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Portfolio (Quarterly) Guide ↗

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

· CIK 0002110897
13F Portfolio $2.6B AUM 358 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 116 Added 114 Reduced 15 Exited
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TDY TELEDYNE TECHNOLOGIES INC Technology 2,380.0 $1.6M 0.06% +480.0 +25.3% $666.90 -4.3%
82 RJF RAYMOND JAMES FINL INC Financial Services 10,200.0 $1.6M 0.06% +700.0 +7.4% $152.03 +15.6%
83 BA BOEING CO Industrials 6,822.0 $1.5M 0.06% +485.0 +7.7% $216.47 -2.6%
84 VOX VANGUARD WORLD FD 7,917.0 $1.5M 0.06% +191.0 +2.5% $183.95 +2.3%
85 LEGN LEGEND BIOTECH CORP Healthcare 50,000.0 $1.4M 0.06% +10K +25.0% $28.88 -28.3%
86 VGK VANGUARD INTL EQUITY INDEX F 16,015.0 $1.4M 0.05% +2K +10.5% $88.54 +4.9%
87 BMNR BITMINE IMMERSION TECHS INC Financial Services 106,208.0 $1.4M 0.05% +35K +48.9% $13.31 +85.3%
88 IAU ISHARES GOLD TR Financial Services 17,391.0 $1.3M 0.05% +474.0 +2.8% $75.51 +14.6%
89 VHT VANGUARD WORLD FD 4,284.0 $1.3M 0.05% +116.0 +2.8% $299.01 +9.1%
90 CRCL CIRCLE INTERNET GROUP INC Financial Services 20,410.0 $1.3M 0.05% +5K +32.9% $62.63 +41.5%
91 NDAQ NASDAQ INC Financial Services 16,000.0 $1.3M 0.05% +1K +6.7% $78.82 +25.3%
92 HSBC HSBC HLDGS PLC Financial Services 13,037.0 $1.2M 0.05% +301.0 +2.4% $95.09 +9.4%
93 PRIM PRIMORIS SVCS CORP Industrials 11,975.0 $1.2M 0.04% +910.0 +8.2% $99.12 -23.2%
94 O REALTY INCOME CORP Real Estate 19,136.0 $1.2M 0.04% +2K +8.8% $61.96 +0.9%
95 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,000.0 $1.2M 0.04% +712.0 +11.3% $168.53 -8.6%
96 TLK TELEKOMUNIKASI IND Communication Services 84,000.0 $1.1M 0.04% +15K +21.7% $13.43 +10.1%
97 XCCC BONDBLOXX ETF TRUST 28,803.0 $1.1M 0.04% +7K +33.8% $36.56 -2.1%
98 VDC VANGUARD WORLD FD 4,399.0 $992K 0.04% +154.0 +3.6% $225.49 +3.4%
99 DDOG DATADOG INC Technology 3,798.0 $989K 0.04% +853.0 +29.0% $260.36 -11.7%
100 EME EMCOR GROUP INC Industrials 1,095.0 $909K 0.03% +181.0 +19.8% $829.88 -8.7%
Page 5 of 6  ·  116 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 54.3%
Healthcare 10.1%
Communication Services 8.0%
Financial Services 7.1%
Consumer Cyclical 6.3%
Industrials 5.9%
Basic Materials 3.6%
Energy 1.8%
Consumer Defensive 1.6%
Utilities 1.0%