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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 7 of 17  ·  335 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 NTR NUTRIEN LTD Basic Materials 42,782.0 $3.2M 0.15% $75.46 -14.8%
122 APD AIR PRODS & CHEMS INC Basic Materials 10,905.0 $3.2M 0.15% $290.49 -3.0%
123 BAP CREDICORP LTD Financial Services 9,091.0 $3.1M 0.15% +3K +51.5% $339.18 +14.1%
124 ZS ZSCALER INC Technology 21,620.0 $3.0M 0.14% +427.0 +2.0% $140.29 -9.3%
125 SPGI S&P GLOBAL INC Financial Services 7,000.0 $3.0M 0.14% -2K -24.7% $425.34 -1.7%
126 SNOW SNOWFLAKE INC Technology 19,490.0 $2.9M 0.14% -11K -35.3% $150.82 +55.5%
127 ITUB ITAU UNIBANCO HLDG S A Financial Services 344,940.0 $2.9M 0.14% +232K +204.4% $8.38 -4.9%
128 COHR COHERENT CORP Technology 12,100.0 $2.9M 0.14% $238.21 +59.0%
129 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,810.0 $2.9M 0.14% -675.0 -12.3% $592.98 -7.0%
130 GWW WW GRAINGER INC Industrials 2,593.0 $2.8M 0.14% +200.0 +8.4% $1090.81 +20.2%
131 VFH VANGUARD WORLD FD 23,385.0 $2.8M 0.14% +847.0 +3.8% $120.81 +9.6%
132 FICO FAIR ISAAC CORP Technology 2,607.0 $2.8M 0.13% -189.0 -6.8% $1067.54 +5.6%
133 WST WEST PHARMACEUTICAL SVSC INC Healthcare 10,486.0 $2.6M 0.13% +6K +162.2% $250.64 +31.5%
134 AXP AMERICAN EXPRESS CO Financial Services 8,599.0 $2.6M 0.12% -1K -12.0% $302.48 +12.6%
135 ACN ACCENTURE PLC IRELAND Technology 12,942.0 $2.6M 0.12% $198.29 -21.3%
136 AFRM AFFIRM HLDGS INC Technology 55,974.0 $2.6M 0.12% $45.82 +54.4%
137 SHW SHERWIN WILLIAMS CO Basic Materials 7,789.0 $2.5M 0.12% -470.0 -5.7% $320.55 -2.1%
138 MCD MCDONALDS CORP Consumer Cyclical 8,000.0 $2.5M 0.12% $310.79 -8.7%
139 CHT CHUNGHWA TELECOM CO LTD Communication Services 57,567.0 $2.4M 0.12% +4K +7.3% $42.24 +7.8%
140 REGN REGENERON PHARMACEUTICALS Healthcare 3,143.0 $2.4M 0.12% +1K +79.3% $772.64 -21.3%
Page 7 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%