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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 7 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HDB HDFC BANK LTD Financial Services 85,065.0 $3.1M 0.14% NEW $36.54 -30.8%
122 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 8,670.0 $3.0M 0.14% NEW $350.55 +13.5%
123 VFH VANGUARD WORLD FD 22,538.0 $3.0M 0.14% NEW $133.49 -0.2%
124 LIN LINDE PLC Basic Materials 7,016.0 $3.0M 0.14% NEW $426.39 +21.5%
125 CPNG COUPANG INC Consumer Cyclical 125,593.0 $3.0M 0.14% NEW $23.59 -23.6%
126 CRH PLC 23,565.0 $2.9M 0.14% NEW $124.80
127 EQIX EQUINIX INC Real Estate 3,786.0 $2.9M 0.13% NEW $766.16 +42.9%
128 PWR QUANTA SVCS INC Industrials 6,848.0 $2.9M 0.13% NEW $422.06 +70.4%
129 TOTALENERGIES SE 44,309.0 $2.9M 0.13% NEW $65.22
130 BLK BLACKROCK INC Financial Services 2,696.0 $2.9M 0.13% NEW $1070.34 -1.7%
131 ARGX ARGENX SE Healthcare 3,300.0 $2.8M 0.13% NEW $840.95 +4.5%
132 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 1,281.0 $2.7M 0.13% NEW $2146.18 -2.4%
133 EW EDWARDS LIFESCIENCES CORP Healthcare 31,959.0 $2.7M 0.12% NEW $85.25 +3.9%
134 APD AIR PRODS & CHEMS INC Basic Materials 10,905.0 $2.7M 0.12% NEW $247.02 +13.5%
135 DB DEUTSCHE BANK A G Financial Services 68,932.0 $2.7M 0.12% NEW $38.85 -10.2%
136 SHW SHERWIN WILLIAMS CO Basic Materials 8,259.0 $2.7M 0.12% NEW $324.03 -0.5%
137 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 5,485.0 $2.7M 0.12% NEW $487.25 +12.8%
138 WDAY WORKDAY INC Technology 12,378.0 $2.7M 0.12% NEW $214.78 -39.7%
139 NTR NUTRIEN LTD Basic Materials 42,782.0 $2.6M 0.12% NEW $61.72 +6.1%
140 IQVIA HLDGS INC 11,500.0 $2.6M 0.12% NEW $225.41
Page 7 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%