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Portfolio (Quarterly) Guide ↗

SAVA PENZISKO DRUSHTVO A.D. SKOPJE

· CIK 0002094371
13F Portfolio $310M AUM 25 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 1 Added 7 Reduced 1 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HON HONEYWELL INTL INC Industrials 32,058.0 $6.3M 2.02% $195.09 +16.8%
22 IHAK ISHARES TR 117,569.0 $5.7M 1.83% -202K -63.2% $48.12 +16.4%
23 PYPL PAYPAL HLDGS INC Financial Services 86,820.0 $5.1M 1.64% $58.38 -24.2%
24 XLU SELECT SECTOR SPDR TR 110,226.0 $4.7M 1.52% NEW $42.69 +6.2%
25 EL LAUDER ESTEE COS INC Consumer Defensive 33,706.0 $3.5M 1.14% $104.72 -15.7%
Page 2 of 2  ·  25 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 36.7%
Communication Services 24.6%
Consumer Cyclical 15.7%
Industrials 9.7%
Financial Services 7.9%
Consumer Defensive 5.5%