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Portfolio (Quarterly) Guide ↗

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

· CIK 0002110897
13F Portfolio $2.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 17 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CTVA CORTEVA INC Basic Materials 3,189.0 $214K 0.01% NEW $67.03 +14.7%
322 NEBIUS GROUP N.V. 2,553.0 $214K 0.01% NEW $83.71
323 WMB WILLIAMS COS INC Energy 3,439.0 $207K 0.01% NEW $60.11 +18.9%
324 TRU TRANSUNION Industrials 2,408.0 $206K 0.01% NEW $85.75 -19.6%
325 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,288.0 $202K 0.01% NEW $156.80 +47.7%
326 EOG EOG RES INC Energy 1,909.0 $200K 0.01% NEW $105.01 +25.7%
327 ADMA ADMA BIOLOGICS INC Healthcare 10,500.0 $192K 0.01% NEW $18.24 -53.0%
328 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 150,000.0 $128K 0.01% NEW $0.85 -29.1%
329 CENTRAIS ELET BRAS SA 10,513.0 $91K 0.00% NEW $8.62
330 CSAN COSAN S A Energy 10,000.0 $40K 0.00% NEW $3.95 -34.4%
Page 17 of 17  ·  330 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 48.5%
Healthcare 12.8%
Communication Services 9.4%
Financial Services 9.3%
Consumer Cyclical 7.2%
Industrials 5.0%
Basic Materials 2.5%
Consumer Defensive 2.2%
Energy 1.9%
Utilities 1.0%