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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 30 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ES EVERSOURCE ENERGY Utilities 390.0 $28K 0.01% NEW $72.27 -2.0%
582 SNA SNAP ON INC Industrials 70.0 $28K 0.01% NEW $402.40 -2.6%
583 LEN LENNAR CORP Consumer Cyclical 310.0 $28K 0.01% NEW $90.49 -4.6%
584 CLBT CELLEBRITE DI LTD Technology 1,900.0 $28K 0.01% NEW $14.60 -17.9%
585 VLTO VERALTO CORP Industrials 311.0 $28K 0.01% NEW $88.68 +11.1%
586 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 380.0 $27K 0.01% NEW $72.27 +8.3%
587 BALL BALL CORP Consumer Cyclical 440.0 $27K 0.01% NEW $62.40 +2.2%
588 NVR NVR INC Consumer Cyclical 4.0 $27K 0.01% NEW $6813.50 -6.1%
589 MUX MCEWEN INC. Basic Materials 1,500.0 $27K 0.01% NEW $18.13 +12.6%
590 EOSE EOS ENERGY ENTERPRISES INC Industrials 4,600.0 $27K 0.01% NEW $5.88 -44.6%
591 FSV FIRSTSERVICE CORP NEW Real Estate 190.0 $27K 0.01% NEW $141.69 -0.1%
592 LASR NLIGHT INC Technology 380.0 $26K 0.01% NEW $69.62 -38.3%
593 TEAM ATLASSIAN CORPORATION Technology 340.0 $26K 0.01% NEW $77.79 +144.8%
594 EMERA INC 500.0 $26K 0.01% NEW $52.86
595 BRO BROWN & BROWN INC Financial Services 410.0 $26K 0.01% NEW $64.15 +14.3%
596 FLY FIREFLY AEROSPACE INC Industrials 880.0 $26K 0.01% NEW $29.40 -27.7%
597 TSEM TOWER SEMICONDUCTOR LTD Technology 100.0 $26K 0.01% NEW $255.79 -18.7%
598 KHC KRAFT HEINZ CO Consumer Defensive 1,080.0 $26K 0.01% NEW $23.62 +8.8%
599 DLTR DOLLAR TREE INC Consumer Defensive 210.0 $25K 0.01% NEW $120.95 +6.0%
600 FTV FORTIVE CORP Technology 410.0 $25K 0.01% NEW $61.09 -2.3%
Page 30 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%