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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 9 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HDB HDFC BANK LTD Financial Services 90,396.0 $2.3M 0.09% $25.83 -10.3%
162 KB KB FINL GROUP INC Financial Services 21,970.0 $2.3M 0.09% +9K +66.1% $104.96 +15.1%
163 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 4,110.0 $2.2M 0.08% -700.0 -14.6% $541.83 -4.6%
164 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5,743.0 $2.2M 0.08% -142.0 -2.4% $386.73 +4.1%
165 WDC WESTERN DIGITAL CORP Technology 3,427.0 $2.2M 0.08% $638.72 -26.6%
166 NEBIUS GROUP N.V. 7,833.0 $2.2M 0.08% +6K +252.7% $276.17
167 MCD MCDONALDS CORP Consumer Cyclical 8,000.0 $2.2M 0.08% $270.31 -1.3%
168 HPE HEWLETT PACKARD ENTERPRISE C Technology 47,597.0 $2.1M 0.08% +13K +36.0% $45.11 +22.4%
169 EPP ISHARES INC 39,291.0 $2.1M 0.08% +1K +3.4% $53.26 +8.9%
170 BLK BLACKROCK INC Financial Services 2,173.0 $2.1M 0.08% -308.0 -12.4% $961.56 +22.0%
171 GFS GLOBALFOUNDRIES INC Technology 25,000.0 $2.1M 0.08% NEW $82.41 -44.6%
172 VIS VANGUARD WORLD FD 5,685.0 $2.0M 0.08% -125.0 -2.1% $360.38 -4.1%
173 AA ALCOA CORP Basic Materials 38,453.0 $2.0M 0.08% +10K +36.6% $52.14 -4.6%
174 RIO RIO TINTO PLC Basic Materials 21,108.0 $2.0M 0.08% $94.93 +10.3%
175 PNC PNC FINL SVCS GROUP INC Financial Services 8,116.0 $2.0M 0.08% -1K -11.2% $246.22 -0.6%
176 JCI JOHNSON CONTROLS INTERNATION Industrials 13,536.0 $2.0M 0.07% -915.0 -6.3% $146.11 -1.2%
177 Q QNITY ELECTRONICS INC Technology 11,748.0 $1.9M 0.07% +2K +22.4% $163.31 -22.7%
178 LITE LUMENTUM HLDGS INC Technology 2,227.0 $1.9M 0.07% NEW $858.06 +9.4%
179 USB US BANCORP Financial Services 31,566.0 $1.9M 0.07% -4K -10.4% $60.40 +4.0%
180 BK BANK OF NY MELLON CORP Financial Services 13,183.0 $1.9M 0.07% -892.0 -6.3% $144.61 -0.6%
Page 9 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%