Knights of Columbus Asset Advisors LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$1.8B

Holdings

397

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (397 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION COM
535,421$99.9M5.66%
2
AAPLAPPLE INC COM
336,434$91.5M5.19%
3
MSFTMICROSOFT CORP COM
185,013$89.5M5.07%
4
GOOGLALPHABET INC CAP STK CL A
129,474$40.5M2.30%
5
AVGOBROADCOM INC COM
103,219$35.7M2.03%
6
GOOGALPHABET INC CAP STK CL C
101,533$31.9M1.81%
7
TSLATESLA INC COM
64,481$29.0M1.64%
8
METAMETA PLATFORMS INC CL A
43,905$29.0M1.64%
9
JPMJPMORGAN CHASE & CO COM
83,505$26.9M1.53%
10
GSGOLDMAN SACHS GROUP INC COM
27,815$24.4M1.39%
11
XOMEXXON MOBIL CORP COM
203,070$24.4M1.39%
12
BACBK OF AMERICA CORP COM
429,644$23.6M1.34%
13
CSCOCISCO SYS INC COM
277,951$21.4M1.21%
14
GMGENERAL MTRS CO COM
242,964$19.8M1.12%
15
CMICUMMINS INC COM
35,640$18.2M1.03%
16
AXPAMERICAN EXPRESS CO COM
48,629$18.0M1.02%
17
WFCWELLS FARGO CO NEW COM
181,008$16.9M0.96%
18
BRK/BBERKSHIRE HATHAWAY INC DEL CL
33,553$16.9M0.96%
19
WELLWELLTOWER INC COM
90,757$16.8M0.95%
20
PLDPROLOGIS INC.
116,527$14.9M0.84%
21
BKBANK NEW YORK MELLON CORP COM
124,015$14.4M0.82%
22
ABGCENCORA INC
42,225$14.3M0.81%
23
ETRENTERGY CORP NEW COM
154,131$14.2M0.81%
24
IBMINTERNATIONAL BUSINESS MACHS C
47,401$14.0M0.80%
25
PEPPEPSICO INC COM
94,652$13.6M0.77%
26
CVXCHEVRON CORP NEW COM
86,367$13.2M0.75%
27
MNSTMONSTER BEVERAGE CORP
170,770$13.1M0.74%
28
DISDISNEY WALT CO COM DISNEY
114,363$13.0M0.74%
29
VVISA INC COM CL A
36,475$12.8M0.73%
30
QCOMQUALCOMM INC COM
74,245$12.7M0.72%
31
TXNTEXAS INSTRS INC COM
73,177$12.7M0.72%
32
CATCATERPILLAR INC COM
22,117$12.7M0.72%
33
MMM3M CO COM
75,806$12.1M0.69%
34
TAT&T INC COM
473,970$11.8M0.67%
35
WMWASTE MGMT INC DEL COM
53,090$11.7M0.66%
36
AMTAMERICAN TOWER CORP NEW COM
62,597$11.0M0.62%
37
TRVCCITIGROUP INC COM NEW
92,984$10.8M0.62%
38
NFGNATIONAL FUEL GAS CO N J COM
132,779$10.6M0.60%
39
DGDOLLAR GEN CORP NEW COM
78,380$10.4M0.59%
40
ALSALLSTATE CORP COM
49,505$10.3M0.58%
41
AXSAXIS CAPITAL HOLDINGS SHS
96,119$10.3M0.58%
42
RHCRH PLC ADR
80,884$10.1M0.57%
43
AIGAMERICAN INTL GROUP INC COM NE
114,741$9.8M0.56%
44
FT2FIRST HORIZON NATL CORP COM
406,711$9.7M0.55%
45
SPGSIMON PPTY GROUP INC NEW COM
52,277$9.7M0.55%
46
MUMICRON TECHNOLOGY INC COM
32,792$9.4M0.53%
47
CPACOPA HOLDINGS
76,170$9.2M0.52%
48
PRUPRUDENTIAL FINL INC COM
81,184$9.2M0.52%
