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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 1,937.0 $263K 0.21% NEW $135.97 +41.1%
82 NOW SERVICENOW INC Technology 2,365.0 $247K 0.20% $104.55 -4.6%
83 APH AMPHENOL CORP Technology 1,940.0 $245K 0.19% -833.0 -30.0% $126.35 -1.2%
84 PANW PALO ALTO NETWORKS INC Technology 1,453.0 $233K 0.18% $160.32 +57.8%
85 TMUS T-MOBILE US INC Communication Services 1,078.0 $226K 0.18% +339.0 +45.9% $210.03 -9.5%
86 SBUX STARBUCKS CORP Consumer Cyclical 2,128.0 $191K 0.15% $89.59 +18.9%
87 EMQQ EXCHANGE TRADED CONCEPTS TRU 4,500.0 $149K 0.12% $33.08 -0.6%
88 ARKG ARK ETF TR 5,400.0 $143K 0.11% $26.42 +15.6%
89 PBW INVESCO EXCHANGE TRADED FD T 3,850.0 $122K 0.10% $31.58 +31.6%
90 APP APPLOVIN CORP Technology 185.0 $74K 0.06% $398.00 +22.1%
91 INTU INTUIT Technology 130.0 $56K 0.04% -469.0 -78.3% $432.38 -29.0%
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 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%