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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 8 of 13  ·  242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVTS NAVITAS SEMICONDUCTOR CORP Technology 29,000.0 $520K 0.04% NEW $17.92 -27.6%
142 AMT AMERICAN TOWER CORP Real Estate 3,000.0 $491K 0.04% $163.57 +7.5%
143 NET CLOUDFLARE INC Technology 2,000.0 $491K 0.04% $245.28 +19.5%
144 C CITIGROUP INC Financial Services 3,500.0 $490K 0.04% $139.96 -5.9%
145 KO COCA COLA CO Consumer Defensive 5,980.0 $486K 0.03% -550.0 -8.4% $81.27 +12.1%
146 DXCM DEXCOM INC Healthcare 7,155.0 $482K 0.03% -995.0 -12.2% $67.35 +37.1%
147 EMR EMERSON ELEC CO Industrials 3,360.0 $481K 0.03% +220.0 +7.0% $143.15 +9.8%
148 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,200.0 $470K 0.03% $391.45 -4.1%
149 GREK GLOBAL X FDS 6,180.0 $467K 0.03% $75.50 +11.9%
150 OTIS OTIS WORLDWIDE CORP Industrials 6,500.0 $465K 0.03% $71.60 -0.2%
151 VLO VALERO ENERGY CORP Energy 1,700.0 $443K 0.03% -1K -37.0% $260.44 +34.0%
152 FCX FREEPORT MCMORAN INC Basic Materials 7,000.0 $440K 0.03% -1K -12.5% $62.89 +21.9%
153 JXI ISHARES TR 4,600.0 $391K 0.03% $84.97 -4.1%
154 ECL ECOLAB INC Basic Materials 1,400.0 $390K 0.03% +400.0 +40.0% $278.61 +1.1%
155 MPC MARATHON PETE CORP Energy 1,500.0 $384K 0.03% -1K -40.0% $255.67 +41.1%
156 PATH UIPATH INC Technology 34,000.0 $370K 0.03% +10K +41.7% $10.87 +50.8%
157 FERG FERGUSON ENTERPRISES INC Industrials 1,500.0 $356K 0.03% +500.0 +50.0% $237.33 +2.1%
158 TAN INVESCO EXCH TRADED FD TR II 6,000.0 $355K 0.03% $59.15 -16.6%
159 EW EDWARDS LIFESCIENCES CORP Healthcare 3,850.0 $348K 0.03% $90.46 -0.7%
160 GILD GILEAD SCIENCES INC Healthcare 2,740.0 $346K 0.03% $126.34 +15.7%
Page 8 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%