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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 15 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMERICA MOVIL SAB DE CV 25,000.0 $650K 0.03% $25.99
282 SNY SANOFI SA Healthcare 14,740.0 $629K 0.02% $42.66 +5.5%
283 BNS BANK NOVA SCOTIA B C Financial Services 7,220.0 $628K 0.02% -488.0 -6.3% $86.92 +6.6%
284 CMS CMS ENERGY CORP Utilities 8,125.0 $622K 0.02% -549.0 -6.3% $76.50 -10.5%
285 NIOCORP DEVS LTD 128,537.0 $620K 0.02% NEW $4.82
286 SE SEA LTD Consumer Cyclical 6,434.0 $617K 0.02% NEW $95.83 +22.3%
287 XLK SELECT SECTOR SPDR TR 3,225.0 $614K 0.02% $190.52 -1.6%
288 CRSP CRISPR THERAPEUTICS AG Healthcare 11,111.0 $606K 0.02% $54.54 +9.1%
289 TMDX TRANSMEDICS GROUP INC Healthcare 9,000.0 $598K 0.02% -1K -11.5% $66.42 +41.1%
290 DSGX DESCARTES SYS GROUP INC Technology 8,545.0 $592K 0.02% $69.26 +16.4%
291 BLDR BUILDERS FIRSTSOURCE INC Industrials 6,550.0 $586K 0.02% -972.0 -12.9% $89.48 -24.6%
292 SHEL SHELL PLC Energy 7,432.0 $576K 0.02% $77.54 +16.5%
293 OKLO OKLO INC Utilities 11,000.0 $576K 0.02% $52.33 -18.0%
294 MSCI MSCI INC Financial Services 1,013.0 $567K 0.02% $560.04 +1.3%
295 ENB ENBRIDGE INC Energy 10,375.0 $563K 0.02% +2K +29.6% $54.26 -8.2%
296 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 2,127.0 $560K 0.02% $263.26 +39.0%
297 B BARRICK MNG CORP Basic Materials 15,000.0 $551K 0.02% +3K +25.0% $36.76 +29.2%
298 WMB WILLIAMS COS INC Energy 7,400.0 $550K 0.02% +400.0 +5.7% $74.34 -0.8%
299 FNV FRANCO NEV CORP Basic Materials 2,606.0 $544K 0.02% +456.0 +21.2% $208.64 +30.0%
300 MDT MEDTRONIC PLC Healthcare 6,615.0 $517K 0.02% -3K -28.6% $78.23 +16.6%
Page 15 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%