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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $1.4B AUM 306 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 102 Added 48 Reduced 8 Exited
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 85,540.0 $6.3M 0.45% +48K +126.5% $74.04 +10.7%
42 NU NU HLDGS LTD Financial Services 473,600.0 $6.3M 0.45% +287K +153.5% $13.36 +9.1%
43 ALB ALBEMARLE CORP Basic Materials 46,020.0 $6.2M 0.44% +20K +76.2% $135.03 +6.1%
44 UBER UBER TECHNOLOGIES INC Technology 86,000.0 $6.2M 0.44% +41K +91.1% $72.16 +9.2%
45 UNP UNION PAC CORP Industrials 22,760.0 $6.2M 0.44% +11K +100.0% $272.00 +13.3%
46 ISRG INTUITIVE SURGICAL INC Healthcare 15,400.0 $6.1M 0.43% +8K +107.5% $397.68 -4.7%
47 SOFI SOFI TECHNOLOGIES INC Financial Services 324,100.0 $5.8M 0.41% +225K +227.2% $17.93 +5.5%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,150.0 $5.8M 0.41% +3K +100.0% $935.47 +1.3%
49 SPGI S&P GLOBAL INC Financial Services 13,596.0 $5.5M 0.39% +7K +100.0% $407.26 +5.9%
50 ABBV ABBVIE INC Healthcare 21,692.0 $5.5M 0.39% +11K +100.0% $251.64 +5.3%
51 NEE NEXTERA ENERGY INC Utilities 57,940.0 $5.1M 0.36% +29K +100.0% $87.77 -4.7%
52 IQVIA HLDGS INC 24,424.0 $4.7M 0.34% +9K +53.5% $193.22
53 GS GOLDMAN SACHS GROUP INC Financial Services 4,630.0 $4.7M 0.33% +2K +85.9% $1011.37 +2.8%
54 PEP PEPSICO INC Consumer Defensive 34,380.0 $4.7M 0.33% +17K +101.0% $135.40 +6.0%
55 LIN LINDE PLC Basic Materials 8,640.0 $4.5M 0.32% +4K +107.2% $518.94 -6.0%
56 NFLX NETFLIX INC. Communication Services 62,780.0 $4.5M 0.32% +38K +152.2% $71.40 +11.5%
57 AWK AMERICAN WTR WKS CO INC NEW Utilities 31,400.0 $4.1M 0.29% +9K +42.7% $131.58 +2.9%
58 BSX BOSTON SCIENTIFIC CORP Healthcare 87,020.0 $3.7M 0.26% +42K +92.9% $42.68 +18.0%
59 ITUB ITAU UNIBANCO HLDG S A Financial Services 426,434.0 $3.5M 0.25% +213K +100.0% $8.17 -8.4%
60 LOW LOWES COS INC Consumer Cyclical 15,780.0 $3.5M 0.25% +9K +132.4% $220.49 -2.0%
Page 3 of 6  ·  102 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 58.3%
Communication Services 12.0%
Healthcare 8.2%
Consumer Cyclical 6.1%
Financial Services 5.3%
Industrials 3.2%
Basic Materials 3.0%
Consumer Defensive 1.6%
Energy 1.1%
Utilities 0.9%