SAVA PENZISKO DRUSHTVO A.D. SKOPJE — 13F Holdings & Portfolio

CIK 2094371 · latest 13F-HR filed 2026-05-11

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$327.5M

Long-equity book

Holdings

26

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

+2 / −1 / ↑13 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$5.8M +22.9%
  • VANECK ETF TRUST$3.5M +27.1%
  • MICROSOFT CORP$2.5M +30.7%
  • SELECT SECTOR SPDR TR$2.4M +27.1%
  • AMAZON COM INC$1.4M +13.6%
Show all 13

Top Trims

  • FIDELITY COVINGTON TRUST-$2.6M -9.7%
  • ALPHABET INC-$681.4K -8.6%
  • ALPHABET INC-$642.9K -8.1%
  • APPLE INC-$467.1K -6.6%
Show all 4

New Positions

  • CHENIERE ENERGY INC$5.4M
  • GLOBAL X FDS$1.8M
Show all 2

Exited Positions

  • ISHARES TR$5.7M
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES INC URTH 464286392 $36.5M 11.13% 202,500 SH
2 ISHARES TR IJH 464287507 $30.9M 9.45% 458,174 SH
3 ISHARES TR IXN 464287291 $29.6M 9.05% 296,349 SH
4 FIDELITY COVINGTON TRUST FNCL 316092501 $24.0M 7.33% 341,872 SH
5 VANGUARD INTL EQUITY INDEX F VPL 922042866 $17.2M 5.26% 176,230 SH
6 VANECK ETF TRUST GDX 92189F106 $16.4M 4.99% 178,205 SH
7 SELECT SECTOR SPDR TR XLV 81369Y209 $15.2M 4.63% 103,514 SH
8 FIRST TR EXCHANGE TRADED FD CIBR 33734X846 $14.4M 4.40% 229,770 SH
9 ISHARES TR SOXX 464287523 $13.8M 4.22% 42,000 SH
10 AMAZON COM INC AMZN 023135106 $11.5M 3.50% 55,086 SH
11 SELECT SECTOR SPDR TR XLC 81369Y852 $11.3M 3.45% 101,950 SH
12 MICROSOFT CORP MSFT 594918104 $10.5M 3.22% 28,451 SH
13 ISHARES TR IHI 464288810 $9.7M 2.97% 182,281 SH
14 SPDR SERIES TRUST KOMP 78468R648 $9.7M 2.96% 165,825 SH
15 ISHARES TR ICLN 464288224 $9.2M 2.82% 504,936 SH
16 NVIDIA CORPORATION NVDA 67066G104 $9.0M 2.75% 51,575 SH
17 AMPLIFY ETF TR IPAY 032108656 $8.5M 2.59% 198,379 SH
18 ALPHABET INC GOOGL 02079K305 $7.3M 2.22% 25,273 SH
19 ALPHABET INC GOOG 02079K107 $7.3M 2.22% 25,293 SH
20 HONEYWELL INTL INC HON 438516106 $7.2M 2.21% 32,058 SH
21 APPLE INC AAPL 037833100 $6.6M 2.00% 25,850 SH
22 CHENIERE ENERGY INC LNG 16411R208 $5.4M 1.64% 18,960 SH
23 SELECT SECTOR SPDR TR XLU 81369Y886 $5.1M 1.54% 110,226 SH
24 PAYPAL HLDGS INC PYPL 70450Y103 $5.0M 1.54% 111,360 SH
25 LAUDER ESTEE COS INC EL 518439104 $4.5M 1.37% 62,396 SH
26 GLOBAL X FDS COPX 37954Y830 $1.8M 0.54% 23,100 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-11 $327.5M 26 0002094371-26-000004
2025-12-31 2026-02-12 $309.6M 25 0002094371-26-000002
2025-09-30 2025-11-12 $304.9M 24 0002094371-25-000002