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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 21 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CVNA CARVANA CO Consumer Cyclical 1,155.0 $76K 0.02% NEW $65.82 +11.6%
402 RDWR RADWARE LTD Technology 2,450.0 $76K 0.02% NEW $30.86 -6.4%
403 PRU PRUDENTIAL FINL INC Financial Services 700.0 $76K 0.02% NEW $107.93 +9.0%
404 ENPH ENPHASE ENERGY INC Energy 1,530.0 $75K 0.02% NEW $49.24 -26.0%
405 VMC VULCAN MATLS CO Basic Materials 255.0 $75K 0.02% NEW $295.01 -8.6%
406 AFL AFLAC INC Financial Services 640.0 $75K 0.02% NEW $117.25 -1.2%
407 RSG REPUBLIC SVCS INC Industrials 350.0 $75K 0.02% NEW $213.08 +3.7%
408 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 970.0 $73K 0.02% NEW $74.81 -3.4%
409 CARR CARRIER GLOBAL CORPORATION Industrials 989.0 $73K 0.02% NEW $73.35 -20.6%
410 MET METLIFE INC Financial Services 840.0 $71K 0.02% NEW $84.61 +12.5%
411 KDP KEURIG DR PEPPER INC Consumer Defensive 2,150.0 $70K 0.02% NEW $32.73 -2.7%
412 FITB FIFTH THIRD BANCORP Financial Services 1,240.0 $70K 0.02% NEW $56.37 -4.6%
413 MDB MONGODB INC Technology 205.0 $69K 0.02% NEW $335.90 +35.0%
414 BN BROOKFIELD CORP Financial Services 1,600.0 $68K 0.02% NEW $42.51 -3.0%
415 AZO AUTOZONE INC Consumer Cyclical 21.0 $67K 0.02% NEW $3195.95 -6.4%
416 ONDS ONDAS INC Technology 8,100.0 $67K 0.02% NEW $8.24 -7.0%
417 TRP TC ENERGY CORP Energy 1,006.0 $66K 0.02% NEW $65.99 -5.2%
418 YUM YUM BRANDS INC Consumer Cyclical 414.0 $66K 0.02% NEW $159.86 -4.1%
419 EA ELECTRONIC ARTS INC Communication Services 322.0 $66K 0.02% NEW $205.04 +2.3%
420 TGT TARGET CORP Consumer Defensive 504.0 $66K 0.02% NEW $130.61 +23.2%
Page 21 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%