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Portfolio (Quarterly) Guide ↗

NLB Skladi, upravljanje premozenja, d.o.o.

· CIK 0002110897
13F Portfolio $2.1B AUM 335 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 38 New 124 Added 108 Reduced 33 Exited
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAP CREDICORP LTD Financial Services 9,091.0 $3.1M 0.15% +3K +51.5% $339.18 +15.2%
62 ZS ZSCALER INC Technology 21,620.0 $3.0M 0.14% +427.0 +2.0% $140.29 -10.0%
63 ITUB ITAU UNIBANCO HLDG S A Financial Services 344,940.0 $2.9M 0.14% +232K +204.4% $8.38 -2.6%
64 GWW WW GRAINGER INC Industrials 2,593.0 $2.8M 0.14% +200.0 +8.4% $1090.81 +21.4%
65 VFH VANGUARD WORLD FD 23,385.0 $2.8M 0.14% +847.0 +3.8% $120.81 +11.1%
66 WST WEST PHARMACEUTICAL SVSC INC Healthcare 10,486.0 $2.6M 0.13% +6K +162.2% $250.64 +30.3%
67 CHT CHUNGHWA TELECOM CO LTD Communication Services 57,567.0 $2.4M 0.12% +4K +7.3% $42.24 +8.7%
68 REGN REGENERON PHARMACEUTICALS Healthcare 3,143.0 $2.4M 0.12% +1K +79.3% $772.64 -19.9%
69 MSI MOTOROLA SOLUTIONS INC Technology 5,444.0 $2.4M 0.11% +1K +33.8% $433.97 -7.0%
70 IQVIA HLDGS INC 13,585.0 $2.3M 0.11% +2K +18.1% $170.54
71 SLB SLB LIMITED Energy 44,535.0 $2.3M 0.11% +3K +6.2% $51.39 +1.4%
72 EQNR EQUINOR ASA Energy 53,400.0 $2.3M 0.11% +34K +176.7% $42.20 -19.3%
73 HDB HDFC BANK LTD Financial Services 90,396.0 $2.2M 0.11% +5K +6.3% $24.88 +1.9%
74 ABEV AMBEV SA Consumer Defensive 762,115.0 $2.2M 0.11% +642K +535.1% $2.92 +11.1%
75 PLD PROLOGIS INC. Real Estate 16,050.0 $2.1M 0.10% +460.0 +3.0% $132.18 +9.5%
76 COP CONOCOPHILLIPS Energy 15,382.0 $2.0M 0.10% +2K +17.4% $132.00 -15.7%
77 EPP ISHARES INC 37,983.0 $2.0M 0.10% +2K +4.6% $53.14 +3.2%
78 RIO RIO TINTO PLC Basic Materials 21,078.0 $2.0M 0.09% +3K +15.6% $93.29 +12.4%
79 PNC PNC FINL SVCS GROUP INC Financial Services 9,143.0 $1.9M 0.09% +183.0 +2.0% $208.09 +13.8%
80 UMC UNITED MICROELECTRONICS CORP Technology 183,859.0 $1.7M 0.08% +12K +6.7% $8.98 +146.8%
Page 4 of 7  ·  124 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 46.3%
Healthcare 11.4%
Communication Services 9.0%
Financial Services 8.5%
Consumer Cyclical 7.4%
Industrials 6.3%
Basic Materials 4.1%
Energy 3.2%
Consumer Defensive 2.2%
Utilities 1.2%