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Portfolio (Quarterly) Guide ↗

KBC Group NV

· CIK 0001411133
13F Portfolio $46.3B AUM 2,533 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1845 New
Page 12 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ES EVERSOURCE ENERGY Utilities 448,434.0 $32.4M 0.07% NEW $72.27 -2.8%
222 BR BROADRIDGE FINL SOLUTIONS IN Technology 236,096.0 $32.3M 0.07% NEW $136.95 +33.0%
223 PDD PDD HOLDINGS INC Consumer Cyclical 419,678.0 $32.0M 0.07% NEW $76.28 +15.9%
224 TMUS T-MOBILE US INC Communication Services 188,964.0 $31.7M 0.07% NEW $167.73 +9.1%
225 FEDEX FGHT HLDG CO INC 206,371.0 $31.2M 0.07% NEW $151.00
226 FCX FREEPORT MCMORAN INC Basic Materials 490,453.0 $30.8M 0.07% NEW $62.89 +21.9%
227 INCY INCYTE CORP Healthcare 270,882.0 $30.7M 0.07% NEW $113.36 +12.7%
228 SBUX STARBUCKS CORP Consumer Cyclical 299,686.0 $30.6M 0.07% NEW $102.19 +4.8%
229 SNOW SNOWFLAKE INC Technology 118,043.0 $30.0M 0.07% NEW $254.50 +30.8%
230 AJG GALLAGHER ARTHUR J & CO Financial Services 128,765.0 $29.6M 0.06% NEW $229.57 +14.9%
231 LH LABCORP HOLDINGS INC Healthcare 105,543.0 $29.6M 0.06% NEW $280.00 +20.1%
232 VTR VENTAS INC Real Estate 332,337.0 $29.5M 0.06% NEW $88.80 +4.8%
233 UNP UNION PAC CORP Industrials 108,489.0 $29.5M 0.06% NEW $272.00 +13.3%
234 NEM NEWMONT CORP Basic Materials 314,154.0 $29.3M 0.06% NEW $93.40 +40.9%
235 COP CONOCOPHILLIPS Energy 278,841.0 $29.0M 0.06% NEW $103.96 +29.7%
236 URI UNITED RENTALS INC Industrials 25,105.0 $28.4M 0.06% NEW $1132.92 -3.0%
237 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 107,579.0 $28.3M 0.06% NEW $263.26 +40.0%
238 EIX EDISON INTL Utilities 377,340.0 $28.1M 0.06% NEW $74.45 -3.8%
239 CWT CALIFORNIA WTR SVC GROUP Utilities 577,247.0 $28.1M 0.06% NEW $48.65 +1.9%
240 AIG AMERICAN INTL GROUP INC Financial Services 367,538.0 $27.4M 0.06% NEW $74.53 +2.1%
Page 12 of 93  ·  1,845 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.2%
Financial Services 12.4%
Healthcare 10.7%
Industrials 8.9%
Consumer Cyclical 7.7%
Communication Services 6.2%
Consumer Defensive 3.7%
Real Estate 2.2%
Basic Materials 2.2%
Utilities 1.7%