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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 64 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 BOX BOX INC Technology 4,868.0 $129K NEW $26.50 +25.7%
1262 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 4,335.0 $129K NEW $29.76 +17.7%
1263 GNW GENWORTH FINL INC Financial Services 13,606.0 $129K NEW $9.48 +3.8%
1264 PBF PBF ENERGY INC Energy 2,844.0 $129K NEW $45.36 +50.2%
1265 PLMR PALOMAR HLDGS INC Financial Services 1,017.0 $129K NEW $126.84 +3.2%
1266 YETI YETI HLDGS INC Consumer Cyclical 2,612.0 $129K NEW $49.39 -12.2%
1267 VVV VALVOLINE INC Energy 3,234.0 $128K NEW $39.58 -16.6%
1268 KINIKSA PHARMACEUTICALS INTL 1,994.0 $128K NEW $64.19
1269 CVBF CVB FINL CORP Financial Services 5,684.0 $128K NEW $22.52 -0.8%
1270 KMT KENNAMETAL INC Industrials 3,664.0 $128K NEW $34.93 -17.1%
1271 DRS LEONARDO DRS INC Industrials 3,003.0 $128K NEW $42.62 -9.2%
1272 BHE BENCHMARK ELECTRS INC Technology 1,292.0 $127K NEW $98.30 -27.4%
1273 DNLI DENALI THERAPEUTICS INC Healthcare 4,943.0 $127K NEW $25.69 -2.5%
1274 KAI KADANT INC Industrials 405.0 $127K NEW $313.58 -3.0%
1275 RNST RENASANT CORP Financial Services 2,991.0 $127K NEW $42.46 -3.4%
1276 SEI SOLARIS ENERGY INFRAS INC Energy 1,582.0 $127K NEW $80.28 -33.5%
1277 BKD BROOKDALE SR LIVING INC Healthcare 7,824.0 $126K NEW $16.10 -23.8%
1278 CUBI CUSTOMERS BANCORP INC Financial Services 1,595.0 $126K NEW $79.00 -0.8%
1279 DAN DANA INC Consumer Cyclical 4,620.0 $126K NEW $27.27 +10.3%
1280 HLNE HAMILTON LANE INC Financial Services 1,596.0 $126K NEW $78.95 +33.5%
Page 64 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%