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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 10 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MRSH MARSH & MCLENNAN COS INC Financial Services 11,433.0 $1.9M 0.07% -416.0 -3.5% $166.67 +16.0%
182 ZTS ZOETIS INC Healthcare 25,758.0 $1.9M 0.07% -4K -13.8% $71.86 +7.9%
183 FN FABRINET Technology 3,253.0 $1.8M 0.07% NEW $562.08 -22.1%
184 PM PHILIP MORRIS INTL INC Consumer Defensive 10,000.0 $1.8M 0.07% -2K -16.7% $180.91 +7.3%
185 VLO VALERO ENERGY CORP Energy 6,748.0 $1.8M 0.07% +5K +345.1% $260.44 +33.6%
186 BKR BAKER HUGHES COMPANY Energy 31,218.0 $1.7M 0.07% -7K -18.3% $55.50 +11.7%
187 VST VISTRA CORP Utilities 10,800.0 $1.7M 0.07% $158.63 -11.7%
188 SLB SLB LIMITED Energy 36,535.0 $1.7M 0.06% -8K -18.0% $46.49 +15.3%
189 AME AMETEK INC Industrials 7,000.0 $1.7M 0.06% $241.94 +1.3%
190 MSI MOTOROLA SOLUTIONS INC Technology 4,068.0 $1.7M 0.06% -1K -25.3% $415.29 +17.3%
191 ACN ACCENTURE PLC IRELAND Technology 13,146.0 $1.6M 0.06% +204.0 +1.6% $124.44 +45.8%
192 LYG LLOYDS BANKING GROUP PLC Financial Services 278,900.0 $1.6M 0.06% $5.83 +3.6%
193 RVMD REVOLUTION MEDICINES INC Healthcare 8,500.0 $1.6M 0.06% NEW $187.28 +15.0%
194 TDY TELEDYNE TECHNOLOGIES INC Technology 2,380.0 $1.6M 0.06% +480.0 +25.3% $666.90 -5.0%
195 ARGX ARGENX SE Healthcare 1,700.0 $1.6M 0.06% -529.0 -23.7% $927.77 +12.9%
196 RJF RAYMOND JAMES FINL INC Financial Services 10,200.0 $1.6M 0.06% +700.0 +7.4% $152.03 +16.2%
197 BCH BANCO DE CHILE Financial Services 38,146.0 $1.5M 0.06% $39.76 +4.7%
198 WDAY WORKDAY INC Technology 12,378.0 $1.5M 0.06% $122.42 +55.8%
199 DOCN DIGITALOCEAN HLDGS INC Technology 9,598.0 $1.5M 0.06% -4K -29.1% $157.03 -26.8%
200 BA BOEING CO Industrials 6,822.0 $1.5M 0.06% +485.0 +7.7% $216.47 -2.0%
Page 10 of 18  ·  358 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%