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Portfolio (Quarterly) Guide ↗

NLB Skladi, upravljanje premozenja, d.o.o.

· CIK 0002110897
13F Portfolio $2.2B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 330 New
Page 12 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VHT VANGUARD WORLD FD 3,680.0 $1.1M 0.05% NEW $287.85 -0.9%
222 CVS CVS HEALTH CORP Healthcare 13,000.0 $1.0M 0.05% NEW $79.36 +26.9%
223 VGK VANGUARD INTL EQUITY INDEX F 12,050.0 $1.0M 0.05% NEW $83.61 +7.7%
224 WFC WELLS FARGO CO NEW Financial Services 10,800.0 $1.0M 0.05% NEW $93.20 -8.7%
225 JD JD.COM INC Consumer Cyclical 34,965.0 $1.0M 0.05% NEW $28.70 -1.1%
226 A AGILENT TECHNOLOGIES INC Healthcare 7,105.0 $967K 0.04% NEW $136.07 -5.7%
227 DG DOLLAR GEN CORP NEW Consumer Defensive 7,200.0 $956K 0.04% NEW $132.77 -14.3%
228 CNI CANADIAN NATL RY CO Industrials 9,568.0 $946K 0.04% NEW $98.91 +19.0%
229 TMDX TRANSMEDICS GROUP INC Healthcare 7,670.0 $933K 0.04% NEW $121.65 -37.7%
230 CRCL CIRCLE INTERNET GROUP INC Financial Services 11,394.0 $904K 0.04% NEW $79.30 +0.5%
231 AMT AMERICAN TOWER CORP NEW Real Estate 5,098.0 $895K 0.04% NEW $175.57 +5.1%
232 DOCS DOXIMITY INC Healthcare 20,000.0 $886K 0.04% NEW $44.28 -52.8%
233 HSBC HSBC HLDGS PLC Financial Services 11,186.0 $880K 0.04% NEW $78.67 +20.1%
234 TRV TRAVELERS COMPANIES INC Financial Services 3,023.0 $877K 0.04% NEW $290.06 +6.0%
235 BDX BECTON DICKINSON & CO Healthcare 4,500.0 $873K 0.04% NEW $194.07 -25.2%
236 Q QNITY ELECTRONICS INC Technology 10,585.0 $864K 0.04% NEW $81.65 +86.5%
237 SMCI SUPER MICRO COMPUTER INC Technology 29,200.0 $855K 0.04% NEW $29.27 -0.2%
238 SE SEA LTD Consumer Cyclical 6,674.0 $851K 0.04% NEW $127.57 -32.0%
239 DD DUPONT DE NEMOURS INC Basic Materials 21,171.0 $851K 0.04% NEW $40.20 +19.5%
240 BRO BROWN & BROWN INC Financial Services 10,600.0 $845K 0.04% NEW $79.70 -25.1%
Page 12 of 17  ·  330 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 48.5%
Healthcare 12.8%
Communication Services 9.4%
Financial Services 9.3%
Consumer Cyclical 7.2%
Industrials 5.0%
Basic Materials 2.5%
Consumer Defensive 2.2%
Energy 1.9%
Utilities 1.0%