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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CTVA CORTEVA INC Basic Materials 4,565.0 $382K 0.02% +1K +43.1% $83.71 -8.2%
122 SU SUNCOR ENERGY INC NEW Energy 5,000.0 $331K 0.02% +164.0 +3.4% $66.11 -12.0%
123 CENTRAIS ELET BRAS SA 18,000.0 $197K 0.01% +7K +71.2% $10.92
124 CSAN COSAN S A Energy 10,579.0 $44K 0.00% +579.0 +5.8% $4.12 -37.1%
Page 7 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%