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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 4 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 C CITIGROUP INC Financial Services 6,519.0 $912K 0.26% NEW $139.96 -5.1%
62 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,021.0 $878K 0.25% NEW $290.59 -9.6%
63 KGC KINROSS GOLD CORP Basic Materials 37,100.0 $875K 0.25% NEW $23.59 +32.5%
64 NEE NEXTERA ENERGY INC Utilities 9,630.0 $845K 0.24% NEW $87.77 -6.8%
65 NFLX NETFLIX INC. Communication Services 11,758.0 $840K 0.24% NEW $71.40 +14.5%
66 ZS ZSCALER INC Technology 5,875.0 $829K 0.23% NEW $141.15 +30.5%
67 FORTINET INC 5,380.0 $826K 0.23% NEW $153.62
68 KO COCA COLA CO Consumer Defensive 10,150.0 $825K 0.23% NEW $81.27 +10.3%
69 GFI GOLD FIELDS LTD Basic Materials 24,100.0 $810K 0.23% NEW $33.59 +36.8%
70 DDOG DATADOG INC Technology 3,100.0 $807K 0.23% NEW $260.36 -9.0%
71 KLAC KLA CORP Technology 2,600.0 $784K 0.22% NEW $301.71 -41.8%
72 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,550.0 $777K 0.22% NEW $501.36 +24.1%
73 PLD PROLOGIS INC. Real Estate 5,612.0 $760K 0.21% NEW $135.47 +3.9%
74 USAR USA RARE EARTH INC Basic Materials 34,873.0 $753K 0.21% NEW $21.58 -16.6%
75 GS GOLDMAN SACHS GROUP INC Financial Services 741.0 $749K 0.21% NEW $1011.37 +2.2%
76 RTX RTX CORPORATION Industrials 3,928.0 $745K 0.21% NEW $189.73 +11.6%
77 CDE COEUR MNG INC Basic Materials 44,600.0 $728K 0.20% NEW $16.32 +29.5%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 777.0 $727K 0.20% NEW $935.47 +1.1%
79 PG PROCTER & GAMBLE CO Consumer Defensive 4,925.0 $722K 0.20% NEW $146.64 -2.0%
80 AMGN AMGEN INC Healthcare 1,951.0 $706K 0.20% NEW $362.12 +19.4%
Page 4 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%