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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 38 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 WLK WESTLAKE CORPORATION Basic Materials 12,878.0 $940K 0.00% NEW $72.99 +4.8%
742 RVTY REVVITY INC Healthcare 8,401.0 $935K 0.00% NEW $111.30 +10.5%
743 CPT CAMDEN PPTY TR Real Estate 8,139.0 $932K 0.00% NEW $114.51 -4.7%
744 BTBT BIT DIGITAL INC Financial Services 513,061.0 $924K 0.00% NEW $1.80 -16.2%
745 SWK STANLEY BLACK & DECKER INC Industrials 9,810.0 $923K 0.00% NEW $94.09 +4.7%
746 SKY CHAMPION HOMES INC Consumer Cyclical 10,464.0 $922K 0.00% NEW $88.11 +3.9%
747 CVSA COVISTA INC Consumer Cyclical 7,246.0 $903K 0.00% NEW $124.62 +6.5%
748 HRL HORMEL FOODS CORP Consumer Defensive 35,912.0 $891K 0.00% NEW $24.81 -2.9%
749 SSTK SHUTTERSTOCK INC Communication Services 62,371.0 $870K 0.00% NEW $13.95 -61.6%
750 CSTL CASTLE BIOSCIENCES INC Healthcare 36,042.0 $860K 0.00% NEW $23.86 +40.3%
751 MOH MOLINA HEALTHCARE INC Healthcare 3,760.0 $860K 0.00% NEW $228.72 -13.2%
752 ATI ATI INC Industrials 4,340.0 $855K 0.00% NEW $197.00 +6.5%
753 CRCL CIRCLE INTERNET GROUP INC Financial Services 13,412.0 $840K 0.00% NEW $62.63 +40.1%
754 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 77,139.0 $837K 0.00% NEW $10.85 -20.2%
755 PRDO PERDOCEO ED CORP Consumer Defensive 26,072.0 $834K 0.00% NEW $31.99 +3.2%
756 CRTO CRITEO S A Communication Services 45,000.0 $823K 0.00% NEW $18.29 -6.6%
757 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,338.0 $822K 0.00% NEW $614.35 -5.2%
758 WWD WOODWARD INC Industrials 1,923.0 $818K 0.00% NEW $425.38 -21.7%
759 MRNA MODERNA INC Healthcare 11,517.0 $807K 0.00% NEW $70.07 +98.2%
760 LINC LINCOLN EDL SVCS CORP Consumer Defensive 15,748.0 $786K 0.00% NEW $49.91 -50.3%
Page 38 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%