VUB Generali dochodkova spravcovska spolocnost, a.s. — 13F Holdings & Portfolio

CIK 2111369 · latest 13F-HR filed 2026-07-23

VUB Generali dochodkova spravcovska spolocnost, a.s. manages $145.0M in 13F-reported U.S. long-equity assets across 91 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (7.58%), AAPL (7.32%), AMZN (4.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 50, and trimmed 24.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
MLYNSKE NIVY 1
BRATISLAVA 820 04
Phone
00421904192791
Filing Manager
VUB Generali dochodkova spravcovska spolocnost, a.s.
BRATISLAVA, 2B
Signatory
Lenka Vybostekova
Head of Legal, Compliance and AML
Loading holdings…
AUM

$145.0M

Long-equity book

Holdings

91

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+0 / −0 / ↑50 / ↓24

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$2.1M +241.7%
  • ADVANCED MICRO DEVICES INC$1.4M +185.6%
  • APPLE INC$1.3M +14.0%
  • CATERPILLAR INC$1.2M +50.3%
  • INTEL CORP$1.0M +216.4%
Show all 50

Top Trims

  • ISHARES GOLD TR-$531.3K -14.3%
  • EXXON MOBIL CORP-$398.2K -19.4%
  • CONOCOPHILLIPS-$302.0K -21.2%
  • NETFLIX INC.-$242.3K -25.7%
  • CHEVRON CORPORATION-$191.2K -19.9%
Show all 24

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $11.0M 7.58% 54,914 SH
2 APPLE INC AAPL 037833100 $10.6M 7.32% 36,678 SH
3 AMAZON COM INC AMZN 023135106 $6.9M 4.79% 29,135 SH
4 MICROSOFT CORP MSFT 594918104 $6.9M 4.75% 18,449 SH
5 ALPHABET INC GOOGL 02079K305 $4.8M 3.34% 13,542 SH
6 BROADCOM INC AVGO 11135F101 $4.4M 3.05% 11,722 SH
7 ELI LILLY & CO LLY 532457108 $4.0M 2.77% 3,346 SH
8 CATERPILLAR INC CAT 149123101 $3.7M 2.55% 3,468 SH
9 ALPHABET INC GOOG 02079K107 $3.7M 2.54% 10,437 SH
10 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.5M 2.44% 7,084 SH
11 TESLA INC TSLA 88160R101 $3.5M 2.44% 8,415 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $3.4M 2.38% 10,537 SH
13 ISHARES GOLD TR IAU 464285204 $3.2M 2.19% 42,000 SH
14 MICRON TECHNOLOGY INC MU 595112103 $3.0M 2.06% 2,589 SH
15 GE AEROSPACE GE 369604301 $2.9M 2.02% 7,819 SH
16 META PLATFORMS INC META 30303M102 $2.8M 1.91% 4,911 SH
17 JOHNSON & JOHNSON JNJ 478160104 $2.5M 1.75% 9,998 SH
18 GE VERNOVA INC GEV 36828A101 $2.4M 1.63% 2,017 SH
19 VISA INC V 92826C839 $2.2M 1.52% 6,433 SH
20 ADVANCED MICRO DEVICES INC AMD 007903107 $2.2M 1.51% 3,775 SH
21 ABBVIE INC ABBV 00287Y109 $1.9M 1.30% 7,490 SH
22 NEXTERA ENERGY INC NEE 65339F101 $1.9M 1.28% 21,120 SH
23 WALMART INC WMT 931142103 $1.7M 1.20% 15,366 SH
24 EXXON MOBIL CORP XOM 30231G102 $1.7M 1.14% 12,089 SH
25 UNITEDHEALTH GROUP INC UNH 91324P102 $1.6M 1.12% 3,916 SH
26 LINDE PLC LIN G54950103 $1.6M 1.07% 2,997 SH
27 MASTERCARD INCORPORATED MA 57636Q104 $1.5M 1.06% 2,996 SH
28 APPLIED MATLS INC AMAT 038222105 $1.5M 1.05% 2,106 SH
29 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.5M 1.04% 1,610 SH
30 INTEL CORP INTC 458140100 $1.5M 1.03% 10,706 SH
31 BANK OF AMER CORP BAC 060505104 $1.5M 1.02% 25,929 SH
32 WELLTOWER INC WELL 95040Q104 $1.4M 0.99% 6,315 SH
33 MERCK & CO INC MRK 58933Y105 $1.4M 0.95% 10,748 SH
34 PROLOGIS INC. PLD 74340W103 $1.3M 0.93% 9,956 SH
35 LAM RESEARCH CORP LRCX 512807306 $1.3M 0.92% 3,080 SH
36 RTX CORPORATION RTX 75513E101 $1.3M 0.91% 6,936 SH
37 UNION PAC CORP UNP 907818108 $1.3M 0.87% 4,636 SH
38 PROCTER & GAMBLE CO PG 742718109 $1.2M 0.82% 8,146 SH
39 COCA COLA CO KO 191216100 $1.2M 0.82% 14,624 SH
40 DEERE & CO DE 244199105 $1.2M 0.81% 1,862 SH
41 GOLDMAN SACHS GROUP INC GS 38141G104 $1.2M 0.81% 1,157 SH
42 CISCO SYS INC CSCO 17275R102 $1.2M 0.79% 9,798 SH
43 CONOCOPHILLIPS COP 20825C104 $1.1M 0.77% 10,770 SH
44 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.0M 0.72% 1,400 SH
45 MORGAN STANLEY MS 617446448 $1.0M 0.70% 4,842 SH
46 HOME DEPOT INC HD 437076102 $1.0M 0.70% 2,867 SH
47 CITIGROUP INC C 172967424 $998.8K 0.69% 7,136 SH
48 WELLS FARGO & CO WFC 949746101 $983.2K 0.68% 11,897 SH
49 KLA CORP KLAC 482480100 $938.3K 0.65% 3,110 SH
50 AMGEN INC AMGN 031162100 $856.4K 0.59% 2,365 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $145.0M 91 0002111369-26-000003
2026-03-31 2026-04-30 $126.8M 91 0002111369-26-000002
2025-12-31 2026-02-12 $130.6M 97 0002111369-26-000001