TFI
Towarzystwo Funduszy Inwestycyjnych PZU SA Portfolio
Invests via Towarzystwo Funduszy Inwestycyjnych PZU SA | Managed by Artur Trela, Marcin Jakubiak, Jaroslaw Lesniczak, Marcin Dobrzanski
Invests via Towarzystwo Funduszy Inwestycyjnych PZU SA
Managed by Artur Trela, Marcin Jakubiak, Jaroslaw Lesniczak, Marcin Dobrzanski
Automatically Tracked
Company Profile
Asset manager affiliated with Poland's largest insurer, Towarzystwo Funduszy Inwestycyjnych PZU SA operates as a leading mutual fund company offering retail and institutional investment products across equity, fixed income, mixed and money market funds. The firm leverages PZU Group distribution to capture retail flows, competes on scale in the Polish investment fund market, and focuses on risk-adjusted solutions, pension-related mandates and ETF-like products. Strategic positioning emphasizes broad distribution, regulatory compliance and integration with insurance and pension channels.
Asset manager affiliated with Poland's largest insurer, Towarzystwo Funduszy Inwestycyjnych PZU SA operates as a leading mutual fund company offering retail and institutional investment products across equity, fixed income, mixed and money market funds. The firm leverages PZU Group distribution to capture retail flows, competes on scale in the Polish investment fund market, and focuses on risk-adjusted solutions, pension-related mandates and ETF-like products. Strategic positioning emphasizes broad distribution, regulatory compliance and integration with insurance and pension channels.
Investment Philosophy & Strategy
Positions portfolios to deliver risk-adjusted, liability-aware returns for retail and institutional clients by blending core fixed income, domestic equity exposure and multi-asset solutions. Emphasizes scalable, low-cost product distribution through insurance and pension channels, combining active domestic market selection with ETF-like, index-tracking strategies where cost and liquidity matter. Capital allocation prioritizes capital preservation for pension and conservative mandates, growth orientation for retail equity solutions, and strong compliance, liquidity management and concentration controls to align with regulatory and balance-sheet constraints.
Positions portfolios to deliver risk-adjusted, liability-aware returns for retail and institutional clients by blending core fixed income, domestic equity exposure and multi-asset solutions. Emphasizes scalable, low-cost product distribution through insurance and pension channels, combining active domestic market selection with ETF-like, index-tracking strategies where cost and liquidity matter. Capital allocation prioritizes capital preservation for pension and conservative mandates, growth orientation for retail equity solutions, and strong compliance, liquidity management and concentration controls to align with regulatory and balance-sheet constraints.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
112.71%
Gain -1.42%
Monthly
0.93%
Yearly
11.78%
Drawdown
24.94%
$368.97M
Equity
Holdings
$368.97M
Investment
$277.41M
$139.93M
Profit -$4.29M
Realized
$48.37M
Unrealized
$91.56M
Dividends
$10.14M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.42%
Profit
-$4.29M
Win %
65%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$4.33M
Win %
65%
This Month
Compared to last month
Gain
-1.15%
Profit
-$4.29M
Win %
65%
This Year
Compared to last year
Gain
4.1%
Profit
$14.52M
Win %
66%
TEAM Atlassian Corporation Class A
+35.29%
+$13,217.5 
EMBC Embecta Corp.
+25.77%
+$28.86 
TWLO Twilio Inc.
+24.89%
+$7,934.85 
BTG B2Gold Corp
+23.11%
+$49,140 
NTRA NATERA INC (Common Stock) – ticker 45E
+21.45%
+$27,037 
ABNB Airbnb, Inc.
+17.44%
+$15,076.5 
SPCX Space Exploration Technologies Corp. Class A
+15.82%
+$13,090.54 
RDW Redwire Corporation
+14.88%
+$5,720 
IAG Iamgold Corporation
+14.35%
+$55,429.98 
MCHP Microchip Technology Incorporated
+13.99%
+$12,688 
COHR Coherent Corp.
+13.38%
+$16,099.2 
TSEM Tower Semiconductor Ltd.
+12.48%
+$2,804 
IONQ IonQ, Inc.
+11.88%
+$590 
CDE Coeur Mining, Inc.
+11.09%
+$77,381 
USAR USA Rare Earth, Inc.
+11.03%
+$66,956.16 
FLY Firefly Aerospace Inc.
+10.99%
+$2,327.6 
TMC TMC the metals company Inc.
+10.92%
+$2,025 
ARIS Aris Water Solutions Inc.
+10.69%
+$10,080 
SSRM Ssr Mining Inc.
+10.43%
+$30,000 
ENVX Enovix Corporation
+10.33%
+$1,320 
PLTR Palantir Technologies Inc.
+10.31%
+$64,110.96 
NTSK Netskope, Inc.
+10.31%
+$13,900 
LUNR Intuitive Machines, Inc.
+9.85%
+$3,234 
AU AngloGold Ashanti plc
+9.84%
+$106,026 
GRAL Grail, Inc.
+9.56%
+$181.8 
RKLB Rocket Lab Corporation
+9.5%
+$25,272.85 
GFI Gold Fields Ltd. Sponsored ADR
+9.32%
+$83,868 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+9.31%
+$40,320.02 
AXON Axon Enterprise, Inc.
+9.29%
+$348,164.63 
AVAV AeroVironment Inc.
+9.05%
+$15,944.41 
AAOI Applied Optoelectronics, Inc.
+9.03%
+$27,376.8 
ONL Orion Office REIT Inc.
+8.85%
+$6.9 
IREN IREN Limited
+8.73%
+$1,324 
SLVM Sylvamo Corporation
+8.68%
+$6.56 
CRDO Credo Technology Group Holding Ltd.
+8.49%
+$8,610.8 
RUN Sunrun Inc.
+8.47%
+$2,385 
VISN Vistance Networks, Inc.
+8.32%
+$5,040 
BBAI BigBear.ai Holdings Inc.
+8.31%
+$6,375 
KGC Kinross Gold Corporation
+7.88%
+$74,942 
HONA Honeywell Aerospace Inc.
+7.84%
+$15,239.35 
EQX Equinox Gold Corp.
+7.82%
+$24,948 
MDB MongoDB Inc.
+7.77%
+$5,896.83 
WPM Wheaton Precious Metals Corp.
+7.2%
+$123,321.58 
RDDT Reddit Inc Class A
+7.17%
+$2,380.4 
NEM Newmont Corporation
+7.16%
+$292,796.55 
CGAU Centerra Gold Inc.
+7.14%
+$17,970.5 
APTV Aptiv PLC
+7.04%
+$1,564.8 
ASTS AST SpaceMobile, Inc.
+6.79%
+$2,150.25 
ENTG Entegris, Inc.
+6.69%
+$1,621.8 
AGI Alamos Gold Inc.
+6.67%
+$35,067.5 
PAAS Pan American Silver Corp.
+6.63%
+$49,845.27 
HPQ HP Inc.
