Fund Holdings

Korea Investment CORP

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)01,345,126+1,345,1260260,573,8140.54%+260,573,814
ISHARES TR3,649,0664,015,958+366,8922,499,391,2662,623,263,9255.43%+123,872,659
EXXON MOBIL CORP3,099,3202,921,734-177,586372,972,169495,701,3901.03%+122,729,221
GE VERNOVA INC(GEV)207,522267,971+60,449135,630,154233,911,8860.48%+98,281,732
CHEVRON CORPORATION(CVX)1,342,3851,338,342-4,043204,592,898276,902,9600.57%+72,310,062
VERIZON COMMUNICATIONS INC(VZ)1,771,8342,840,924+1,069,09072,166,799142,614,3850.30%+70,447,586
JOHNSON & JOHNSON(JNJ)1,997,8281,977,874-19,954413,450,505483,471,5211.00%+70,021,016
ISHARES INC132,0003,094,035+2,962,0352,805,00071,441,2680.15%+68,636,268
VERTIV HOLDINGS CO(VRT)401,004485,289+84,28564,966,658121,603,7180.25%+56,637,060
CORNING INC(GLW)1,016,3751,070,817+54,44288,993,795145,598,9870.30%+56,605,192
ALTRIA GROUP INC(MO)927,0731,643,179+716,10653,455,029108,433,3820.22%+54,978,353
COSTCO WHOLESALE CORPORATION(COST)319,518331,124+11,606275,533,152329,941,8870.68%+54,408,735
TERADYNE INC(TER)189,786299,583+109,79736,734,97888,814,3760.18%+52,079,398
ROSS STORES INC(ROST)123,006332,075+209,06922,158,30171,937,4070.15%+49,779,106
AMGEN INC(AMGN)282,189395,932+113,74392,363,282139,308,6740.29%+46,945,392
EQUINIX INC(EQIX)67,251100,408+33,15751,525,02698,423,9380.20%+46,898,912
CATERPILLAR INC(CAT)385,428374,659-10,769220,800,138265,430,9150.55%+44,630,777
AT&T INC(T)3,220,2904,297,706+1,077,41679,992,004124,590,4970.26%+44,598,493
PEPSICO INC(PEP)1,001,0151,211,327+210,312143,665,673188,106,9700.39%+44,441,297
ISHARES TR
MSCI CHINA ETF
520,2051,330,748+810,54331,248,71474,761,4230.15%+43,512,709
HOWMET AEROSPACE INC(HWM)145,609314,942+169,33329,852,75772,581,5330.15%+42,728,776
WELLTOWER INC(WELL)640,808808,659+167,851118,940,373159,879,9710.33%+40,939,598
BARRICK MNG CORP(B)1,297,9622,393,035+1,095,07356,615,10097,484,1750.20%+40,869,075
DOW HLDGS INC(DOW)190,1791,036,992+846,8134,446,38543,190,7170.09%+38,744,332
TJX COS INC NEW(TJX)976,8151,174,618+197,803150,048,552187,586,4950.39%+37,537,943
CF INDUSTRIES HOLD(CF)314,839473,331+158,49224,349,64861,457,2970.13%+37,107,649
LAM RESEARCH CORP(LRCX)1,061,3831,023,231-38,152181,687,542218,623,5350.45%+36,935,993
LINDE PLC(LIN)356,855381,256+24,401152,159,403189,011,4750.39%+36,852,072
CANADIAN NAT RES LTD MED TER(CNQ)786,7921,304,188+517,39626,684,63363,417,4320.13%+36,732,799
SOLARIS ENERGY INFRAS INC(SEI)27,100670,514+643,4141,245,78737,890,7460.08%+36,644,959
APPLIED MATLS INC683,745620,101-63,644175,715,628211,944,3210.44%+36,228,693
COMFORT SYS USA INC(FIX)26,15643,096+16,94024,411,13359,428,9530.12%+35,017,820
