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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 11 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COP CONOCOPHILLIPS Energy 14,189.0 $1.5M 0.06% -1K -7.8% $103.96 +25.6%
202 VMC VULCAN MATLS CO Basic Materials 5,000.0 $1.5M 0.06% $295.01 -7.2%
203 MP MP MATERIALS CORP Basic Materials 26,256.0 $1.5M 0.06% NEW $56.01 +5.9%
204 VOX VANGUARD WORLD FD 7,917.0 $1.5M 0.06% +191.0 +2.5% $183.95 +2.2%
205 ECL ECOLAB INC Basic Materials 5,203.0 $1.4M 0.06% -721.0 -12.2% $278.61 +4.3%
206 LEGN LEGEND BIOTECH CORP Healthcare 50,000.0 $1.4M 0.06% +10K +25.0% $28.88 -28.4%
207 VGK VANGUARD INTL EQUITY INDEX F 16,015.0 $1.4M 0.05% +2K +10.5% $88.54 +4.7%
208 BMNR BITMINE IMMERSION TECHS INC Financial Services 106,208.0 $1.4M 0.05% +35K +48.9% $13.31 +87.2%
209 CARR CARRIER GLOBAL CORPORATION Industrials 18,963.0 $1.4M 0.05% -1K -6.3% $73.35 -19.9%
210 BDX BECTON DICKINSON & CO Healthcare 9,000.0 $1.4M 0.05% NEW $151.33 +25.7%
211 EBAY EBAY INC. Consumer Cyclical 12,000.0 $1.3M 0.05% $111.75 -6.8%
212 SO SOUTHERN CO Utilities 14,000.0 $1.3M 0.05% $95.71 -6.2%
213 MOOG INC 3,131.0 $1.3M 0.05% NEW $423.84
214 IAU ISHARES GOLD TR Financial Services 17,391.0 $1.3M 0.05% +474.0 +2.8% $75.51 +14.4%
215 KBR KBR INC Industrials 38,000.0 $1.3M 0.05% $34.53 +9.8%
216 APP APPLOVIN CORP Technology 2,522.0 $1.3M 0.05% $515.23 -40.2%
217 TT TRANE TECHNOLOGIES PLC Industrials 2,638.0 $1.3M 0.05% $491.16 -5.7%
218 VHT VANGUARD WORLD FD 4,284.0 $1.3M 0.05% +116.0 +2.8% $299.01 +9.1%
219 ELMD ELECTROMED INC Healthcare 30,263.0 $1.3M 0.05% NEW $42.30 -24.9%
220 CRCL CIRCLE INTERNET GROUP INC Financial Services 20,410.0 $1.3M 0.05% +5K +32.9% $62.63 +43.6%
Page 11 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%