+6.62%
+$4,103 
ACHR Archer Aviation Inc.
+6.6%
+$2,587.5 
AEM Agnico Eagle Mines Limited
+6.51%
+$182,599.54 
UBER Uber Technologies, Inc.
+6.44%
+$41,096.1 
RBRK Rubrik, Inc.
+6.44%
+$45,193.48 
NOW ServiceNow, Inc.
+6.4%
+$153,083.84 
LITE Lumentum Holdings Inc.
+6.29%
+$7,905 
CRWV CoreWeave, Inc.
+6.26%
+$5,099.7 
TTWO Take-Two Interactive Software, Inc.
+6.04%
+$37,485.4 
AMPX Amprius Technologies Inc.
+5.9%
+$1,584 
KTOS Kratos Defense & Security Solutions, Inc.
+5.87%
+$26,926.3 
SMCI Super Micro Computer Inc
+5.85%
+$1,290 
EOSE Eos Energy Enterprises Inc.
+5.84%
+$1,058 
ZD Ziff Davis, Inc.
+5.83%
+$2,376 
KRMN Karman Holdings Inc.
+5.82%
+$41,932.23 
VEEV Veeva Systems Inc.
+5.78%
+$8,378.28 
ARRY Array Technologies Inc.
+5.71%
+$840 
COIN Coinbase Global, Inc.
+5.65%
+$1,847.25 
ENPH Enphase Energy, Inc.
+5.61%
+$3,404.25 
B BARRICK MINING CORP Common Stock (ABR0)
+5.61%
+$121,421.84 
NET Cloudflare Inc.
+5.57%
+$96,639.84 
PLUG Plug Power Inc.
+5.56%
+$1,437.5 
WDAY Workday Inc.
+5.54%
+$4,436.79 
EGO Eldorado Gold Corporation
+5.54%
+$19,104 
TE T1 Energy Inc.
+5.5%
+$1,067.5 
MTZ MasTec, Inc. Common Stock
+5.42%
+$1,261.8 
GLW Corning Incorporated
+5.41%
+$13,658.57 
CRCL Circle Internet Group, Inc.
+5.39%
+$579.62 
MNTK Montauk Renewables Inc.
+5.29%
+$108 
PL PLANET LABS PBC
+5.28%
+$58,872 
PD PagerDuty Inc.
+5.27%
+$877.5 
DRD DRDGOLD Limited American Depositary Receipts
+5.07%
+$7,581 
MUX McEwen Mining Inc.
+5.04%
+$1,380 
BKSY BlackSky Technology Inc.
+4.93%
+$685 
NXT Nextracker Inc.
+4.91%
+$12,702.9 
ULTA Ulta Beauty Inc.
+4.89%
+$2,108 
RBLX Roblox Corporation
+4.87%
+$1,158.3 
HUM Humana Inc.
+4.84%
+$1,866.9 
QCOM QUALCOMM Incorporated
+4.66%
+$16,605.6 
ALB Albemarle Corporation
+4.62%
+$15,256.68 
ONDS Ondas Holdings Inc.
+4.23%
+$2,997 
CCJ Cameco Corporation
+4.03%
+$139,719.97 
HUBS HubSpot, Inc.
+4%
+$202.25 
AMTM Amentum Holdings, Inc.
+3.96%
+$976.18 
LEN Lennar Corporation
+3.96%
+$1,041.6 
SNOW Snowflake Inc.
+3.93%
+$8,757.01 
QRVO Qorvo Inc.
+3.9%
+$1,785.6 
SHLS Shoals Technologies Group, Inc.
+3.9%
+$1,273 
MRVL Marvell Technology, Inc.
+3.87%
+$13,431.22 
EFX Equifax Inc.
+3.85%
+$1,218.6 
GEN Gen Digital Inc.
+3.84%
+$25,758 
ZS Zscaler Inc.
+3.75%
+$35,837.44 
MGA Magna International Inc.
+3.73%
+$632.5 
RVMD Revolution Medicines Inc.
+3.7%
+$2,342.4 
DELL Dell Technologies Inc.
+3.67%
+$10,837.93 
CVNA Carvana Co.
+3.65%
+$2,881.72 
FOXA Fox Corporation
+3.64%
+$675 
ON ON Semiconductor Corporation
+3.61%
+$1,627.25 
CLBT Cellebrite DI Ltd.
+3.56%
+$1,045 
Q Qnity Electronics Inc.
+3.45%
+$1,315.6 
BETA BETA Technologies, Inc. - Class A Common Stock
+3.43%
+$936 
NXPI NXP Semiconductors N.V.
+3.43%
+$5,088 
IRDM Iridium Communications Inc.
+3.42%
+$1,567.5 
DHI D.R. Horton, Inc.
+3.4%
+$1,491 
CEG Constellation Energy Corporation
+3.4%
+$4,750.8 
BKNG Booking Holdings Inc.
+3.39%
+$7,787.74 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$126,336 
FN Fabrinet
+3.36%
+$1,882.32 
OKTA Okta Inc.
+3.35%
+$769.6 
ZBRA Zebra Technologies Corporation
+3.34%
+$364.8 
EL The Estée Lauder Companies Inc. Class A
+3.32%
+$624.8 
APP AppLovin Corporation Class A Common Stock
+3.32%
+$5,012.95 
ADI Analog Devices, Inc.
+3.31%
+$12,200 
OMC Omnicom Group Inc.
+3.31%
+$1,747.2 
MSTR Strategy Inc.
+3.28%
+$1,733.1 
A Agilent Technologies Inc.
+3.28%
+$7,778.4 
ALC Alcon Inc.
+3.25%
+$1,695 
LOGI Logitech International S.A.
+3.24%
+$1,803.6 
FNV Franco-Nevada Corporation
+3.21%
+$4,229.4 
P Everpure Inc.
+3.21%
+$2,100 
CRM Salesforce Inc
+3.19%
+$61,332.6 
ZM Zoom Video Communications, Inc.
+3.17%
+$834.6 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+3.14%
+$1,330.25 
LULU lululemon athletica inc.
+3.13%
+$487.5 
MPWR Monolithic Power Systems, Inc.
+3.12%
+$3,906.33 
XPO XPO Inc.
+3.12%
+$1,379.25 
PTON Peloton Interactive, Inc.
+3.09%
+$25.5 
S SentinelOne Inc.
+3.08%
+$6,656 
GRMN Garmin Ltd.
+2.99%
+$12,145.34 
VGNT Versigent plc
+2.97%
+$76.2 
BLDP BALLARD POWER SYSTEMS INC Common Stock
+2.94%
+$420 
CRH CRH plc
+2.89%
+$2,791.8 
SW Smurfit WestRock PLC
+2.88%
+$1,242 
TSLA Tesla, Inc.
+2.83%
+$46,443.04 
HOOD Robinhood Markets, Inc.
+2.83%
+$3,001.05 
SHOP Shopify Inc.
