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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 5 of 12  ·  230 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PG PROCTER & GAMBLE CO Consumer Defensive 12,011.0 $1.7M 0.25% $144.44 +4.1%
82 ABEV AMBEV SA Consumer Defensive 550,000.0 $1.6M 0.23% +260K +89.7% $2.92 +6.8%
83 LOW LOWES COS INC Consumer Cyclical 6,790.0 $1.6M 0.23% -1K -15.2% $236.28 -6.0%
84 NKE NIKE INC Consumer Cyclical 30,130.0 $1.6M 0.23% -3K -8.8% $52.82 -14.4%
85 SOFI SOFI TECHNOLOGIES INC Financial Services 99,050.0 $1.6M 0.22% -8K -7.9% $15.88 +12.8%
86 BERKSHIRE HATHAWAY INC DEL 3,280.0 $1.6M 0.22% -2K -37.9% $479.20
87 XLE SELECT SECTOR SPDR TR 24,400.0 $1.5M 0.21% +11K +76.8% $61.26 -12.2%
88 CEG CONSTELLATION ENERGY CORP Utilities 5,270.0 $1.5M 0.21% $279.25 -1.9%
89 MXI ISHARES TR 13,300.0 $1.4M 0.20% +3K +31.7% $106.22 +3.8%
90 MDLZ MONDELEZ INTL INC Consumer Defensive 24,360.0 $1.4M 0.20% -2K -6.3% $57.64 +4.3%
91 ZTS ZOETIS INC Healthcare 11,700.0 $1.4M 0.20% +2K +14.7% $118.21 -33.4%
92 FXI ISHARES TR 36,900.0 $1.3M 0.19% +4K +11.5% $35.90 -7.2%
93 ICICI BANK LIMITED 50,700.0 $1.3M 0.19% -11K -17.8% $25.90
94 DHR DANAHER CORP DEL Healthcare 6,840.0 $1.3M 0.18% $189.60 -6.6%
95 WM WASTE MGMT INC DEL Industrials 5,640.0 $1.3M 0.18% $229.79 -6.6%
96 REGN REGENERON PHARMACEUTICALS Healthcare 1,670.0 $1.3M 0.18% +520.0 +45.2% $772.64 -21.1%
97 GOOG ALPHABET INC Communication Services 4,255.0 $1.2M 0.17% $286.86 +28.1%
98 ADSK AUTODESK INC Technology 5,000.0 $1.2M 0.17% -3K -37.5% $239.40 -19.0%
99 VEEV VEEVA SYS INC Healthcare 6,410.0 $1.1M 0.16% +3K +104.1% $175.66 -12.7%
100 EQIX EQUINIX INC Real Estate 1,078.0 $1.1M 0.15% $980.24 +11.4%
Page 5 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%