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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 80 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 IPAR INTERPARFUMS INC Consumer Defensive 634.0 $71K NEW $111.99 +3.2%
1582 LGIH LGI HOMES INC Consumer Cyclical 1,110.0 $71K NEW $63.96 -9.1%
1583 LMAT LEMAITRE VASCULAR INC Healthcare 738.0 $71K NEW $96.21 -14.9%
1584 MTX MINERALS TECHNOLOGIES INC Basic Materials 959.0 $71K NEW $74.04 -4.0%
1585 PAYO PAYONEER GLOBAL INC Technology 9,909.0 $71K NEW $7.17 -0.8%
1586 KWR QUAKER HOUGHTON Basic Materials 450.0 $71K NEW $157.78 +3.3%
1587 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 3,267.0 $70K NEW $21.43 +21.3%
1588 GABC GERMAN AMERN BANCORP INC Financial Services 1,468.0 $70K NEW $47.68 +4.6%
1589 HOPE HOPE BANCORP INC Financial Services 5,087.0 $70K NEW $13.76 +1.5%
1590 IOSP INNOSPEC INC Basic Materials 860.0 $70K NEW $81.40 +15.0%
1591 NBHC NATIONAL BK HLDGS CORP Financial Services 1,576.0 $70K NEW $44.42 -5.8%
1592 VVX V2X INC Industrials 936.0 $70K NEW $74.79 +5.0%
1593 WK WORKIVA INC Technology 1,425.0 $69K NEW $48.42 +54.5%
1594 CALUMET INC 1,921.0 $69K NEW $35.92
1595 SIX FLAGS ENTERTAINMENT CORP 3,228.0 $69K NEW $21.38
1596 ATRO ASTRONICS CORP Industrials 846.0 $69K NEW $81.56 -4.4%
1597 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 6,947.0 $69K NEW $9.93 -3.8%
1598 CTS CTS CORP Technology 1,055.0 $69K NEW $65.40 -11.7%
1599 CTRI CENTURI HOLDINGS INC Utilities 2,287.0 $69K NEW $30.17 -29.2%
1600 PTON PELOTON INTERACTIVE INC Consumer Cyclical 11,656.0 $69K NEW $5.92 -8.6%
Page 80 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%