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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 27 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 RDDT REDDIT INC Communication Services 220.0 $38K 0.01% NEW $173.58 -14.9%
522 HBAN HUNTINGTON BANCSHARES INC Financial Services 2,150.0 $38K 0.01% NEW $17.73 -5.9%
523 CHRW C H ROBINSON WORLDWIDE IN Industrials 200.0 $38K 0.01% NEW $188.34 -20.0%
524 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 3,800.0 $38K 0.01% NEW $9.90 -30.1%
525 TROW PRICE T ROWE GROUP INC Financial Services 330.0 $38K 0.01% NEW $113.69 -2.7%
526 MTZ MASTEC INC Industrials 90.0 $37K 0.01% NEW $416.06 -42.8%
527 LYV LIVE NATION ENTERTAINMENT IN Communication Services 200.0 $37K 0.01% NEW $183.11 -1.9%
528 FE FIRSTENERGY CORP Utilities 760.0 $36K 0.01% NEW $47.54 -3.8%
529 ULTA ULTA BEAUTY INC Consumer Cyclical 80.0 $36K 0.01% NEW $450.98 +18.4%
530 CNC CENTENE CORP DEL Healthcare 560.0 $36K 0.01% NEW $64.19 -0.4%
531 RBLX ROBLOX CORP Technology 660.0 $36K 0.01% NEW $54.38 -26.3%
532 STE STERIS PLC Healthcare 170.0 $36K 0.01% NEW $210.57 +10.2%
533 ACHR ARCHER AVIATION INC Industrials 7,500.0 $35K 0.01% NEW $4.73 +21.0%
534 NDAQ NASDAQ INC Financial Services 450.0 $35K 0.01% NEW $78.82 +24.7%
535 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 135.0 $35K 0.01% NEW $261.37 +29.4%
536 GSAT GLOBALSTAR INC Communication Services 430.0 $35K 0.01% NEW $81.29 +0.5%
537 EME EMCOR GROUP INC Industrials 42.0 $35K 0.01% NEW $829.88 -11.4%
538 BIIB BIOGEN INC Healthcare 160.0 $35K 0.01% NEW $216.06 +1.0%
539 TYL TYLER TECHNOLOGIES INC Technology 118.0 $35K 0.01% NEW $292.46 +30.0%
540 VECO VEECO INSTRS INC DEL Technology 450.0 $34K 0.01% NEW $75.80 -42.0%
Page 27 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%