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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMCSA COMCAST CORP NEW Communication Services 9,751.0 $239K 0.17% $24.55 +10.2%
82 CEG CONSTELLATION ENERGY CORP Utilities 947.0 $235K 0.16% $248.37 +11.4%
83 NOW SERVICENOW INC Technology 2,365.0 $235K 0.16% $99.28 +45.8%
84 ARKG ARK ETF TR 5,400.0 $227K 0.16% $42.06 +13.3%
85 SBUX STARBUCKS CORP Consumer Cyclical 2,128.0 $217K 0.15% $102.19 +5.5%
86 ACN ACCENTURE PLC IRELAND Technology 1,462.0 $182K 0.12% $124.44 +52.4%
87 TMUS T-MOBILE US INC Communication Services 1,078.0 $181K 0.12% $167.73 +8.1%
88 PBW INVESCO EXCHANGE TRADED FD T 3,850.0 $150K 0.10% $39.01 -18.5%
89 EMQQ EXCHANGE TRADED CONCEPTS TRU 4,500.0 $140K 0.10% $31.20 +8.8%
90 APP APPLOVIN CORP Technology 185.0 $95K 0.07% $515.23 -38.3%
91 INTU INTUIT Technology 130.0 $34K 0.02% $261.00 +37.2%
Page 5 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%