Arkolith/Funds/Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC

CIK 1688666
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Active Filer

Knights of Columbus Asset Advisors LLC holds a diversified book of 397 stocks worth $1.8B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Dexcom Inc and trimmed Goldman Sachs Group Inc. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show Knights of Columbus Asset Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
163
existing
Trimmed
103
reduced
Sold out
31
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
27%
Top 20 holdings
38%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
31%
Financials
16%
Real Estate
10%
Industrials
10%
Consumer Discretionary
8%
Energy
5%
Utilities
5%
Health Care
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

397 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation Com
COM
$97.4M558.4K
5.5%
+4.3%
Added · +23K sh
2Apple Inc Com
COM
$89.1M351.1K
5.0%
+4.3%
Added · +15K sh
3Microsoft Corp Com
COM
$69.3M187.1K
3.9%
+1.1%
Added · +2K sh
4Alphabet Inc Cap STK CL A
COM
$39.7M137.9K
2.2%
+6.5%
Added · +8K sh
5Exxon Mobil Corp Com
COM
$37.8M222.9K
2.1%
+9.8%
Added · +20K sh
6Alphabet Inc Cap STK CL C
COM
$33.9M118.0K
1.9%
+16%
Added · +16K sh
7Broadcom Inc Com
COM
$33.5M108.1K
1.9%
+4.8%
Added · +5K sh
8Meta Platforms Inc CL A
COM
$27.1M47.4K
1.5%
+8.0%
Added · +4K sh
9Tesla Inc Com
COM
$25.8M69.5K
1.5%
+7.8%
Added · +5K sh
10JPMorgan Chase & Co Com
COM
$25.0M84.8K
1.4%
+1.6%
Added · +1K sh
11Goldman Sachs Group Inc Com
COM
$23.4M27.6K
1.3%
−0.8%
Reduced · −209 sh
12Cisco Sys Inc Com
COM
$21.9M282.0K
1.2%
+1.4%
Added · +4K sh
13Chevron Corp New Com
COM
$21.7M105.1K
1.2%
+22%
Added · +19K sh
14BK Of America Corp Com
COM
$21.3M436.5K
1.2%
+1.6%
Added · +7K sh
15AT&T Inc Com
COM
$19.4M669.9K
1.1%
+41%
Added · +196K sh
16Welltower Inc Com
COM
$18.2M91.9K
1.0%
+1.3%
Added · +1K sh
17Entergy Corp New Com
COM
$17.8M158.6K
1.0%
+2.9%
Added · +5K sh
18General MTRS Co Com
COM
$17.1M230.1K
1.0%
−5.3%
Reduced · −13K sh
19Caterpillar Inc Com
COM
$16.2M22.8K
0.9%
+3.2%
Added · +699 sh
20Bank New York Mellon Corp Com
COM
$15.9M134.0K
0.9%
+8.0%
Added · +10K sh
21Prologis Inc.
COM
$15.9M120.0K
0.9%
+3.0%
Added · +3K sh
22Morgan Stanley Com New
COM
$15.2M92.1K
0.9%
+578%
Added · +78K sh
23Pepsico Inc Com
COM
$15.1M97.4K
0.9%
+2.9%
Added · +3K sh
24Wells Fargo Co New Com
COM
$14.6M183.0K
0.8%
+1.1%
Added · +2K sh
25Texas Instrs Inc Com
COM
$14.6M75.0K
0.8%
+2.4%
Added · +2K sh
26Waste Mgmt Inc Del Com
COM
$14.2M61.9K
0.8%
+17%
Added · +9K sh
27Berkshire Hathaway Inc Del CL
COM
$13.9M29.0K
0.8%
−13%
Reduced · −5K sh
28Cummins Inc Com
COM
$13.4M24.9K
0.8%
−30%
Reduced · −11K sh
29ConocoPhillips Com
COM
