TRIGLAV INVESTMENTS, D.O.O.

data from 30/09/2025

Capitalization

$ 1.529 B 10.51 %

Average holding period

3 ans

Performance

$ 212.353 M 16.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in TRIGLAV INVESTMENTS, D.O.O.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 10.20% 155.918 M $ 835665 2024/12/31 24.777 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORPORATION 8.47% 129.540 M $ 250101 2024/12/31 5.004 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.89% 90.063 M $ 353707 2024/12/31 15.798 M $ 24.11 %
2025/09/30 AMZN AMAZON.COM, INC. 5.74% 87.681 M $ 399340 2024/12/31 71.926 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 5.00% 76.480 M $ 104147 2024/12/31 -399.437 K $ -0.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 4.07% 62.167 M $ 197091 2024/12/31 4.874 M $ 8.80 %
2025/09/30 AVGO BROADCOM INC 3.61% 55.221 M $ 167401 2024/12/31 11.567 M $ 19.68 %
2025/09/30 GOOGL ALPHABET INC. 3.61% 55.126 M $ 226771 2024/12/31 14.459 M $ 37.95 %
2025/09/30 LLY ELI LILLY AND COMPANY 2.57% 39.343 M $ 51568 2024/12/31 -893.215 K $ -2.12 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 2.57% 39.290 M $ 49340 2024/12/31 3.496 M $ 12.52 %
2025/09/30 NFLX NETFLIX INC 2.34% 35.809 M $ 29871 2024/12/31 -5.083 M $ -10.47 %
2025/09/30 TSLA TESLA MOTORS INC 2.25% 34.430 M $ 77420 2024/12/31 9.517 M $ 40.00 %
2025/09/30 ORCL ORACLE CORPORATION 1.97% 30.050 M $ 106850 2024/12/31 7.523 M $ 28.64 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.71% 26.104 M $ 143100 2025/03/31 8.731 M $ 33.82 %
2025/09/30 V VISA INC. 1.70% 25.973 M $ 76092 2024/12/31 -1.374 M $ -3.85 %
2025/09/30 GOOG ALPHABET INC. 1.68% 25.729 M $ 105640 2024/12/31 5.401 M $ 37.30 %
2025/09/30 WMT WAL-MART STORES, INC. 1.67% 25.519 M $ 247623 2024/12/31 1.255 M $ 5.40 %
2025/09/30 MA MASTERCARD INCORPORATED 1.47% 22.413 M $ 39407 2024/12/31 314.529 K $ 1.22 %
2025/09/30 HD THE HOME DEPOT, INC. 1.24% 19.012 M $ 46920 2024/12/31 1.254 M $ 10.51 %
2025/09/30 EMR EMERSON ELECTRIC CO. 1.22% 18.597 M $ 141765 2024/12/31 -304.794 K $ -1.61 %
2025/09/30 CRM SALESFORCE.COM, INC. 1.10% 16.883 M $ 71238 2024/12/31 -1.989 M $ -13.09 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.01% 15.514 M $ 158350 2024/12/31 636.754 K $ 5.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.00% 15.353 M $ 82800 2024/12/31 1.990 M $ 21.39 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.93% 14.211 M $ 50884 2024/12/31 1.419 M $ 23.32 %
2025/09/30 LOW LOWE'S COMPANIES, INC. 0.92% 14.075 M $ 56010 2024/12/31 1.646 M $ 13.27 %
2025/09/30 DIS WALT DISNEY CO/THE 0.87% 13.361 M $ 116702 2024/12/31 -1.091 M $ -7.67 %
2025/09/30 ABBV ABBVIE INC. 0.85% 13.064 M $ 56421 2024/12/31 1.273 M $ 24.74 %
2025/09/30 RL RALPH LAUREN CORPORATION 0.83% 12.715 M $ 40550 2024/12/31 1.593 M $ 14.32 %
2025/09/30 SPY SSGA FUNDS MANAGEMENT INC 0.83% 12.679 M $ 19033 2025/03/31 914.161 K $ 7.82 %
2025/09/30 MRK MERCK & CO., INC. 0.74% 11.257 M $ 134128 2024/12/31 418.414 K $ 6.03 %
2025/09/30 CVS CVS HEALTH CORP 0.74% 11.244 M $ 149150 2024/12/31 956.051 K $ 9.29 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC. 0.72% 10.959 M $ 22595 2024/12/31 1.798 M $ 19.62 %
