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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 11 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PBR PETROLEO BRASILEIRO S A Energy 10,000.0 $162K 0.01% -13K -56.5% $16.16 +18.5%
202 BIDU BAIDU INC Communication Services 1,400.0 $160K 0.01% $114.29 -18.4%
203 IBB ISHARES TR 800.0 $152K 0.01% $190.19 +12.3%
204 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 8,460.0 $147K 0.01% NEW $17.36 +15.0%
205 BDX BECTON DICKINSON & CO Healthcare 970.0 $147K 0.01% -660.0 -40.5% $151.33 +26.9%
206 CBOE CBOE GLOBAL MKTS INC Financial Services 600.0 $146K 0.01% NEW $242.67 +23.9%
207 WOLF WOLFSPEED INC Technology 3,000.0 $145K 0.01% NEW $48.25 -46.6%
208 ZS ZSCALER INC Technology 1,000.0 $141K 0.01% +650.0 +185.7% $141.15 +28.8%
209 HNGE HINGE HEALTH INC Healthcare 1,700.0 $141K 0.01% NEW $83.00 +6.5%
210 FANG DIAMONDBACK ENERGY INC Energy 800.0 $141K 0.01% -2K -72.4% $175.78 +19.9%
211 CSCO CISCO SYS INC Technology 1,170.0 $137K 0.01% -500.0 -29.9% $117.46 -5.5%
212 TXN TEXAS INSTRS INC Technology 460.0 $137K 0.01% -200.0 -30.3% $298.07 -11.3%
213 IBM INTERNATIONAL BUSINESS MACHS Technology 480.0 $135K 0.01% +80.0 +20.0% $281.21 -16.2%
214 XLC SELECT SECTOR SPDR TR 1,250.0 $134K 0.01% -1K -50.0% $107.13 +4.0%
215 XLB SELECT SECTOR SPDR TR 2,450.0 $125K 0.01% $50.83 +5.3%
216 REET ISHARES TR 4,300.0 $119K 0.01% NEW $27.62 +1.4%
217 BAC BANK OF AMER CORP Financial Services 2,000.0 $114K 0.01% NEW $56.98 +8.3%
218 QCOM QUALCOMM INC Technology 580.0 $107K 0.01% -100.0 -14.7% $184.79 -13.0%
219 SLB SLB LIMITED Energy 2,300.0 $107K 0.01% $46.49 +15.9%
220 VNQ VANGUARD INDEX FDS 1,100.0 $106K 0.01% $96.43 +2.1%
Page 11 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%