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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BNS BANK NOVA SCOTIA HALIFAX Financial Services 7,708.0 $534K 0.03% NEW $69.31 +23.4%
22 PICK ISHARES INC 9,265.0 $524K 0.03% NEW $56.59 +15.9%
23 TEM TEMPUS AI INC Healthcare 10,765.0 $487K 0.02% NEW $45.22 +11.8%
24 OSCR OSCAR HEALTH INC Healthcare 40,000.0 $459K 0.02% NEW $11.47 +149.0%
25 VLO VALERO ENERGY CORP Energy 1,516.0 $375K 0.02% NEW $247.08 +0.0%
26 WAL WESTERN ALLIANCE BANCORP Financial Services 5,141.0 $364K 0.02% NEW $70.85 +15.5%
27 MPC MARATHON PETE CORP Energy 1,300.0 $317K 0.01% NEW $244.18 +2.6%
28 PSX PHILLIPS 66 Energy 1,700.0 $310K 0.01% NEW $182.18 -5.6%
29 NEM NEWMONT CORP Basic Materials 2,800.0 $303K 0.01% NEW $108.25 +0.2%
30 LNG CHENIERE ENERGY INC Energy 861.0 $244K 0.01% NEW $283.76 -18.6%
31 XYL XYLEM INC Industrials 2,000.0 $239K 0.01% NEW $119.50 -7.1%
32 ELECTROVAYA INC 30,000.0 $235K 0.01% NEW $7.82
33 XLB SELECT SECTOR SPDR TR 4,504.0 $225K 0.01% NEW $49.97 +5.5%
34 CF CF INDS HLDGS INC Basic Materials 1,700.0 $221K 0.01% NEW $129.84 -18.7%
35 CFG CITIZENS FINL GROUP INC Financial Services 3,500.0 $210K 0.01% NEW $59.97 +12.2%
36 MTB M & T BK CORP Financial Services 1,000.0 $207K 0.01% NEW $206.72 +10.5%
37 KGC KINROSS GOLD CORP Basic Materials 6,704.0 $205K 0.01% NEW $30.52 -8.3%
38 XLE SELECT SECTOR SPDR TR 2,749.0 $168K 0.01% NEW $61.26 -9.6%
Page 2 of 2  ·  38 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%