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Sava Infond Portfolio holdings

AUM $1.41B
1-Year Est. Return 69.95%
This Fund
S&P 500
This Quarter Est. Return
+45.61%
1 Year Est. Return
+69.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.41B
AUM Growth
+$705M
Cap. Flow
+$490M
Cap. Flow %
34.76%
Top 10 Hldgs %
48.66%
Holding
249
New
19
Increased
101
Reduced
49
Closed
7

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$68.6M
2
AVGO icon
Broadcom
AVGO
+$48.8M
3
ANET icon
Arista Networks
ANET
+$39.5M
4
TSM icon
TSMC
TSM
+$37.3M
5
AMD icon
Advanced Micro Devices
AMD
+$22.3M

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$11.7M
2
ELV icon
Elevance Health
ELV
+$2.73M
3
EOG icon
EOG Resources
EOG
+$2.19M
4
ADBE icon
Adobe
ADBE
+$1.28M
5
NTR icon
Nutrien
NTR
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 55.21%
2 Communication Services 11.51%
3 Healthcare 8.11%
4 Consumer Discretionary 5.73%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
176
Walmart Inc
WMT
$878B
$255K 0.02%
2,250
– –
DVN icon
177
Devon Energy
DVN
$50.9B
$248K 0.02%
6,000
– –
PFE icon
178
Pfizer
PFE
$142B
$242K 0.02%
10,050
-4,550
-31% -$119K
MMYT icon
179
MakeMyTrip
MMYT
$5.05B
$240K 0.02%
4,500
– –
TME icon
180
Tencent Music
TME
$14.6B
$232K 0.02%
27,840
-20,150
-42% -$184K
IREN icon
181
Iris Energy
IREN
$14.8B
$229K 0.02%
5,000
– –
VZ icon
182
Verizon
VZ
$183B
$228K 0.02%
5,380
-12,000
-69% -$563K
XYL icon
183
Xylem
XYL
$28.7B
$225K 0.02%
1,900
– –
DB icon
184
Deutsche Bank
DB
$67.7B
$216K 0.02%
6,400
– –
EPI icon
185
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$214K 0.02%
5,000
– –
TD icon
186
Toronto Dominion Bank
TD
$199B
$202K 0.01%
+1,670
New +$183K
RY icon
187
Royal Bank of Canada
RY
$292B
$202K 0.01%
980
-220
-18% -$40.8K
ADSK icon
188
Autodesk
ADSK
$46B
$194K 0.01%
1,000
-4,000
-80% -$914K
EMXC icon
189
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.2B
$194K 0.01%
+1,900
New +$179K
BMRN icon
190
BioMarin Pharmaceuticals
BMRN
$11.4B
$186K 0.01%
3,250
– –
HD icon
191
Home Depot
HD
$332B
$180K 0.01%
510
– –
BIIB icon
192
Biogen
BIIB
$29.5B
$178K 0.01%
825
– –
BABA icon
193
Alibaba
BABA
$283B
$178K 0.01%
1,850
+850
+85% +$106K
ORCL icon
194
Oracle
ORCL
$366B
$177K 0.01%
1,210
+610
+102% +$111K
STN icon
195
Stantec
STN
$7.88B
$172K 0.01%
2,500
– –
HON icon
196
Honeywell
HON
$71.7B
$171K 0.01%
765
-765
-50% -$171K
HONA
197
Honeywell Aerospace
HONA
$63.4B
$169K 0.01%
+765
New +$169K
SBUX icon
198
Starbucks
SBUX
$119B
$169K 0.01%
+1,650
New +$166K
CLX icon
199
Clorox
CLX
$11.6B
$166K 0.01%
1,740
– –
WFG icon
200
West Fraser Timber
WFG
$5.34B
$162K 0.01%
2,400
– –
6 7
8
9 10

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QC
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W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Sava Infond's Q2 2026 Portfolio in Review

As of Q2 2026, Sava Infond held 249 positions worth $1.41B, up 100% from $705M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Sava Infond deployed $490M of net new capital in Q2 2026, opening 19 new positions and adding to 101 existing holdings. Its largest new stake was Ferrari: 2,770 shares worth $1.02M.

By sector, the portfolio is most concentrated in Technology at 55% of assets, up from 46% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Elevance Health, an estimated $2.73M trimmed.

  • Sava Infond's largest Q2 2026 buy was Ferrari: 2,770 shares worth $1.02M.
  • Sava Infond added most to Alphabet (Google) Class A in Q2 2026, an estimated $68.6M increase.
  • Sava Infond's biggest Q2 2026 reduction was Elevance Health, cutting an estimated $2.73M.
  • Sava Infond fully exited ExxonMobil in Q2 2026, selling an estimated $11.7M.
  • Sava Infond's ten largest holdings make up 49% of its $1.41B portfolio in Q2 2026.
  • Sava Infond opened 19 new positions and closed 7 in Q2 2026.
  • Sava Infond's portfolio value rose 100% quarter-over-quarter to $1.41B.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.