+2.79%
+$8,042.24 
TXN Texas Instruments Inc
+2.76%
+$12,771.84 
ADSK Autodesk, Inc.
+2.75%
+$13,073.2 
BX Blackstone Inc.
+2.74%
+$4,172.4 
PCG PG&E Corporation
+2.73%
+$1,116 
SPOT Spotify Technology S.A.
+2.73%
+$15,603.83 
IQV IQVIA Holdings Inc.
+2.7%
+$5,078.71 
ACN Accenture plc Class A
+2.67%
+$5,730.77 
IP International Paper Company
+2.6%
+$868.26 
CI The Cigna Group
+2.59%
+$8,515.52 
PHM PulteGroup Inc.
+2.58%
+$701.4 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$12,979.85 
VRNS Varonis Systems, Inc.
+2.54%
+$3,672 
KLAC KLA Corporation
+2.53%
+$12,688.03 
BBY Best Buy Co., Inc.
+2.47%
+$396 
SNPS Synopsys, Inc.
+2.47%
+$11,563.07 
STE STERIS plc
+2.45%
+$965.6 
CNC Centene Corporation
+2.43%
+$873.6 
PPL PPL Corporation
+2.43%
+$1,092 
FSLR First Solar, Inc.
+2.42%
+$14,800 
ORCL Oracle Corporation
+2.42%
+$10,437.76 
DHR Danaher Corporation
+2.42%
+$14,064.96 
STZ Constellation Brands, Inc.
+2.4%
+$384.78 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$21,467.47 
NABL N-able Inc.
+2.36%
+$264.5 
DSGX The Descartes Systems Group Inc.
+2.35%
+$73.2 
RSG Republic Services, Inc.
+2.35%
+$1,722 
ODFL Old Dominion Freight Line, Inc.
+2.31%
+$1,222.5 
GLDM SPDR Gold MiniShares Trust
+2.3%
+$11,637.91 
NVDA NVIDIA Corporation
+2.28%
+$1.53M 
VECO Veeco Instruments Inc.
+2.28%
+$528.75 
GIS General Mills, Inc.
+2.27%
+$721.6 
GLD SPDR Gold Shares
+2.27%
+$139,230 
COPX Global X Copper Miners ETF
+2.27%
+$34,417.59 
LOW Lowe's Companies Inc.
+2.25%
+$3,365.29 
OUNZ VanEck Merk Gold Trust
+2.25%
+$11,730 
SGOL abrdn Physical Gold Shares ETF
+2.25%
+$11,784.5 
CSGP CoStar Group, Inc.
+2.25%
+$1,928.5 
IAUM iShares Gold Trust Micro
+2.24%
+$8,977.5 
AMAT Applied Materials, Inc.
+2.24%
+$16,961.71 
CPRT Copart Inc.
+2.24%
+$325 
NBIX Neurocrine Biosciences Inc.
+2.2%
+$1,105.65 
RBA Rb Global Inc.
+2.19%
+$548.1 
PPG PPG Industries Inc.
+2.19%
+$691.2 
ENS EnerSys
+2.16%
+$2,430 
GPC Genuine Parts Company
+2.16%
+$343.8 
CIEN Ciena Corporation
+2.12%
+$2,544.91 
IBKR Interactive Brokers Group Inc.
+2.1%
+$696.85 
PFE Pfizer Inc.
+2.1%
+$8,929.8 
FCX Freeport-McMoRan Inc.
+2.1%
+$7,993.7 
GEHC GE HealthCare Technologies Inc.
+2.08%
+$1,109.6 
DXCM DexCom, Inc.
+2.07%
+$37,353.31 
EIX Edison International
+2.05%
+$5,064.6 
FAST Fastenal Co.
+2.03%
+$1,926.1 
AS Amer Sports, Inc.
+2.02%
+$29,930 
SOXX iShares Semiconductor ETF
+2.01%
+$375,145.35 
BAX Baxter International Inc.
+2%
+$1,096.2 
CHKP Check Point Software Technologies Ltd.
+1.99%
+$7,884.2 
DDOG Datadog, Inc. Class A Common Stock
+1.99%
+$14,136.06 
TYL Tyler Technologies Inc.
+1.95%
+$705.64 
WSM Williams-Sonoma, Inc.
+1.92%
+$950 
ADBE Adobe Inc.
+1.89%
+$13,625.25 
MLM Martin Marietta Materials, Inc.
+1.88%
+$759 
INTC Intel Corporation
+1.84%
+$15,391.6 
INCY Incyte Corporation
+1.84%
+$2,009.96 
CHRW C.H. Robinson Worldwide, Inc.
+1.83%
+$536 
WAT Waters Corporation
+1.82%
+$2,442.72 
LRCX Lam Research Corporation
+1.82%
+$13,127.16 
AZO AutoZone Inc.
+1.8%
+$1,160.88 
AVY Avery Dennison Corporation
+1.79%
+$312 
TGT Target Corporation
+1.77%
+$1,315.44 
CROX Crocs, Inc.
+1.77%
+$8,806.04 
GILD Gilead Sciences Inc.
+1.77%
+$12,917.7 
UBS UBS Group AG
+1.76%
+$4,859.25 
HD The Home Depot, Inc.
+1.74%
+$7,308.29 
SHW The Sherwin-Williams Company
+1.72%
+$2,316.19 
AMCR Amcor plc
+1.72%
+$405 
TXT Textron Inc.
+1.72%
+$1,857.3 
FER Ferrovial SE
+1.71%
+$1,397.76 
TRI Thomson Reuters Corp.
+1.66%
+$227.42 
TRMB Trimble Inc.
+1.66%
+$455.9 
AVGO Broadcom Inc.
+1.65%
+$132,756.66 
EBAY eBay Inc.
+1.65%
+$1,019.2 
LDOS Leidos Holdings Inc.
+1.65%
+$223 
IBM International Business Machines Corporation
+1.59%
+$12,469.44 
NLY Annaly Capital Management, Inc.
+1.59%
+$90.25 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$4,063.55 
PINS Pinterest, Inc. Class A
+1.56%
+$25.55 
IFF International Flavors & Fragrances Inc.
+1.55%
+$552.3 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.55%
+$1,946.16 
SOFI SoFi Technologies, Inc.
+1.55%
+$504 
WST West Pharmaceutical Services, Inc.
+1.53%
+$19,939.45 
CP Canadian Pacific Kansas City Limited
+1.53%
+$1,366.2 
AMGN Amgen Inc.
+1.51%
+$11,959.63 
HPE Hewlett Packard Enterprise Company
+1.51%
+$1,698.5 
RS Reliance Inc.
+1.5%
+$1,000 
ALNY Alnylam Pharmaceuticals Inc
+1.47%
+$1,705.45 
KHC The Kraft Heinz Company
+1.46%
+$394.2 
NVR NVR, Inc.
+1.44%
+$363.2 
TSCO Tractor Supply Company
+1.44%
+$367.5 
MDT Medtronic plc
+1.43%
+$5,287.77 
CVLT Commvault Systems Inc.
