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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 3 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NTR NUTRIEN LTD Basic Materials 50,050.0 $3.8M 0.54% +16K +47.0% $75.46 -16.7%
42 RTX RTX CORPORATION Industrials 19,400.0 $3.7M 0.53% +2K +9.0% $192.90 -3.8%
43 GE GE AEROSPACE Industrials 13,140.0 $3.7M 0.53% -5K -25.7% $283.77 +26.0%
44 EWC ISHARES INC 66,500.0 $3.6M 0.52% +18K +38.5% $54.79 +5.6%
45 VTR VENTAS INC Real Estate 43,885.0 $3.6M 0.51% -4K -8.3% $81.78 -0.2%
46 MA MASTERCARD INCORPORATED Financial Services 7,155.0 $3.6M 0.51% -2K -22.2% $499.66 -2.0%
47 GWRE GUIDEWIRE SOFTWARE INC Technology 23,300.0 $3.5M 0.49% $149.56 -27.9%
48 ISRG INTUITIVE SURGICAL INC Healthcare 7,420.0 $3.4M 0.48% -780.0 -9.5% $460.99 -11.8%
49 UBER UBER TECHNOLOGIES INC Technology 45,000.0 $3.2M 0.46% -13K -21.9% $71.93 -0.4%
50 EWT ISHARES INC 44,900.0 $3.2M 0.45% $70.92 +55.1%
51 EEM ISHARES TR 54,500.0 $3.1M 0.44% +2K +4.8% $56.79 +24.7%
52 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,075.0 $3.1M 0.43% +120.0 +4.1% $996.43 -4.5%
53 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 37,770.0 $3.1M 0.43% -8K -17.8% $80.94 -1.5%
54 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 10,360.0 $3.0M 0.43% -2K -13.7% $292.75 +32.7%
55 ABT ABBOTT LABORATORIES Healthcare 29,540.0 $3.0M 0.43% -740.0 -2.4% $102.67 -13.9%
56 AWK AMERICAN WTR WKS CO INC NEW Utilities 22,000.0 $3.0M 0.42% +7K +46.7% $136.09 -8.1%
57 SPGI S&P GLOBAL INC Financial Services 6,798.0 $2.9M 0.41% -2K -24.4% $425.34 -3.4%
58 BSX BOSTON SCIENTIFIC CORP Healthcare 45,110.0 $2.8M 0.40% -7K -13.2% $62.75 -27.8%
59 UNP UNION PAC CORP Industrials 11,380.0 $2.8M 0.39% +2K +15.2% $242.62 +5.9%
60 ACN ACCENTURE PLC IRELAND Technology 13,920.0 $2.8M 0.39% $198.29 -35.5%
Page 3 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%