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Portfolio (Quarterly) Guide ↗

Generali Powszechne Towarzystwo Emerytalne

· CIK 0002042955
13F Portfolio $566M AUM 28 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 1 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FCX FREEPORT MCMORAN INC Basic Materials 892,200.0 $52.4M 9.27% NEW $58.78 +16.8%
2 COP CONOCOPHILLIPS Energy 322,500.0 $42.6M 7.53% NEW $132.00 -18.4%
3 NKE NIKE INC Consumer Cyclical 251,850.0 $13.3M 2.35% NEW $52.82 -14.4%

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 36.6%
Consumer Cyclical 14.1%
Basic Materials 9.3%
Energy 9.0%
Communication Services 8.6%
Industrials 8.2%
Healthcare 7.4%
Financial Services 6.9%