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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 87 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 FIVN FIVE9 INC Technology 2,261.0 $48K NEW $21.23 +54.3%
1722 LFST LIFESTANCE HEALTH GROUP INC Healthcare 4,523.0 $48K NEW $10.61 +17.5%
1723 MSEX MIDDLESEX WTR CO Utilities 857.0 $48K NEW $56.01 +4.0%
1724 NCNO NCINO INC Technology 2,930.0 $48K NEW $16.38 +25.9%
1725 AMPX AMPRIUS TECHNOLOGIES INC Industrials 3,399.0 $47K NEW $13.83 -25.2%
1726 SAM BOSTON BEER INC Consumer Defensive 268.0 $47K NEW $175.37 +6.0%
1727 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 8,548.0 $47K NEW $5.50 -10.7%
1728 TE T1 ENERGY INC Industrials 4,941.0 $47K NEW $9.51 -53.5%
1729 SRAD SPORTRADAR GROUP AG Technology 3,135.0 $47K NEW $14.99 -13.3%
1730 TRVI TREVI THERAPEUTICS INC Healthcare 2,464.0 $46K NEW $18.67 -3.8%
1731 GREIF INC 494.0 $46K NEW $93.12
1732 FIG FIGMA INC Technology 2,528.0 $46K NEW $18.20 +48.9%
1733 HCSG HEALTHCARE SVCS GROUP INC Healthcare 1,882.0 $46K NEW $24.44 -6.8%
1734 BL BLACKLINE INC Technology 1,589.0 $45K NEW $28.32 +12.4%
1735 FBRT FRANKLIN BSP RLTY TR INC Real Estate 5,574.0 $45K NEW $8.07 +3.9%
1736 MBX MBX BIOSCIENCES INC Healthcare 810.0 $45K NEW $55.56 +19.4%
1737 NVAX NOVAVAX INC Healthcare 4,746.0 $45K NEW $9.48 -5.7%
1738 RXRX RECURSION PHARMACEUTICALS IN Healthcare 12,307.0 $45K NEW $3.66 -4.3%
1739 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 940.0 $45K NEW $47.87 -5.3%
1740 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 4,578.0 $45K NEW $9.83 -27.8%
Page 87 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%