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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RACE FERRARI N V Consumer Cyclical 2,770.0 $1.0M 0.07% NEW $369.56 +18.1%
2 KB KB FINL GROUP INC Financial Services 9,000.0 $945K 0.07% NEW $104.96 +12.4%
3 INTC INTEL CORP Technology 5,900.0 $824K 0.06% NEW $139.63 -35.5%
4 HIMS HIMS & HERS HEALTH INC Healthcare 22,000.0 $763K 0.05% NEW $34.67 -2.6%
5 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,750.0 $649K 0.05% NEW $370.59 -3.8%
6 TSEM TOWER SEMICONDUCTOR LTD Technology 2,100.0 $547K 0.04% NEW $260.64 -14.6%
7 NVTS NAVITAS SEMICONDUCTOR CORP Technology 29,000.0 $520K 0.04% NEW $17.92 -27.6%
8 TD TORONTO DOMINION BK ONT Financial Services 1,670.0 $202K 0.01% NEW $121.13 -3.3%
9 EMXC ISHARES INC 1,900.0 $194K 0.01% NEW $102.30 -4.4%
10 HONEYWELL INTL INC 765.0 $171K 0.01% NEW $223.90
11 HONEYWELL AEROSPACE INC 765.0 $169K 0.01% NEW $221.08
12 SBUX STARBUCKS CORP Consumer Cyclical 1,650.0 $169K 0.01% NEW $102.19 +4.8%
13 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 8,460.0 $147K 0.01% NEW $17.36 +15.0%
14 CBOE CBOE GLOBAL MKTS INC Financial Services 600.0 $146K 0.01% NEW $242.67 +23.9%
15 WOLF WOLFSPEED INC Technology 3,000.0 $145K 0.01% NEW $48.25 -46.6%
16 HNGE HINGE HEALTH INC Healthcare 1,700.0 $141K 0.01% NEW $83.00 +6.5%
17 REET ISHARES TR 4,300.0 $119K 0.01% NEW $27.62 +1.4%
18 BAC BANK OF AMER CORP Financial Services 2,000.0 $114K 0.01% NEW $56.98 +8.3%
19 EWY ISHARES INC 225.0 $45K 0.00% NEW $201.90 -11.7%
20 IXC ISHARES TR 380.0 $19K 0.00% NEW $49.13 +19.0%

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%