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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 17 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 XLB SELECT SECTOR SPDR TR 4,504.0 $225K 0.01% NEW $49.97 +5.5%
322 CF CF INDS HLDGS INC Basic Materials 1,700.0 $221K 0.01% NEW $129.84 -18.7%
323 UPST UPSTART HLDGS INC Financial Services 8,232.0 $211K 0.01% $25.65 +26.2%
324 CFG CITIZENS FINL GROUP INC Financial Services 3,500.0 $210K 0.01% NEW $59.97 +12.2%
325 MTB M & T BK CORP Financial Services 1,000.0 $207K 0.01% NEW $206.72 +10.5%
326 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,450.0 $206K 0.01% $32.01 +1.9%
327 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 5,200.0 $205K 0.01% $39.39 -4.8%
328 KGC KINROSS GOLD CORP Basic Materials 6,704.0 $205K 0.01% NEW $30.52 -8.3%
329 BX BLACKSTONE INC Financial Services 1,748.0 $201K 0.01% -6K -77.6% $114.99 +11.2%
330 CENTRAIS ELET BRAS SA 18,000.0 $197K 0.01% +7K +71.2% $10.92
331 XLE SELECT SECTOR SPDR TR 2,749.0 $168K 0.01% NEW $61.26 -9.6%
332 WIT WIPRO LTD Technology 77,665.0 $165K 0.01% $2.12 +8.5%
333 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 150,000.0 $95K 0.01% $0.63 -4.3%
334 ADMA ADMA BIOLOGICS INC Healthcare 10,500.0 $95K 0.01% $9.01 -4.8%
335 CSAN COSAN S A Energy 10,579.0 $44K 0.00% +579.0 +5.8% $4.12 -37.1%
Page 17 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%