMEDTRONIC
60,425$6.9B0.61%
28
HDHOME DEPOT INC COM
30,243$6.6B0.58%
29
ICLRICON PLC SHS
37,942$6.5B0.58%
30
COPCONOCOPHILLIPS COM
100,404$6.5B0.58%
31
A4SAMERIPRISE FINL INC COM
38,992$6.5B0.57%
32
TTENTOTAL S A
116,484$6.4B0.57%
33
CHTRCHARTER COMMUNICATIONS INC NEW
12,964$6.3B0.56%
34
AIGAMERICAN INTL GROUP INC
117,005$6.0B0.53%
35
TSNTYSON FOODS INC
64,250$5.8B0.52%
36
ETRENTERGY CORP NEW COM
48,701$5.8B0.51%
37
INTCINTEL CORP COM
93,659$5.6B0.49%
38
BRK/BBERKSHIRE HATHAWAY INC DEL CL
24,436$5.5B0.49%
39
CFGCITIZENS FINL GROUP INC COM
135,861$5.5B0.49%
40
CBCHUBB
34,600$5.4B0.48%
41
FEFIRSTENERGY CORP COM
110,316$5.4B0.47%
42
GMGENERAL MTRS CO COM
143,902$5.3B0.46%
43
AMEDAMEDISYS INC COM
31,149$5.2B0.46%
44
XOMEXXON MOBIL CORP
73,392$5.1B0.45%
45
QCOMQUALCOMM
57,600$5.1B0.45%
46
BABAALIBABA GROUP HLDG LTD SPONSOR
23,206$4.9B0.43%
47
NXSTNEXSTAR MEDIA GROUP INC CL A
41,484$4.9B0.43%
48
ZTSZOETIS INC CL A
36,742$4.9B0.43%
49
CITCINTAS CORP COM
18,050$4.9B0.43%
50
LAMRLAMAR ADVERTISING CO NEW CL A
53,532$4.8B0.42%
51
CMCSACOMCAST CORP
105,141$4.7B0.42%
52
TRPTC ENERGY
88,425$4.7B0.42%
53
BDXBECTON DICKINSON
16,930$4.6B0.41%
54
WDFCWD-40 CO COM
23,671$4.6B0.41%
55
GISGENERAL MLS INC COM
85,243$4.6B0.40%
56
PEPPEPSICO
32,808$4.5B0.40%
57
FRFIRST INDUSTRIAL REALTY TRUST
106,776$4.4B0.39%
58
UPSUNITED PARCEL SERVICE INC
37,762$4.4B0.39%
59
SEMSELECT MED HLDGS CORP COM
187,725$4.4B0.39%
60
HELEHELEN OF TROY CORP LTD COM
24,303$4.4B0.39%
61
EHCENCOMPASS HEALTH CORP COM
62,627$4.3B0.38%
62
LHXL3HARRIS TECHNOLOGIES
21,755$4.3B0.38%
63
HRCHILL-ROM HOLDINGS INC
37,460$4.3B0.38%
64
MANMANPOWER INC COM
43,720$4.2B0.37%
65
PEOEXELON CORP COM
92,752$4.2B0.37%
66
LPLALPL FINL HLDGS INC COM
45,326$4.2B0.37%
67
OFGOFG BANCORP COM
174,816$4.1B0.36%
68
CNCCENTENE CORP
65,388$4.1B0.36%
69
DGXQUEST DIAGNOSTICS INC COM
38,108$4.1B0.36%
70
RCLROYAL CARIBBEAN CRUISES LTD CO
30,220$4.0B0.36%
71
VRTXVERTEX PHARMACEUTICALS INC COM
18,342$4.0B0.35%
72
IQVIQVIA HLDGS INC COM
25,645$4.0B0.35%
73
LULULULULEMON ATHLETICA INC COM
17,074$4.0B0.35%
74
ITRIITRON INC COM
47,039$3.9B0.35%
75
HUNHUNTSMAN CORP COM
162,644$3.9B0.35%
76
NOWSERVICENOW INC
13,578$3.8B0.34%
77
BABOEING CO
11,683$3.8B0.34%
78
ESNTESSENT GROUP LTD COM
73,107$3.8B0.34%
79
OSKOSHKOSH CORP COM
39,521$3.7B0.33%
80
UNPUNION PACIFIC
20,528$3.7B0.33%
81
AMATAPPLIED MATLS INC
59,820$3.7B0.32%
82
HLITHARMONIC INC COM
466,426$3.6B0.32%
83
GRMNGARMIN LTD SHS
37,144$3.6B0.32%
84
ARNCCHFARCONIC INC COM
117,189$3.6B0.32%
85
MBUUMALIBU BOATS INC COM CL A
87,681$3.6B0.32%
86
NEENEXTERA ENERGY
14,757$3.6B0.32%
87
CSCOCISCO SYS INC
73,955$3.5B0.31%
88
CA8ACACI INTL INC CL A
14,177$3.5B0.31%
89
KNOLL INC COM NEW
139,559$3.5B0.31%
90
PSXPHILLIPS 66 COM
31,595$3.5B0.31%
91
EXASEXACT SCIENCES CORP COM
37,662$3.5B0.31%
92
RHPRYMAN HOSPITALITY PPTYS INC
40,156$3.5B0.31%
93
MPCMARATHON PETE CORP COM
56,300$3.4B0.30%
94
FTSFORTIS INC COM
81,402$3.4B0.30%
95
EQIXEQUINIX INC COM NEW
5,743$3.4B0.30%
96
WCGEURWELLCARE HEALTH PLANS INC
10,043$3.3B0.29%
97
COSTCOSTCO WHSL CORP NEW COM
11,259$3.3B0.29%
98
PRUPRUDENTIAL FINL INC COM
35,010$3.3B0.29%
99
TRTN-PATRITON INTL LTD CL A
81,534$3.3B0.29%
100
WYWEYERHAEUSER CO
107,620$3.3B0.29%
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