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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 19 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DG DOLLAR GEN CORP Consumer Defensive 92,630.0 $10.7M 0.02% NEW $115.11 +7.2%
362 DOW DOW HLDGS INC Basic Materials 388,805.0 $10.6M 0.02% NEW $27.36 +18.2%
363 KDP KEURIG DR PEPPER INC Consumer Defensive 323,982.0 $10.6M 0.02% NEW $32.73 -2.1%
364 MO ALTRIA GROUP INC Consumer Defensive 146,088.0 $10.5M 0.02% NEW $71.95 -8.1%
365 THC TENET HEALTHCARE CORP Healthcare 55,837.0 $10.4M 0.02% NEW $187.08 +50.1%
366 VTRS VIATRIS INC Healthcare 656,354.0 $10.4M 0.02% NEW $15.88 +2.8%
367 AFL AFLAC INC Financial Services 86,180.0 $10.1M 0.02% NEW $117.25 -1.0%
368 EXC EXELON CORP Utilities 211,917.0 $9.9M 0.02% NEW $46.62 -6.1%
369 LSCC LATTICE SEMICONDUCTOR CORP Technology 64,035.0 $9.8M 0.02% NEW $152.96 -23.1%
370 BLDR BUILDERS FIRSTSOURCE INC Industrials 109,292.0 $9.8M 0.02% NEW $89.48 -21.5%
371 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 32,952.0 $9.7M 0.02% NEW $293.15 +4.1%
372 DOCN DIGITALOCEAN HLDGS INC Technology 61,444.0 $9.6M 0.02% NEW $157.04 -26.4%
373 ILMN ILLUMINA INC Healthcare 54,388.0 $9.6M 0.02% NEW $175.83 +24.8%
374 MMM 3M CO Industrials 58,709.0 $9.5M 0.02% NEW $161.92 +10.5%
375 SYY SYSCO CORP Consumer Defensive 110,991.0 $9.3M 0.02% NEW $83.57 +0.6%
376 RALLIANT CORP 125,583.0 $9.2M 0.02% NEW $73.63
377 HUBB HUBBELL INC Industrials 17,584.0 $9.2M 0.02% NEW $523.20 -10.2%
378 CDE COEUR MNG INC Basic Materials 562,472.0 $9.2M 0.02% NEW $16.32 +28.5%
379 WMB WILLIAMS COS INC Energy 121,910.0 $9.1M 0.02% NEW $74.33 -5.2%
380 USFD US FOODS HLDG CORP Consumer Defensive 88,584.0 $9.1M 0.02% NEW $102.25 +7.2%
Page 19 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%