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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 63 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 1,738.0 $134K NEW $77.10 -3.6%
1242 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 2,560.0 $134K NEW $52.34 -0.3%
1243 LRN STRIDE INC Consumer Defensive 1,557.0 $134K NEW $86.06 -0.8%
1244 BGC BGC GROUP INC Financial Services 12,406.0 $133K NEW $10.72 +11.1%
1245 GTLB GITLAB INC Technology 4,345.0 $133K NEW $30.61 +34.2%
1246 LPX LOUISIANA PAC CORP Basic Materials 1,694.0 $133K NEW $78.51 -7.8%
1247 CSW INDUSTRIALS INC 479.0 $133K NEW $277.66
1248 SMR NUSCALE PWR CORP Utilities 13,174.0 $132K NEW $10.02 -0.8%
1249 PRK PARK NATL CORP Financial Services 719.0 $132K NEW $183.59 +9.4%
1250 MARA MARA HOLDINGS INC Financial Services 9,418.0 $131K NEW $13.91 -12.8%
1251 SBRA SABRA HEALTH CARE REIT INC Real Estate 6,713.0 $131K NEW $19.51 +6.4%
1252 SNAP SNAP INC Communication Services 29,562.0 $131K NEW $4.43 +29.5%
1253 URBN URBAN OUTFITTERS INC Consumer Cyclical 1,847.0 $131K NEW $70.93 +6.9%
1254 TXNM ENERGY INC 2,300.0 $131K NEW $56.96
1255 BRC BRADY CORP Industrials 1,421.0 $130K NEW $91.48 +1.7%
1256 IPGP IPG PHOTONICS CORP Technology 1,105.0 $130K NEW $117.65 -39.4%
1257 KTB KONTOOR BRANDS INC Consumer Cyclical 1,556.0 $130K NEW $83.55 -4.6%
1258 RDNT RADNET INC Healthcare 2,101.0 $130K NEW $61.88 +23.0%
1259 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 2,076.0 $129K NEW $62.14 -29.8%
1260 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 2,527.0 $129K NEW $51.05 -3.0%
Page 63 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%