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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 13 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LOW LOWES COS INC Consumer Cyclical 4,791.0 $1.1M 0.04% -1K -19.4% $220.49 -4.6%
242 XCCC BONDBLOXX ETF TRUST 28,803.0 $1.1M 0.04% +7K +33.8% $36.56 -2.1%
243 DB DEUTSCHE BK AG Financial Services 30,447.0 $1.0M 0.04% -3K -10.1% $33.79 +19.1%
244 MEDP MEDPACE HLDGS INC Healthcare 1,900.0 $1.0M 0.04% $529.59 +16.9%
245 CBRE CBRE GROUP INC Real Estate 7,440.0 $1.0M 0.04% -110.0 -1.5% $134.69 +11.6%
246 S SENTINELONE INC Technology 58,527.0 $993K 0.04% $16.97 +20.9%
247 VDC VANGUARD WORLD FD 4,399.0 $992K 0.04% +154.0 +3.6% $225.49 +3.2%
248 DDOG DATADOG INC Technology 3,798.0 $989K 0.04% +853.0 +29.0% $260.36 -12.6%
249 CRWV COREWEAVE INC Technology 9,769.0 $972K 0.04% NEW $99.54 -11.6%
250 TD TORONTO DOMINION BK ONT Financial Services 8,000.0 $972K 0.04% $121.55 -1.7%
251 IQVIA HLDGS INC 5,000.0 $966K 0.04% -9K -63.2% $193.22
252 WFC WELLS FARGO & CO Financial Services 11,600.0 $959K 0.04% $82.64 +3.1%
253 GRUPO CIBEST SA 12,000.0 $953K 0.04% $79.43
254 ADSK AUTODESK INC Technology 4,889.0 $951K 0.04% $194.42 +31.0%
255 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 10,581.0 $921K 0.04% -596.0 -5.3% $87.04 +11.5%
256 SYM SYMBOTIC INC Industrials 20,465.0 $920K 0.04% $44.95 -9.7%
257 EME EMCOR GROUP INC Industrials 1,095.0 $909K 0.03% +181.0 +19.8% $829.88 -8.0%
258 CLS CELESTICA INC Technology 2,470.0 $902K 0.03% NEW $365.15 -15.8%
259 TRV TRAVELERS COMPANIES INC Financial Services 2,729.0 $901K 0.03% -184.0 -6.3% $330.12 +12.4%
260 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 12,154.0 $900K 0.03% +2K +24.1% $74.04 +5.7%
Page 13 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%