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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 10 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IREN IREN LIMITED Financial Services 5,000.0 $229K 0.02% $45.73 -8.4%
182 VZ VERIZON COMMUNICATIONS INC Communication Services 5,380.0 $228K 0.02% -12K -69.0% $42.34 +16.8%
183 XYL XYLEM INC Industrials 1,900.0 $225K 0.02% $118.21 -4.1%
184 DB DEUTSCHE BK AG Financial Services 6,400.0 $216K 0.01% $33.75 +12.0%
185 EPI WISDOMTREE TR 5,000.0 $214K 0.01% $42.78 +0.5%
186 TD TORONTO DOMINION BK ONT Financial Services 1,670.0 $202K 0.01% NEW $121.13 -3.3%
187 RY ROYAL BK CDA Financial Services 980.0 $202K 0.01% -220.0 -18.3% $206.30 -0.5%
188 ADSK AUTODESK INC Technology 1,000.0 $194K 0.01% -4K -80.0% $194.42 +30.6%
189 EMXC ISHARES INC 1,900.0 $194K 0.01% NEW $102.30 -4.4%
190 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,250.0 $186K 0.01% $57.22 +16.6%
191 HD HOME DEPOT INC Consumer Cyclical 510.0 $180K 0.01% $352.68 -4.8%
192 BIIB BIOGEN INC Healthcare 825.0 $178K 0.01% $216.06 +0.3%
193 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,850.0 $178K 0.01% +850.0 +85.0% $95.98 +24.3%
194 ORCL ORACLE CORP Technology 1,210.0 $177K 0.01% +610.0 +101.7% $146.55 -0.1%
195 STN STANTEC INC Industrials 2,500.0 $172K 0.01% $68.76 +7.7%
196 HONEYWELL INTL INC 765.0 $171K 0.01% NEW $223.90
197 HONEYWELL AEROSPACE INC 765.0 $169K 0.01% NEW $221.08
198 SBUX STARBUCKS CORP Consumer Cyclical 1,650.0 $169K 0.01% NEW $102.19 +4.8%
199 CLX CLOROX CO DEL Consumer Defensive 1,740.0 $166K 0.01% $95.44 +11.8%
200 WFG WEST FRASER TIMBER CO LTD Basic Materials 2,400.0 $162K 0.01% $67.44 +3.4%
Page 10 of 13  ·  242 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%