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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 55 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 SXI STANDEX INTL CORP Industrials 510.0 $182K NEW $356.86 -14.1%
1082 INSTALLED BLDG PRODS INC 794.0 $182K NEW $229.22
1083 TENB TENABLE HLDGS INC Technology 4,897.0 $181K NEW $36.96 -10.3%
1084 GATX GATX CORP Industrials 1,020.0 $181K NEW $177.45 +1.0%
1085 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 17,111.0 $181K NEW $10.58 +8.7%
1086 PRIM PRIMORIS SVCS CORP Industrials 1,824.0 $181K NEW $99.23 -22.4%
1087 NEU NEWMARKET CORP Basic Materials 227.0 $180K NEW $792.95 +16.5%
1088 PSMT PRICESMART INC Consumer Defensive 921.0 $180K NEW $195.44 -10.1%
1089 RGTI RIGETTI COMPUTING INC Technology 9,309.0 $180K NEW $19.34 -17.0%
1090 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 2,126.0 $179K NEW $84.20 -9.0%
1091 CE CELANESE CORP DEL Basic Materials 3,866.0 $178K NEW $46.04 -3.0%
1092 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 1,631.0 $177K NEW $108.52 -1.1%
1093 HESM HESS MIDSTREAM LP Energy 4,700.0 $177K NEW $37.66 +6.2%
1094 LNC LINCOLN NATL CORP IND Financial Services 5,006.0 $177K NEW $35.36 +21.1%
1095 EBC EASTERN BANKSHARES INC Financial Services 7,932.0 $176K NEW $22.19 +0.9%
1096 GXO GXO LOGISTICS INCORPORATED Industrials 3,470.0 $176K NEW $50.72 -5.0%
1097 INGR INGREDION INC Consumer Defensive 1,859.0 $176K NEW $94.67 +10.8%
1098 TFX TELEFLEX INCORPORATED Healthcare 1,392.0 $176K NEW $126.44 +10.4%
1099 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,064.0 $175K NEW $164.47 -2.4%
1100 ROAD CONSTRUCTION PARTNERS INC Industrials 1,477.0 $175K NEW $118.48 -4.2%
Page 55 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%