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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 15 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FAST FASTENAL CO Industrials 10,550.0 $490K 0.02% -1K -11.2% $46.40 -1.2%
282 B BARRICK MNG CORP Basic Materials 12,000.0 $489K 0.02% $40.79 +6.1%
283 CNQ CANADIAN NAT RES LTD Energy 10,000.0 $487K 0.02% +2K +18.7% $48.73 -11.9%
284 TEM TEMPUS AI INC Healthcare 10,765.0 $487K 0.02% NEW $45.22 +12.6%
285 KNSL KINSALE CAP GROUP INC Financial Services 1,406.0 $480K 0.02% $341.66 -8.9%
286 RDY DR REDDYS LABS LTD Healthcare 33,804.0 $468K 0.02% $13.85 -4.5%
287 ULTA ULTA BEAUTY INC Consumer Cyclical 891.0 $466K 0.02% -215.0 -19.4% $522.71 -11.5%
288 MCO MOODYS CORP Financial Services 1,062.0 $463K 0.02% $436.25 +7.8%
289 OSCR OSCAR HEALTH INC Healthcare 40,000.0 $459K 0.02% NEW $11.47 +152.2%
290 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,127.0 $445K 0.02% $209.08 +12.4%
291 ENB ENBRIDGE INC Energy 8,007.0 $434K 0.02% $54.14 +2.0%
292 CENTRAIS ELET BRAS SA 38,000.0 $429K 0.02% -2K -5.0% $11.28
293 XLK SELECT SECTOR SPDR TR 3,225.0 $429K 0.02% -26K -89.0% $132.90 +42.3%
294 ALLE ALLEGION PLC Industrials 2,840.0 $413K 0.02% -278.0 -8.9% $145.29 -6.4%
295 LEN LENNAR CORP Consumer Cyclical 4,651.0 $404K 0.02% -14K -74.4% $86.84 +5.7%
296 BP BP PLC Energy 8,350.0 $392K 0.02% +1K +21.0% $47.00 -13.3%
297 CTVA CORTEVA INC Basic Materials 4,565.0 $382K 0.02% +1K +43.1% $83.71 -6.5%
298 VLO VALERO ENERGY CORP Energy 1,516.0 $375K 0.02% NEW $247.08 -3.3%
299 MS MORGAN STANLEY Financial Services 2,215.0 $365K 0.02% -98.0 -4.2% $164.57 +38.0%
300 WAL WESTERN ALLIANCE BANCORP Financial Services 5,141.0 $364K 0.02% NEW $70.85 +15.2%
Page 15 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%