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Portfolio (Quarterly) Guide ↗

SAVA PENZISKO DRUSHTVO A.D. SKOPJE

· CIK 0002094371
13F Portfolio $375M AUM 27 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 4 New 11 Added 12 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL AEROSPACE INC 229,770.0 $20.6M 5.51% NEW $89.85
2 COPX GLOBAL X FDS 178,205.0 $13.4M 3.59% NEW $75.45 +27.8%
3 HONEYWELL INTL INC 101,950.0 $10.9M 2.92% NEW $107.13
4 LNG CHENIERE ENERGY INC Energy 62,396.0 $4.9M 1.31% NEW $78.95 +255.7%

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
Consumer Cyclical 35.9%
Technology 27.2%
Consumer Defensive 19.8%
Communication Services 8.9%
Energy 4.1%
Financial Services 4.0%