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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 68 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 THE BALDWIN INSURANCE GRP IN 4,246.0 $113K NEW $26.61
1342 CXW CORECIVIC INC Real Estate 3,718.0 $113K NEW $30.39 +11.3%
1343 SRRK SCHOLAR ROCK HLDG CORP Healthcare 2,055.0 $113K NEW $54.99 +5.8%
1344 SBCF SEACOAST BKG CORP FLA Financial Services 3,410.0 $113K NEW $33.14 +3.6%
1345 AXTI AXT INC Technology 1,551.0 $112K NEW $72.21 -9.4%
1346 AMTM AMENTUM HOLDINGS INC Industrials 5,431.0 $112K NEW $20.62 -2.7%
1347 APLE APPLE HOSPITALITY REIT INC Real Estate 6,685.0 $112K NEW $16.75 -1.0%
1348 BLBD BLUE BIRD CORP Consumer Cyclical 1,420.0 $112K NEW $78.87 -25.3%
1349 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 1,668.0 $112K NEW $67.15 -6.1%
1350 HIW HIGHWOODS PPTYS INC Real Estate 3,718.0 $112K NEW $30.12 +5.5%
1351 STBA S & T BANCORP INC Financial Services 2,277.0 $112K NEW $49.19 +2.2%
1352 SHC SOTERA HEALTH CO Healthcare 6,295.0 $112K NEW $17.79 +7.7%
1353 TDC TERADATA CORP DEL Technology 3,219.0 $112K NEW $34.79 -20.9%
1354 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 6,417.0 $111K NEW $17.30 +2.8%
1355 ATKR ATKORE INC Industrials 1,464.0 $111K NEW $75.82 +23.3%
1356 CECO CECO ENVIRONMENTAL CORP Industrials 1,224.0 $111K NEW $90.69 -21.4%
1357 BUSE FIRST BUSEY CORP Financial Services 3,757.0 $111K NEW $29.54 +2.5%
1358 AAL AMERICAN AIRLINES GROUP INC Industrials 6,075.0 $110K NEW $18.11 -24.7%
1359 BANF BANCFIRST CORP Financial Services 991.0 $110K NEW $111.00 +1.4%
1360 BCC BOISE CASCADE CO DEL Basic Materials 1,412.0 $110K NEW $77.90 +5.6%
Page 68 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%