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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 25 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 KR KROGER CO Consumer Defensive 850.0 $47K 0.01% NEW $55.53 +3.3%
482 BLOCK INC 620.0 $47K 0.01% NEW $76.00
483 HUBB HUBBELL INC Industrials 90.0 $47K 0.01% NEW $523.20 -13.1%
484 LUNR INTUITIVE MACHINES INC Industrials 2,200.0 $47K 0.01% NEW $21.39 -28.4%
485 Q QNITY ELECTRONICS INC Technology 286.0 $47K 0.01% NEW $163.31 -26.9%
486 WSM WILLIAMS SONOMA INC Consumer Cyclical 200.0 $47K 0.01% NEW $233.10 -3.0%
487 OMC OMNICOM GROUP INC Communication Services 640.0 $47K 0.01% NEW $72.83 +20.4%
488 XPO XPO INC Industrials 225.0 $46K 0.01% NEW $205.29 -5.6%
489 SEDG SOLAREDGE TECHNOLOGIES INC Energy 790.0 $46K 0.01% NEW $58.44 -45.6%
490 CCOI COGENT COMM HOLDINGS INC Communication Services 3,300.0 $46K 0.01% NEW $13.88 -31.9%
491 FFIV F5 INC Technology 110.0 $46K 0.01% NEW $415.96 -2.4%
492 CF CF INDUSTRIES HOLD Basic Materials 420.0 $45K 0.01% NEW $108.26 +18.9%
493 MKL MARKEL GROUP INC Financial Services 23.0 $45K 0.01% NEW $1953.00 -7.9%
494 QRVO QORVO INC Technology 480.0 $45K 0.01% NEW $93.27 +3.1%
495 SYF SYNCHRONY FINANCIAL Financial Services 580.0 $44K 0.01% NEW $76.05 +1.2%
496 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 440.0 $44K 0.01% NEW $100.07 +7.9%
497 CBOE CBOE GLOBAL MKTS INC Financial Services 180.0 $44K 0.01% NEW $242.67 +25.4%
498 BAX BAXTER INTL INC Healthcare 2,030.0 $43K 0.01% NEW $21.32 +22.5%
499 MLM MARTIN MARIETTA MATLS INC Basic Materials 75.0 $43K 0.01% NEW $576.69 -9.9%
500 CARNIVAL CORP LTD 1,500.0 $43K 0.01% NEW $28.57
Page 25 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%