$12.5M94.6K
0.7%
+13%
Added · +11K sh
30International Business Machs C
COM
$12.5M51.4K
0.7%
+8.5%
Added · +4K sh
31Netflix Inc Com
COM
$12.2M126.6K
0.7%
+57%
Added · +46K sh
32Allstate Corp Com
COM
$11.8M56.9K
0.7%
+15%
Added · +7K sh
33Monster Beverage Corp
COM
$11.7M162.0K
0.7%
−5.1%
Reduced · −9K sh
34Linde PLC Com
COM
$11.5M23.3K
0.7%
+9.5%
Added · +2K sh
35National Fuel Gas Co N J Com
COM
$11.5M122.0K
0.6%
−8.1%
Reduced · −11K sh
36Visa Inc Com CL A
COM
$11.4M37.8K
0.6%
+3.5%
Added · +1K sh
37Equinix Inc Com New
COM
$11.4M11.6K
0.6%
Held
38American Express Co Com
COM
$11.3M37.3K
0.6%
−23%
Reduced · −11K sh
39Citigroup Inc Com New
COM
$10.8M95.5K
0.6%
+2.7%
Added · +3K sh
40American Tower Corp New Com
COM
$10.8M62.6K
0.6%
Held
41Kinder Morgan Inc Del Com
COM
$10.5M313.2K
0.6%
+1.4%
Added · +4K sh
423M Co Com
COM
$10.2M70.2K
0.6%
−7.3%
Reduced · −6K sh
43Simon Ppty Group Inc New Com
COM
$10.0M53.9K
0.6%
+3.0%
Added · +2K sh
44Axis Capital Holdings SHS
COM
$9.8M96.9K
0.6%
+0.8%
Added · +809 sh
45Walmart Inc Com
COM
$9.7M78.3K
0.5%
+10%
Added · +7K sh
46Dollar Gen Corp New Com
COM
$9.5M79.6K
0.5%
+1.6%
Added · +1K sh
47Quest Diagnostics Inc Com
COM
$9.2M46.8K
0.5%
+1.5%
Added · +693 sh
48TJX Cos Inc New Com
COM
$8.8M55.2K
0.5%
+6.0%
Added · +3K sh
49American Intl Group Inc Com Ne
COM
$8.7M116.0K
0.5%
+1.1%
Added · +1K sh
50CRH PLC ADR
ADR
$8.5M81.3K
0.5%
+0.5%
Added · +428 sh
Showing 50 of 397 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026397$1.8B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026398$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025379$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025368$1.7B13F-HR
Q1 2025Mar 31, 2025May 7, 2025361$1.5B13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025381$1.5B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024392$1.5B13F-HR
Q2 2024Jun 30, 2024Jul 30, 2024403$1.5B13F-HR
Q1 2024Mar 31, 2024May 10, 2024366$1.4B13F-HR
Q4 2023Dec 31, 2023Jan 31, 2024372$1.6B13F-HR
Q3 2023Sep 30, 2023Nov 1, 2023377$1.1B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023374$1.1B13F-HR
Q1 2023Mar 31, 2023May 1, 2023362$1.0B13F-HR
Q4 2022Dec 31, 2022Jan 31, 2023345$964.1M13F-HR
Q3 2022Sep 30, 2022Nov 10, 2022314$980.5M13F-HR
Q2 2022Jun 30, 2022Aug 12, 2022387$1.0B13F-HR
Q1 2022Mar 31, 2022May 16, 2022313$1.2B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022315$1.2B13F-HR
Q3 2021Sep 30, 2021Nov 10, 2021304$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 12, 2021300$1.1B13F-HR
Q1 2021Mar 31, 2021May 17, 2021321$1.0B13F-HR
Q4 2020Dec 31, 2020Feb 16, 2021319$940.6M13F-HR
Q3 2020Sep 30, 2020Nov 13, 2020308$807.4M13F-HR
Q2 2020Jun 30, 2020Aug 14, 2020320$815.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.