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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 4 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PNC PNC FINL SVCS GROUP INC Financial Services 8,116.0 $2.0M 0.08% -1K -11.2% $246.22 -0.6%
62 JCI JOHNSON CONTROLS INTERNATION Industrials 13,536.0 $2.0M 0.07% -915.0 -6.3% $146.11 -1.2%
63 USB US BANCORP Financial Services 31,566.0 $1.9M 0.07% -4K -10.4% $60.40 +4.0%
64 BK BANK OF NY MELLON CORP Financial Services 13,183.0 $1.9M 0.07% -892.0 -6.3% $144.61 -0.6%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 11,433.0 $1.9M 0.07% -416.0 -3.5% $166.67 +16.0%
66 ZTS ZOETIS INC Healthcare 25,758.0 $1.9M 0.07% -4K -13.8% $71.86 +7.9%
67 PM PHILIP MORRIS INTL INC Consumer Defensive 10,000.0 $1.8M 0.07% -2K -16.7% $180.91 +7.3%
68 BKR BAKER HUGHES COMPANY Energy 31,218.0 $1.7M 0.07% -7K -18.3% $55.50 +11.7%
69 SLB SLB LIMITED Energy 36,535.0 $1.7M 0.06% -8K -18.0% $46.49 +15.3%
70 MSI MOTOROLA SOLUTIONS INC Technology 4,068.0 $1.7M 0.06% -1K -25.3% $415.29 +17.3%
71 ARGX ARGENX SE Healthcare 1,700.0 $1.6M 0.06% -529.0 -23.7% $927.77 +12.9%
72 DOCN DIGITALOCEAN HLDGS INC Technology 9,598.0 $1.5M 0.06% -4K -29.1% $157.03 -26.8%
73 COP CONOCOPHILLIPS Energy 14,189.0 $1.5M 0.06% -1K -7.8% $103.96 +25.6%
74 ECL ECOLAB INC Basic Materials 5,203.0 $1.4M 0.06% -721.0 -12.2% $278.61 +4.3%
75 CARR CARRIER GLOBAL CORPORATION Industrials 18,963.0 $1.4M 0.05% -1K -6.3% $73.35 -19.9%
76 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,981.0 $1.2M 0.05% -3K -19.8% $88.60 -36.4%
77 CMI CUMMINS INC Industrials 1,713.0 $1.2M 0.05% -115.0 -6.3% $713.21 -18.9%
78 ROP ROPER TECHNOLOGIES INC Industrials 3,555.0 $1.2M 0.05% -414.0 -10.4% $338.39 +22.1%
79 DIS DISNEY WALT CO Communication Services 10,991.0 $1.1M 0.04% -743.0 -6.3% $96.25 +13.9%
80 LOW LOWES COS INC Consumer Cyclical 4,791.0 $1.1M 0.04% -1K -19.4% $220.49 -4.6%
Page 4 of 6  ·  114 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%