+1.43%
+$5,319.97 
WTW Willis Towers Watson Public Limited Company
+1.42%
+$649.35 
XEL Xcel Energy Inc.
+1.4%
+$5,929.22 
DASH DoorDash, Inc.
+1.4%
+$1,817.81 
RDWR Radware Ltd.
+1.4%
+$955.5 
WBD Warner Bros. Discovery, Inc.
+1.38%
+$1,410.72 
F Ford Motor Company
+1.38%
+$1,254 
EXPE Expedia Group, Inc.
+1.36%
+$375.75 
CTSH Cognizant Technology Solutions Corporation
+1.35%
+$823.9 
DRI Darden Restaurants, Inc.
+1.35%
+$584.25 
PKG Packaging Corporation of America
+1.34%
+$323 
FTV Fortive Corporation
+1.34%
+$334.15 
ISRG Intuitive Surgical, Inc.
+1.34%
+$30,245 
GD General Dynamics Corporation
+1.33%
+$1,436.39 
FERG Ferguson Enterprises Inc
+1.32%
+$904.5 
ROP Roper Technologies Inc.
+1.3%
+$956.45 
QSR Restaurant Brands International Inc.
+1.28%
+$355.3 
FSLY Fastly, Inc.
+1.28%
+$1,334 
MKC McCormick & Company, Incorporated
+1.26%
+$211.2 
HEI Heico Corporation
+1.25%
+$1,071.6 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$8,004.25 
HUBB Hubbell Inc.
+1.25%
+$570.6 
PODD Insulet Corporation
+1.25%
+$234.9 
UPS United Parcel Service, Inc.
+1.24%
+$1,600 
APLD Applied Digital Corporation
+1.24%
+$5,106.53 
RACE Ferrari N.V.
+1.22%
+$1,314.4 
MMM 3M Company
+1.21%
+$1,713.47 
KEYS Keysight Technologies, Inc.
+1.2%
+$1,571.7 
PANW Palo Alto Networks, Inc.
+1.19%
+$16,113.28 
APD Air Products and Chemicals, Inc.
+1.18%
+$1,203.59 
MCHI iShares MSCI China ETF
+1.18%
+$17,806.8 
MS Morgan Stanley
+1.18%
+$8,202.6 
VTR Ventas Inc.
+1.16%
+$3,103 
DB Deutsche Bank AG
+1.16%
+$1,370.25 
PRLB Proto Labs Inc.
+1.15%
+$353.5 
EME EMCOR Group, Inc.
+1.14%
+$388.5 
UTHR United Therapeutics Corporation
+1.12%
+$525.36 
AGX Argan Inc.
+1.1%
+$423.15 
CLS Celestica Inc.
+1.1%
+$828 
HBAN Huntington Bancshares Incorporated
+1.09%
+$408.5 
VMC Vulcan Materials Company
+1.09%
+$782.85 
VRSK Verisk Analytics Inc.
+1.09%
+$329.6 
HCA HCA Healthcare Inc.
+1.04%
+$3,223.84 
ESS Essex Property Trust, Inc.
+1.04%
+$846.45 
BR Broadridge Financial Solutions, Inc.
+1.03%
+$261.95 
INTU Intuit Inc.
+1.02%
+$1,860.62 
LPLA LPL Financial Holdings Inc.
+1%
+$429.6 
QLYS Qualys, Inc.
+0.99%
+$2,160 
DE Deere & Company
+0.96%
+$1,879.81 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$5,937.53 
MAA Mid-America Apartment Communities, Inc.
+0.96%
+$1,088 
BA Boeing Company
+0.95%
+$6,063.2 
MCO Moody's Corporation
+0.94%
+$894 
KMB Kimberly-Clark Corporation
+0.94%
+$387.6 
EXE Expand Energy Corporation
+0.94%
+$868.6 
DLTR Dollar Tree, Inc.
+0.93%
+$254.1 
HEI.A Heico Corporation
+0.92%
+$1,282.61 
AME Ametek Inc.
+0.91%
+$881.65 
NVT nVent Electric plc
+0.91%
+$4,736 
JNJ Johnson & Johnson
+0.88%
+$22,612.5 
BMY Bristol-Myers Squibb Company
+0.87%
+$4,107.6 
C Citigroup Inc.
+0.87%
+$7,594.57 
LMT Lockheed Martin Corporation
+0.87%
+$5,049.72 
BTCO Invesco Galaxy Bitcoin ETF
+0.86%
+$929.49 
LII Lennox International Inc.
+0.85%
+$249.24 
D Dominion Energy, Inc.
+0.85%
+$912 
HODL VanEck Bitcoin ETF
+0.85%
+$1,027.65 
MO Altria Group, Inc.
+0.85%
+$1,362.75 
CCI Crown Castle Inc.
+0.85%
+$1,689.1 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$5,427.02 
ARKB Ark 21Shares Bitcoin ETF
+0.84%
+$1,098 
EMR Emerson Electric Co.
+0.84%
+$910.8 
FICO Fair Isaac Corporation
+0.84%
+$433.5 
BTCW WisdomTree Bitcoin Fund
+0.84%
+$894.91 
GIB CGI Inc.
+0.84%
+$272.8 
ABBV AbbVie Inc.
+0.83%
+$17,569.96 
FDX FedEx Corporation
+0.83%
+$809.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.82%
+$943 
BIIB Biogen Inc.
+0.81%
+$268.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.81%
+$918 
PEG Public Service Enterprise Group Incorporated
+0.81%
+$420.9 
EZBC Franklin Bitcoin ETF
+0.81%
+$915 
AMZN Amazon.com Inc
+0.8%
+$60,263.64 
IBIT iShares Bitcoin Trust
+0.8%
+$1,044 
PCAR PACCAR Inc.
+0.79%
+$738.41 
DUK Duke Energy Corporation
+0.78%
+$1,094.31 
SBAC SBA Communications Corporation
+0.78%
+$965.6 
LH Labcorp Holdings Inc.
+0.77%
+$940.8 
AMT American Tower Corporation
+0.77%
+$3,692.04 
NTRS Northern Trust Corporation
+0.77%
+$454.4 
UNH UnitedHealth Group Incorporated
+0.77%
+$18,716.12 
FSV FirstService Corporation
+0.76%
+$207.1 
TT Trane Technologies plc
+0.76%
+$1,064.28 
CMCSA Comcast Corp
+0.76%
+$989.33 
PM Philip Morris International Inc.
+0.76%
+$2,499.19 
ORA Ormat Technologies Inc.
+0.75%
+$1,077.3 
VICI Vici Properties Inc.
+0.75%
+$1,250 
GM General Motors Company
+0.73%
+$838.2 
DBA Invesco DB Agriculture Fund
+0.73%
+$24,120 
COP ConocoPhillips
+0.73%
+$3,839.45 
ELV Elevance Health, Inc.
