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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 23 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 CINF CINCINNATI FINL CORP Financial Services 310.0 $57K 0.02% NEW $185.14 -8.2%
442 MFC MANULIFE FINL CORP Financial Services 1,413.0 $57K 0.02% NEW $40.41 +5.0%
443 SUI SUN CMNTYS INC Real Estate 470.0 $56K 0.02% NEW $119.91 +1.3%
444 DOV DOVER CORP Industrials 250.0 $56K 0.02% NEW $224.28 -13.4%
445 ESE ESCO TECHNOLOGIES INC Technology 160.0 $56K 0.02% NEW $350.04 -22.0%
446 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 690.0 $56K 0.02% NEW $81.16 -9.6%
447 NTRS NORTHERN TR CORP Financial Services 320.0 $56K 0.02% NEW $173.84 +6.8%
448 ON ON SEMICONDUCTOR CORP Technology 575.0 $54K 0.01% NEW $94.54 -21.6%
449 AEE AMEREN CORP Utilities 480.0 $54K 0.01% NEW $113.04 -6.2%
450 ODFL OLD DOMINION FREIGHT LINE IN Industrials 250.0 $54K 0.01% NEW $216.60 -7.7%
451 DTE DTE ENERGY CO Utilities 355.0 $54K 0.01% NEW $152.37 -11.0%
452 TXNM ENERGY INC 950.0 $54K 0.01% NEW $56.78
453 ED CONSOLIDATED EDISON INC Utilities 485.0 $54K 0.01% NEW $110.63 -3.2%
454 LOAR LOAR HOLDINGS INC Industrials 660.0 $53K 0.01% NEW $80.61 -12.9%
455 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 315.0 $53K 0.01% NEW $168.54 -8.6%
456 DGX QUEST DIAGNOSTICS INC Healthcare 250.0 $53K 0.01% NEW $211.95 +13.4%
457 RF REGIONS FINANCIAL CORP NEW Financial Services 1,750.0 $53K 0.01% NEW $30.20 -1.0%
458 FTAI AVIATION LTD 195.0 $53K 0.01% NEW $270.53
459 CNI CANADIAN NATL RY CO Industrials 440.0 $52K 0.01% NEW $118.91 +4.9%
460 IRIDIUM COMMUNICATIONS INC 950.0 $52K 0.01% NEW $54.85
Page 23 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%