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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 62 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MADISON SQUARE GARDEN ENTMT 1,688.0 $137K NEW $81.16
1222 KALU KAISER ALUMINIUM CORPORATION Basic Materials 699.0 $137K NEW $195.99 -21.5%
1223 MUR MURPHY OIL CORP Energy 4,197.0 $137K NEW $32.64 +6.1%
1224 CATY CATHAY GEN BANCORP Financial Services 2,191.0 $136K NEW $62.07 -0.3%
1225 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 1,704.0 $136K NEW $79.81 +42.2%
1226 CACC CREDIT ACCEP CORP MICH Financial Services 214.0 $136K NEW $635.51 -4.9%
1227 FFIN FIRST FINL BANKSHARES INC Financial Services 3,927.0 $136K NEW $34.63 -2.7%
1228 MKTX MARKETAXESS HLDGS INC Financial Services 1,194.0 $136K NEW $113.90 +42.7%
1229 RLI RLI CORP Financial Services 2,308.0 $136K NEW $58.93 +10.1%
1230 WHD CACTUS INC Energy 2,632.0 $135K NEW $51.29 +31.0%
1231 FBP FIRST BANCORP CORPORATION Financial Services 5,170.0 $135K NEW $26.11 +7.2%
1232 LMND LEMONADE INC Financial Services 2,070.0 $135K NEW $65.22 -16.6%
1233 MAT MATTEL INC Consumer Cyclical 9,701.0 $135K NEW $13.92 +9.7%
1234 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 3,844.0 $135K NEW $35.12 -0.0%
1235 MTN VAIL RESORTS INC Consumer Cyclical 982.0 $134K NEW $136.46 +8.3%
1236 GSAT GLOBALSTAR INC Communication Services 1,651.0 $134K NEW $81.16 +1.1%
1237 IDYA IDEAYA BIOSCIENCES INC Healthcare 3,608.0 $134K NEW $37.14 +14.4%
1238 IMVT IMMUNOVANT INC Healthcare 3,490.0 $134K NEW $38.40 +13.3%
1239 NSIT INSIGHT ENTERPRISES INC Technology 1,101.0 $134K NEW $121.71 +23.8%
1240 NTCT NETSCOUT SYS INC Technology 3,077.0 $134K NEW $43.55 -12.6%
Page 62 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%