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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 46 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 WTRG ESSENTIAL UTILS INC Utilities 8,119.0 $311K 0.00% NEW $38.31 +6.4%
902 CACI CACI INTL INC Technology 670.0 $310K 0.00% NEW $462.69 +32.7%
903 HAS HASBRO INC Consumer Cyclical 3,751.0 $310K 0.00% NEW $82.64 +17.2%
904 HALO HALOZYME THERAPEUTICS INC Healthcare 3,945.0 $309K 0.00% NEW $78.33 +39.0%
905 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,773.0 $308K 0.00% NEW $81.63 +8.1%
906 EGP EASTGROUP PPTYS INC Real Estate 1,508.0 $305K 0.00% NEW $202.25 -0.1%
907 ORI OLD REP INTL CORP Financial Services 7,464.0 $305K 0.00% NEW $40.86 +2.9%
908 VSAT VIASAT INC Technology 3,398.0 $305K 0.00% NEW $89.76 -18.8%
909 ONB OLD NATL BANCORP IND Financial Services 11,734.0 $304K 0.00% NEW $25.91 -1.2%
910 CFR CULLEN FROST BANKERS INC Financial Services 1,955.0 $302K 0.00% NEW $154.48 +5.7%
911 WULF TERAWULF INC Financial Services 12,180.0 $301K 0.00% NEW $24.71 -34.1%
912 W WAYFAIR INC Consumer Cyclical 3,243.0 $300K 0.00% NEW $92.51 +12.0%
913 CYTK CYTOKINETICS INC Healthcare 3,470.0 $296K 0.00% NEW $85.30 -9.0%
914 AAON AAON INC Industrials 2,323.0 $295K 0.00% NEW $126.99 -40.5%
915 AMG AFFILIATED MANAGERS GROUP Financial Services 873.0 $295K 0.00% NEW $337.92 +8.6%
916 CTRE CARETRUST REIT INC Real Estate 7,317.0 $295K 0.00% NEW $40.32 -0.7%
917 YMM FULL TRUCK ALLIANCE CO LTD Technology 36,302.0 $295K 0.00% NEW $8.13 +6.8%
918 TKC TURKCELL ILETISIM Communication Services 50,144.0 $295K 0.00% NEW $5.88 -8.0%
919 TGTX TG THERAPEUTICS INC Healthcare 5,335.0 $293K 0.00% NEW $54.92 +0.4%
920 MUSA MURPHY USA INC Consumer Cyclical 544.0 $293K 0.00% NEW $538.60 +1.5%
Page 46 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%