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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 6 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 12,154.0 $900K 0.03% +2K +24.1% $74.04 +5.4%
102 VPU VANGUARD WORLD FD 4,385.0 $858K 0.03% +125.0 +2.9% $195.73 -4.0%
103 BIIB BIOGEN INC Healthcare 3,293.0 $711K 0.03% +238.0 +7.8% $216.06 +2.1%
104 PICK ISHARES INC 11,807.0 $687K 0.03% +3K +27.4% $58.15 +14.2%
105 ENB ENBRIDGE INC Energy 10,375.0 $563K 0.02% +2K +29.6% $54.26 -7.3%
106 B BARRICK MNG CORP Basic Materials 15,000.0 $551K 0.02% +3K +25.0% $36.76 +29.3%
107 WMB WILLIAMS COS INC Energy 7,400.0 $550K 0.02% +400.0 +5.7% $74.34 -0.2%
108 FNV FRANCO NEV CORP Basic Materials 2,606.0 $544K 0.02% +456.0 +21.2% $208.64 +28.7%
109 NKE NIKE INC Consumer Cyclical 11,953.0 $491K 0.02% +2K +16.9% $41.05 -5.7%
110 CTMX CYTOMX THERAPEUTICS INC. Healthcare 125,000.0 $469K 0.02% +14K +12.5% $3.75 -10.8%
111 NEM NEWMONT CORP Basic Materials 5,000.0 $467K 0.02% +2K +78.6% $93.40 +41.9%
112 FIG FIGMA INC Technology 25,539.0 $462K 0.02% +9K +52.9% $18.09 +49.1%
113 CTVA CORTEVA INC Basic Materials 5,300.0 $449K 0.02% +735.0 +16.1% $84.69 -1.8%
114 WIT WIPRO LTD Technology 164,759.0 $371K 0.01% +87K +112.1% $2.25 -18.0%
115 XYL XYLEM INC Industrials 3,000.0 $355K 0.01% +1K +50.0% $118.21 -3.7%
116 XLB SELECT SECTOR SPDR TR 4,861.0 $247K 0.01% +357.0 +7.9% $50.83 +5.6%
Page 6 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%