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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 89 of 93  ·  1,845 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 LWLG LIGHTWAVE LOGIC INC Basic Materials 4,482.0 $42K NEW $9.37 -33.9%
1762 CRI CARTERS INC Consumer Cyclical 1,007.0 $41K NEW $40.72 -12.1%
1763 QDEL QUIDELORTHO CORP Healthcare 2,349.0 $41K NEW $17.45 -15.6%
1764 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 969.0 $41K NEW $42.31 +14.0%
1765 GBX GREENBRIER COS INC Industrials 842.0 $41K NEW $48.69 -5.4%
1766 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,052.0 $41K NEW $13.43 -19.0%
1767 SUNC SUNOCOCORP LLC Energy 603.0 $41K NEW $67.99 +13.6%
1768 COTY COTY INC Consumer Defensive 18,301.0 $40K NEW $2.19 +25.4%
1769 ENVX ENOVIX CORPORATION Industrials 6,514.0 $40K NEW $6.14 -45.0%
1770 FG F&G ANNUITIES & LIFE INC Financial Services 1,523.0 $40K NEW $26.26 -14.1%
1771 INSP INSPIRE MED SYS INC Healthcare 895.0 $40K NEW $44.69 +39.5%
1772 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 9,586.0 $40K NEW $4.17 +98.7%
1773 KOD KODIAK SCIENCES INC Healthcare 1,014.0 $40K NEW $39.45 -2.8%
1774 NPK NATIONAL PRESTO INDS INC Industrials 322.0 $40K NEW $124.22 +20.7%
1775 RAPP RAPPORT THERAPEUTICS INC Healthcare 962.0 $40K NEW $41.58 +16.0%
1776 ACADIAN ASSET MANAGEMENT INC 555.0 $40K NEW $72.07
1777 HLF HERBALIFE LTD Consumer Defensive 3,002.0 $39K NEW $12.99 -2.6%
1778 ACVA ACV AUCTIONS INC Consumer Cyclical 5,436.0 $39K NEW $7.17 +3.6%
1779 FLY FIREFLY AEROSPACE INC Industrials 1,318.0 $39K NEW $29.59 -17.4%
1780 GSHD GOOSEHEAD INS INC Financial Services 799.0 $39K NEW $48.81 +48.6%
Page 89 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%