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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 8 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WCC WESCO INTL INC Industrials 1,180.0 $408K 0.12% NEW $345.43 -1.8%
142 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 419.0 $404K 0.11% NEW $965.00 -15.6%
143 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 7,990.0 $398K 0.11% NEW $49.86 +2.1%
144 CVLT COMMVAULT SYS INC Technology 2,800.0 $397K 0.11% NEW $141.73 -3.6%
145 PFE PFIZER INC Healthcare 16,236.0 $391K 0.11% NEW $24.08 +17.9%
146 ADI ANALOG DEVICES INC Technology 976.0 $388K 0.11% NEW $397.17 -8.7%
147 IAG IAMGOLD CORP Basic Materials 24,100.0 $381K 0.11% NEW $15.82 +28.5%
148 ADSK AUTODESK INC Technology 1,960.0 $381K 0.11% NEW $194.42 +33.1%
149 DLR DIGITAL RLTY TR INC Real Estate 2,120.0 $381K 0.11% NEW $179.58 +2.3%
150 IAUM ISHARES GOLD TRUST MICRO Financial Services 9,450.0 $378K 0.11% NEW $40.01 +10.3%
151 ANET ARISTA NETWORKS INC Technology 2,171.0 $369K 0.10% NEW $169.88 +14.8%
152 HMY HARMONY GOLD MNG LTD Basic Materials 24,000.0 $365K 0.10% NEW $15.21 +28.2%
153 AAOI APPLIED OPTOELECTRONICS INC Technology 2,440.0 $362K 0.10% NEW $148.16 -27.8%
154 O REALTY INCOME CORP Real Estate 5,770.0 $358K 0.10% NEW $61.96 -1.0%
155 RKLB ROCKET LAB CORP Industrials 3,515.0 $357K 0.10% NEW $101.65 -37.4%
156 ALB ALBEMARLE CORP Basic Materials 2,635.0 $356K 0.10% NEW $135.03 -0.1%
157 FCX FREEPORT MCMORAN INC Basic Materials 5,590.0 $352K 0.10% NEW $62.89 +20.2%
158 VSAT VIASAT INC Technology 3,750.0 $337K 0.10% NEW $89.81 -25.4%
159 MDT MEDTRONIC PLC Healthcare 4,299.0 $336K 0.10% NEW $78.23 +16.4%
160 BSX BOSTON SCIENTIFIC CORP Healthcare 7,761.0 $331K 0.09% NEW $42.68 +12.9%
Page 8 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%