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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 39 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ALGN ALIGN TECHNOLOGY INC Healthcare 4,616.0 $779K 0.00% NEW $168.76 -5.4%
762 FLUTTER ENTMT PLC 7,618.0 $779K 0.00% NEW $102.26
763 UI UBIQUITI INC Technology 1,436.0 $767K 0.00% NEW $534.12 +3.6%
764 STRL STERLING INFRASTRUCTURE INC Industrials 913.0 $766K 0.00% NEW $838.99 -40.8%
765 H HYATT HOTELS CORP Consumer Cyclical 3,944.0 $765K 0.00% NEW $193.97 -7.2%
766 ERIE ERIE INDTY CO Financial Services 3,045.0 $730K 0.00% NEW $239.74 +12.1%
767 RUN SUNRUN INC Energy 53,289.0 $713K 0.00% NEW $13.38 -33.3%
768 EVGO EVGO INC Consumer Cyclical 365,355.0 $698K 0.00% NEW $1.91 -22.5%
769 TECH BIO-TECHNE CORP Healthcare 9,589.0 $677K 0.00% NEW $70.60 +2.5%
770 BCH BANCO DE CHILE Financial Services 16,824.0 $669K 0.00% NEW $39.76 +8.2%
771 POOL POOL CORP Industrials 3,083.0 $663K 0.00% NEW $215.05 -12.5%
772 ALLY ALLY FINL INC Financial Services 14,139.0 $650K 0.00% NEW $45.97 -7.7%
773 DOCS DOXIMITY INC Healthcare 30,934.0 $642K 0.00% NEW $20.75 +21.9%
774 SN SHARKNINJA INC Consumer Cyclical 4,158.0 $633K 0.00% NEW $152.24 +20.2%
775 BROS DUTCH BROS INC Consumer Cyclical 8,742.0 $628K 0.00% NEW $71.84 -27.7%
776 ONTO ONTO INNOVATION INC Technology 1,653.0 $626K 0.00% NEW $378.71 -25.3%
777 EMN EASTMAN CHEM CO Basic Materials 9,301.0 $623K 0.00% NEW $66.98 +8.5%
778 SJM SMUCKER J M CO Consumer Defensive 5,521.0 $621K 0.00% NEW $112.48 +11.9%
779 PAAS PAN AMERN SILVER CORP Basic Materials 13,822.0 $619K 0.00% NEW $44.78 +19.8%
780 BEN FRANKLIN RESOURCES INC Financial Services 18,556.0 $617K 0.00% NEW $33.25 +4.1%
Page 39 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%