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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 40 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 RBC RBC BEARINGS INC Industrials 939.0 $605K 0.00% NEW $644.30 -23.0%
782 AIZ ASSURANT INC Financial Services 2,233.0 $600K 0.00% NEW $268.70 +7.1%
783 PINNACLE FINL PARTNERS INC 5,884.0 $594K 0.00% NEW $100.95
784 TTMI TTM TECHNOLOGIES INC Technology 3,157.0 $590K 0.00% NEW $186.89 -42.7%
785 FTRE FORTREA HLDGS INC Healthcare 33,262.0 $579K 0.00% NEW $17.41 +5.2%
786 GNRC GENERAC HLDGS INC Industrials 1,915.0 $561K 0.00% NEW $292.95 -30.5%
787 XPEV XPENG INC Consumer Cyclical 41,955.0 $555K 0.00% NEW $13.23 -15.7%
788 ITT ITT INC Industrials 2,756.0 $545K 0.00% NEW $197.75 +3.6%
789 ROKU ROKU INC Communication Services 3,943.0 $545K 0.00% NEW $138.22 +14.4%
790 WING WINGSTOP INC Consumer Cyclical 3,120.0 $541K 0.00% NEW $173.40 -32.6%
791 NTNX NUTANIX INC Technology 10,568.0 $539K 0.00% NEW $51.00 +30.7%
792 AXSM AXSOME THERAPEUTICS INC. Healthcare 2,167.0 $530K 0.00% NEW $244.58 -16.0%
793 WCC WESCO INTL INC Industrials 1,535.0 $530K 0.00% NEW $345.28 -2.4%
794 RGLD ROYAL GOLD INC Basic Materials 2,608.0 $521K 0.00% NEW $199.77 +32.0%
795 BSAC BANCO SANTANDER CHILE NEW Financial Services 15,722.0 $518K 0.00% NEW $32.95 +9.6%
796 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4,634.0 $518K 0.00% NEW $111.78 -5.4%
797 VSNT VERSANT MEDIA GROUP INC Industrials 14,387.0 $518K 0.00% NEW $36.00 +9.2%
798 LENZ LENZ THERAPEUTICS INC Healthcare 90,425.0 $514K 0.00% NEW $5.68 -19.3%
799 ERII ENERGY RECOVERY INC Industrials 56,597.0 $511K 0.00% NEW $9.03 -13.6%
800 ALB ALBEMARLE CORP Basic Materials 3,710.0 $501K 0.00% NEW $135.04 +4.8%
Page 40 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%