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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 5 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADBE ADOBE INC Technology 24,397.0 $5.9M 0.28% -621.0 -2.5% $243.08 -19.3%
82 GS GOLDMAN SACHS GROUP INC Financial Services 7,000.0 $5.9M 0.28% -494.0 -6.6% $845.99 +29.9%
83 SPOT SPOTIFY TECHNOLOGY S A Communication Services 12,056.0 $5.8M 0.28% $484.91 -6.0%
84 UBS UBS GROUP AG Financial Services 150,646.0 $5.8M 0.28% -47K -23.8% $38.44 +29.4%
85 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,332.0 $5.6M 0.27% -407.0 -23.4% $4210.32 -95.9%
86 PEP PEPSICO INC Consumer Defensive 35,795.0 $5.6M 0.27% -14K -28.5% $155.29 -8.8%
87 BWXT BWX TECHNOLOGIES INC Industrials 26,894.0 $5.5M 0.26% +1K +5.6% $204.49 -0.7%
88 PWR QUANTA SVCS INC Industrials 9,947.0 $5.5M 0.26% +3K +45.2% $549.02 +30.2%
89 SNPS SYNOPSYS INC Technology 13,693.0 $5.4M 0.26% +203.0 +1.5% $396.48 +16.5%
90 ADI ANALOG DEVICES INC Technology 16,951.0 $5.4M 0.26% +3K +20.0% $318.14 +30.3%
91 CDNS CADENCE DESIGN SYSTEM INC Technology 19,271.0 $5.4M 0.26% -638.0 -3.2% $277.87 +40.2%
92 DD DUPONT DE NEMOURS INC Basic Materials 115,642.0 $5.3M 0.25% +94K +446.2% $45.80 +4.7%
93 PKX POSCO HOLDINGS INC Basic Materials 90,407.0 $5.3M 0.25% +3K +3.5% $58.49 +7.0%
94 ETN EATON CORP PLC Industrials 14,552.0 $5.2M 0.25% +9K +161.4% $357.67 +14.5%
95 EWJ ISHARES INC 61,554.0 $5.2M 0.25% +2K +3.0% $84.44 +11.9%
96 NUE NUCOR CORP Basic Materials 29,706.0 $5.0M 0.24% +4K +14.9% $169.10 +49.4%
97 KO COCA COLA CO Consumer Defensive 65,860.0 $5.0M 0.24% -678.0 -1.0% $76.05 +5.1%
98 PG PROCTER AND GAMBLE CO Consumer Defensive 33,959.0 $4.9M 0.23% -18K -34.5% $144.44 +4.3%
99 PFE PFIZER INC Healthcare 174,098.0 $4.9M 0.23% -49K -22.0% $28.08 -7.7%
100 HCA HCA HEALTHCARE INC Healthcare 10,232.0 $4.8M 0.23% -459.0 -4.3% $473.24 -18.0%
Page 5 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%