2025/09/30 BAC BANK OF AMERICA CORPORATION 0.70% 10.663 M $ 206728 2024/12/31 417.512 K $ 9.03 %
2025/09/30 APH AMPHENOL CORPORATION 0.67% 10.185 M $ 82300 2025/09/30 0.000 $ 0.00 %
2025/09/30 DASH DOORDASH INC 0.64% 9.792 M $ 36000 2025/06/30 777.140 K $ 10.34 %
2025/09/30 FSLR FIRST SOLAR INC 0.58% 8.892 M $ 40335 2025/03/31 1.292 M $ 33.22 %
2025/09/30 PWR QUANTA SERVICES, INC. 0.57% 8.647 M $ 20865 2024/12/31 758.234 K $ 9.61 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHINES CORP 0.56% 8.549 M $ 30300 2024/12/31 -403.839 K $ -4.28 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC. 0.54% 8.285 M $ 39360 2024/12/31 -880.876 K $ -9.61 %
2025/09/30 IEV BLACKROCK FUND ADVISORS 0.53% 8.092 M $ 123584 2025/03/31 273.790 K $ 3.53 %
2025/09/30 PFE PFIZER INC. 0.53% 8.070 M $ 316700 2024/12/31 392.708 K $ 5.12 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.52% 7.958 M $ 49190 2024/12/31 501.029 K $ 14.02 %
2025/09/30 AZN ASTRAZENECA PLC 0.50% 7.687 M $ 100199 2024/12/31 608.636 K $ 9.79 %
2025/09/30 QCOM QUALCOMM INCORPORATED 0.49% 7.482 M $ 44974 2024/12/31 272.199 K $ 4.46 %
2025/09/30 EATON CORPORATION PUBLIC LIMITED COMPANY 0.47% 7.203 M $ 19250 2025/03/31 328.921 K $ 4.83 %
2025/09/30 CSCO CISCO SYSTEMS INC/DELAWARE 0.46% 7.013 M $ 102500 2024/12/31 -103.199 K $ -1.38 %
2025/09/30 MU MICRON TECHNOLOGY, INC. 0.45% 6.861 M $ 41008 2024/12/31 1.448 M $ 35.78 %
2025/09/30 PGR PROGRESSIVE CORP/THE 0.44% 6.789 M $ 27491 2024/12/31 -546.449 K $ -7.46 %
2025/09/30 WFC WELLS FARGO & COMPANY 0.43% 6.538 M $ 78000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CI CIGNA CORP 0.43% 6.526 M $ 22640 2024/12/31 -916.021 K $ -12.80 %
2025/09/30 EQIX EQUINIX, INC. 0.42% 6.391 M $ 8160 2024/12/31 -109.947 K $ -1.54 %
2025/09/30 C CITIGROUP INC. 0.41% 6.274 M $ 61812 2024/12/31 469.680 K $ 19.25 %
2025/09/30 UNH UNITEDHEALTH GROUP INCORPORATED 0.41% 6.200 M $ 17956 2024/12/31 204.179 K $ 10.68 %
2025/09/30 AXP AMERICAN EXPRESS COMPANY 0.37% 5.647 M $ 17000 2024/12/31 191.110 K $ 4.13 %
2025/09/30 IVV BLACKROCK FUND ADVISORS 0.33% 5.013 M $ 7490 2024/12/31 362.515 K $ 7.80 %
2025/09/30 MDT MEDTRONIC PUBLIC LIMITED COMPANY 0.31% 4.776 M $ 50152 2024/12/31 403.491 K $ 9.26 %
2025/09/30 MS MORGAN STANLEY 0.28% 4.287 M $ 26977 2024/12/31 353.167 K $ 12.86 %
2025/09/30 ABC CENCORA INC 0.28% 4.282 M $ 13700 2024/12/31 0.000 $ 0.00 %
2025/09/30 ABT ABBOTT LABORATORIES 0.26% 4.032 M $ 30100 2024/12/31 -62.306 K $ -1.52 %
2025/09/30 NOW SERVICENOW, INC. 0.26% 3.985 M $ 4330 2024/12/31 -582.119 K $ -10.49 %
2025/09/30 COMCAST CORPORATION 0.23% 3.464 M $ 4000000 2024/12/31 30.760 K $ 0.90 %
2025/09/30 MCD MCDONALD'S CORPORATION 0.22% 3.354 M $ 11034 2024/12/31 83.856 K $ 4.01 %
2025/09/30 LIN LINDE PLC 0.21% 3.234 M $ 6810 2024/12/31 39.314 K $ 1.24 %
2025/09/30 RBLX ROBLOX CORP 0.21% 3.186 M $ 23000 2025/09/30 0.000 $ 0.00 %
2025/09/30 ANET ARISTA NETWORKS INC 0.21% 3.147 M $ 21600 2024/12/31 772.520 K $ 42.42 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.20% 3.094 M $ 39728 2024/12/31 222.052 K $ 13.58 %
