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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 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BDX BECTON DICKINSON & CO Healthcare 1,630.0 $256K 0.04% -370.0 -18.5% $157.23 -8.4%
62 XLP SELECT SECTOR SPDR TR 3,095.0 $254K 0.04% -400.0 -11.4% $81.98 +1.6%
63 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 4,500.0 $168K 0.02% -4K -43.8% $37.29 +25.3%
64 IBB ISHARES TR 800.0 $135K 0.02% -700.0 -46.7% $168.85 +2.8%
65 STZ CONSTELLATION BRANDS INC Consumer Defensive 620.0 $93K 0.01% -620.0 -50.0% $150.00 -5.9%
66 QCOM QUALCOMM INC Technology 680.0 $88K 0.01% -15K -95.6% $128.78 +75.6%
Page 4 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%