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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 56 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 PERIMETER SOLUTIONS INC 4,871.0 $174K NEW $35.72
1102 ASB ASSOCIATED BANC-CORP Financial Services 5,633.0 $173K NEW $30.71 +0.9%
1103 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 5,812.0 $173K NEW $29.77 +3.2%
1104 IGV ISHARES TR 1,911.0 $173K NEW $90.53 +12.7%
1105 LYFT LYFT INC Technology 11,847.0 $173K NEW $14.60 +18.8%
1106 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,406.0 $173K NEW $123.04 +11.4%
1107 OZK BANK OZK LITTLE ROCK ARK Financial Services 3,298.0 $172K NEW $52.15 -5.2%
1108 UCTT ULTRA CLEAN HLDGS INC Technology 1,209.0 $172K NEW $142.27 -49.3%
1109 DSI ISHARES TR 1,199.0 $171K NEW $142.62 +2.6%
1110 COLD AMERICOLD REALTY TRUST INC Real Estate 10,808.0 $170K NEW $15.73 -2.2%
1111 POR PORTLAND GEN ELEC CO Utilities 3,273.0 $170K NEW $51.94 -3.6%
1112 SAIC SCIENCE APPLICATIONS INTL CO Technology 1,538.0 $170K NEW $110.53 +15.0%
1113 SIGI SELECTIVE INS GROUP INC Financial Services 1,750.0 $170K NEW $97.14 -4.7%
1114 CNO CNO FINL GROUP INC Financial Services 3,295.0 $168K NEW $50.99 +7.0%
1115 MGY MAGNOLIA OIL & GAS CORP Energy 6,583.0 $168K NEW $25.52 +3.9%
1116 NJR NEW JERSEY RES CORP Utilities 2,985.0 $167K NEW $55.95 -3.1%
1117 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 17,686.0 $166K NEW $9.39 +23.8%
1118 UEC URANIUM ENERGY CORP Energy 15,552.0 $166K NEW $10.67 +23.3%
1119 VCYT VERACYTE INC Healthcare 2,802.0 $165K NEW $58.89 -25.0%
1120 HRI HERC HLDGS INC Industrials 1,152.0 $165K NEW $143.23 +10.5%
Page 56 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%