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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 27 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 OKLO OKLO INC Utilities 84,998.0 $4.4M 0.01% NEW $52.33 -23.2%
522 RJF RAYMOND JAMES FINL INC Financial Services 29,200.0 $4.4M 0.01% NEW $152.02 +16.0%
523 XP XP INC Financial Services 271,094.0 $4.4M 0.01% NEW $16.26 +5.7%
524 CMC COMMERCIAL METALS CO Basic Materials 70,114.0 $4.4M 0.01% NEW $62.75 +3.2%
525 LIBERTY LIVE HOLDINGS INC 41,541.0 $4.4M 0.01% NEW $105.63
526 TCOM TRIP COM GROUP LTD Consumer Cyclical 109,579.0 $4.4M 0.01% NEW $39.84 +15.1%
527 ENTG ENTEGRIS INC Technology 24,193.0 $4.4M 0.01% NEW $179.85 -22.7%
528 PSTG EVERPURE INC 54,942.0 $4.3M 0.01% NEW $78.79
529 VSEC VSE CORP Industrials 18,750.0 $4.3M 0.01% NEW $228.48 -6.5%
530 ABM ABM INDS INC Industrials 96,795.0 $4.3M 0.01% NEW $44.24 +6.0%
531 LII LENNOX INTL INC Industrials 7,400.0 $4.2M 0.01% NEW $572.97 -30.6%
532 STE STERIS PLC Healthcare 19,992.0 $4.2M 0.01% NEW $210.58 +12.2%
533 SCI SERVICE CORP INTL Consumer Cyclical 55,237.0 $4.2M 0.01% NEW $75.96 +11.2%
534 CPRT COPART INC Industrials 148,504.0 $4.2M 0.01% NEW $28.19 +18.2%
535 GRAB GRAB HOLDINGS LIMITED Technology 1,109,134.0 $4.2M 0.01% NEW $3.77 -8.1%
536 CSL CARLISLE COS INC Industrials 11,504.0 $4.2M 0.01% NEW $362.74 +0.4%
537 PHM PULTE GROUP INC Consumer Cyclical 30,082.0 $4.1M 0.01% NEW $137.19 -5.2%
538 ZTO ZTO EXPRESS CAYMAN INC Industrials 181,823.0 $4.1M 0.01% NEW $22.38 -5.4%
539 WEC WEC ENERGY GROUP INC Utilities 34,792.0 $4.1M 0.01% NEW $116.78 -7.9%
540 IONS IONIS PHARMACEUTICALS INC Healthcare 51,127.0 $4.1M 0.01% NEW $79.29 -22.6%
Page 27 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%