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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 65 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 CLSK CLEANSPARK INC Technology 8,574.0 $125K NEW $14.58 -18.2%
1282 FFBC 1ST FINL BANCORP Financial Services 3,693.0 $125K NEW $33.85 -2.7%
1283 LAZ LAZARD INC Financial Services 2,989.0 $125K NEW $41.82 +5.4%
1284 PCOR PROCORE TECHNOLOGIES INC Technology 3,085.0 $125K NEW $40.52 +53.2%
1285 KN KNOWLES CORP Technology 2,988.0 $124K NEW $41.50 -21.4%
1286 UPST UPSTART HLDGS INC Financial Services 3,510.0 $124K NEW $35.33 -15.4%
1287 TPC TUTOR PERINI CORP Industrials 1,484.0 $123K NEW $82.88 +6.6%
1288 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,367.0 $123K NEW $89.98 +24.9%
1289 GFF GRIFFON CORP Industrials 1,265.0 $123K NEW $97.23 +4.3%
1290 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 2,689.0 $123K NEW $45.74 +23.3%
1291 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 26,598.0 $123K NEW $4.62 -25.8%
1292 BEAM BEAM THERAPEUTICS INC Healthcare 3,569.0 $122K NEW $34.18 -17.1%
1293 DORM DORMAN PRODS INC Consumer Cyclical 894.0 $122K NEW $136.47 -3.9%
1294 GHC GRAHAM HLDGS CO Consumer Defensive 107.0 $122K NEW $1140.19 +3.1%
1295 ICUI ICU MED INC Healthcare 829.0 $122K NEW $147.17 +24.0%
1296 KBR KBR INC Industrials 3,528.0 $122K NEW $34.58 +9.0%
1297 TTAN SERVICETITAN INC Technology 1,730.0 $122K NEW $70.52 +35.6%
1298 SFNC SIMMONS FIRST NATL CORP Financial Services 5,380.0 $122K NEW $22.68 +1.3%
1299 LIFE360 INC 2,211.0 $122K NEW $55.18
1300 LIBERTY GLOBAL LTD 10,972.0 $121K NEW $11.03
Page 65 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%