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Portfolio (Quarterly) Guide ↗

VUB Generali dochodkova spravcovska spolocnost, a.s.

· CIK 0002111369
13F Portfolio $127M AUM 91 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 24 Added 9 Reduced 10 Exited
Page 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 2,124.0 $515K 0.41% $242.39 +4.4%
62 WMB WILLIAMS COS INC Energy 6,569.0 $478K 0.38% $72.78 +7.0%
63 INTC INTEL CORP Technology 10,706.0 $472K 0.37% +8K +257.8% $44.13 +168.5%
64 T AT&T INC Communication Services 16,063.0 $466K 0.37% $28.99 -14.0%
65 AXP AMERICAN EXPRESS CO Financial Services 1,536.0 $465K 0.37% -634.0 -29.2% $302.48 +2.4%
66 KLAC KLA CORP Technology 311.0 $458K 0.36% $1472.41 +25.1%
67 LOW LOWES COS INC Consumer Cyclical 1,817.0 $429K 0.34% $236.28 -8.0%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 8,438.0 $424K 0.33% $50.20 -4.7%
69 CRM SALESFORCE INC Technology 2,262.0 $422K 0.33% $186.67 -5.6%
70 ADI ANALOG DEVICES INC Technology 1,266.0 $403K 0.32% +374.0 +41.9% $318.14 +20.8%
71 TXN TEXAS INSTRS INC Technology 1,950.0 $379K 0.30% $194.14 +57.0%
72 DIS DISNEY WALT CO Communication Services 3,726.0 $359K 0.28% $96.38 +7.5%
73 BKNG BOOKING HOLDINGS INC Consumer Cyclical 84.0 $354K 0.28% $4210.32 -96.2%
74 FCX FREEPORT MCMORAN INC Basic Materials 5,991.0 $352K 0.28% NEW $58.78 +6.0%
75 UBER UBER TECHNOLOGIES INC Technology 4,800.0 $345K 0.27% -11K -69.7% $71.93 +3.7%
76 QCOM QUALCOMM INC Technology 2,380.0 $306K 0.24% $128.78 +57.3%
77 ANET ARISTA NETWORKS INC Technology 2,480.0 $304K 0.24% +2K +252.8% $122.78 +21.0%
78 ACN ACCENTURE PLC IRELAND Technology 1,462.0 $290K 0.23% $198.29 -10.3%
79 CMCSA COMCAST CORP NEW Communication Services 9,751.0 $280K 0.22% $28.71 -12.6%
80 CEG CONSTELLATION ENERGY CORP Utilities 947.0 $264K 0.21% $279.25 +2.4%
Page 4 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 32.6%
Financial Services 13.4%
Communication Services 10.1%
Consumer Cyclical 10.0%
Healthcare 9.5%
Industrials 7.3%
Consumer Defensive 5.2%
Energy 4.0%
Utilities 3.8%
Basic Materials 2.1%