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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 9 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AT&T INC. 500,000.0 $489K 0.03% $0.98
162 FIDELITY NATIONAL INFORMATION SERVICES, INC. 500,000.0 $478K 0.03% $0.96
163 FEDEX FREIGHT HOLDING CO INC 3,052.0 $461K 0.02% NEW $151.08
164 TEVA TEVA PHARMACEUTICAL INDUSTRIES LIMITED Healthcare 13,121.0 $445K 0.02% $33.88 +12.5%
165 NUVB NUVATION BIO INC Healthcare 70,053.0 $398K 0.02% NEW $5.68 +25.0%
166 NXT NEXTRACKER INC Technology 3,318.0 $395K 0.02% -949.0 -22.2% $119.14 -28.8%
167 APLD APPLIED BLOCKCHAIN INC Technology 10,566.0 $394K 0.02% NEW $37.30 -22.7%
168 RVMD REVOLUTION MEDICINES INC Healthcare 2,102.0 $394K 0.02% NEW $187.28 +12.9%
169 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,000.0 $368K 0.02% NEW $122.58 +22.9%
170 HUM HUMANA INC Healthcare 890.0 $354K 0.02% NEW $397.22 -1.9%
171 ACMR ACM RESEARCH INC Technology 2,764.0 $351K 0.02% NEW $126.89 -37.1%
172 FLEX FLEXTRONICS INTERNATIONAL LTD. Technology 2,100.0 $340K 0.02% NEW $162.07 -32.6%
173 BOOKING HOLDINGS INC. 300,000.0 $311K 0.02% $1.04
174 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,115.0 $269K 0.01% NEW $240.97 +8.0%
175 ONTO ONTO INNOVATION INC Technology 700.0 $265K 0.01% NEW $378.45 -22.9%
176 CCJ CAMECO CORPORATION Energy 2,358.0 $240K 0.01% -1K -38.8% $101.86 +5.0%
177 NXPI NXP SEMICONDUCTORS NV Technology 800.0 $225K 0.01% NEW $281.03 -20.1%
178 PUBLIC STORAGE OPERATING CO 250,000.0 $218K 0.01% $0.87
179 UEC URANIUM ENERGY CORP Energy 19,253.0 $205K 0.01% -4K -17.4% $10.66 +24.5%
180 AMKR AMKOR TECHNOLOGY INC Technology 2,355.0 $203K 0.01% NEW $86.23 -43.5%
Page 9 of 10  ·  184 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%