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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 85 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 BKSY BLACKSKY TECHNOLOGY INC Technology 1,945.0 $54K NEW $27.76 -0.0%
1682 FA FIRST ADVANTAGE CORP NEW Industrials 2,979.0 $54K NEW $18.13 +15.3%
1683 PPTA PERPETUA RESOURCES CORP Basic Materials 2,617.0 $54K NEW $20.63 +24.5%
1684 SEB SEABOARD CORP DEL Industrials 12.0 $54K NEW $4500.00 -5.3%
1685 ARDX ARDELYX INC Healthcare 10,361.0 $53K NEW $5.12 -24.0%
1686 BFLY BUTTERFLY NETWORK INC Healthcare 6,267.0 $53K NEW $8.46 +12.9%
1687 SILA SILA REALTY TRUST INC Real Estate 1,759.0 $53K NEW $30.13 +0.8%
1688 NRIX NURIX THERAPEUTICS INC Healthcare 2,192.0 $53K NEW $24.18 +10.5%
1689 SMA SMARTSTOP SELF STORAG REIT I Real Estate 1,622.0 $53K NEW $32.68 +4.7%
1690 USPH U S PHYSICAL THERAPY Healthcare 774.0 $53K NEW $68.48 +14.2%
1691 UAA UNDER ARMOUR INC Consumer Cyclical 8,324.0 $53K NEW $6.37 -15.3%
1692 UNIT UNITI GROUP LLC Real Estate 4,636.0 $53K NEW $11.43 -12.8%
1693 WLDN WILLDAN GROUP INC Industrials 667.0 $53K NEW $79.46 +7.7%
1694 TNC TENNANT CO Industrials 590.0 $52K NEW $88.14 -22.1%
1695 UPBOUND GROUP INC 2,454.0 $52K NEW $21.19
1696 TIC TIC SOLUTIONS INC Industrials 6,436.0 $52K NEW $8.08 +17.7%
1697 CBZ CBIZ INC Industrials 1,611.0 $52K NEW $32.28 +69.3%
1698 KMPR KEMPER CORP Financial Services 1,926.0 $52K NEW $27.00 +0.1%
1699 LADR LADDER CAP CORP Real Estate 5,264.0 $52K NEW $9.88 +0.4%
1700 PZZA PAPA JOHNS INTL INC Consumer Cyclical 1,407.0 $52K NEW $36.96 -35.2%
Page 85 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%