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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 17 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MELI MERCADOLIBRE INC Consumer Cyclical 63.0 $107K 0.03% NEW $1697.40 +14.1%
322 DB DEUTSCHE BK AG Financial Services 3,150.0 $106K 0.03% NEW $33.75 +18.7%
323 BNS BANK NOVA SCOTIA B C Financial Services 1,227.0 $106K 0.03% NEW $86.61 +5.8%
324 CRH PLC 990.0 $106K 0.03% NEW $107.00
325 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 320.0 $106K 0.03% NEW $330.46 -4.3%
326 MDA MDA SPACE LTD Technology 2,550.0 $105K 0.03% NEW $41.17 -29.8%
327 NTR NUTRIEN LTD Basic Materials 1,670.0 $105K 0.03% NEW $62.78 +20.3%
328 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 2,050.0 $105K 0.03% NEW $51.05 +34.4%
329 INCY INCYTE CORP Healthcare 922.0 $105K 0.03% NEW $113.36 +8.7%
330 NSC NORFOLK SOUTHN CORP Industrials 330.0 $104K 0.03% NEW $314.59 +9.0%
331 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 3,050.0 $103K 0.03% NEW $33.91 +34.4%
332 RBC RBC BEARINGS INC Industrials 160.0 $103K 0.03% NEW $644.06 -23.3%
333 WBD WARNER BROS DISCOVERY INC Communication Services 3,865.0 $103K 0.03% NEW $26.66 +7.0%
334 ZTS ZOETIS INC Healthcare 1,427.0 $103K 0.03% NEW $71.86 +7.3%
335 TRGP TARGA RES CORP Energy 380.0 $102K 0.03% NEW $268.14 +9.5%
336 GM GENERAL MTRS CO Consumer Cyclical 1,320.0 $102K 0.03% NEW $77.08 +12.0%
337 KKR KKR & CO INC 1,090.0 $100K 0.03% NEW $91.78
338 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 340.0 $100K 0.03% NEW $293.18 +5.6%
339 GD GENERAL DYNAMICS CORP Industrials 280.0 $99K 0.03% NEW $354.24 +4.8%
340 TPL TEXAS PACIFIC LAND CORPORATI Energy 226.0 $99K 0.03% NEW $437.64 -14.5%
Page 17 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%