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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GS GOLDMAN SACHS GROUP INC Financial Services 1,157.0 $1.2M 0.81% $1011.37 +2.2%
42 CSCO CISCO SYS INC Technology 9,798.0 $1.2M 0.79% $117.46 -6.4%
43 COP CONOCOPHILLIPS Energy 10,770.0 $1.1M 0.77% $103.96 +25.4%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,400.0 $1.0M 0.72% $746.77 +3.0%
45 MS MORGAN STANLEY Financial Services 4,842.0 $1.0M 0.70% $209.04 +2.7%
46 HD HOME DEPOT INC Consumer Cyclical 2,867.0 $1.0M 0.70% $352.68 -6.4%
47 C CITIGROUP INC Financial Services 7,136.0 $999K 0.69% $139.96 -5.1%
48 WFC WELLS FARGO & CO Financial Services 11,897.0 $983K 0.68% $82.64 +4.9%
49 KLAC KLA CORP Technology 3,110.0 $938K 0.65% +3K +900.0% $301.71 -41.8%
50 AMGN AMGEN INC Healthcare 2,365.0 $856K 0.59% $362.12 +19.4%
51 BA BOEING CO Industrials 3,905.0 $845K 0.58% $216.47 -3.1%
52 CVX CHEVRON CORPORATION Energy 4,648.0 $770K 0.53% $165.76 +21.8%
53 SO SOUTHERN CO Utilities 7,555.0 $723K 0.50% $95.71 -7.8%
54 NFLX NETFLIX INC. Communication Services 9,790.0 $699K 0.48% $71.40 +14.5%
55 ABT ABBOTT LABORATORIES Healthcare 7,537.0 $684K 0.47% $90.74 +23.9%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 3,686.0 $667K 0.46% $180.91 +6.1%
57 NEM NEWMONT CORP Basic Materials 6,759.0 $631K 0.43% $93.40 +37.0%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 2,124.0 $597K 0.41% $281.21 -16.2%
59 TXN TEXAS INSTRS INC Technology 1,950.0 $581K 0.40% $298.07 -13.2%
60 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,109.0 $556K 0.38% $501.36 +24.1%
Page 3 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%