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Portfolio (Quarterly) Guide ↗

TRIGLAV INVESTMENTS, D.O.O.

· CIK 0002056690
13F Portfolio $1.9B AUM 184 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 69 Added 25 Reduced 19 Exited
Page 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NSC NORFOLK SOUTHERN CORP Industrials 5,300.0 $1.7M 0.09% +1K +32.5% $314.59 +11.7%
62 XP XP INC Financial Services 100,033.0 $1.6M 0.09% +40K +66.6% $16.26 +9.5%
63 QQQ INVESCO CAPITAL MANAGEMENT LLC Financial Services 2,077.0 $1.5M 0.08% +14.0 +0.7% $736.40 -3.5%
64 IREN IREN LTD Financial Services 30,409.0 $1.4M 0.07% +5K +19.7% $45.73 -7.7%
65 NOW SERVICENOW, INC. Technology 13,000.0 $1.3M 0.07% +8K +136.4% $99.28 +27.9%
66 CRM SALESFORCE.COM, INC. Technology 7,000.0 $1.1M 0.06% +2K +40.0% $156.66 +31.3%
67 COIN COINBASE GLOBAL INC Financial Services 5,150.0 $753K 0.04% +2K +41.1% $146.19 +28.0%
68 TER TERADYNE INC Technology 1,184.0 $573K 0.03% +65.0 +5.8% $483.84 -24.3%
69 LSCC LATTICE SEMICONDUCTOR CORP Technology 3,600.0 $551K 0.03% +757.0 +26.6% $152.96 -24.1%
Page 4 of 4  ·  69 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 46.2%
Financial Services 12.6%
Consumer Cyclical 12.1%
Healthcare 11.6%
Communication Services 8.9%
Industrials 4.1%
Consumer Defensive 2.5%
Real Estate 0.9%
Utilities 0.5%
Energy 0.3%