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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 20 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 J JACOBS SOLUTIONS INC Industrials 71,891.0 $9.1M 0.02% NEW $126.00 +19.1%
382 FITB FIFTH THIRD BANCORP Financial Services 160,093.0 $9.0M 0.02% NEW $56.37 -2.8%
383 ROL ROLLINS INC Consumer Cyclical 216,214.0 $9.0M 0.02% NEW $41.74 -11.6%
384 VMI VALMONT INDS INC Industrials 15,562.0 $9.0M 0.02% NEW $577.62 -15.9%
385 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 117,184.0 $9.0M 0.02% NEW $76.40 +5.1%
386 HSY HERSHEY CO Consumer Defensive 51,011.0 $8.9M 0.02% NEW $175.45 +6.3%
387 DUK DUKE ENERGY CORP NEW Utilities 70,498.0 $8.9M 0.02% NEW $126.59 -5.3%
388 AXON AXON ENTERPRISE INC Industrials 15,572.0 $8.7M 0.02% NEW $560.62 +12.0%
389 HDB HDFC BANK LTD Financial Services 336,299.0 $8.7M 0.02% NEW $25.83 -8.6%
390 WAT WATERS CORP Healthcare 23,034.0 $8.6M 0.02% NEW $375.05 +9.5%
391 AYI ACUITY INC Industrials 22,837.0 $8.6M 0.02% NEW $376.67 -8.9%
392 YUM YUM BRANDS INC Consumer Cyclical 53,792.0 $8.6M 0.02% NEW $159.86 -4.3%
393 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 66,758.0 $8.6M 0.02% NEW $128.55 -0.0%
394 GPC GENUINE PARTS CO Consumer Cyclical 71,688.0 $8.5M 0.02% NEW $117.98 +13.5%
395 DAL DELTA AIR LINES INC Industrials 89,919.0 $8.4M 0.02% NEW $93.66 -12.0%
396 CCI CROWN CASTLE INC Real Estate 110,779.0 $8.4M 0.02% NEW $75.73 -0.3%
397 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 630,031.0 $8.4M 0.02% NEW $13.26 +9.6%
398 CRS CARPENTER TECHNOLOGY CORP Industrials 13,502.0 $8.3M 0.02% NEW $616.87 -20.2%
399 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 21,789.0 $8.3M 0.02% NEW $380.38 -29.9%
400 PAYX PAYCHEX INC Industrials 84,040.0 $8.3M 0.02% NEW $98.33 +26.6%
Page 20 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%