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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $705M AUM 230 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 63 Added 66 Reduced 9 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 7,155.0 $3.6M 0.51% -2K -22.2% $499.66 -2.0%
22 ISRG INTUITIVE SURGICAL INC Healthcare 7,420.0 $3.4M 0.48% -780.0 -9.5% $460.99 -11.8%
23 UBER UBER TECHNOLOGIES INC Technology 45,000.0 $3.2M 0.46% -13K -21.9% $71.93 -0.4%
24 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 37,770.0 $3.1M 0.43% -8K -17.8% $80.94 -1.5%
25 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 10,360.0 $3.0M 0.43% -2K -13.7% $292.75 +32.7%
26 ABT ABBOTT LABORATORIES Healthcare 29,540.0 $3.0M 0.43% -740.0 -2.4% $102.67 -13.9%
27 SPGI S&P GLOBAL INC Financial Services 6,798.0 $2.9M 0.41% -2K -24.4% $425.34 -3.4%
28 BSX BOSTON SCIENTIFIC CORP Healthcare 45,110.0 $2.8M 0.40% -7K -13.2% $62.75 -27.8%
29 SVM SILVERCORP METALS INC Basic Materials 224,300.0 $2.4M 0.34% -101K -31.0% $10.74 +5.4%
30 ABBV ABBVIE INC Healthcare 10,846.0 $2.4M 0.34% -70.0 -0.6% $217.49 -0.5%
31 WDAY WORKDAY INC Technology 17,500.0 $2.3M 0.32% -2K -11.2% $129.92 -10.0%
32 ADBE ADOBE INC Technology 8,775.0 $2.1M 0.30% -620.0 -6.6% $243.08 -19.7%
33 LIN LINDE PLC Basic Materials 4,170.0 $2.1M 0.29% -800.0 -16.1% $495.76 +3.3%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,070.0 $2.0M 0.28% -670.0 -14.1% $491.53 -5.5%
35 PGR PROGRESSIVE CORP Financial Services 9,356.0 $1.9M 0.26% -2K -13.8% $198.24 +3.3%
36 LOW LOWES COS INC Consumer Cyclical 6,790.0 $1.6M 0.23% -1K -15.2% $236.28 -6.0%
37 NKE NIKE INC Consumer Cyclical 30,130.0 $1.6M 0.23% -3K -8.8% $52.82 -14.4%
38 SOFI SOFI TECHNOLOGIES INC Financial Services 99,050.0 $1.6M 0.22% -8K -7.9% $15.88 +12.8%
39 BERKSHIRE HATHAWAY INC DEL 3,280.0 $1.6M 0.22% -2K -37.9% $479.20
40 MDLZ MONDELEZ INTL INC Consumer Defensive 24,360.0 $1.4M 0.20% -2K -6.3% $57.64 +4.3%
Page 2 of 4  ·  66 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 49.0%
Communication Services 12.0%
Healthcare 10.0%
Consumer Cyclical 7.7%
Financial Services 5.9%
Energy 4.7%
Basic Materials 4.2%
Industrials 2.7%
Consumer Defensive 1.9%
Utilities 1.1%