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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 10 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AME AMETEK INC Industrials 7,000.0 $1.5M 0.07% +1K +16.7% $214.36 +7.9%
182 IAU ISHARES GOLD TR Financial Services 16,917.0 $1.5M 0.07% +540.0 +3.3% $88.16 -9.7%
183 UPS UNITED PARCEL SERVICE INC Industrials 14,964.0 $1.5M 0.07% NEW $98.38 +6.9%
184 CRCL CIRCLE INTERNET GROUP INC Financial Services 15,363.0 $1.5M 0.07% +4K +34.8% $95.41 -15.5%
185 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 115,000.0 $1.4M 0.07% +15K +15.0% $12.43 +31.0%
186 BCH BANCO DE CHILE Financial Services 38,146.0 $1.4M 0.07% $37.04 +8.7%
187 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 71,338.0 $1.4M 0.07% +12K +20.2% $19.78 -20.6%
188 ROP ROPER TECHNOLOGIES INC Industrials 3,969.0 $1.4M 0.07% $353.86 -6.8%
189 LOW LOWES COS INC Consumer Cyclical 5,941.0 $1.4M 0.07% +516.0 +9.5% $236.28 -8.0%
190 LYG LLOYDS BANKING GROUP PLC Financial Services 278,900.0 $1.4M 0.07% $5.03 +10.3%
191 KBR KBR INC Industrials 38,000.0 $1.4M 0.07% -5K -11.6% $36.86 -8.0%
192 VOX VANGUARD WORLD FD 7,726.0 $1.4M 0.07% +868.0 +12.7% $179.84 +3.2%
193 RJF RAYMOND JAMES FINL INC Financial Services 9,500.0 $1.4M 0.07% $144.79 +9.7%
194 VMC VULCAN MATLS CO Basic Materials 5,000.0 $1.4M 0.07% +1K +25.0% $272.30 +10.5%
195 SO SOUTHERN CO Utilities 14,000.0 $1.4M 0.07% $96.52 -4.1%
196 CHKP CHECK POINT SOFTWARE TECH LT Technology 9,430.0 $1.3M 0.07% $142.85 -14.7%
197 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 17,432.0 $1.3M 0.06% +8K +90.6% $76.16 +11.8%
198 KB KB FINL GROUP INC Financial Services 13,225.0 $1.3M 0.06% +8K +139.4% $99.73 +6.7%
199 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 69,000.0 $1.3M 0.06% +17K +33.6% $18.68 -15.1%
200 NDAQ NASDAQ INC Financial Services 15,000.0 $1.3M 0.06% NEW $84.89 -1.9%
Page 10 of 17  ·  335 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%