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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 2 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 81,943.0 $18.7M 0.86% NEW $228.49 -2.6%
22 ISRG INTUITIVE SURGICAL INC Healthcare 31,531.0 $17.9M 0.82% NEW $566.36 -26.4%
23 QCOM QUALCOMM INC Technology 103,605.0 $17.7M 0.81% NEW $171.05 +25.2%
24 MA MASTERCARD INCORPORATED Financial Services 29,643.0 $16.9M 0.77% NEW $570.88 -12.2%
25 NOW SERVICENOW INC Technology 105,885.0 $16.2M 0.74% NEW $153.19 -33.9%
26 NEE NEXTERA ENERGY INC Utilities 200,791.0 $16.1M 0.74% NEW $80.28 +7.4%
27 CRM SALESFORCE INC Technology 55,659.0 $14.7M 0.68% NEW $264.91 -39.0%
28 DELL DELL TECHNOLOGIES INC Technology 116,759.0 $14.7M 0.67% NEW $125.88 +221.0%
29 TMO THERMO FISHER SCIENTIFIC INC Healthcare 25,286.0 $14.7M 0.67% NEW $579.45 -18.4%
30 JNJ JOHNSON & JOHNSON Healthcare 70,052.0 $14.5M 0.66% NEW $206.95 +13.6%
31 XOM EXXON MOBIL CORP Energy 118,901.0 $14.3M 0.66% NEW $120.34 +17.2%
32 CRWD CROWDSTRIKE HLDGS INC Technology 30,431.0 $14.3M 0.65% NEW $468.76 +45.0%
33 APH AMPHENOL CORP NEW Technology 104,207.0 $14.1M 0.64% NEW $135.14 +17.5%
34 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 94,746.0 $13.6M 0.62% NEW $143.89 +66.2%
35 CAT CATERPILLAR INC Industrials 23,223.0 $13.3M 0.61% NEW $572.87 +65.0%
36 ABT ABBOTT LABS Healthcare 98,686.0 $12.4M 0.57% NEW $125.29 -27.7%
37 UNH UNITEDHEALTH GROUP INC Healthcare 36,647.0 $12.1M 0.55% NEW $330.11 +24.5%
38 IBM INTERNATIONAL BUSINESS MACHS Technology 40,518.0 $12.0M 0.55% NEW $296.21 -8.6%
39 MRK MERCK & CO INC Healthcare 114,000.0 $12.0M 0.55% NEW $105.26 +9.4%
40 BSX BOSTON SCIENTIFIC CORP Healthcare 125,494.0 $12.0M 0.55% NEW $95.35 -50.8%
Page 2 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%