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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 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IQVIA HLDGS INC 15,910.0 $2.7M 0.39% $170.54
62 EOG EOG RES INC Energy 18,710.0 $2.7M 0.38% +5K +34.5% $144.57 -10.1%
63 NEE NEXTERA ENERGY INC Utilities 28,970.0 $2.7M 0.38% +4K +16.0% $92.88 -6.6%
64 NU NU HLDGS LTD Financial Services 186,800.0 $2.7M 0.38% +1K +0.6% $14.37 -11.6%
65 CAT CATERPILLAR INC Industrials 3,750.0 $2.7M 0.38% $708.46 +39.1%
66 PEP PEPSICO INC Consumer Defensive 17,100.0 $2.7M 0.38% $155.29 -8.5%
67 SVM SILVERCORP METALS INC Basic Materials 224,300.0 $2.4M 0.34% -101K -31.0% $10.74 +5.4%
68 NFLX NETFLIX INC. Communication Services 24,890.0 $2.4M 0.34% +7K +36.8% $96.15 -19.5%
69 ABBV ABBVIE INC Healthcare 10,846.0 $2.4M 0.34% -70.0 -0.6% $217.49 -0.5%
70 WDAY WORKDAY INC Technology 17,500.0 $2.3M 0.32% -2K -11.2% $129.92 -10.0%
71 ADBE ADOBE INC Technology 8,775.0 $2.1M 0.30% -620.0 -6.6% $243.08 -19.7%
72 GS GOLDMAN SACHS GROUP INC Financial Services 2,490.0 $2.1M 0.30% +540.0 +27.7% $845.99 +29.6%
73 XLI SELECT SECTOR SPDR TR 12,920.0 $2.1M 0.30% +1K +12.5% $161.73 +11.9%
74 LIN LINDE PLC Basic Materials 4,170.0 $2.1M 0.29% -800.0 -16.1% $495.76 +3.3%
75 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,070.0 $2.0M 0.28% -670.0 -14.1% $491.53 -5.5%
76 XLU SELECT SECTOR SPDR TR 41,080.0 $1.9M 0.27% $45.89 -2.5%
77 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,880.0 $1.9M 0.27% $650.34 +14.8%
78 XBI SPDR SERIES TRUST 14,640.0 $1.9M 0.27% +11K +295.7% $127.73 +10.2%
79 PGR PROGRESSIVE CORP Financial Services 9,356.0 $1.9M 0.26% -2K -13.8% $198.24 +3.3%
80 ITUB ITAU UNIBANCO HLDG S A Financial Services 213,217.0 $1.8M 0.25% +65K +43.9% $8.38 -7.0%
Page 4 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%