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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DB DEUTSCHE BK AG Financial Services 30,447.0 $1.0M 0.04% -3K -10.1% $33.79 +19.1%
82 CBRE CBRE GROUP INC Real Estate 7,440.0 $1.0M 0.04% -110.0 -1.5% $134.69 +11.6%
83 IQVIA HLDGS INC 5,000.0 $966K 0.04% -9K -63.2% $193.22
84 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,581.0 $921K 0.04% -596.0 -5.3% $87.04 +11.5%
85 TRV TRAVELERS COMPANIES INC Financial Services 2,729.0 $901K 0.03% -184.0 -6.3% $330.12 +12.4%
86 DVN DEVON ENERGY CORP NEW Energy 21,500.0 $888K 0.03% -10K -31.6% $41.32 +13.3%
87 DOW DOW HLDGS INC Basic Materials 32,122.0 $879K 0.03% -26K -44.7% $27.36 +10.9%
88 DHI D R HORTON INC Consumer Cyclical 4,946.0 $806K 0.03% -1K -17.0% $162.88 -8.4%
89 AMT AMERICAN TOWER CORP Real Estate 4,870.0 $797K 0.03% -296.0 -5.7% $163.57 +7.4%
90 PPG PPG INDS INC Basic Materials 6,399.0 $776K 0.03% -432.0 -6.3% $121.29 -5.7%
91 A AGILENT TECHNOLOGIES INC Healthcare 4,906.0 $652K 0.03% -331.0 -6.3% $132.83 +16.8%
92 BNS BANK NOVA SCOTIA B C Financial Services 7,220.0 $628K 0.02% -488.0 -6.3% $86.92 +7.7%
93 CMS CMS ENERGY CORP Utilities 8,125.0 $622K 0.02% -549.0 -6.3% $76.50 -9.5%
94 TMDX TRANSMEDICS GROUP INC Healthcare 9,000.0 $598K 0.02% -1K -11.5% $66.42 +38.8%
95 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,550.0 $586K 0.02% -972.0 -12.9% $89.48 -23.3%
96 MDT MEDTRONIC PLC Healthcare 6,615.0 $517K 0.02% -3K -28.6% $78.23 +17.6%
97 FAST FASTENAL CO Industrials 10,484.0 $504K 0.02% -66.0 -0.6% $48.03 +6.5%
98 MS MORGAN STANLEY Financial Services 2,193.0 $458K 0.02% -22.0 -1.0% $209.04 +2.4%
99 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,925.0 $449K 0.02% -26.0 -1.3% $233.10 +1.9%
100 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,920.0 $441K 0.02% -430.0 -9.9% $112.43 +38.8%
Page 5 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%