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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 35 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BRKR BRUKER CORP Healthcare 32,557.0 $2.0M 0.00% NEW $60.17 -5.3%
682 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 199,891.0 $1.9M 0.00% NEW $9.68 -10.7%
683 ARRY ARRAY TECHNOLOGIES INC Energy 260,631.0 $1.9M 0.00% NEW $7.41 -38.3%
684 BYD BOYD GAMING CORP Consumer Cyclical 21,328.0 $1.9M 0.00% NEW $88.33 -8.3%
685 ARES ARES MANAGEMENT CORPORATION Financial Services 16,888.0 $1.9M 0.00% NEW $111.32 +25.8%
686 LNT ALLIANT ENERGY CORP Utilities 24,542.0 $1.9M 0.00% NEW $76.28 -10.3%
687 AMBA AMBARELLA INC Technology 21,795.0 $1.9M 0.00% NEW $85.80 -18.4%
688 EVEREST GROUP LTD 5,206.0 $1.9M 0.00% NEW $357.28
689 ATHM AUTOHOME INC Communication Services 97,550.0 $1.9M 0.00% NEW $19.03 +14.8%
690 TTC TORO CO Industrials 18,604.0 $1.8M 0.00% NEW $97.40 +2.1%
691 BIDU BAIDU INC Communication Services 15,848.0 $1.8M 0.00% NEW $114.27 -19.3%
692 MAN MANPOWERGROUP INC WIS Industrials 53,609.0 $1.8M 0.00% NEW $33.76 +81.8%
693 WY WEYERHAEUSER CO Real Estate 73,707.0 $1.8M 0.00% NEW $23.95 +1.9%
694 AMRIZE LTD 33,064.0 $1.8M 0.00% NEW $53.29
695 TTD THE TRADE DESK INC Technology 95,364.0 $1.7M 0.00% NEW $18.08 -26.6%
696 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 97,240.0 $1.7M 0.00% NEW $17.35 -4.3%
697 MANH MANHATTAN ASSOCIATES INC Technology 12,101.0 $1.7M 0.00% NEW $139.24 +53.1%
698 SBS COMPANHIA DE SANEAMENTO BASI Utilities 270,437.0 $1.6M 0.00% NEW $5.78 -19.9%
699 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 49,835.0 $1.5M 0.00% NEW $31.02 -9.4%
700 QFIN QFIN HOLDINGS INC Financial Services 97,361.0 $1.5M 0.00% NEW $15.81 -30.5%
Page 35 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%