Titelia

Holdings of NLB Skladi, upravljanje premozenja, d.o.o.

292 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.8 % of the equity sleeve

Sector breakdown

  • Technology 43.5 %
  • Health care 10.7 %
  • Communication 8.5 %
  • Financials 8.1 %
  • Consumer discretionary 7.0 %
  • Industrials 6.1 %
  • Materials 2.7 %
  • Consumer staples 2.0 %
  • Energy 1.9 %
  • Utilities 1.0 %
  • Real estate 0.4 %
  • Unattributed 8.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 91.7 %
  • TW 4.9 %
  • BR 1.2 %
  • IN 0.7 %
  • AU 0.4 %
  • KR 0.3 %
  • GB 0.2 %
  • KY 0.1 %
  • CL 0.1 %
  • NL 0.1 %
  • ID 0.1 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2601.8B $91.68 %
2TW397.5M $4.91 %
3BR624.7M $1.25 %
4IN513.7M $0.69 %
5AU18.5M $0.43 %
6KR26.6M $0.33 %
7GB64.9M $0.25 %
8KY32.8M $0.14 %
9CL22.2M $0.11 %
10NL11.6M $0.08 %
11ID11.3M $0.06 %
12FR1710.2K $0.04 %

Positions

RankCompanySharesValueWeight
201Cummins Inc 1,828983.5K $
202Vanguard World Fund 4,245953.4K $
203Western Digital Corp 3,427927K $
204Wells Fargo & Co 11,600923.5K $
205Medpace Holdings Inc 1,900912.4K $
206American Tower Corp 5,166891.5K $
207Grupo Cibest SA 12,000873.7K $
208Waste Management Inc 3,700850.2K $
209Travelers Cos Inc/The 2,913849.7K $
210PayPal Holdings Inc 18,664844.2K $
211Vanguard World Fund 4,260844.1K $
212Snap Inc 182,349838.8K $
213Hewlett Packard Enterprise Co 35,000833.4K $
214ON Semiconductor Corp 13,441832.3K $
215Hims & Hers Health Inc 40,000830.4K $
216Neurocrine Biosciences Inc 6,288828.4K $
217DR Horton Inc 5,960817.8K $
218Robinhood Markets Inc 11,604804.2K $
219Sociedad Quimica y Minera de Chile SA 9,798793.1K $
220BondBloxx CCC-Rated USD High Yield Corporate Bond ETF 21,520783.3K $
221Comfort Systems USA Inc 565779.1K $
222SentinelOne Inc 58,527753.8K $
223Interactive Brokers Group Inc 11,177749.6K $
224Illinois Tool Works Inc 2,853742.6K $
225PPG Industries Inc 6,831730.1K $
226LEGEND BIOTECH CORP 40,000723.6K $
227Sanofi SA 14,740710.2K $
228Shell PLC 7,432691.2K $
229EMCOR Group Inc 914674.8K $
230CMS Energy Corp 8,674672.9K $
231Super Micro Computer Inc 29,200664.9K $
232State Street SPDR S&P Regional Banking ETF 10,000651.5K $
233America Movil SAB de CV 25,000637K $
234Builders FirstSource Inc 7,522619.3K $
235Microchip Technology Inc 9,399607.3K $
236Fiserv Inc 10,757600.2K $
237Agilent Technologies Inc 5,237596.9K $
238Embraer SA 10,000593.4K $
239Biogen Inc 3,055560.1K $
240USA Rare Earth Inc 37,000560K $
241MSCI Inc 1,013546K $
242Oklo Inc 11,000545.5K $
243Ameriprise Financial Inc 1,219541.7K $
244NIKE Inc 10,224540K $
245GSK PLC 9,600529.8K $
246iShares MSCI Global Metals & M 9,265524.3K $
247EQT Corp 8,206522.2K $
248CytomX Therapeutics Inc 111,111522.2K $
249Williams Cos Inc/The 7,000509.5K $
250Fastenal Co 10,550489.5K $
251Tempus AI Inc 10,765486.8K $
252Kinsale Capital Group Inc 1,406480.4K $
253Dr Reddy's Laboratories Ltd 33,804468.2K $
254Ulta Beauty Inc 891465.7K $
255Moody's Corp 1,062463.3K $
256Oscar Health Inc 40,000458.8K $
257Zebra Technologies Corp 2,127444.7K $
258Axia Energia 38,000428.6K $
259SELECT SECTOR SPDR TRUST (THE) 3,225428.6K $
260Lennar Corp 4,651403.9K $
261BP PLC 8,350392.5K $
262Corteva Inc 4,565382.1K $
263Valero Energy Corp 1,516374.6K $
264Morgan Stanley 2,215364.5K $
265Western Alliance Bancorp 5,141364.2K $
266Williams-Sonoma Inc 1,951355.7K $
267Figma Inc 16,699353K $
268Datadog Inc 2,945347.7K $
269Cintas Corp 2,012340.3K $
270Marathon Petroleum Corp 1,300317.4K $
271Phillips 66 1,700309.7K $
272Newmont Corp 2,800303.1K $
273EPAM Systems Inc 2,200297.9K $
274EOG Resources Inc 1,909276K $
275Diageo PLC 3,612268.9K $
276Krystal Biotech Inc 955246.7K $
277Cheniere Energy Inc 861244.3K $
278Old Dominion Freight Line Inc 1,228240K $
279Xylem Inc/NY 2,000239K $
280State Street Materials Select Sector SPDR ETF 4,504225.1K $
281CF Industries Holdings Inc 1,700220.7K $
282Upstart Holdings Inc 8,232211.2K $
283Citizens Financial Group Inc 3,500209.9K $
284M&T Bank Corp 1,000206.7K $
285Chipotle Mexican Grill Inc 6,450206.5K $
286Napco Security Technologies Inc 5,200204.8K $
287Blackstone Inc 1,748201K $
288Axia Energia 18,000196.6K $
289Select Sector Spdr Trust 2,749168.4K $
290Wipro Ltd 77,665164.7K $
291ADMA Biologics Inc 10,50094.6K $
292Cosan SA 10,57943.6K $