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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 18 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSON ELEC CO Industrials 690.0 $99K 0.03% NEW $143.15 +6.5%
342 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 1,690.0 $99K 0.03% NEW $58.40 +34.3%
343 RACE FERRARI N V Consumer Cyclical 265.0 $99K 0.03% NEW $372.29 +13.5%
344 MPC MARATHON PETE CORP Energy 385.0 $98K 0.03% NEW $255.67 +46.0%
345 WY WEYERHAEUSER CO Real Estate 4,100.0 $98K 0.03% NEW $23.94 -2.4%
346 ROST ROSS STORES INC Consumer Cyclical 460.0 $98K 0.03% NEW $212.85 +7.4%
347 BTCW WISDOMTREE BITCOIN FD Financial Services 1,570.0 $97K 0.03% NEW $62.00 +34.5%
348 BMO BANK MONTREAL MEDIUM Financial Services 552.0 $97K 0.03% NEW $176.12 -3.3%
349 CL COLGATE PALMOLIVE CO Consumer Defensive 1,060.0 $97K 0.03% NEW $91.68 -2.0%
350 FDX FEDEX CORP Industrials 310.0 $97K 0.03% NEW $313.13 +4.6%
351 HPE HEWLETT PACKARD ENTERPRISE C Technology 2,150.0 $97K 0.03% NEW $45.11 +15.8%
352 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,000.0 $96K 0.03% NEW $96.12 -52.2%
353 SLB SLB LIMITED Energy 2,066.0 $96K 0.03% NEW $46.49 +29.3%
354 FLEX FLEX LTD Technology 590.0 $96K 0.03% NEW $162.07 -32.6%
355 CRWV COREWEAVE INC Technology 955.0 $95K 0.03% NEW $99.54 -14.7%
356 BBAI BIGBEAR AI HLDGS INC Technology 25,500.0 $94K 0.03% NEW $3.67 -14.7%
357 AME AMETEK INC Industrials 385.0 $93K 0.03% NEW $241.94 -2.8%
358 WPC WP CAREY INC Real Estate 1,300.0 $93K 0.03% NEW $71.50 -2.2%
359 TFC TRUIST FINL CORP Financial Services 1,850.0 $92K 0.03% NEW $49.82 -0.5%
360 EXPAND ENERGY CORPORATION 1,010.0 $92K 0.03% NEW $91.19
Page 18 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%