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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 17 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UPS UNITED PARCEL SVCS INC Industrials 3,447.0 $371K 0.01% -12K -77.0% $107.50 -0.7%
322 AXIA ENERGIA SA 35,000.0 $370K 0.01% -3K -7.9% $10.56
323 EQT EQT CORP Energy 6,838.0 $364K 0.01% -1K -16.7% $53.17 +4.0%
324 KRYS KRYSTAL BIOTECH INC Healthcare 955.0 $355K 0.01% $371.67 -3.0%
325 XYL XYLEM INC Industrials 3,000.0 $355K 0.01% +1K +50.0% $118.21 -3.4%
326 RDY DR REDDYS LABS LTD Healthcare 23,804.0 $345K 0.01% -10K -29.6% $14.49 -15.6%
327 CTAS CINTAS CORP Industrials 2,012.0 $342K 0.01% $170.08 +20.8%
328 MPC MARATHON PETE CORP Energy 1,300.0 $332K 0.01% $255.67 +42.3%
329 OCTAVE INTELLIGENCE PLC 19,415.0 $316K 0.01% NEW $16.30
330 CNQ CANADIAN NAT RES LTD MED TER Energy 8,000.0 $316K 0.01% -2K -20.0% $39.54 +27.1%
331 ELECTROVAYA INC 30,000.0 $315K 0.01% $10.51
332 BP BP PLC Energy 8,350.0 $309K 0.01% $36.95 +15.8%
333 TEL TE CONNECTIVITY PLC Technology 1,477.0 $298K 0.01% -15.0 -1.0% $201.61 +1.1%
334 UPST UPSTART HLDGS INC Financial Services 8,232.0 $292K 0.01% $35.43 -14.4%
335 DEO DIAGEO PLC Consumer Defensive 3,612.0 $290K 0.01% $80.38 +17.3%
336 PSX PHILLIPS 66 Energy 1,700.0 $287K 0.01% $169.05 +44.0%
337 CB CHUBB LIMITED Financial Services 785.0 $267K 0.01% -249.0 -24.1% $340.74 +0.9%
338 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,214.0 $263K 0.01% -14.0 -1.1% $216.60 -8.2%
339 JD JD.COM INC Consumer Cyclical 10,000.0 $255K 0.01% -27K -72.8% $25.48 +13.1%
340 EOG EOG RES INC Energy 1,909.0 $248K 0.01% $129.73 +12.5%
Page 17 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%