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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JCI JOHNSON CTLS INTL PLC Industrials 14,451.0 $1.9M 0.09% -549.0 -3.7% $130.95 +12.3%
62 MDB MONGODB INC Technology 7,516.0 $1.8M 0.09% -7K -47.5% $244.77 +39.8%
63 USB US BANCORP DEL Financial Services 35,239.0 $1.8M 0.09% -7K -16.3% $52.01 +13.7%
64 VIS VANGUARD WORLD FD 5,810.0 $1.8M 0.09% -219.0 -3.6% $312.22 +13.4%
65 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,885.0 $1.7M 0.08% -3K -32.1% $292.75 +33.6%
66 BK BANK NEW YORK MELLON CORP Financial Services 14,075.0 $1.7M 0.08% -534.0 -3.7% $118.63 +19.6%
67 ARGX ARGENX SE Healthcare 2,229.0 $1.6M 0.08% -1K -32.5% $730.25 +23.0%
68 KBR KBR INC Industrials 38,000.0 $1.4M 0.07% -5K -11.6% $36.86 -5.7%
69 DOCN DIGITALOCEAN HLDGS INC Technology 13,534.0 $1.2M 0.06% -35K -72.0% $85.78 +110.1%
70 CARR CARRIER GLOBAL CORPORATION Industrials 20,246.0 $1.1M 0.06% -769.0 -3.7% $56.31 +27.2%
71 DIS DISNEY WALT CO Communication Services 11,734.0 $1.1M 0.05% -445.0 -3.6% $96.38 +5.6%
72 Q QNITY ELECTRONICS INC Technology 9,600.0 $1.1M 0.05% -985.0 -9.3% $115.38 +36.5%
73 TT TRANE TECHNOLOGIES PLC Industrials 2,638.0 $1.1M 0.05% -258.0 -8.9% $416.74 +15.7%
74 DB DEUTSCHE BANK A G Financial Services 33,851.0 $1.0M 0.05% -35K -50.9% $29.76 +20.7%
75 APP APPLOVIN CORP Technology 2,522.0 $1.0M 0.05% -3K -52.0% $398.00 +26.1%
76 PDD PDD HOLDINGS INC Consumer Cyclical 9,686.0 $990K 0.05% -7K -40.8% $102.18 -20.7%
77 CNI CANADIAN NATL RY CO Industrials 9,276.0 $955K 0.05% -292.0 -3.0% $102.95 +13.9%
78 TRV TRAVELERS COMPANIES INC Financial Services 2,913.0 $850K 0.04% -110.0 -3.6% $291.68 +5.7%
79 HPE HEWLETT PACKARD ENTERPRISE C Technology 35,000.0 $833K 0.04% -34K -49.0% $23.81 +110.7%
80 DHI D R HORTON INC Consumer Cyclical 5,960.0 $818K 0.04% -17K -73.8% $137.22 +17.5%
Page 4 of 6  ·  108 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%