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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 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CBRE CBRE GROUP INC Real Estate 7,550.0 $1.0M 0.05% +200.0 +2.7% $135.46 +1.7%
102 TMDX TRANSMEDICS GROUP INC Healthcare 10,170.0 $1.0M 0.05% +2K +32.6% $99.41 -22.5%
103 VDC VANGUARD WORLD FD 4,245.0 $953K 0.05% +588.0 +16.1% $224.59 +2.1%
104 WFC WELLS FARGO CO NEW Financial Services 11,600.0 $923K 0.04% +800.0 +7.4% $79.61 +8.8%
105 AMT AMERICAN TOWER CORP NEW Real Estate 5,166.0 $892K 0.04% +68.0 +1.3% $172.58 +5.7%
106 VPU VANGUARD WORLD FD 4,260.0 $844K 0.04% +435.0 +11.4% $198.14 -1.7%
107 HIMS HIMS & HERS HEALTH INC Healthcare 40,000.0 $830K 0.04% +20K +100.0% $20.76 +50.6%
108 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6,288.0 $828K 0.04% +2K +39.7% $131.74 +19.9%
109 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 9,798.0 $793K 0.04% +1K +17.4% $80.94 +4.3%
110 XCCC BONDBLOXX ETF TRUST 21,520.0 $783K 0.04% +1K +7.2% $36.40 +1.0%
111 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,177.0 $750K 0.04% +5K +93.0% $67.07 +40.5%
112 ITW ILLINOIS TOOL WKS INC Industrials 2,853.0 $743K 0.04% +909.0 +46.8% $260.29 +3.1%
113 NKE NIKE INC Consumer Cyclical 10,224.0 $540K 0.03% +2K +18.9% $52.82 -14.2%
114 FNV FRANCO NEV CORP Basic Materials 2,150.0 $531K 0.03% +25.0 +1.2% $247.05 -4.2%
115 CRSP CRISPR THERAPEUTICS AG Healthcare 11,111.0 $529K 0.03% +1K +11.1% $47.57 +11.9%
116 EQT EQT CORP Energy 8,206.0 $522K 0.03% +826.0 +11.2% $63.64 -19.0%
117 CTMX CYTOMX THERAPEUTICS INC Healthcare 111,111.0 $522K 0.03% +11K +11.1% $4.70 -36.6%
118 WMB WILLIAMS COS INC Energy 7,000.0 $509K 0.02% +4K +103.5% $72.78 -1.8%
119 CNQ CANADIAN NAT RES LTD Energy 10,000.0 $487K 0.02% +2K +18.7% $48.73 -11.9%
120 BP BP PLC Energy 8,350.0 $392K 0.02% +1K +21.0% $47.00 -13.3%
Page 6 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%