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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 11 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 7,000.0 $138K 0.02% +1K +16.7% $19.78 -18.4%
202 KNSL KINSALE CAP GROUP INC Financial Services 400.0 $137K 0.02% $341.66 -9.6%
203 IBB ISHARES TR 800.0 $135K 0.02% -700.0 -46.7% $168.85 +2.8%
204 CSCO CISCO SYS INC Technology 1,670.0 $130K 0.02% $77.59 +54.1%
205 TXN TEXAS INSTRS INC Technology 660.0 $128K 0.02% $194.14 +66.3%
206 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,000.0 $125K 0.02% $125.46 -14.6%
207 DOW DOW HLDGS INC Basic Materials 3,000.0 $125K 0.02% $41.65 -23.8%
208 XLB SELECT SECTOR SPDR TR 2,450.0 $122K 0.02% NEW $49.97 +3.7%
209 SLB SLB LIMITED Energy 2,300.0 $118K 0.02% $51.39 -6.4%
210 PWR QUANTA SVCS INC Industrials 215.0 $118K 0.02% NEW $549.02 +27.9%
211 HAL HALLIBURTON CO Energy 3,000.0 $117K 0.02% $38.99 -10.4%
212 T AT&T INC Communication Services 4,000.0 $116K 0.02% $28.99 -24.1%
213 TMUS T-MOBILE US INC Communication Services 515.0 $108K 0.01% $210.03 -13.5%
214 IDXX IDEXX LABS INC Healthcare 180.0 $101K 0.01% NEW $561.89 +0.0%
215 VNQ VANGUARD INDEX FDS 1,100.0 $98K 0.01% NEW $88.70 +7.7%
216 IBM INTERNATIONAL BUSINESS MACHS Technology 400.0 $97K 0.01% $242.39 +2.8%
217 STZ CONSTELLATION BRANDS INC Consumer Defensive 620.0 $93K 0.01% -620.0 -50.0% $150.00 -5.9%
218 CMCSA COMCAST CORP NEW Communication Services 3,200.0 $92K 0.01% $28.71 -21.9%
219 ORCL ORACLE CORP Technology 600.0 $88K 0.01% $147.11 +25.3%
220 QCOM QUALCOMM INC Technology 680.0 $88K 0.01% -15K -95.6% $128.78 +75.6%
Page 11 of 12  ·  230 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%