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Portfolio (Quarterly) Guide ↗

PKO BP BANKOWY Universal Pension Society JSC

· CIK 0002055875
13F Portfolio $214M AUM 13 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 2 Added 1 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CRM SALESFORCE INC Technology 30,000.0 $5.6M 2.62% NEW $186.67 -4.9%

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 51.2%
Basic Materials 17.5%
Energy 11.9%
Consumer Cyclical 8.9%
Healthcare 8.5%
Communication Services 2.0%