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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 83 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 RLJ RLJ LODGING TR Real Estate 5,258.0 $62K NEW $11.79 -2.5%
1642 WD WALKER & DUNLOP INC Financial Services 1,136.0 $62K NEW $54.58 -26.3%
1643 ADNT ADIENT PLC Consumer Cyclical 3,331.0 $61K NEW $18.31 +9.3%
1644 DXPE DXP ENTERPRISES INC Industrials 364.0 $61K NEW $167.58 +13.5%
1645 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 2,279.0 $61K NEW $26.77 +6.7%
1646 MNKD MANNKIND CORP Healthcare 14,348.0 $61K NEW $4.25 -2.4%
1647 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 716.0 $61K NEW $85.20 +2.0%
1648 DCOM DIME COML BANCSHARES INC Financial Services 1,488.0 $60K NEW $40.32 +0.3%
1649 EZPW EZCORP INC Financial Services 1,726.0 $60K NEW $34.76 -7.3%
1650 MBC MASTERBRAND INC Consumer Cyclical 5,800.0 $60K NEW $10.34 -11.9%
1651 SONO SONOS INC Technology 4,465.0 $60K NEW $13.44 +17.8%
1652 TALO TALOS ENERGY INC Energy 4,614.0 $60K NEW $13.00 +34.3%
1653 ARMOUR RESIDENTIAL REIT INC 3,465.0 $60K NEW $17.32
1654 ARLO ARLO TECHNOLOGIES INC Industrials 4,375.0 $59K NEW $13.49 -2.9%
1655 CELC CELCUITY INC Healthcare 564.0 $59K NEW $104.61 -10.6%
1656 EOSE EOS ENERGY ENTERPRISES INC Industrials 10,014.0 $59K NEW $5.89 -35.3%
1657 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 8,903.0 $59K NEW $6.63 -9.9%
1658 KVYO KLAVIYO INC Technology 3,936.0 $59K NEW $14.99 +22.3%
1659 CDNA CAREDX INC Healthcare 2,018.0 $58K NEW $28.74 +69.1%
1660 FLYW FLYWIRE CORPORATION Technology 3,288.0 $58K NEW $17.64 +10.8%
Page 83 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%