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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 75 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 IMMUNITYBIO INC 10,307.0 $90K NEW $8.73
1482 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 2,411.0 $90K NEW $37.33 +8.2%
1483 OFG OFG BANCORP Financial Services 1,834.0 $90K NEW $49.07 +6.4%
1484 PEGA PEGASYSTEMS INC Technology 2,990.0 $90K NEW $30.10 +11.5%
1485 CALY CALLAWAY GOLF CO Consumer Cyclical 4,744.0 $89K NEW $18.76 -15.3%
1486 LEU CENTRUS ENERGY CORP Energy 527.0 $89K NEW $168.88 +10.3%
1487 RNG RINGCENTRAL INC Technology 2,279.0 $89K NEW $39.05 +71.6%
1488 KNTK KINETIK HOLDINGS INC Energy 1,825.0 $88K NEW $48.22 +13.0%
1489 SHOO MADDEN STEVEN LTD Consumer Cyclical 2,081.0 $88K NEW $42.29 +9.0%
1490 HNGE HINGE HEALTH INC Healthcare 1,053.0 $87K NEW $82.62 +7.0%
1491 NTST NETSTREIT CORP Real Estate 4,138.0 $87K NEW $21.02 -3.2%
1492 PENN PENN ENTERTAINMENT INC Consumer Cyclical 4,051.0 $87K NEW $21.48 -13.2%
1493 CXT CRANE NXT CO Industrials 1,673.0 $86K NEW $51.40 -2.3%
1494 NMRK NEWMARK GROUP INC Real Estate 5,707.0 $86K NEW $15.07 +7.6%
1495 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 5,854.0 $86K NEW $14.69 +5.2%
1496 PATHWARD FINANCIAL INC 984.0 $86K NEW $87.40
1497 UE URBAN EDGE PPTYS Real Estate 3,736.0 $85K NEW $22.75 -5.8%
1498 EXPO EXPONENT INC Industrials 1,439.0 $85K NEW $59.07 +18.9%
1499 GPOR GULFPORT ENERGY CORP Energy 500.0 $85K NEW $170.00 +2.0%
1500 MGNI MAGNITE INC Communication Services 4,480.0 $85K NEW $18.97 +23.9%
Page 75 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%