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Portfolio (Quarterly) Guide ↗

VUB Generali dochodkova spravcovska spolocnost, a.s.

· CIK 0002111369
13F Portfolio $131M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 1,887.0 $485K 0.37% NEW $256.99 +66.3%
62 SPGI S&P GLOBAL INC Financial Services 877.0 $458K 0.35% NEW $522.59 -20.2%
63 GEV GE VERNOVA INC Utilities 701.0 $458K 0.35% NEW $653.57 +59.7%
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 84.0 $450K 0.34% NEW $5355.33 -97.0%
65 LOW LOWES COS INC Consumer Cyclical 1,817.0 $438K 0.34% NEW $241.16 -9.9%
66 DIS DISNEY WALT CO Communication Services 3,726.0 $424K 0.32% NEW $113.77 -9.0%
67 QCOM QUALCOMM INC Technology 2,380.0 $407K 0.31% NEW $171.05 +18.4%
68 T AT&T INC Communication Services 16,063.0 $399K 0.30% NEW $24.84 +0.4%
69 INTU INTUIT Technology 599.0 $397K 0.30% NEW $662.42 -53.6%
70 WMB WILLIAMS COS INC Energy 6,569.0 $395K 0.30% NEW $60.11 +29.6%
71 ACN ACCENTURE PLC IRELAND Technology 1,462.0 $392K 0.30% NEW $268.30 -33.7%
72 ADBE ADOBE INC Technology 1,083.0 $379K 0.29% NEW $349.99 -30.3%
73 SHW SHERWIN WILLIAMS CO Basic Materials 1,167.0 $378K 0.29% NEW $324.03 -5.0%
74 KLAC KLA CORP Technology 311.0 $378K 0.29% NEW $1215.08 +51.6%
75 APH AMPHENOL CORP NEW Technology 2,773.0 $375K 0.29% NEW $135.14 -7.6%
76 NOW SERVICENOW INC Technology 2,365.0 $362K 0.28% NEW $153.19 -34.9%
77 VZ VERIZON COMMUNICATIONS INC Communication Services 8,438.0 $344K 0.26% NEW $40.73 +17.4%
78 PGR PROGRESSIVE CORP Financial Services 1,497.0 $341K 0.26% NEW $227.72 -11.0%
79 WELL WELLTOWER INC Real Estate 1,831.0 $340K 0.26% NEW $185.61 +17.8%
80 TXN TEXAS INSTRS INC Technology 1,950.0 $338K 0.26% NEW $173.49 +75.7%
Page 4 of 5  ·  97 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 33.9%
Financial Services 16.4%
Communication Services 10.2%
Consumer Cyclical 9.9%
Healthcare 9.6%
Industrials 6.9%
Consumer Defensive 4.6%
Energy 2.8%
Utilities 2.4%
Real Estate 1.8%