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Portfolio (Quarterly) Guide ↗

TRIGLAV INVESTMENTS, D.O.O.

· CIK 0002056690
13F Portfolio $1.4B AUM 166 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 49 Added 60 Reduced 32 Exited
Page 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EMERSON ELECTRIC CO. 200,000.0 $195K 0.01% $0.98
162 CRDO CREDO TECHNOLOGY GROUP HOLDING LTD Technology 2,000.0 $188K 0.01% NEW $93.87 +134.9%
163 BIDU BAIDU INC Communication Services 1,394.0 $155K 0.01% NEW $111.42 +13.5%
164 CEG CONSTELLATION ENERGY CORP Utilities 344.0 $96K 0.01% -156.0 -31.2% $279.25 +8.8%
165 QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND 365.0 $79K 0.01% $215.98 +45.6%
166 RACE FERRARI NV Consumer Cyclical 19.0 $6K $338.47 -2.1%
Page 9 of 9  ·  166 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 37.9%
Consumer Cyclical 13.5%
Communication Services 13.5%
Healthcare 13.1%
Financial Services 10.7%
Industrials 5.5%
Consumer Defensive 3.5%
Real Estate 1.2%
Utilities 0.5%
Energy 0.4%