+0.73%
+$3,277.36 
SPGI S&P Global Inc.
+0.72%
+$1,069.46 
PLD Prologis Inc.
+0.69%
+$5,387.58 
J Jacobs Solutions Inc.
+0.69%
+$49.5 
VRSN Verisign Inc.
+0.67%
+$255.45 
ETR Entergy Corporation
+0.67%
+$489.9 
NOC Northrop Grumman Corporation
+0.66%
+$3,223.37 
MRP Millrose Properties Inc.
+0.66%
+$13.3 
EXC Exelon Corporation
+0.65%
+$2,896.9 
BNS Bank of Nova Scotia
+0.64%
+$693.25 
GS The Goldman Sachs Group, Inc.
+0.64%
+$4,898 
GLPI Gaming and Leisure Properties, Inc.
+0.64%
+$252 
DLR Digital Realty Trust, Inc.
+0.63%
+$2,586.4 
ITW Illinois Tool Works Inc.
+0.63%
+$827.7 
TTMI TTM Technologies, Inc.
+0.63%
+$688 
BLK BlackRock, Inc.
+0.63%
+$1,412.89 
NFLX Netflix, Inc.
+0.58%
+$5,055.94 
MTD Mettler-Toledo International Inc.
+0.58%
+$264.64 
PWR Quanta Services Inc.
+0.58%
+$890.1 
GGG Graco Inc.
+0.58%
+$105.6 
TECK Teck Resources Ltd.
+0.56%
+$510.6 
EQR Equity Residential
+0.56%
+$825.1 
ECL Ecolab Inc.
+0.55%
+$628 
TEL TE Connectivity plc
+0.55%
+$719.79 
AEE Ameren Corporation
+0.54%
+$278.4 
TENB Tenable Holdings Inc.
+0.53%
+$1,121 
ENLT Enlight Renewable Energy Ltd.
+0.51%
+$1,298.6 
AVB AvalonBay Communities, Inc.
+0.5%
+$869.55 
BALL Ball Corp.
+0.49%
+$136.4 
TDY Teledyne Technologies Incorporated
+0.47%
+$1,430 
WY Weyerhaeuser Company
+0.47%
+$492 
SPG Simon Property Group, Inc.
+0.46%
+$1,946.7 
SYK Stryker Corporation
+0.46%
+$2,126.28 
CBRE CBRE Group Inc.
+0.45%
+$1,453.9 
JBHT J.B. Hunt Transport Services, Inc.
+0.45%
+$199.65 
EW Edwards Lifesciences Corporation
+0.45%
+$878.8 
CSCO Cisco Systems, Inc.
+0.45%
+$8,870.58 
BMO Bank of Montreal
+0.43%
+$427.79 
PEP PepsiCo, Inc.
+0.42%
+$2,802.34 
SNA Snap-on Inc.
+0.41%
+$119.7 
CTAS Cintas Corporation
+0.41%
+$413.34 
WELL Welltower Inc.
+0.41%
+$4,336.87 
SBUX Starbucks Corporation
+0.41%
+$619.2 
PSA Public Storage Common Stock
+0.4%
+$1,208.99 
EVRG Evergy Inc.
+0.4%
+$594.01 
IT Gartner Inc.
+0.4%
+$14.6 
AEP American Electric Power Company, Inc.
+0.39%
+$316.05 
PH Parker-Hannifin Corporation
+0.38%
+$2,387.24 
STLD Steel Dynamics Inc.
+0.38%
+$579.09 
ICE Intercontinental Exchange, Inc.
+0.36%
+$502.19 
T AT&T Inc.
+0.36%
+$805.37 
AWK American Water Works Company, Inc.
+0.35%
+$82.25 
ES Eversource Energy
+0.35%
+$97.5 
ROST Ross Stores, Inc.
+0.34%
+$400.2 
BRO Brown & Brown Inc.
+0.34%
+$98.4 
VLTO Veralto Corporation
+0.34%
+$102.63 
TROW T. Rowe Price Group, Inc.
+0.33%
+$125.4 
JPM JPMorgan Chase & Co.
+0.33%
+$6,545.04 
META Meta Platforms Inc Class A
+0.33%
+$20,836.9 
FTS Fortis Inc.
+0.32%
+$36 
KEY KeyCorp
+0.31%
+$122.5 
CFG Citizens Financial Group, Inc.
+0.3%
+$93.5 
AAPL Apple Inc.
+0.29%
+$38,598.6 
CL Colgate-Palmolive Company
+0.28%
+$275.6 
XIFR Xplr Infrastructure Partners L.P.
+0.26%
+$61.5 
KVUE Kenvue Inc.
+0.26%
+$160 
BAC Bank of America Corporation
+0.25%
+$2,773.44 
O Realty Income Corporation
+0.24%
+$865.5 
GSAT Globalstar, Inc.
+0.24%
+$86 
CM Canadian Imperial Bank of Commerce
+0.24%
+$218.12 
KO The Coca-Cola Company
+0.24%
+$2,080.75 
BN Brookfield Corporation
+0.23%
+$160 
CDNS Cadence Design Systems, Inc.
+0.22%
+$423.75 
FITB Fifth Third Bancorp
+0.22%
+$155 
MKL Markel Group Inc.
+0.21%
+$92.46 
NUE Nucor Corporation
+0.21%
+$505.6 
REG Regency Centers Corporation
+0.21%
+$96 
DIS The Walt Disney Company
+0.2%
+$1,333 
DT Dynatrace, Inc.
+0.2%
+$1,300 
FE FirstEnergy Corp.
+0.2%
+$72.2 
EQT EQT Corporation
+0.19%
+$235 
OTIS Otis Worldwide Corporation
+0.19%
+$30.8 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$2,601.82 
USB U.S. Bancorp
+0.18%
+$218.5 
CNQ Canadian Natural Resources Limited
+0.18%
+$574.4 
CASY Casey's General Stores Inc.
+0.16%
+$85.15 
TXNM TxnM Energy Inc.
+0.16%
+$85.5 
MRK Merck & Co., Inc.
+0.16%
+$2,438.12 
TPR Tapestry Inc.
+0.15%
+$56.25 
ORLY O'Reilly Automotive Inc.
+0.15%
+$185.5 
RBC RBC Bearings Incorporated
+0.13%
+$116.81 
VZ Verizon Communications Inc.
+0.13%
+$336.89 
RF Regions Financial Corporation
+0.13%
+$70 
SUNB Sunbelt Rentals Holdings, Inc.
+0.12%
+$97 
DOV Dover Corporation
+0.11%
+$60 
ETN Eaton Corporation plc
+0.11%
+$223.2 
TD The Toronto-Dominion Bank
+0.11%
+$196.56 
MTB M&T Bank Corporation
+0.1%
+$42.5 
EXPD Expeditors International of Washington, Inc.
+0.08%
+$7.7 
NSIT Insight Enterprises Inc.
