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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 34 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CMS CMS ENERGY CORP Utilities 30,336.0 $2.3M 0.01% NEW $76.51 -10.6%
662 BUNGE GLOBAL SA 21,724.0 $2.3M 0.01% NEW $106.75
663 ACI ALBERTSONS COMPANIES INC Consumer Defensive 170,772.0 $2.3M 0.01% NEW $13.53 -6.8%
664 ELAN ELANCO ANIMAL HEALTH INC Healthcare 91,785.0 $2.3M 0.01% NEW $24.61 -0.8%
665 TSN TYSON FOODS INC Consumer Defensive 39,390.0 $2.3M 0.01% NEW $57.25 +1.1%
666 AN AUTONATION INC Consumer Cyclical 12,073.0 $2.2M 0.01% NEW $185.79 +5.0%
667 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 293,327.0 $2.2M 0.01% NEW $7.63 -15.9%
668 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 28,109.0 $2.2M 0.01% NEW $79.23 +8.3%
669 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,931.0 $2.2M 0.01% NEW $437.64 -14.7%
670 BCO BRINKS CO Industrials 22,771.0 $2.2M 0.01% NEW $94.51 +19.3%
671 INFY INFOSYS LTD Technology 203,778.0 $2.1M 0.01% NEW $10.49 +12.7%
672 IVZ INVESCO LTD Financial Services 80,858.0 $2.1M 0.01% NEW $26.39 +23.0%
673 EXPAND ENERGY CORPORATION 23,218.0 $2.1M 0.01% NEW $91.18
674 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 62,171.0 $2.1M 0.01% NEW $33.87 +9.0%
675 NI NISOURCE INC Utilities 43,827.0 $2.1M 0.01% NEW $47.55 -14.1%
676 AMKR AMKOR TECHNOLOGY INC Technology 23,827.0 $2.1M 0.00% NEW $86.25 -44.5%
677 LULU LULULEMON ATHLETICA INC Consumer Cyclical 17,977.0 $2.1M 0.00% NEW $114.20 +7.5%
678 MKC MCCORMICK & CO INC Consumer Defensive 40,726.0 $2.1M 0.00% NEW $50.41 +11.5%
679 IREN IREN LIMITED Financial Services 44,744.0 $2.0M 0.00% NEW $45.73 -12.9%
680 PGEN PRECIGEN INC Healthcare 345,805.0 $2.0M 0.00% NEW $5.70 +25.8%
Page 34 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%