WESTERN DIGITAL CORP(WDC)370,511365,410-5,10163,827,93098,839,7510.20%+35,011,821
DIAMONDBACK ENERGY INC(FANG)69,012221,538+152,52610,374,57443,818,0010.09%+33,443,427
AMERICAN EXPRESS CO(AXP)420,129621,806+201,677155,426,724188,083,8790.39%+32,657,155
LYONDELLBASELL INDUSTRIES NV
SHS - A -
71,676440,335+368,6593,103,57135,473,3880.07%+32,369,817
LUMENTUM HLDGS INC(LITE)044,392+44,392031,196,9220.06%+31,196,922
NEXTERA ENERGY INC(NEE)1,551,0901,675,152+124,062124,521,505155,588,1180.32%+31,066,613
QUANTA SVCS INC141,440164,888+23,44859,696,16690,526,8100.19%+30,830,644
AGNICO EAGLE MINES LTD(AEM)474,758550,368+75,61080,616,212111,359,2580.23%+30,743,046
CHENIERE ENERGY INC(LNG)225,595260,769+35,17443,853,41273,995,8110.15%+30,142,399
ROCKET LAB CORP(RKLB)259,678734,617+474,93918,115,13747,177,1040.10%+29,061,967
MARATHON PETE CORP(MPC)310,221322,515+12,29450,451,24178,751,7130.16%+28,300,472
WARNER BROS DISCOVERY INC(WBD)1,274,9012,348,439+1,073,53836,742,64764,488,1350.13%+27,745,488
INTEL CORP(INTC)2,981,7013,105,966+124,265110,024,767137,066,2800.28%+27,041,513
WILLIS TOWERS WATSON PLC LTD(WTW)26,063121,643+95,5808,564,30235,361,6200.07%+26,797,318
COHERENT CORP(COHR)0107,466+107,466025,599,4760.05%+25,599,476
CONOCOPHILLIPS(COP)501,416546,926+45,51046,937,55272,194,2320.15%+25,256,680
SUNCOR ENERGY INC NEW(SU)1,146,0501,149,462+3,41250,933,69875,785,1730.16%+24,851,475
VALERO ENERGY CORP(VLO)260,741271,471+10,73042,446,02767,075,0550.14%+24,629,028
HONEYWELL INTL INC(HON)503,261541,375+38,11498,181,188122,366,9910.25%+24,185,803
ISHARES TR
CORE MSCI EURO
343,655680,378+336,72324,392,63247,810,1620.10%+23,417,530
BRISTOL-MYERS SQUIBB CO(BMY)1,494,4551,703,989+209,53480,610,903103,346,9330.21%+22,736,030
KEYCORP(KEY)1,118,9172,273,334+1,154,41723,094,44745,580,3470.09%+22,485,900
FERRARI N V
COM
159,457246,538+87,08159,684,31182,093,6530.17%+22,409,342
BANK NEW YORK MELLON CORP575,595751,951+176,35666,820,82489,203,9470.18%+22,383,123
EMCOR GROUP INC(EME)42,35165,186+22,83525,909,91848,127,4760.10%+22,217,558
PHILLIPS 66(PSX)313,727340,674+26,94740,483,33262,063,9890.13%+21,580,657
TOTALENERGIES SE(TTE)1,787,5531,480,146-307,407116,705,180137,985,8740.29%+21,280,694
CARNIVAL CORP0816,228+816,228021,123,9810.04%+21,123,981
KLA CORP(KLAC)97,74994,663-3,086118,772,855139,382,7480.29%+20,609,893
AEROVIRONMENT INC0112,035+112,035020,508,0070.04%+20,508,007
FIFTH THIRD BANCORP(FITB)348,964792,358+443,39416,335,00536,812,9530.08%+20,477,948
MARRIOTT INTL INC NEW(MAR)108,072164,336+56,26433,528,25753,749,3760.11%+20,221,119
WALMART INC(WMT)3,733,4533,507,026-226,427415,943,999435,853,1910.90%+19,909,192
KINROSS GOLD CORP(KGC)1,336,6501,876,927+540,27737,698,25957,200,1760.12%+19,501,917
