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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 84 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HURN HURON CONSULTING GROUP INC Industrials 642.0 $58K NEW $90.34 +78.9%
1662 IMNM IMMUNOME INC Healthcare 2,739.0 $58K NEW $21.18 +34.7%
1663 NEOG NEOGEN CORP Healthcare 6,396.0 $58K NEW $9.07 +31.8%
1664 ALG ALAMO GROUP INC Industrials 345.0 $57K NEW $165.22 -0.5%
1665 AXGN AXOGEN INC Healthcare 1,243.0 $57K NEW $45.86 +9.9%
1666 CCS CENTURY COMMUNITIES INC Consumer Cyclical 800.0 $57K NEW $71.25 -2.1%
1667 LZB LA Z BOY INC Consumer Cyclical 1,431.0 $57K NEW $39.83 -15.4%
1668 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 3,011.0 $57K NEW $18.93 -5.5%
1669 SRPT SAREPTA THERAPEUTICS INC Healthcare 3,152.0 $57K NEW $18.08 +3.9%
1670 CAR AVIS BUDGET GROUP INC Industrials 376.0 $56K NEW $148.94 -1.6%
1671 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 900.0 $56K NEW $62.22 -3.0%
1672 FLO FLOWERS FOODS INC Consumer Defensive 7,134.0 $56K NEW $7.85 -11.5%
1673 PACS PACS GROUP INC Financial Services 1,307.0 $56K NEW $42.85 +3.3%
1674 SEM SELECT MED HLDGS CORP Healthcare 3,393.0 $56K NEW $16.50 +0.0%
1675 TWO HARBORS INVENTMENT CORPO 4,536.0 $56K NEW $12.35
1676 VERA VERA THERAPEUTICS INC Healthcare 1,282.0 $55K NEW $42.90 -24.8%
1677 LILAK LIBERTY LATIN AMERICA LTD Communication Services 7,032.0 $55K NEW $7.82 +7.3%
1678 ENR ENERGIZER HLDGS INC Industrials 2,550.0 $55K NEW $21.57 -0.5%
1679 STRA STRATEGIC ED INC Consumer Defensive 712.0 $55K NEW $77.25 +8.0%
1680 ALMS ALUMIS INC Healthcare 1,929.0 $54K NEW $27.99 -13.7%
Page 84 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%