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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $741M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New
Page 8 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BDX BECTON DICKINSON & CO Healthcare 2,000.0 $388K 0.05% NEW $194.07 -25.8%
142 TMDX TRANSMEDICS GROUP INC Healthcare 3,100.0 $377K 0.05% NEW $121.65 -35.2%
143 AMD ADVANCED MICRO DEVICES INC Technology 1,650.0 $353K 0.05% NEW $214.16 +150.9%
144 MSCI MSCI INC Financial Services 600.0 $344K 0.05% NEW $573.73 +1.3%
145 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,200.0 $331K 0.04% NEW $276.02 +24.6%
146 EW EDWARDS LIFESCIENCES CORP Healthcare 3,850.0 $328K 0.04% NEW $85.25 +2.5%
147 APP APPLOVIN CORP Technology 480.0 $323K 0.04% NEW $673.82 -30.3%
148 FCX FREEPORT-MCMORAN INC Basic Materials 6,000.0 $305K 0.04% NEW $50.79 +35.2%
149 HON HONEYWELL INTL INC Industrials 1,530.0 $298K 0.04% NEW $195.09 +17.4%
150 TAN INVESCO EXCH TRADED FD TR II 6,000.0 $295K 0.04% NEW $49.12 +23.3%
151 CI THE CIGNA GROUP Healthcare 1,060.0 $292K 0.04% NEW $275.23 +1.5%
152 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,100.0 $283K 0.04% NEW $257.23 -15.1%
153 NXE NEXGEN ENERGY LTD Energy 30,000.0 $276K 0.04% NEW $9.20 +15.8%
154 PBR PETROLEO BRASILEIRO SA PETRO Energy 23,000.0 $273K 0.04% NEW $11.85 +41.4%
155 XLP SELECT SECTOR SPDR TR 3,495.0 $271K 0.04% NEW $77.68 +7.2%
156 MSTR STRATEGY INC Technology 1,750.0 $266K 0.04% NEW $151.95 -25.9%
157 ECL ECOLAB INC Basic Materials 1,000.0 $263K 0.04% NEW $262.52 +2.5%
158 B BARRICK MNG CORP Basic Materials 6,000.0 $261K 0.04% NEW $43.55 -7.4%
159 XYL XYLEM INC Industrials 1,900.0 $259K 0.04% NEW $136.18 -18.2%
160 IBB ISHARES TR 1,500.0 $253K 0.03% NEW $168.77 +2.9%
Page 8 of 12  ·  222 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 52.0%
Communication Services 12.6%
Healthcare 9.3%
Consumer Cyclical 8.2%
Financial Services 6.6%
Basic Materials 3.6%
Industrials 2.4%
Energy 2.3%
Consumer Defensive 1.5%
Real Estate 0.8%