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Portfolio (Quarterly) Guide ↗

Sava Infond d.o.o.

· CIK 0002055882
13F Portfolio $741M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 222 New
Page 5 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DHR DANAHER CORPORATION Healthcare 6,840.0 $1.6M 0.21% NEW $228.92 -22.6%
82 EOG EOG RES INC Energy 13,910.0 $1.5M 0.20% NEW $105.01 +23.8%
83 MDLZ MONDELEZ INTL INC Consumer Defensive 25,990.0 $1.4M 0.19% NEW $53.83 +11.7%
84 TSLA TESLA INC Consumer Cyclical 3,030.0 $1.4M 0.18% NEW $449.72 -10.9%
85 KLAC KLA CORP Technology 1,110.0 $1.3M 0.18% NEW $1215.08 -78.6%
86 GOOG ALPHABET INC Communication Services 4,255.0 $1.3M 0.18% NEW $313.80 +17.1%
87 ZTS ZOETIS INC Healthcare 10,200.0 $1.3M 0.17% NEW $125.82 -37.4%
88 FXI ISHARES TR 33,100.0 $1.3M 0.17% NEW $38.29 -13.0%
89 WM WASTE MGMT INC DEL Industrials 5,640.0 $1.2M 0.17% NEW $219.71 -2.3%
90 BN BROOKFIELD CORP Financial Services 26,130.0 $1.2M 0.16% NEW $45.89 -3.2%
91 LEN LENNAR CORP Consumer Cyclical 11,150.0 $1.1M 0.15% NEW $102.80 -12.7%
92 MDT MEDTRONIC PLC Healthcare 11,260.0 $1.1M 0.15% NEW $96.06 -17.4%
93 GREK GLOBAL X FDS 16,230.0 $1.1M 0.14% NEW $65.91 +17.1%
94 PDD PDD HOLDINGS INC Consumer Cyclical 9,400.0 $1.1M 0.14% NEW $113.39 -29.8%
95 ITUB ITAU UNIBANCO HLDG S A Financial Services 148,217.0 $1.1M 0.14% NEW $7.16 +8.8%
96 NVO NOVO-NORDISK A S Healthcare 20,725.0 $1.1M 0.14% NEW $50.88 -15.1%
97 FSLR FIRST SOLAR INC Energy 4,000.0 $1.0M 0.14% NEW $261.23 -1.4%
98 MXI ISHARES TR 10,100.0 $976K 0.13% NEW $96.64 +14.1%
99 MCD MCDONALDS CORP Consumer Cyclical 3,190.0 $975K 0.13% NEW $305.63 -8.8%
100 AMT AMERICAN TOWER CORP NEW Real Estate 5,500.0 $966K 0.13% NEW $175.57 +0.3%
Page 5 of 12  ·  222 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 52.0%
Communication Services 12.6%
Healthcare 9.3%
Consumer Cyclical 8.2%
Financial Services 6.6%
Basic Materials 3.6%
Industrials 2.4%
Energy 2.3%
Consumer Defensive 1.5%
Real Estate 0.8%