49
MAMASTERCARD INC CL A
15,873$9.1M0.51%
50
LINLINDE PLC COM
21,235$9.1M0.51%
51
EQIXEQUINIX INC COM NEW
11,637$8.9M0.51%
52
COFCAPITAL ONE FINL CORP COM
36,066$8.7M0.50%
53
DHID R HORTON INC COM
59,796$8.6M0.49%
54
KMIKINDER MORGAN INC DEL COM
308,688$8.5M0.48%
55
ADBEADOBE INC COM
23,778$8.3M0.47%
56
GAPGAP INC
316,626$8.1M0.46%
57
TJXTJX COS INC NEW COM
52,120$8.0M0.45%
58
DGXQUEST DIAGNOSTICS INC COM
46,079$8.0M0.45%
59
WMTWALMART INC COM
70,944$7.9M0.45%
60
COPCONOCOPHILLIPS COM
83,603$7.8M0.44%
61
ACMAECOM COM
81,408$7.8M0.44%
62
NFLXNETFLIX INC COM
80,403$7.5M0.43%
63
INTUINTUIT COM
11,327$7.5M0.43%
64
HSTHOST HOTELS & RESORTS INC COM
400,727$7.1M0.40%
65
LOWLOWES COS INC COM
29,442$7.1M0.40%
66
GILDGILEAD SCIENCES INC COMUSD0.00
57,539$7.1M0.40%
67
URIUNITED RENTALS INC COM
8,691$7.0M0.40%
68
LENLENNAR CORP CL A
67,880$7.0M0.40%
69
CSXCSX CORP COM
189,288$6.9M0.39%
70
ISRGINTUITIVE SURGICAL INC COM NEW
12,088$6.8M0.39%
71
HIGHARTFORD FINL SVCS GROUP INC C
49,212$6.8M0.38%
72
OREALTY INCOME CORP COM
115,948$6.5M0.37%
73
CAHCARDINAL HEALTH INC COM
31,667$6.5M0.37%
74
FDXFEDEX CORP COM
21,786$6.3M0.36%
75
OHIOMEGA HEALTHCARE INVS INC COM
141,818$6.3M0.36%
76
ORCLORACLE CORP COM
32,243$6.3M0.36%
77
SYKSTRYKER CORP COM
17,612$6.2M0.35%
78
BXPBOSTON PROPERTIES INCCOM
89,686$6.1M0.34%
79
PGPROCTER & GAMBLE CO COM
41,381$5.9M0.34%
80
UNPUNION PAC CORP COM
25,406$5.9M0.33%
81
MSIMOTOROLA SOLUTIONS INC COM NEW
15,036$5.8M0.33%
82
ACNACCENTURE PLC IRELAND SHS CLAS
20,565$5.5M0.31%
83
BKRBAKER HUGHES CO
121,091$5.5M0.31%
84
PLTRPALANTIR TECHNOLOGIES INC-A
30,902$5.5M0.31%
85
EMEEMCOR GROUP INC COM
8,968$5.5M0.31%
86
FQIDIGITAL REALTY TRUST INC
34,730$5.4M0.30%
87
DRIDARDEN RESTAURANTS INC COM
29,157$5.4M0.30%
88
VSTVISTRA ENERGY CORP COM
32,785$5.3M0.30%
89
STLDSTEEL DYNAMICS INC COM
30,808$5.2M0.30%
90
CMCSACOMCAST CORP NEW CL A
174,461$5.2M0.30%
91
JLLJONES LANG LASALLE INC COM
15,242$5.1M0.29%
92
JAAAJANUS HENDERSON AAA CLO ETF
98,941$5.0M0.28%
93
TWLOTWILIO INC - A
35,140$5.0M0.28%
94
A4SAMERIPRISE FINL INC COM
10,146$5.0M0.28%
95
ONON SEMICONDUCTOR CORP COM
91,836$5.0M0.28%
96
KOCOCA COLA CO COM
69,954$4.9M0.28%
97
PSAPUBLIC STORAGE COM
18,610$4.8M0.27%
98
FEFIRSTENERGY CORP COM
106,800$4.8M0.27%
99
AHRAMERICAN HEALTHCARE REIT INC
94,318$4.4M0.25%
100
BACVERIZON COMMUNICATIONS INC COM
108,214$4.4M0.25%
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