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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 28 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TWLO TWILIO INC Communication Services 165.0 $34K 0.01% NEW $206.33 +15.4%
542 PLUG PLUG PWR INC Industrials 12,500.0 $34K 0.01% NEW $2.71 -20.7%
543 FISV FISERV INC Technology 690.0 $34K 0.01% NEW $49.05 +8.8%
544 LPLA LPL FINL HLDGS INC Financial Services 120.0 $34K 0.01% NEW $281.68 +31.6%
545 IMO IMPERIAL OIL LTD Energy 300.0 $34K 0.01% NEW $111.89 +18.0%
546 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 385.0 $34K 0.01% NEW $87.04 +9.6%
547 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 310.0 $33K 0.01% NEW $107.78 +3.0%
548 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 420.0 $33K 0.01% NEW $79.22 +10.0%
549 AMPX AMPRIUS TECHNOLOGIES INC Industrials 2,400.0 $33K 0.01% NEW $13.86 -30.4%
550 TE T1 ENERGY INC Industrials 3,500.0 $33K 0.01% NEW $9.48 -52.6%
551 ACGL ARCH CAP GROUP LTD Financial Services 340.0 $33K 0.01% NEW $97.06 +1.7%
552 TPR TAPESTRY INC Consumer Cyclical 225.0 $33K 0.01% NEW $146.38 -15.9%
553 TSN TYSON FOODS INC Consumer Defensive 575.0 $33K 0.01% NEW $57.25 -3.0%
554 COIN COINBASE GLOBAL INC Financial Services 225.0 $33K 0.01% NEW $146.19 +24.2%
555 PPG PPG INDS INC Basic Materials 270.0 $33K 0.01% NEW $121.29 -6.8%
556 VRSN VERISIGN INC Technology 130.0 $33K 0.01% NEW $251.56 +15.5%
557 CDW CDW CORP Technology 232.0 $33K 0.01% NEW $140.64 +6.1%
558 SOFI SOFI TECHNOLOGIES INC Financial Services 1,800.0 $32K 0.01% NEW $17.93 -0.3%
559 PBA PEMBINA PIPELINE CORP Energy 700.0 $32K 0.01% NEW $46.10 +4.7%
560 DG DOLLAR GEN CORP Consumer Defensive 280.0 $32K 0.01% NEW $115.11 +7.3%
Page 28 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%