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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SYK STRYKER CORPORATION Healthcare 2,150.0 $677K 0.05% -500.0 -18.9% $314.84 +4.6%
22 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,350.0 $671K 0.05% -200.0 -12.9% $496.73 +10.3%
23 MDT MEDTRONIC PLC Healthcare 8,350.0 $653K 0.05% -2K -21.8% $78.23 +19.3%
24 B BARRICK MNG CORP Basic Materials 15,000.0 $551K 0.04% -2K -9.1% $36.73 +29.6%
25 REGN REGENERON PHARMACEUTICALS Healthcare 850.0 $530K 0.04% -820.0 -49.1% $623.54 +33.8%
26 KO COCA COLA CO Consumer Defensive 5,980.0 $486K 0.03% -550.0 -8.4% $81.27 +12.1%
27 DXCM DEXCOM INC Healthcare 7,155.0 $482K 0.03% -995.0 -12.2% $67.35 +37.1%
28 VLO VALERO ENERGY CORP Energy 1,700.0 $443K 0.03% -1K -37.0% $260.44 +34.0%
29 FCX FREEPORT MCMORAN INC Basic Materials 7,000.0 $440K 0.03% -1K -12.5% $62.89 +21.9%
30 MPC MARATHON PETE CORP Energy 1,500.0 $384K 0.03% -1K -40.0% $255.67 +41.1%
31 EOG EOG RES INC Energy 2,600.0 $337K 0.02% -16K -86.1% $129.73 +18.0%
32 AXTI AXT INC Technology 4,000.0 $288K 0.02% -2K -33.3% $72.08 -1.9%
33 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 885.0 $266K 0.02% -400.0 -31.1% $301.03 -21.5%
34 PFE PFIZER INC Healthcare 10,050.0 $242K 0.02% -5K -31.2% $24.08 +16.6%
35 TME TENCENT MUSIC ENTMT GROUP Communication Services 27,840.0 $232K 0.02% -20K -42.0% $8.35 +5.4%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 5,380.0 $228K 0.02% -12K -69.0% $42.34 +16.8%
37 RY ROYAL BK CDA Financial Services 980.0 $202K 0.01% -220.0 -18.3% $206.30 -0.5%
38 ADSK AUTODESK INC Technology 1,000.0 $194K 0.01% -4K -80.0% $194.42 +30.6%
39 PBR PETROLEO BRASILEIRO S A Energy 10,000.0 $162K 0.01% -13K -56.5% $16.16 +18.5%
40 BDX BECTON DICKINSON & CO Healthcare 970.0 $147K 0.01% -660.0 -40.5% $151.33 +26.9%
Page 2 of 3  ·  48 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%