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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 30 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MSTR STRATEGY INC Technology 38,804.0 $3.4M 0.01% NEW $86.92 +41.1%
582 AXS AXIS CAP HLDGS LTD Financial Services 31,222.0 $3.4M 0.01% NEW $107.42 -7.5%
583 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 123,664.0 $3.3M 0.01% NEW $26.85 -5.8%
584 EQT EQT CORP Energy 62,127.0 $3.3M 0.01% NEW $53.17 +1.2%
585 AFRM AFFIRM HLDGS INC Technology 40,434.0 $3.3M 0.01% NEW $81.56 -5.7%
586 SOFI SOFI TECHNOLOGIES INC Financial Services 180,172.0 $3.2M 0.01% NEW $17.93 +1.7%
587 GLPI GAMING & LEISURE P Real Estate 72,128.0 $3.2M 0.01% NEW $44.53 -1.4%
588 EFX EQUIFAX INC Industrials 20,046.0 $3.2M 0.01% NEW $158.73 +22.6%
589 AMCOR PLC 72,583.0 $3.1M 0.01% NEW $43.34
590 RDDT REDDIT INC Communication Services 18,055.0 $3.1M 0.01% NEW $173.58 -12.0%
591 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 75,831.0 $3.1M 0.01% NEW $41.03 -11.8%
592 AMRC AMERESCO INC Industrials 111,914.0 $3.1M 0.01% NEW $27.60 -24.0%
593 MLM MARTIN MARIETTA MATLS INC Basic Materials 5,346.0 $3.1M 0.01% NEW $576.69 -7.6%
594 STZ CONSTELLATION BRANDS INC Consumer Defensive 22,163.0 $3.1M 0.01% NEW $139.06 -1.1%
595 DTE DTE ENERGY CO Utilities 20,013.0 $3.0M 0.01% NEW $152.35 -11.0%
596 MEDP MEDPACE HLDGS INC Healthcare 5,697.0 $3.0M 0.01% NEW $529.58 +17.1%
597 B BARRICK MNG CORP Basic Materials 81,140.0 $3.0M 0.01% NEW $36.73 +31.1%
598 PPL PPL CORP Utilities 81,260.0 $3.0M 0.01% NEW $36.35 -3.6%
599 KRC KILROY REALTY CORP Real Estate 78,831.0 $3.0M 0.01% NEW $37.47 -1.6%
600 TYL TYLER TECHNOLOGIES INC Technology 10,089.0 $3.0M 0.01% NEW $292.50 +21.6%
Page 30 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%