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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 16 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 FAST FASTENAL CO Industrials 10,484.0 $504K 0.02% -66.0 -0.6% $48.03 +6.5%
302 UUUU ENERGY FUELS INC Energy 33,998.0 $494K 0.02% NEW $14.52 +8.1%
303 NKE NIKE INC Consumer Cyclical 11,953.0 $491K 0.02% +2K +16.9% $41.05 -5.8%
304 CTMX CYTOMX THERAPEUTICS INC. Healthcare 125,000.0 $469K 0.02% +14K +12.5% $3.75 -10.9%
305 NEM NEWMONT CORP Basic Materials 5,000.0 $467K 0.02% +2K +78.6% $93.40 +41.8%
306 KNSL KINSALE CAP GROUP INC Financial Services 1,406.0 $464K 0.02% $329.81 +18.3%
307 FIG FIGMA INC Technology 25,539.0 $462K 0.02% +9K +52.9% $18.09 +49.6%
308 BE BLOOM ENERGY CORP Industrials 1,518.0 $459K 0.02% NEW $302.70 -28.2%
309 MS MORGAN STANLEY Financial Services 2,193.0 $458K 0.02% -22.0 -1.0% $209.04 +2.0%
310 CTVA CORTEVA INC Basic Materials 5,300.0 $449K 0.02% +735.0 +16.1% $84.69 -1.8%
311 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,925.0 $449K 0.02% -26.0 -1.3% $233.10 +1.3%
312 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,920.0 $441K 0.02% -430.0 -9.9% $112.43 +39.6%
313 ASTS AST SPACEMOBILE INC Technology 4,939.0 $439K 0.02% NEW $88.86 -32.7%
314 MCO MOODYS CORP Financial Services 945.0 $428K 0.02% -117.0 -11.0% $452.92 +13.9%
315 SPACE EXPLORATION TECHN CORP 2,485.0 $425K 0.02% NEW $170.86
316 LEN LENNAR CORP Consumer Cyclical 4,651.0 $421K 0.02% $90.49 -3.4%
317 ALLE ALLEGION PLC Industrials 2,840.0 $399K 0.01% $140.49 +14.0%
318 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,183.0 $391K 0.01% NEW $330.46 +0.5%
319 ULTA ULTA BEAUTY INC Consumer Cyclical 835.0 $377K 0.01% -56.0 -6.3% $450.98 +19.4%
320 WIT WIPRO LTD Technology 164,759.0 $371K 0.01% +87K +112.1% $2.25 -18.2%
Page 16 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%