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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 12 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 POWL POWELL INDS INC Industrials 4,443.0 $1.3M 0.05% NEW $286.36 -33.0%
222 ON ON SEMICONDUCTOR CORP Technology 13,441.0 $1.3M 0.05% $94.54 -22.6%
223 NDAQ NASDAQ INC Financial Services 16,000.0 $1.3M 0.05% +1K +6.7% $78.82 +26.2%
224 LPTH LIGHTPATH TECHNOLOGIES INC Technology 76,383.0 $1.2M 0.05% NEW $16.35 -19.4%
225 HSBC HSBC HLDGS PLC Financial Services 13,037.0 $1.2M 0.05% +301.0 +2.4% $95.09 +9.0%
226 CHKP CHECK POINT SOFTWARE TECH LT Technology 9,430.0 $1.2M 0.05% $131.43 -1.8%
227 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 13,981.0 $1.2M 0.05% -3K -19.8% $88.60 -36.4%
228 CMI CUMMINS INC Industrials 1,713.0 $1.2M 0.05% -115.0 -6.3% $713.21 -18.9%
229 ROP ROPER TECHNOLOGIES INC Industrials 3,555.0 $1.2M 0.05% -414.0 -10.4% $338.39 +22.1%
230 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,000.0 $1.2M 0.04% $132.52 +5.5%
231 PRIM PRIMORIS SVCS CORP Industrials 11,975.0 $1.2M 0.04% +910.0 +8.2% $99.12 -21.1%
232 O REALTY INCOME CORP Real Estate 19,136.0 $1.2M 0.04% +2K +8.8% $61.96 +0.5%
233 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 7,000.0 $1.2M 0.04% +712.0 +11.3% $168.53 -7.1%
234 HOOD ROBINHOOD MKTS INC Financial Services 11,604.0 $1.2M 0.04% $100.28 +8.2%
235 ALOY REALLOYS INC Basic Materials 80,000.0 $1.2M 0.04% NEW $14.45 -20.1%
236 DG DOLLAR GEN CORP Consumer Defensive 10,000.0 $1.2M 0.04% $115.11 +6.7%
237 TLK TELEKOMUNIKASI IND Communication Services 84,000.0 $1.1M 0.04% +15K +21.7% $13.43 +9.5%
238 FIX COMFORT SYS USA INC Industrials 565.0 $1.1M 0.04% $1981.95 -18.5%
239 CNI CANADIAN NATL RY CO Industrials 9,276.0 $1.1M 0.04% $119.31 +6.9%
240 DIS DISNEY WALT CO Communication Services 10,991.0 $1.1M 0.04% -743.0 -6.3% $96.25 +13.9%
Page 12 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%