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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CLS CELESTICA INC Technology 2,470.0 $902K 0.03% NEW $365.15 -16.0%
22 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,136.0 $792K 0.03% NEW $370.59 -3.5%
23 KLIC KULICKE & SOFFA INDS INC Technology 5,000.0 $669K 0.03% NEW $133.76 -36.8%
24 TELIX PHARMACEUTICAL LTD 58,000.0 $669K 0.03% NEW $11.53
25 NIOCORP DEVS LTD 128,537.0 $620K 0.02% NEW $4.82
26 SE SEA LTD Consumer Cyclical 6,434.0 $617K 0.02% NEW $95.83 +28.5%
27 UUUU ENERGY FUELS INC Energy 33,998.0 $494K 0.02% NEW $14.52 +10.0%
28 BE BLOOM ENERGY CORP Industrials 1,518.0 $459K 0.02% NEW $302.70 -28.2%
29 ASTS AST SPACEMOBILE INC Technology 4,939.0 $439K 0.02% NEW $88.86 -30.2%
30 SPACE EXPLORATION TECHN CORP 2,485.0 $425K 0.02% NEW $170.86
31 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,183.0 $391K 0.01% NEW $330.46 -0.3%
32 OCTAVE INTELLIGENCE PLC 19,415.0 $316K 0.01% NEW $16.30
33 MANE VERADERMICS INC Healthcare 2,000.0 $246K 0.01% NEW $122.94 -16.7%
34 ABSI ABSCI CORPORATION Healthcare 20,000.0 $232K 0.01% NEW $11.59 -16.9%
35 MPWR MONOLITHIC PWR SYS INC Technology 150.0 $207K 0.01% NEW $1382.36 -5.7%
36 WELL WELLTOWER INC Real Estate 900.0 $204K 0.01% NEW $226.97 +6.3%
37 ALB ALBEMARLE CORP Basic Materials 1,500.0 $203K 0.01% NEW $135.03 -1.4%
38 LITHIUM AMERS CORP NEW 17,225.0 $66K 0.00% NEW $3.86
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 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%