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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 15 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 175,183.0 $20.0M 0.04% NEW $114.41 -16.1%
282 DXCM DEXCOM INC Healthcare 297,375.0 $20.0M 0.04% NEW $67.35 +37.1%
283 GRC GORMAN RUPP CO Industrials 216,825.0 $19.9M 0.04% NEW $91.74 -14.9%
284 PNC PNC FINL SVCS GROUP INC Financial Services 79,759.0 $19.6M 0.04% NEW $246.22 -1.3%
285 CME CME GROUP INC Financial Services 88,252.0 $19.5M 0.04% NEW $220.83 +24.5%
286 APOS APOLLO GLOBAL MGMT INC 160,731.0 $19.0M 0.04% NEW $118.31
287 REGCO REGENCY CTRS CORP 237,537.0 $18.9M 0.04% NEW $79.74
288 RS RELIANCE INC Basic Materials 50,510.0 $18.9M 0.04% NEW $373.59 +3.8%
289 BA BOEING CO Industrials 87,162.0 $18.9M 0.04% NEW $216.47 -1.0%
290 DKS DICKS SPORTING GOODS INC Consumer Cyclical 82,734.0 $18.8M 0.04% NEW $226.81 -19.2%
291 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 152,294.0 $18.7M 0.04% NEW $123.10 +31.0%
292 LITE LUMENTUM HLDGS INC Technology 21,563.0 $18.5M 0.04% NEW $858.04 +1.0%
293 BX BLACKSTONE INC Financial Services 156,864.0 $18.5M 0.04% NEW $117.68 +21.8%
294 JBL JABIL INC Technology 47,807.0 $18.4M 0.04% NEW $385.49 -18.7%
295 COHR COHERENT CORP Technology 45,420.0 $17.9M 0.04% NEW $394.47 -26.6%
296 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 456,628.0 $17.8M 0.04% NEW $38.96 +10.2%
297 NEE NEXTERA ENERGY INC Utilities 199,384.0 $17.5M 0.04% NEW $87.77 -4.7%
298 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 8,292.0 $17.3M 0.04% NEW $2080.80 +4.9%
299 NUE NUCOR CORP Basic Materials 77,409.0 $17.2M 0.04% NEW $222.75 +9.4%
300 CNH INDL N V 1,522,333.0 $17.1M 0.04% NEW $11.23
Page 15 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%