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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 18 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLB SELECT SECTOR SPDR TR 4,861.0 $247K 0.01% +357.0 +7.9% $50.83 +5.4%
342 MANE VERADERMICS INC Healthcare 2,000.0 $246K 0.01% NEW $122.94 -16.7%
343 CFG CITIZENS FINL GROUP INC Financial Services 3,500.0 $245K 0.01% $70.07 -0.3%
344 MTB M & T BK CORP Financial Services 1,000.0 $238K 0.01% $238.01 +1.0%
345 ABSI ABSCI CORPORATION Healthcare 20,000.0 $232K 0.01% NEW $11.59 -16.9%
346 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,450.0 $219K 0.01% $34.00 +10.1%
347 STE STERIS PLC Healthcare 1,018.0 $214K 0.01% $210.57 +12.3%
348 SU SUNCOR ENERGY INC NEW Energy 3,890.0 $209K 0.01% -1K -22.2% $53.73 +21.6%
349 MPWR MONOLITHIC PWR SYS INC Technology 150.0 $207K 0.01% NEW $1382.36 -5.7%
350 LNG CHENIERE ENERGY INC Energy 861.0 $206K 0.01% $239.01 +16.6%
351 WELL WELLTOWER INC Real Estate 900.0 $204K 0.01% NEW $226.97 +6.3%
352 BX BLACKSTONE INC Financial Services 1,731.0 $204K 0.01% -17.0 -1.0% $117.67 +21.8%
353 ALB ALBEMARLE CORP Basic Materials 1,500.0 $203K 0.01% NEW $135.03 -1.4%
354 AXIA ENERGIA SA 18,000.0 $190K 0.01% $10.55
355 XLE SELECT SECTOR SPDR TR 2,697.0 $143K 0.01% -52.0 -1.9% $53.11 +16.9%
356 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 150,000.0 $114K 0.00% $0.76 -55.4%
357 LITHIUM AMERS CORP NEW 17,225.0 $66K 0.00% NEW $3.86
358 CSAN COSAN S A Energy 10,579.0 $30K 0.00% $2.88 -1.7%
Page 18 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%