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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 11 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BA BOEING CO Industrials 6,337.0 $1.3M 0.06% NEW $199.03 +13.4%
202 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,000.0 $1.2M 0.06% NEW $135.23 -4.1%
203 VGK VANGUARD INTL EQUITY INDEX F 14,499.0 $1.2M 0.06% +2K +20.3% $82.43 +8.2%
204 DG DOLLAR GEN CORP NEW Consumer Defensive 10,000.0 $1.2M 0.06% +3K +38.9% $118.73 -8.5%
205 ADSK AUTODESK INC Technology 4,889.0 $1.2M 0.06% $239.40 -19.4%
206 DOCN DIGITALOCEAN HLDGS INC Technology 13,534.0 $1.2M 0.06% -35K -72.0% $85.78 +107.3%
207 TDY TELEDYNE TECHNOLOGIES INC Technology 1,900.0 $1.1M 0.06% +500.0 +35.7% $605.01 +1.7%
208 CARR CARRIER GLOBAL CORPORATION Industrials 20,246.0 $1.1M 0.06% -769.0 -3.7% $56.31 +23.4%
209 VHT VANGUARD WORLD FD 4,168.0 $1.1M 0.05% +488.0 +13.3% $272.33 +3.5%
210 DIS DISNEY WALT CO Communication Services 11,734.0 $1.1M 0.05% -445.0 -3.6% $96.38 +4.6%
211 Q QNITY ELECTRONICS INC Technology 9,600.0 $1.1M 0.05% -985.0 -9.3% $115.38 +35.8%
212 TT TRANE TECHNOLOGIES PLC Industrials 2,638.0 $1.1M 0.05% -258.0 -8.9% $416.74 +13.4%
213 EBAY EBAY INC. Consumer Cyclical 12,000.0 $1.1M 0.05% +3K +33.3% $91.02 +18.5%
214 SYM SYMBOTIC INC Industrials 20,465.0 $1.1M 0.05% $53.20 -24.5%
215 JD JD.COM INC Consumer Cyclical 36,729.0 $1.1M 0.05% +2K +5.0% $29.57 -5.6%
216 O REALTY INCOME CORP Real Estate 17,582.0 $1.1M 0.05% +4K +33.8% $61.18 -1.0%
217 HSBC HSBC HLDGS PLC Financial Services 12,736.0 $1.1M 0.05% +2K +13.9% $82.49 +15.4%
218 CBRE CBRE GROUP INC Real Estate 7,550.0 $1.0M 0.05% +200.0 +2.7% $135.46 -3.4%
219 TMDX TRANSMEDICS GROUP INC Healthcare 10,170.0 $1.0M 0.05% +2K +32.6% $99.41 -26.3%
220 DB DEUTSCHE BANK A G Financial Services 33,851.0 $1.0M 0.05% -35K -50.9% $29.76 +17.8%
Page 11 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%