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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 88 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 SLVM SYLVAMO CORP Basic Materials 1,202.0 $45K NEW $37.44 -1.7%
1742 UMH UMH PPTYS INC Real Estate 3,005.0 $45K NEW $14.97 +10.3%
1743 BW BABCOCK & WILCOX ENTERPRISES Industrials 3,125.0 $44K NEW $14.08 -41.2%
1744 DGII DIGI INTL INC Technology 591.0 $44K NEW $74.45 +0.6%
1745 SAFT SAFETY INS GROUP INC Financial Services 586.0 $44K NEW $75.09 +38.0%
1746 SCL STEPAN CO Basic Materials 797.0 $44K NEW $55.21 +15.3%
1747 BKE BUCKLE INC Consumer Cyclical 1,024.0 $43K NEW $41.99 +4.3%
1748 ROCK GIBRALTAR INDS INC Industrials 961.0 $43K NEW $44.75 +3.9%
1749 ICFI ICF INTL INC Industrials 588.0 $43K NEW $73.13 +21.7%
1750 NSP INSPERITY INC Industrials 1,045.0 $43K NEW $41.15 +28.3%
1751 NEXT NEXTDECADE CORP Energy 5,707.0 $43K NEW $7.53 -5.5%
1752 NN NEXTNAV INC Communication Services 2,392.0 $43K NEW $17.98 -2.4%
1753 SDGR SCHRODINGER INC Healthcare 2,650.0 $43K NEW $16.23 +21.5%
1754 SGRY SURGERY PARTNERS INC Healthcare 2,555.0 $43K NEW $16.83 -13.7%
1755 FDP DEL MONTE CORP Consumer Defensive 1,546.0 $43K NEW $27.81 +5.1%
1756 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 2,538.0 $42K NEW $16.55 +26.7%
1757 CMPR CIMPRESS PLC Communication Services 413.0 $42K NEW $101.69 -13.8%
1758 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 487.0 $42K NEW $86.24 -15.7%
1759 ATRC ATRICURE INC Healthcare 1,484.0 $42K NEW $28.30 +73.1%
1760 DX DYNEX CAP INC Real Estate 3,194.0 $42K NEW $13.15 -0.9%
Page 88 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%