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Portfolio (Quarterly) Guide ↗

TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA

· CIK 0002071170
13F Portfolio $355M AUM 690 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 690 New
Page 11 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 EW EDWARDS LIFESCIENCES CORP Healthcare 2,197.0 $199K 0.06% NEW $90.46 +0.6%
202 ETN EATON CORP PLC Industrials 465.0 $198K 0.06% NEW $426.12 -5.2%
203 NUE NUCOR CORP Basic Materials 887.0 $198K 0.06% NEW $222.75 +11.8%
204 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,107.0 $197K 0.06% NEW $178.24 +12.4%
205 EXR EXTRA SPACE STORAGE INC Real Estate 1,350.0 $196K 0.06% NEW $145.30 -3.1%
206 T AT&T INC Communication Services 9,475.0 $196K 0.06% NEW $20.70 +25.7%
207 BTG B2GOLD CORP Basic Materials 52,000.0 $194K 0.06% NEW $3.74 +47.0%
208 BLK BLACKROCK INC Financial Services 199.0 $191K 0.05% NEW $961.56 +20.0%
209 TD TORONTO DOMINION BK ONT Financial Services 1,512.0 $183K 0.05% NEW $121.15 -0.2%
210 SCHW SCHWAB CHARLES CORP Financial Services 1,974.0 $182K 0.05% NEW $92.27 +19.2%
211 TER TERADYNE INC Technology 375.0 $181K 0.05% NEW $483.84 -27.9%
212 NXPI NXP SEMICONDUCTORS N V Technology 640.0 $180K 0.05% NEW $281.03 -20.0%
213 SNOW SNOWFLAKE INC Technology 700.0 $178K 0.05% NEW $254.50 +30.0%
214 CB CHUBB LIMITED Financial Services 519.0 $177K 0.05% NEW $340.74 -0.4%
215 S SENTINELONE INC Technology 10,400.0 $176K 0.05% NEW $16.97 +28.1%
216 AVB AVALONBAY CMNTYS INC Real Estate 935.0 $176K 0.05% NEW $188.69 -2.5%
217 PTC PTC INC Technology 1,530.0 $174K 0.05% NEW $113.61 +38.2%
218 MO ALTRIA GROUP INC Consumer Defensive 2,370.0 $171K 0.05% NEW $71.95 -4.8%
219 AVAV AEROVIRONMENT INC Industrials 1,030.0 $170K 0.05% NEW $165.07 -10.4%
220 PGR PROGRESSIVE CORP Financial Services 775.0 $169K 0.05% NEW $218.45 +0.0%
Page 11 of 35  ·  690 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 46.0%
Healthcare 9.9%
Financial Services 8.3%
Consumer Cyclical 8.1%
Industrials 6.5%
Basic Materials 6.1%
Communication Services 5.2%
Energy 3.7%
Utilities 2.3%
Real Estate 2.2%