2025/09/30 BSX BOSTON SCIENTIFIC CORPORATION 0.19% 2.831 M $ 29000 2024/12/31 -283.620 K $ -9.11 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY SA 0.18% 2.792 M $ 4000 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEE NEXTERA ENERGY INC 0.18% 2.677 M $ 35460 2024/12/31 128.386 K $ 8.74 %
2025/09/30 BIIB BIOGEN INC. 0.17% 2.539 M $ 18130 2024/12/31 261.211 K $ 11.54 %
2025/09/30 KO THE COCA-COLA COMPANY 0.16% 2.515 M $ 37915 2024/12/31 -166.280 K $ -6.26 %
2025/09/30 QQQ INVESCO CAPITAL MANAGEMENT LLC 0.16% 2.510 M $ 4180 2024/12/31 201.011 K $ 8.83 %
2025/09/30 GM GENERAL MOTORS COMPANY 0.15% 2.311 M $ 37909 2024/12/31 441.858 K $ 23.91 %
2025/09/30 AMAT APPLIED MATERIALS, INC. 0.15% 2.220 M $ 10846 2024/12/31 232.887 K $ 11.84 %
2025/09/30 DH EUROPE FINANCE II SARL 0.14% 2.114 M $ 2410000 2025/03/31 -2.530 K $ -0.12 %
2025/09/30 WELL WELLTOWER INC. 0.14% 2.066 M $ 11600 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO, INC. 0.13% 2.049 M $ 14592 2024/12/31 121.136 K $ 6.36 %
2025/09/30 RMD RESMED INC 0.13% 2.026 M $ 7400 2024/12/31 116.402 K $ 6.10 %
2025/09/30 ISRG INTUITIVE SURGICAL, INC. 0.13% 2.021 M $ 4520 2024/12/31 -771.363 K $ -17.70 %
2025/09/30 AT&T INC. 0.13% 1.982 M $ 2020000 2025/03/31 8.435 K $ 0.57 %
2025/09/30 IBN ICICI BANK LIMITED 0.13% 1.916 M $ 63372 2025/03/31 -216.098 K $ -10.14 %
2025/09/30 ZTS ZOETIS INC. 0.12% 1.902 M $ 13000 2024/12/31 -125.189 K $ -6.18 %
2025/09/30 APP APPLOVIN CORP 0.12% 1.796 M $ 2500 2025/09/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES, INC. 0.12% 1.776 M $ 16000 2024/12/31 2.079 K $ 0.12 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.11% 1.701 M $ 12000 2024/12/31 201.285 K $ 15.64 %
2025/09/30 REGN REGENERON PHARMACEUTICALS, INC. 0.11% 1.687 M $ 3000 2024/12/31 93.734 K $ 7.10 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.11% 1.681 M $ 20000 2025/06/30 133.399 K $ 8.62 %
2025/09/30 UTHR UNITED THERAPEUTICS CORP 0.11% 1.677 M $ 4000 2025/06/30 527.439 K $ 45.89 %
2025/09/30 HDB HDFC BANK LIMITED 0.11% 1.674 M $ 49000 2025/03/31 -1.041 M $ -55.45 %
2025/09/30 ELV ELEVANCE HEALTH INC. 0.11% 1.609 M $ 4980 2024/12/31 -327.883 K $ -16.93 %
2025/09/30 EW EDWARDS LIFESCIENCES CORPORATION 0.10% 1.560 M $ 20060 2024/12/31 -8.826 K $ -0.56 %
2025/09/30 NBIX NEUROCRINE BIOSCIENCES INC 0.10% 1.544 M $ 11000 2024/12/31 161.589 K $ 11.69 %
2025/09/30 ACN ACCENTURE PLC 0.10% 1.541 M $ 6250 2025/03/31 -326.812 K $ -17.49 %
2025/09/30 DE DEERE & COMPANY 0.10% 1.480 M $ 3239 2024/12/31 -1.015 M $ -10.08 %
2025/09/30 SCHW CHARLES SCHWAB CORP/THE 0.09% 1.432 M $ 15000 2025/09/30 0.000 $ 0.00 %
2025/09/30 HOOD ROBINHOOD MARKETS INC 0.09% 1.432 M $ 10000 2025/09/30 0.000 $ 0.00 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INCORPORATED 0.09% 1.351 M $ 3450 2024/12/31 -184.782 K $ -12.03 %
2025/09/30 FDX FEDEX CORPORATION 0.09% 1.344 M $ 5704 2024/12/31 48.110 K $ 3.74 %
2025/09/30 COF CAPITAL ONE FINANCIAL CORPORATION 0.09% 1.339 M $ 6300 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPGI S&P GLOBAL INC. 0.09% 1.338 M $ 2750 2024/12/31 -111.594 K $ -7.70 %