+0.07%
+$115.5 
CARR Carrier Global Corporation
+0.06%
+$39.56 
NEE NextEra Energy, Inc.
+0.06%
+$481.5 
SUI Sun Communities Inc.
+0.06%
+$32.9 
BSX Boston Scientific Corporation
+0.04%
+$155.22 
KIM Kimco Realty Corporation
+0.04%
+$30 
CNP CenterPoint Energy Inc.
+0.03%
+$8.7 
PGR Progressive Corporation
+0.01%
+$23.25 
CCEP Coca-Cola Europacific Partners PLC
+0.01%
+$4.4 
CMI Cummins Inc.
+0.01%
+$9.51 
PTC PTC Inc.
+0.01%
+$15.3 
MSFT Microsoft Corp.
+0.01%
+$1,341.77 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EMRAF Emera Incorporated
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
MDALF MDA Space Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 OCAN
OCAND
0%
$0 G364
G3643J108
0%
$0 H591
H5919C104
0%
$0 
MSBT Morgan Stanley Bitcoin Trust
0%
$0 G200
G2004J103
0%
$0 
TTD The Trade Desk, Inc. Class A
-21.93%
-$891.25 
CCOI Cogent Communications Holdings, Inc.
-9.12%
-$3,283.5 
AMRZ Amrize Ltd.
-8.96%
-$1,377 
AKAM Akamai Technologies Inc.
-6.78%
-$30,793.2 
ESE Esco Technologies Inc.
-6.77%
-$3,553.6 
ZTS Zoetis Inc.
-5.97%
-$6,578.47 
RMD ResMed Inc.
-5.03%
-$7,797.9 
STX Seagate Technology Holdings plc
-4.73%
-$16,906.66 
CDW CDW Corporation
-4.35%
-$1,433.76 
BE Bloom Energy Corporation
-4.32%
-$17,424.02 
NTCT Netscout Systems Inc.
-4.29%
-$6,622 
TRGP Targa Resources Corp.
-4.28%
-$4,362.4 
TPL Texas Pacific Land Corporation
-4.19%
-$3,365.14 
MNST Monster Beverage Corporation
-4.06%
-$3,820 
WDC Western Digital Corporation
-3.83%
-$12,275.89 
LNG Cheniere Energy Inc.
-3.66%
-$2,478.6 
EC Ecopetrol S.A. Sponsored ADR
-3.56%
-$30,690 
CW Curtiss-Wright Corporation
-3.22%
-$575.5 
FISV Fiserv, Inc.
-3.18%
-$1,186.8 
DOW Dow Inc.
-3.17%
-$691.2 
YOU Clear Secure Inc.
-3.15%
-$6,680 
FFIV F5 Inc.
-3.14%
-$1,425.6 
CHTR Charter Communications Inc
-3.09%
-$529.74 
TDG TransDigm Group Inc.
-3%
-$3,639.35 
LYB LyondellBasell Industries N.V.
-3%
-$369 
ALL Allstate Corporation
-2.97%
-$3,145.45 
ILMN Illumina, Inc.
-2.94%
-$3,965.93 
ATEN A10 Networks, Inc.
-2.79%
-$2,695 
SEDG SolarEdge Technologies Inc.
-2.72%
-$703.1 
HWM Howmet Aerospace Inc.
-2.71%
-$4,076.8 
CMG Chipotle Mexican Grill, Inc.
-2.7%
-$2,338.7 
NTGR Netgear Inc.
-2.51%
-$457.5 
SATS EchoStar Corporation
-2.37%
-$40.8 
NSC Norfolk Southern Corporation
-2.34%
-$2,646.6 
FTAI FTAI Aviation Ltd.
-2.34%
-$1,008.15 
AER AerCap Holdings N.V.
-2.31%
-$751.8 
MA Mastercard Incorporated
-2.29%
-$30,228.02 
LOAR Loar Holdings Inc.
-2.26%
-$1,082.4 
WCC Wesco International Inc.
-2.2%
-$9,652.39 
MET MetLife Inc.
-2.18%
-$1,831.2 
V Visa Inc. Class A
-2.18%
-$36,549.08 
DCO Ducommun Inc.
-2.15%
-$736.1 
CF CF Industries Holdings, Inc.
-2.06%
-$1,008 
DPZ Domino's Pizza Inc.
-2.05%
-$441.6 
SU Suncor Energy Inc.
-2.03%
-$5,482.98 
SLB Schlumberger Limited
-1.98%
-$2,107.32 
VSAT Viasat Inc.
-1.96%
-$6,037.5 
MOG-A Moog Inc.
-1.95%
-$2,566.4 
CXT Crane NXT Co.
-1.95%
-$1,802 
ANET Arista Networks, Inc.
-1.93%
-$8,076.12 
HAL Halliburton Company
-1.92%
-$325 
BKR Baker Hughes Company
-1.9%
-$1,864.2 
WMB The Williams Companies, Inc.
-1.9%
-$2,496.59 
GPN Global Payments Inc.
-1.78%
-$530.4 
NI NiSource Inc.
-1.76%
-$497.25 
PFG Principal Financial Group, Inc.
-1.73%
-$620 
CAT Caterpillar Inc.
-1.72%
-$13,802.05 
OKE ONEOK, Inc.
-1.72%
-$1,540.2 
AFRM Affirm Holdings, Inc.
-1.69%
-$774 
AFL Aflac Inc.
-1.63%
-$1,318.4 
MAR Marriott International Inc. - Class A
-1.58%
-$1,677.08 
TMUS T-Mobile US, Inc.
-1.56%
-$2,233.95 
VLO Valero Energy Corporation
-1.56%
-$2,067 
AJG Arthur J. Gallagher & Co.
-1.54%
-$1,412.55 
RJF Raymond James Financial Inc.
-1.53%
-$742.5 
JCI Johnson Controls International plc
-1.52%
-$2,373.5 
AIG American International Group Inc.
-1.5%
-$1,056 
PNR Pentair plc
-1.49%
-$208 
TER Teradyne, Inc.
-1.46%
-$2,107.51 
IR Ingersoll Rand Inc.
-1.44%
-$800.1 
AMP Ameriprise Financial, Inc.
-1.42%
-$1,103.66 
CVX Chevron Corporation
-1.42%
-$18,162.36 
KMI Kinder Morgan, Inc.
-1.41%
-$1,214.4 
MSI Motorola Solutions, Inc.
-1.4%
-$2,626.75 
COR Cencora, Inc.
-1.39%
-$1,359 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$1,408.01 
CPAY Corpay, Inc.
-1.33%
-$661.25 
EWZ iShares MSCI Brazil ETF
-1.33%
-$16,862.5 
XOM Exxon Mobil Corporation
-1.22%
-$29,607.32 
PYPL PayPal Holdings Inc
-1.2%
-$1,080 
GE General Electric Company
-1.2%
-$13,581.01 
ADM Archer-Daniels-Midland Co
-1.2%
-$1,897.2 
CINF Cincinnati Financial Corporation
-1.19%
-$660.3 
FIX Comfort Systems USA, Inc.
