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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 79 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 LCII LCI INDS Consumer Cyclical 710.0 $75K NEW $105.63 -3.5%
1562 XHR XENIA HOTELS & RESORTS INC Real Estate 3,699.0 $75K NEW $20.28 -4.2%
1563 XPRO EXPRO GROUP HOLDINGS NV Energy 5,072.0 $75K NEW $14.79 +23.2%
1564 QURE UNIQURE NV Healthcare 1,623.0 $75K NEW $46.21 +4.7%
1565 DIGITALBRIDGE GROUP INC 4,724.0 $75K NEW $15.88
1566 LPG DORIAN LPG LTD Energy 2,139.0 $74K NEW $34.60 +47.8%
1567 DISC MEDICINE INC 1,011.0 $74K NEW $73.19
1568 HAMILTON INSURANCE GROUP LTD 2,167.0 $74K NEW $34.15
1569 ASCENDIS PHARMA A/S 278.0 $74K NEW $266.19
1570 ITGR INTEGER HLDGS CORP Healthcare 792.0 $74K NEW $93.43 +34.0%
1571 ALRM ALARM COM HLDGS INC Technology 1,572.0 $73K NEW $46.44 +23.8%
1572 HUN HUNTSMAN CORP Basic Materials 6,899.0 $73K NEW $10.58 -5.8%
1573 PEB PEBBLEBROOK HOTEL TR Real Estate 3,755.0 $73K NEW $19.44 -4.9%
1574 ANGLOGOLD ASHANTI PLC 903.0 $73K NEW $80.84
1575 RCUS ARCUS BIOSCIENCES INC Healthcare 2,334.0 $72K NEW $30.85 -1.6%
1576 HLMN HILLMAN SOLUTIONS CORP Industrials 8,562.0 $72K NEW $8.41 -0.6%
1577 KD KYNDRYL HLDGS INC Technology 6,407.0 $72K NEW $11.24 +11.7%
1578 TNGX TANGO THERAPEUTICS INC Healthcare 2,312.0 $72K NEW $31.14 -23.3%
1579 AVPT AVEPOINT INC Technology 6,356.0 $71K NEW $11.17 +19.7%
1580 HNI HNI CORP Industrials 1,763.0 $71K NEW $40.27 +22.2%
Page 79 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%