ALIBABA GROUP HLDG LTD(BABA)120,231291,063+170,83217,623,46036,516,7640.08%+18,893,304
DEVON ENERGY CORP NEW(DVN)675,143862,393+187,25024,730,48843,395,6160.09%+18,665,128
CASEYS GEN STORES INC(CASY)025,499+25,499018,559,7020.04%+18,559,702
BROWN & BROWN INC(BRO)150,298463,838+313,54011,978,75130,246,8760.06%+18,268,125
CADENCE DESIGN SYSTEM INC(CDNS)174,767262,318+87,55154,628,66972,890,3030.15%+18,261,634
NETFLIX INC.(NFLX)3,541,6603,640,357+98,697332,066,042350,020,3260.73%+17,954,284
CIENA CORP(CIEN)128,976123,354-5,62230,163,61747,889,7230.10%+17,726,106
NUTRIEN LTD(NTR)421,632580,683+159,05126,059,21143,694,2580.09%+17,635,047
ISHARES TR
MSCI INDIA ETF
0376,218+376,218017,622,0510.04%+17,622,051
AON PLC(AON)103,939168,112+64,17336,677,99454,263,1910.11%+17,585,197
WASTE CONNECTIONS INC(WCN)146,614266,189+119,57525,710,23143,239,7410.09%+17,529,510
BURLINGTON STORES INC(BURL)18,06069,755+51,6955,216,63122,696,8820.05%+17,480,251
3M CO(MMM)262,088407,936+145,84841,960,28959,244,5450.12%+17,284,256
CARLISLE COS INC(CSL)13,78964,723+50,9344,410,55021,592,8870.04%+17,182,337
DEERE & CO(DE)151,045155,229+4,18470,322,02187,440,4960.18%+17,118,475
ROCKET COS INC(RKT)101,5411,336,225+1,234,6841,965,83419,041,2060.04%+17,075,372
MERCK & CO INC(MRK)2,006,0371,897,151-108,886211,155,455228,208,2940.47%+17,052,839
ANALOG DEVICES INC(ADI)370,854369,152-1,702100,575,605117,442,0170.24%+16,866,412
IHS HOLDING LIMITED
ORD SHS
21,666,80221,666,8020161,634,343178,317,7800.37%+16,683,437
CHUBB LTD SWITZ
COM
327,792364,646+36,854102,310,439118,849,0710.25%+16,538,632
CENOVUS ENERGY INC(CVE)1,275,9481,439,839+163,89121,614,08938,091,6890.08%+16,477,600
AMEREN CORP(AEE)227,952347,722+119,77022,763,28738,221,6020.08%+15,458,315
MARVELL TECHNOLOGY INC(MRVL)620,975687,647+66,67252,770,45668,111,4350.14%+15,340,979
S&P GLOBAL INC(SPGI)219,342304,630+85,288114,625,936129,571,3240.27%+14,945,388
FEDEX CORP(FDX)187,589193,567+5,97854,186,95968,944,6940.14%+14,757,735
SUNBELT RENTALS HOLDINGS INC(SUNB)0234,012+234,012014,658,1020.03%+14,658,102
TEXAS PACIFIC LAND CORPORATI(TPL)28,12247,832+19,7108,077,20122,699,1540.05%+14,621,953
KROGER CO(KR)445,768586,103+140,33527,851,58542,410,4130.09%+14,558,828
LAS VEGAS SANDS CORP(LVS)37,831308,889+271,0582,462,42016,642,9390.03%+14,180,519
DIGITAL RLTY TR INC(DLR)209,919258,065+48,14632,476,56846,505,8940.10%+14,029,326
VERISK ANALYTICS INC(VRSK)30,301108,061+77,7606,778,03120,504,5750.04%+13,726,544
GALLAGHER ARTHUR J & CO(AJG)117,210203,044+85,83430,332,77643,975,2700.09%+13,642,494
IMPERIAL OIL LTD(IMO)161,032210,987+49,95513,930,45727,547,5200.06%+13,617,063
UNITED RENTALS INC(URI)23,27043,864+20,59418,832,87631,957,5560.07%+13,124,680
Page 1 of 8