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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ECL ECOLAB INC Basic Materials 5,924.0 $1.6M 0.08% +960.0 +19.3% $266.02 +2.8%
82 AME AMETEK INC Industrials 7,000.0 $1.5M 0.07% +1K +16.7% $214.36 +9.7%
83 IAU ISHARES GOLD TR Financial Services 16,917.0 $1.5M 0.07% +540.0 +3.3% $88.16 -7.1%
84 CRCL CIRCLE INTERNET GROUP INC Financial Services 15,363.0 $1.5M 0.07% +4K +34.8% $95.41 -13.7%
85 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 115,000.0 $1.4M 0.07% +15K +15.0% $12.43 +31.4%
86 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 71,338.0 $1.4M 0.07% +12K +20.2% $19.78 -17.3%
87 LOW LOWES COS INC Consumer Cyclical 5,941.0 $1.4M 0.07% +516.0 +9.5% $236.28 -4.8%
88 VOX VANGUARD WORLD FD 7,726.0 $1.4M 0.07% +868.0 +12.7% $179.84 +4.3%
89 VMC VULCAN MATLS CO Basic Materials 5,000.0 $1.4M 0.07% +1K +25.0% $272.30 +11.5%
90 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 17,432.0 $1.3M 0.06% +8K +90.6% $76.16 +12.6%
91 KB KB FINL GROUP INC Financial Services 13,225.0 $1.3M 0.06% +8K +139.4% $99.73 +8.7%
92 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 69,000.0 $1.3M 0.06% +17K +33.6% $18.68 -14.2%
93 VGK VANGUARD INTL EQUITY INDEX F 14,499.0 $1.2M 0.06% +2K +20.3% $82.43 +9.9%
94 DG DOLLAR GEN CORP NEW Consumer Defensive 10,000.0 $1.2M 0.06% +3K +38.9% $118.73 -6.1%
95 TDY TELEDYNE TECHNOLOGIES INC Technology 1,900.0 $1.1M 0.06% +500.0 +35.7% $605.01 +4.3%
96 VHT VANGUARD WORLD FD 4,168.0 $1.1M 0.05% +488.0 +13.3% $272.33 +4.7%
97 EBAY EBAY INC. Consumer Cyclical 12,000.0 $1.1M 0.05% +3K +33.3% $91.02 +19.8%
98 JD JD.COM INC Consumer Cyclical 36,729.0 $1.1M 0.05% +2K +5.0% $29.57 -4.3%
99 O REALTY INCOME CORP Real Estate 17,582.0 $1.1M 0.05% +4K +33.8% $61.18 +0.3%
100 HSBC HSBC HLDGS PLC Financial Services 12,736.0 $1.1M 0.05% +2K +13.9% $82.49 +16.7%
Page 5 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%