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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 ICLN ISHARES TR 341,872.0 $26.2M 6.99% -163K -32.3% $76.56 -76.7%
2 IXN ISHARES TR 176,230.0 $20.4M 5.44% -120K -40.5% $115.69 +23.3%
3 FNCL FIDELITY COVINGTON TRUST 55,086.0 $13.1M 3.50% -287K -83.9% $238.34 -65.4%
4 XLC SELECT SECTOR SPDR TR 51,575.0 $10.3M 2.75% -24K -31.7% $200.09 -44.3%
5 IPAY AMPLIFY ETF TR 25,850.0 $7.5M 2.00% -128K -83.2% $289.36 -81.9%
6 GOOG ALPHABET INC 19,713.0 $7.0M 1.88% -6K -22.1% $357.37
7 AAPL APPLE INC Technology 19,733.0 $7.0M 1.86% -6K -23.7% $353.33 -11.0%
8 XLU SELECT SECTOR SPDR TR 25,136.0 $6.0M 1.60% -85K -77.2% $239.01 -81.9%
9 GDX VANECK ETF TRUST 66,850.0 $5.1M 1.37% -83K -55.5% $76.97 +34.7%
10 URTH ISHARES INC 110,226.0 $5.0M 1.33% -92K -45.6% $45.34 +363.0%
11 CIBR FIRST TR EXCHANGE-TRADED FD 16,029.0 $3.6M 0.96% -179K -91.8% $223.90 -55.0%
12 VPL VANGUARD INTL EQUITY INDEX F 16,029.0 $3.5M 0.95% -160K -90.9% $221.08 -47.6%

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%