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Portfolio (Quarterly) Guide ↗

VUB Generali dochodkova spravcovska spolocnost, a.s.

· CIK 0002111369
13F Portfolio $145M AUM 91 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 Added 1 Reduced
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 7,490.0 $1.9M 1.30% $251.64 +1.5%
22 NEE NEXTERA ENERGY INC Utilities 21,120.0 $1.9M 1.28% $87.77 -6.8%
23 WMT WALMART INC Consumer Defensive 15,366.0 $1.7M 1.20% $113.26 -9.0%
24 XOM EXXON MOBIL CORP Energy 12,089.0 $1.7M 1.14% $136.72 +14.6%
25 UNH UNITEDHEALTH GROUP INC Healthcare 3,916.0 $1.6M 1.12% $415.63 -5.5%
26 LIN LINDE PLC Basic Materials 2,997.0 $1.6M 1.07% $518.94 -5.7%
27 MA MASTERCARD INCORPORATED Financial Services 2,996.0 $1.5M 1.06% $513.60 +15.9%
28 AMAT APPLIED MATLS INC Technology 2,106.0 $1.5M 1.05% $723.00 -36.1%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,610.0 $1.5M 1.04% $935.47 +1.1%
30 INTC INTEL CORP Technology 10,706.0 $1.5M 1.03% $139.63 -35.9%
31 BAC BANK OF AMER CORP Financial Services 25,929.0 $1.5M 1.02% $56.98 +9.4%
32 WELL WELLTOWER INC Real Estate 6,315.0 $1.4M 0.99% $226.97 +4.9%
33 MRK MERCK & CO INC Healthcare 10,748.0 $1.4M 0.95% $128.50 +15.4%
34 PLD PROLOGIS INC. Real Estate 9,956.0 $1.3M 0.93% $135.47 +3.9%
35 LRCX LAM RESEARCH CORP Technology 3,080.0 $1.3M 0.92% $433.33 -30.3%
36 RTX RTX CORPORATION Industrials 6,936.0 $1.3M 0.91% $189.73 +11.6%
37 UNP UNION PAC CORP Industrials 4,636.0 $1.3M 0.87% $272.00 +13.0%
38 PG PROCTER & GAMBLE CO Consumer Defensive 8,146.0 $1.2M 0.82% $146.64 -2.0%
39 KO COCA COLA CO Consumer Defensive 14,624.0 $1.2M 0.82% $81.27 +10.3%
40 DE DEERE & CO Industrials 1,862.0 $1.2M 0.81% $634.33 -0.6%
Page 2 of 5  ·  91 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 37.0%
Financial Services 12.8%
Healthcare 9.9%
Consumer Cyclical 9.9%
Industrials 8.2%
Communication Services 7.1%
Consumer Defensive 4.6%
Utilities 3.8%
Energy 2.9%
Real Estate 2.0%