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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 9 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CI THE CIGNA GROUP Healthcare 1,196.0 $330K 0.09% NEW $275.68 +0.5%
162 GRMN GARMIN LTD Technology 1,345.0 $319K 0.09% NEW $237.54 +19.9%
163 PM PHILIP MORRIS INTL INC Consumer Defensive 1,760.0 $318K 0.09% NEW $180.91 +5.0%
164 NXT NEXTPOWER INC Technology 2,630.0 $313K 0.09% NEW $119.14 -31.0%
165 EGO ELDORADO GOLD CORP NEW Basic Materials 9,600.0 $298K 0.08% NEW $31.01 +43.8%
166 PSA PUBLIC STORAGE Real Estate 930.0 $296K 0.08% NEW $318.31 -3.9%
167 HCA HCA HEALTHCARE INC Healthcare 755.0 $294K 0.08% NEW $389.89 +7.0%
168 TDY TELEDYNE TECHNOLOGIES INC Technology 440.0 $293K 0.08% NEW $666.90 -7.6%
169 CBRE CBRE GROUP INC Real Estate 2,170.0 $292K 0.08% NEW $134.69 +9.1%
170 DELL DELL TECHNOLOGIES INC Technology 674.0 $291K 0.08% NEW $431.46 +7.9%
171 EOG EOG RES INC Energy 2,230.0 $289K 0.08% NEW $129.73 +11.4%
172 EQX EQUINOX GOLD CORP Basic Materials 29,700.0 $288K 0.08% NEW $9.71 +30.3%
173 CNQ CANADIAN NAT RES LTD MED TER Energy 7,180.0 $283K 0.08% NEW $39.43 +26.1%
174 SSRM SSR MINING IN Basic Materials 10,000.0 $282K 0.08% NEW $28.17 +33.1%
175 HONEYWELL INTL INC 1,242.0 $278K 0.08% NEW $223.90
176 HONEYWELL AEROSPACE INC 1,242.0 $275K 0.08% NEW $221.08
177 EIX EDISON INTL Utilities 3,670.0 $273K 0.08% NEW $74.45 -28.0%
178 ENLIGHT RENEWABLE ENERGY LTD 3,020.0 $266K 0.07% NEW $88.01
179 UBS UBS GROUP AG Financial Services 5,225.0 $259K 0.07% NEW $49.49 +12.4%
180 VTR VENTAS INC Real Estate 2,900.0 $258K 0.07% NEW $88.80 +2.8%
Page 9 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%