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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 74 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 RDW REDWIRE CORPORATION Industrials 7,671.0 $94K NEW $12.25 -7.1%
1462 TRN TRINITY INDS INC Industrials 2,704.0 $94K NEW $34.76 -14.6%
1463 WERN WERNER ENTERPRISES INC Industrials 2,122.0 $93K NEW $43.83 -14.0%
1464 APPF APPFOLIO INC Technology 579.0 $93K NEW $160.62 +40.1%
1465 NGVT INGEVITY CORP Basic Materials 1,248.0 $93K NEW $74.52 -7.7%
1466 PRVA PRIVIA HEALTH GROUP INC Healthcare 3,597.0 $93K NEW $25.85 -18.7%
1467 ACAD ACADIA PHARMACEUTICALS INC Healthcare 3,619.0 $92K NEW $25.42 +16.6%
1468 ELVN ENLIVEN THERAPEUTICS INC Healthcare 1,805.0 $92K NEW $50.97 +20.0%
1469 ERAS ERASCA INC Healthcare 4,996.0 $92K NEW $18.41 -4.4%
1470 IVT INVENTRUST PPTYS CORP Real Estate 2,598.0 $92K NEW $35.41 -7.3%
1471 KRMN KARMAN HLDGS INC Industrials 1,844.0 $92K NEW $49.89 +3.0%
1472 NATL NCR ATLEOS CORPORATION Technology 2,121.0 $92K NEW $43.38 +7.2%
1473 PGNY PROGYNY INC Healthcare 3,194.0 $92K NEW $28.80 -11.6%
1474 SMG SCOTTS MIRACLE-GRO CO Basic Materials 1,347.0 $92K NEW $68.30 -11.1%
1475 AGYS AGILYSYS INC Technology 873.0 $91K NEW $104.24 +9.2%
1476 CURB CURBLINE PPTYS CORP Real Estate 3,000.0 $91K NEW $30.33 -1.8%
1477 LUNR INTUITIVE MACHINES INC Industrials 4,247.0 $91K NEW $21.43 -22.2%
1478 MCY MERCURY GENL CORP NEW Financial Services 857.0 $91K NEW $106.18 +0.1%
1479 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 2,136.0 $91K NEW $42.60 -48.3%
1480 UNFI UNITED NAT FOODS INC Consumer Defensive 1,973.0 $90K NEW $45.62 +6.4%
Page 74 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%