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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 50 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 MP MP MATERIALS CORP Basic Materials 4,246.0 $238K 0.00% NEW $56.05 +7.3%
982 SSD SIMPSON MFG INC Industrials 1,134.0 $237K 0.00% NEW $208.99 -10.7%
983 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,180.0 $237K 0.00% NEW $45.75 +3.6%
984 JBT MAREL CORPORATION 1,625.0 $236K 0.00% NEW $145.23
985 ATR APTARGROUP INC Healthcare 1,885.0 $236K 0.00% NEW $125.20 +7.6%
986 GKOS GLAUKOS CORP Healthcare 1,689.0 $236K 0.00% NEW $139.73 +29.8%
987 CRUS CIRRUS LOGIC INC Technology 1,583.0 $235K 0.00% NEW $148.45 -24.9%
988 IDA IDACORP INC Utilities 1,544.0 $234K 0.00% NEW $151.55 -9.2%
989 MIDD MIDDLEBY CORP Industrials 1,358.0 $234K 0.00% NEW $172.31 -33.9%
990 MRCY MERCURY SYS INC Industrials 1,886.0 $231K NEW $122.48 -28.4%
991 REXR REXFORD INDL RLTY INC Real Estate 6,894.0 $231K NEW $33.51 +12.3%
992 KNSL KINSALE CAP GROUP INC Financial Services 698.0 $230K NEW $329.51 +17.7%
993 KGS KODIAK GAS SVCS INC Energy 3,062.0 $230K NEW $75.11 -21.5%
994 STAG STAG INDUSTRIAL INC Real Estate 6,043.0 $230K NEW $38.06 -2.5%
995 FPS FORGENT POWER SOLUTIONS INC Industrials 4,105.0 $229K NEW $55.79 -42.3%
996 TTEK TETRA TECH INC NEW Industrials 7,936.0 $229K NEW $28.86 +27.5%
997 PCVX VAXCYTE INC Healthcare 3,898.0 $227K NEW $58.23 +4.9%
998 LEA LEAR CORP Consumer Cyclical 1,682.0 $225K NEW $133.77 -7.6%
999 VLYPN VALLEY NATL BANCORP 15,309.0 $224K NEW $14.63
1000 IESC IES HOLDINGS INC Industrials 303.0 $223K NEW $735.97 -57.4%
Page 50 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%