-1.19%
-$1,244.4 
AMD Advanced Micro Devices, Inc.
-1.19%
-$27,352.75 
KDP Keurig Dr Pepper Inc.
-1.19%
-$774 
WAB Wabtec Corporation
-1.17%
-$830.4 
DD DuPont de Nemours, Inc.
-1.12%
-$220.57 
EOG EOG Resources, Inc.
-1.09%
-$3,322.68 
FLEX Flex Ltd.
-1.09%
-$790.6 
IMO Imperial Oil Limited
-1.09%
-$414 
FDXF FedEx Freight Holding Company Inc.
-1.09%
-$246.45 
INSM Insmed Inc.
-1.08%
-$400.4 
COF Capital One Financial Corporation
-1.07%
-$1,929.36 
CB Chubb Limited
-1.05%
-$1,930.68 
YUM Yum! Brands, Inc.
-1.04%
-$658.26 
ATO Atmos Energy Corporation
-1.04%
-$510.15 
LHX L3Harris Technologies, Inc.
-1.04%
-$9,093.24 
TRP TC Energy Corporation
-1.03%
-$663.96 
KR Kroger Co.
-1.03%
-$501.5 
NTAP NetApp, Inc.
-1.03%
-$1,083.51 
VRT Vertiv Holdings Co
-1.03%
-$1,330.1 
JBL Jabil Inc.
-1.02%
-$545.6 
PBA Pembina Pipeline Corporation
-1.02%
-$343 
TU TELUS Corporation
-1.02%
-$108.4 
GEV GE Vernova Inc.
-1.02%
-$27,750.65 
NBIS Nebius Group N.V.
-1.01%
-$1,161.59 
EQIX Equinix, Inc.
-0.99%
-$6,266.84 
ARES Ares Management Corporation
-0.98%
-$367.2 
GOOGL Alphabet Inc
-0.98%
-$61,694.5 
FCNCA First Citizens BancShares, Inc.
-0.93%
-$313.35 
GOOG Alphabet Inc
-0.91%
-$19,748.16 
MRSH Marsh & McLennan Companies, Inc.
-0.91%
-$1,312.5 
ED Consolidated Edison, Inc.
-0.9%
-$475.3 
CBOE Cboe Global Markets Inc.
-0.9%
-$466.2 
CSX CSX Corporation
-0.87%
-$1,113.2 
HIG The Hartford Insurance Group, Inc.
-0.86%
-$187.5 
TSN Tyson Foods Inc.
-0.86%
-$290.37 
NLOP Net Lease Office Properties.
-0.86%
-$2 
APH Amphenol Corporation
-0.84%
-$3,595.68 
FANG Diamondback Energy Inc
-0.84%
-$1,192.51 
ACGL Arch Capital Group Ltd
-0.84%
-$282.2 
RPRX Royalty Pharma plc
-0.83%
-$261.25 
PG Procter & Gamble Co
-0.82%
-$5,934.62 
NRG NRG Energy, Inc.
-0.8%
-$323 
ADP Automatic Data Processing Inc.
-0.79%
-$1,345.41 
PSX Phillips 66
-0.79%
-$831.3 
UNP Union Pacific Corporation
-0.78%
-$1,732.49 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$1,230.01 
SSNC SS&C Technologies Holdings Inc.
-0.76%
-$305 
MSCI MSCI Inc.
-0.76%
-$624.95 
WRB W.R. Berkley Corporation
-0.75%
-$178.2 
DG Dollar General Corporation
-0.73%
-$260.4 
STLA Stellantis N.V.
-0.72%
-$132 
DAL Delta Air Lines, Inc.
-0.72%
-$99 
NKE Nike, Inc. - Class B
-0.71%
-$609 
WWD Woodward Inc.
-0.71%
-$704.7 
AON Aon plc
-0.7%
-$901.7 
ZBH Zimmer Biomet Holdings, Inc.
-0.69%
-$834.15 
IRM Iron Mountain Inc.
-0.67%
-$1,500.6 
LYV Live Nation Entertainment, Inc.
-0.66%
-$240 
MCD McDonald's Corporation
-0.64%
-$2,705.13 
BURL Burlington Stores Inc.
-0.61%
-$22.7 
BG Bunge Global S.A.
-0.6%
-$131 
WM Waste Management, Inc.
-0.58%
-$777.2 
LLY Eli Lilly and Company
-0.58%
-$28,585.55 
CVS CVS Health Corporation
-0.56%
-$2,743.74 
SRE Sempra
-0.56%
-$397.15 
VST Vistra Corp
-0.55%
-$421.19 
CWEN Clearway Energy Inc.
-0.55%
-$430.56 
IDXX IDEXX Laboratories, Inc.
-0.55%
-$1,323.41 
MELI MercadoLibre, Inc.
-0.55%
-$630 
KKR KKR & Co. Inc.
-0.54%
-$610.4 
MFC Manulife Financial Corporation
-0.54%
-$339.12 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$6,892.93 
CAH Cardinal Health Inc.
-0.53%
-$346.5 
TTE TotalEnergies SE
-0.51%
-$3,574.56 
AXP American Express Company
-0.47%
-$1,216.01 
TJX The TJX Companies, Inc.
-0.47%
-$6,981.56 
TFC Truist Financial Corporation
-0.46%
-$444 
CLX The Clorox Company
-0.46%
-$57.6 
SLF Sun Life Financial Inc.
-0.45%
-$284.9 
MU Micron Technology, Inc.
-0.44%
-$26,024.76 
DECK Deckers Outdoor Corporation
-0.44%
-$94.6 
APO Apollo Global Management, Inc.
-0.44%
-$386.4 
TRV The Travelers Companies, Inc.
-0.43%
-$557.78 
GWW W.W. Grainger, Inc.
-0.42%
-$352.3 
HSY The Hershey Company
-0.41%
-$127.5 
XYL Xylem Inc.
-0.41%
-$34.3 
WFC Wells Fargo & Company
-0.41%
-$2,872.66 
L Loews Corporation
-0.4%
-$13.8 
WCN Waste Connections Inc.
-0.39%
-$195 
MPC Marathon Petroleum Corporation
-0.36%
-$415.8 
NEU NewMarket Corporation
-0.33%
-$223.5 
WEC WEC Energy Group Inc.
-0.33%
-$158.4 
DVN Devon Energy Corporation
-0.33%
-$469.7 
GAP Gap Inc.
-0.32%
-$3,624.4 
FTNT Fortinet Inc.
-0.3%
-$2,620.06 
CME CME Group Inc.
-0.26%
-$347.08 
MDLZ Mondelez International, Inc.
-0.25%
-$316.2 
RCI Rogers Communications Inc.
-0.23%
-$16 
CMS CMS Energy Corporation
-0.23%
-$99.2 
OXY Occidental Petroleum Corporation
-0.22%
-$327.5 
WMT Walmart Inc.
