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Portfolio (Quarterly) Guide ↗

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

· CIK 0002079571
13F Portfolio $300M AUM 199 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 60 Added 67 Reduced 13 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HONEYWELL AEROSPACE INC 35.0 $8K 0.00% NEW $221.09
Page 2 of 2  ·  21 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 49.6%
Industrials 18.0%
Consumer Cyclical 10.5%
Financial Services 8.9%
Basic Materials 3.5%
Communication Services 3.3%
Healthcare 3.2%
Consumer Defensive 1.7%
Energy 0.8%
Utilities 0.5%