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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 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FANG DIAMONDBACK ENERGY INC Energy 800.0 $141K 0.01% -2K -72.4% $175.78 +19.9%
42 CSCO CISCO SYS INC Technology 1,170.0 $137K 0.01% -500.0 -29.9% $117.46 -5.5%
43 TXN TEXAS INSTRS INC Technology 460.0 $137K 0.01% -200.0 -30.3% $298.07 -11.3%
44 XLC SELECT SECTOR SPDR TR 1,250.0 $134K 0.01% -1K -50.0% $107.13 +4.0%
45 QCOM QUALCOMM INC Technology 580.0 $107K 0.01% -100.0 -14.7% $184.79 -13.0%
46 SHW SHERWIN WILLIAMS CO Basic Materials 300.0 $103K 0.01% -300.0 -50.0% $344.32 +0.7%
47 OXY OCCIDENTAL PETE CORP Energy 2,000.0 $97K 0.01% -4K -66.7% $48.57 +26.2%
48 TW TRADEWEB MKTS INC Financial Services 950.0 $95K 0.01% -4K -78.7% $99.66 +7.4%
Page 3 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%