-0.22%
-$2,918.5 
LNT Alliant Energy Corporation
-0.22%
-$277.5 
SO The Southern Company
-0.21%
-$326 
MCK McKesson Corporation
-0.21%
-$604.54 
ROK Rockwell Automation, Inc.
-0.19%
-$132.8 
RCL Royal Caribbean Group
-0.18%
-$222.29 
PRU Prudential Financial, Inc.
-0.17%
-$147 
RY Royal Bank of Canada
-0.17%
-$874.63 
COST Costco Wholesale Corporation
-0.14%
-$1,056.75 
ABT Abbott Laboratories
-0.14%
-$1,060.95 
BDX Becton, Dickinson and Company
-0.13%
-$339.72 
STT State Street Corp
-0.13%
-$124.81 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$163.19 
CHD Church & Dwight Co., Inc.
-0.13%
-$32.5 
RTX RTX Corporation
-0.12%
-$1,060.56 
DGX Quest Diagnostics Inc.
-0.12%
-$70 
NDAQ Nasdaq, Inc.
-0.11%
-$47.25 
FIS Fidelity National Information Services, Inc.
-0.09%
-$24 
SYF Synchrony Financial
-0.09%
-$40.6 
URI United Rentals, Inc.
-0.08%
-$109.76 
DTE DTE Energy Company
-0.07%
-$35.5 
PAYX Paychex Inc.
-0.07%
-$33.15 
SYY Sysco Corporation
-0.07%
-$45.6 
WPC W. P. Carey Inc.
-0.07%
-$65 
INVH Invitation Homes Inc.
-0.07%
-$58.4 
SCHW Charles Schwab Corporation
-0.07%
-$138.18 
EXR Extra Space Storage Inc.
-0.06%
-$121.49 
CTVA Corteva Inc.
-0.05%
-$102.52 
XYZ Block, Inc.
-0.05%
-$24.8 
LIN Linde plc
-0.05%
-$261.73 
FTI TechnipFMC plc
-0.04%
-$22.5 
SOLV Solventum Corporation
-0.04%
-$2.04 
CVE Cenovus Energy Inc.
-0.04%
-$48 
MRCY Mercury Systems Inc.
-0.03%
-$4.8 Events
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Dividends
Dividend Analysis
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| Trades 4281 | Longs Won 2810/4281 65% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,242.53 |
| Average Win $73,587.3 | Best Trade (Aug 28) $37.68M | Sharpe Ratio -11.42 |
| Average Loss -$45,573.12 | Worst Trade (Mar 31) -$5.87M | Z-Score 14.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 1d | Expectancy $32,685.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 8,065 | 7,258 | 6,452 | 5,645 | 4,839 | 4,032 | 3,226 | 2,419 | 1,613 | 806 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,680 | $204,500.29 | $245,229.6 | - | $40,729.31 | 19.92% | +3.276% |
| AAOI Applied Optoelectronics, Inc. | 2,440 | $262,976.25 | $330,473.6 | - | $67,497.35 | 25.67% | +9.032% |
| AAPL Apple Inc. | 41,955 | $9.82M | $13.15M | - | $3.33M | 33.89% | +0.294% |
| ABBV AbbVie Inc. | 8,698 | $1.33M | $2.14M | - | $810,053.64 | 60.97% | +0.828% |
| ABNB Airbnb, Inc. | 570 | $76,942.42 | $101,511.3 | - | $24,568.88 | 31.93% | +17.443% |
| ABT Abbott Laboratories | 7,073 | $776,676.94 | $762,540.13 | - | -$14,136.81 | -1.82% | -0.139% |
| ACGL Arch Capital Group Ltd | 340 | $33,800.05 | $33,476.4 | - | -$323.65 | -0.96% | -0.836% |
| ACHR Archer Aviation Inc. | 7,500 | $40,780 | $41,812.5 | - | $1,032.5 | 2.53% | +6.597% |
| ACN Accenture plc Class A | 1,254 | $392,785.27 | $220,302.71 | - | -$172,482.56 | -43.91% | +2.671% |
| ADBE Adobe Inc. | 2,775 | $1.32M | $735,791.22 | - | -$580,097.76 | -44.08% | +1.887% |
| ADI Analog Devices, Inc. | 976 | $254,747.86 | $380,454.56 | - | $125,706.7 | 49.35% | +3.313% |
| ADM Archer-Daniels-Midland Co | 2,040 | $127,071.7 | $156,223.2 | - | $29,151.5 | 22.94% | -1.2% |
| ADP Automatic Data Processing Inc. | 620 | $147,445.97 | $168,230.8 | - | $20,784.83 | 14.1% | -0.793% |
| ADSK Autodesk, Inc. | 1,960 | $477,309.2 | $488,314.4 | - | $11,005.2 | 2.31% | +2.751% |
| AEE Ameren Corporation | 480 | $48,192 | $52,248 | - | $4,056 | 8.42% | +0.536% |
| AEM Agnico Eagle Mines Limited | 16,691 | $1.64M | $2.99M | - | $1.35M | 82% | +6.515% |
| AEP American Electric Power Company, Inc. | 645 | $67,319.64 | $81,108.75 | - | $13,789.11 | 20.48% | +0.391% |
| AER AerCap Holdings N.V. | 210 | $21,455.5 | $31,848.6 | - | $10,393.1 | 48.44% | -2.306% |
| AFL Aflac Inc. | 640 | $63,724.38 | $79,744 | - | $16,019.62 | 25.14% | -1.626% |
| AFRM Affirm Holdings, Inc. | 600 | $44,388 | $45,174 | - | $786 | 1.77% | -1.685% |
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FAQ
Which stocks have generated the highest profits for Towarzystwo Funduszy Inwestycyjnych PZU SA?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $11.4M, PLANET LABS PBC - $10.79M, Alphabet Inc - $10.23M, The TJX Companies, Inc - $5.93M, and Intuitive Surgical, Inc - $4.57M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Nike, Inc. - Class B - $7.66M, DexCom, Inc - $4.95M, Adobe Inc - $3.58M, Advanced Micro Devices, Inc - $3.26M, and lululemon athletica inc - $2.74M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.14M earned over time. The largest contributors to dividend income include Kinross Gold Corporation - $626,905.24, Microsoft Corp - $588,434.19, Nike, Inc. - Class B - $531,391.88, AbbVie Inc - $408,888.01, and Johnson & Johnson - $314,140.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Towarzystwo Funduszy Inwestycyjnych PZU SA's monthly returns?
Towarzystwo Funduszy Inwestycyjnych PZU SA's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Towarzystwo Funduszy Inwestycyjnych PZU SA's strategy be considered aggressive or moderate?
Towarzystwo Funduszy Inwestycyjnych PZU SA's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Towarzystwo Funduszy Inwestycyjnych PZU SA's strategy?
Towarzystwo Funduszy Inwestycyjnych PZU SA's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
