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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 16 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CENTRAIS ELET BRAS SA 40,000.0 $366K 0.02% NEW $9.16
302 UPST UPSTART HLDGS INC Financial Services 8,232.0 $360K 0.02% NEW $43.73 -24.4%
303 TEL TE CONNECTIVITY PLC Technology 1,572.0 $358K 0.02% NEW $227.51 -3.8%
304 HMY HARMONY GOLD MINING CO LTD Basic Materials 17,049.0 $339K 0.02% NEW $19.90 -9.2%
305 TEAM ATLASSIAN CORPORATION Technology 2,078.0 $337K 0.01% NEW $162.14 -46.4%
306 HLI HOULIHAN LOKEY INC Financial Services 1,817.0 $317K 0.01% NEW $174.19 -17.1%
307 RMD RESMED INC Healthcare 1,312.0 $316K 0.01% NEW $240.87 -21.3%
308 DEO DIAGEO PLC Consumer Defensive 3,612.0 $312K 0.01% NEW $86.27 -6.6%
309 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,570.0 $304K 0.01% NEW $193.43 +1.4%
310 ABEV AMBEV SA Consumer Defensive 120,000.0 $296K 0.01% NEW $2.47 +31.4%
311 CNQ CANADIAN NAT RES LTD Energy 8,422.0 $285K 0.01% NEW $33.85 +27.3%
312 AJG GALLAGHER ARTHUR J & CO Financial Services 1,069.0 $277K 0.01% NEW $258.79 -15.1%
313 LPLA LPL FINL HLDGS INC Financial Services 746.0 $266K 0.01% NEW $357.17 -14.8%
314 CNC CENTENE CORP DEL Healthcare 6,000.0 $247K 0.01% NEW $41.15 +49.2%
315 BP BP PLC Energy 6,900.0 $240K 0.01% NEW $34.73 +17.3%
316 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,450.0 $239K 0.01% NEW $37.00 -12.3%
317 KRYS KRYSTAL BIOTECH INC Healthcare 955.0 $235K 0.01% NEW $246.54 +38.6%
318 WIT WIPRO LTD Technology 77,665.0 $221K 0.01% NEW $2.84 -12.1%
319 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 5,200.0 $217K 0.01% NEW $41.70 -10.9%
320 SU SUNCOR ENERGY INC NEW Energy 4,836.0 $215K 0.01% NEW $44.36 +29.6%
Page 16 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%