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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 45 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 KMX CARMAX INC Consumer Cyclical 6,405.0 $339K 0.00% NEW $52.93 +21.3%
882 HII HUNTINGTON INGALLS INDS INC Industrials 1,211.0 $339K 0.00% NEW $279.93 +4.0%
883 GWRE GUIDEWIRE SOFTWARE INC Technology 2,719.0 $335K 0.00% NEW $123.21 +52.9%
884 TME TENCENT MUSIC ENTMT GROUP Communication Services 40,034.0 $334K 0.00% NEW $8.34 +4.8%
885 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,175.0 $333K 0.00% NEW $25.28 +2.0%
886 AAOI APPLIED OPTOELECTRONICS INC Technology 2,238.0 $332K 0.00% NEW $148.35 -23.7%
887 TKR TIMKEN CO Industrials 2,287.0 $332K 0.00% NEW $145.17 -15.7%
888 QXO QXO INC Industrials 19,182.0 $331K 0.00% NEW $17.26 -19.7%
889 COLB COLUMBIA BKG SYS INC Financial Services 10,293.0 $330K 0.00% NEW $32.06 -4.8%
890 HUT 8 CORP 2,861.0 $330K 0.00% NEW $115.34
891 AES AES CORP Utilities 22,352.0 $328K 0.00% NEW $14.67 +0.4%
892 DCI DONALDSON INC Industrials 3,644.0 $327K 0.00% NEW $89.74 +3.9%
893 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,626.0 $324K 0.00% NEW $123.38 -4.6%
894 CALM CAL MAINE FOODS INC Consumer Defensive 3,999.0 $322K 0.00% NEW $80.52 +4.5%
895 OSK OSHKOSH CORP Industrials 2,101.0 $322K 0.00% NEW $153.26 +1.3%
896 VIAV VIAVI SOLUTIONS INC Technology 6,717.0 $321K 0.00% NEW $47.79 -21.1%
897 ALGM ALLEGRO MICROSYSTEMS INC Technology 4,581.0 $319K 0.00% NEW $69.64 -46.2%
898 SOUTHSTATE BK CORP 3,146.0 $314K 0.00% NEW $99.81
899 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,770.0 $312K 0.00% NEW $112.64 +16.9%
900 HL HECLA MINING COMPANY Basic Materials 20,188.0 $312K 0.00% NEW $15.45 +35.4%
Page 45 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%