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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 77 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 TCBK TRICO BANCSHARES Financial Services 1,532.0 $82K NEW $53.52 +1.9%
1522 ANIP ANI PHARMACEUTICALS INC Healthcare 978.0 $81K NEW $82.82 -10.4%
1523 GRAL GRAIL INC Healthcare 1,182.0 $81K NEW $68.53 +11.8%
1524 IIPR INNOVATIVE INDL PPTYS INC Real Estate 1,301.0 $81K NEW $62.26 -8.8%
1525 NKTR NEKTAR THERAPEUTICS Healthcare 1,167.0 $81K NEW $69.41 +6.2%
1526 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 925.0 $81K NEW $87.57 -14.1%
1527 SEZL SEZZLE INC Financial Services 474.0 $81K NEW $170.89 -31.0%
1528 FSLY FASTLY INC Technology 4,385.0 $80K NEW $18.24 +25.7%
1529 HUBG HUB GROUP INC Industrials 1,830.0 $80K NEW $43.72 -8.0%
1530 LTC LTC PPTYS INC Real Estate 2,091.0 $80K NEW $38.26 +5.6%
1531 RH RH Consumer Cyclical 486.0 $80K NEW $164.61 -12.9%
1532 TPB TURNING PT BRANDS INC Consumer Defensive 948.0 $80K NEW $84.39 -1.1%
1533 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 2,686.0 $79K NEW $29.41 -2.4%
1534 NWBI NORTHWEST BANCSHARES INC Financial Services 5,227.0 $79K NEW $15.11 +1.7%
1535 AEHR AEHR TEST SYS Technology 812.0 $78K NEW $96.06 +0.4%
1536 AMR ALPHA METALLURGICAL RESOUR I Energy 473.0 $78K NEW $164.90 +27.3%
1537 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 2,258.0 $78K NEW $34.54 +24.4%
1538 CALX CALIX INC Technology 2,090.0 $78K NEW $37.32 +6.6%
1539 FRSH FRESHWORKS INC Technology 7,730.0 $78K NEW $10.09 +30.7%
1540 HCI HCI GROUP INC Financial Services 445.0 $78K NEW $175.28 +5.7%
Page 77 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%