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:
110.79%
Gain -1.55%
Monthly
0.9%
Yearly
11.3%
Drawdown
24.94%
$366.41M
Equity
Holdings
$366.41M
Investment
$277.42M
$134.93M
Profit -$5.15M
Realized
$45.94M
Unrealized
$88.99M
Dividends
$10.77M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$5.15M
Win %
62%
This Week
Compared To Last Week
Gain
-3.45%
Profit
-$13M
Win %
62%
This Month
Compared to last month
Gain
-1.79%
Profit
-$6.63M
Win %
62%
This Year
Compared to last year
Gain
2.68%
Profit
$9.52M
Win %
63%
SATS EchoStar Corporation
+15.34%
+$311.36 
KRMN Karman Holdings Inc.
+4.54%
+$20,106.57 
FANG Diamondback Energy Inc
+4.01%
+$5,887.5 
CNQ Canadian Natural Resources Limited
+3.54%
+$13,211.2 
MNTK Montauk Renewables Inc.
+3.54%
+$90 
EQT EQT Corporation
+3.43%
+$4,230 
IMO Imperial Oil Limited
+3.39%
+$1,317 
NI NiSource Inc.
+3.31%
+$887.25 
TRGP Targa Resources Corp.
+3.31%
+$3,553 
PBA Pembina Pipeline Corporation
+3.26%
+$1,099 
KMI Kinder Morgan, Inc.
+3.25%
+$2,939.4 
COP ConocoPhillips
+3.2%
+$20,484.6 
HONA Honeywell Aerospace Inc.
+3.17%
+$6,420.39 
EXE Expand Energy Corporation
+3.16%
+$2,898.7 
RTX RTX Corporation
+3.15%
+$23,096.64 
EOG EOG Resources, Inc.
+3.14%
+$10,692.85 
CVE Cenovus Energy Inc.
+3.1%
+$4,752 
DVN Devon Energy Corporation
+2.92%
+$4,831.2 
NOC Northrop Grumman Corporation
+2.9%
+$12,393.23 
LMT Lockheed Martin Corporation
+2.85%
+$15,134.21 
CCI Crown Castle Inc.
+2.81%
+$5,985 
VRNS Varonis Systems, Inc.
+2.81%
+$4,522 
FDXF FedEx Freight Holding Company Inc.
+2.81%
+$480.5 
OXY Occidental Petroleum Corporation
+2.73%
+$4,336.1 
CMS CMS Energy Corporation
+2.72%
+$1,128.4 
OKE ONEOK, Inc.
+2.71%
+$2,509.2 
TRP TC Energy Corporation
+2.55%
+$1,529.12 
TTE TotalEnergies SE
+2.53%
+$18,197.76 
SU Suncor Energy Inc.
+2.5%
+$8,345.58 
BKR Baker Hughes Company
+2.49%
+$2,113.8 
LNG Cheniere Energy Inc.
+2.49%
+$1,769.7 
IDXX IDEXX Laboratories, Inc.
+2.45%
+$5,516.85 
FTI TechnipFMC plc
+2.36%
+$1,207.5 
CVX Chevron Corporation
+2.33%
+$34,698.17 
SLB Schlumberger Limited
+2.19%
+$2,189.96 
MOG-A Moog Inc.
+2.17%
+$2,540.8 
PM Philip Morris International Inc.
+2.13%
+$7,488.82 
WEC WEC Energy Group Inc.
+2.12%
+$990 
PODD Insulet Corporation
+2.12%
+$396.9 
LYB LyondellBasell Industries N.V.
+2.07%
+$260 
CASY Casey's General Stores Inc.
+2.06%
+$900.25 
AEE Ameren Corporation
+2%
+$993.6 
AMT American Tower Corporation
+1.99%
+$10,083.18 
ED Consolidated Edison, Inc.
+1.97%
+$1,047.6 
XOM Exxon Mobil Corporation
+1.96%
+$53,356.12 
PEG Public Service Enterprise Group Incorporated
+1.95%
+$945.3 
PEP PepsiCo, Inc.
+1.95%
+$12,061.58 
HAL Halliburton Company
+1.95%
+$332.8 
RPRX Royalty Pharma plc
+1.95%
+$638 
AEP American Electric Power Company, Inc.
+1.92%
+$1,538.33 
EXC Exelon Corporation
+1.91%
+$7,954.2 
EVRG Evergy Inc.
+1.88%
+$2,763 
LHX L3Harris Technologies, Inc.
+1.87%
+$13,594.5 
DUK Duke Energy Corporation
+1.85%
+$2,494.8 
USB U.S. Bancorp
+1.83%
+$1,995 
PPL PPL Corporation
+1.77%
+$793 
FTS Fortis Inc.
+1.75%
+$191 
VGNT Versigent plc
+1.74%
+$45.6 
ATO Atmos Energy Corporation
+1.73%
+$809.4 
CBOE Cboe Global Markets Inc.
+1.71%
+$950.4 
SRE Sempra
+1.71%
+$1,183 
CCEP Coca-Cola Europacific Partners PLC
+1.71%
+$825 
GD General Dynamics Corporation
+1.71%
+$1,611.4 
CNP CenterPoint Energy Inc.
+1.67%
+$578.55 
TJX The TJX Companies, Inc.
+1.67%
+$22,285.27 
NEM Newmont Corporation
+1.65%
+$74,071.71 
SO The Southern Company
+1.64%
+$2,379.8 
SBAC SBA Communications Corporation
+1.62%
+$2,026.4 
MSI Motorola Solutions, Inc.
+1.59%
+$2,867.7 
VMC Vulcan Materials Company
+1.58%
+$1,017.45 
F Ford Motor Company
+1.5%
+$1,221 
TFC Truist Financial Corporation
+1.5%
+$1,295 
LNT Alliant Energy Corporation
+1.48%
+$1,840.75 
AZO AutoZone Inc.
+1.45%
+$931.35 
COST Costco Wholesale Corporation
+1.45%
+$11,010.08 
ALL Allstate Corporation
+1.43%
+$1,316.7 
FE FirstEnergy Corp.
+1.43%
+$494 
CINF Cincinnati Financial Corporation
+1.4%
+$723.85 
AMRZ Amrize Ltd.
+1.39%
+$156 
MO Altria Group, Inc.
+1.38%
+$2,417.4 
MDLZ Mondelez International, Inc.
+1.33%
+$1,713.6 
PSX Phillips 66
+1.33%
+$1,958.39 
AWK American Water Works Company, Inc.
+1.31%
+$305.37 
EC Ecopetrol S.A. Sponsored ADR
+1.3%
+$11,385 
TMUS T-Mobile US, Inc.
+1.25%
+$1,566.15 
D Dominion Energy, Inc.
+1.23%
+$1,240 
ACGL Arch Capital Group Ltd
+1.23%
+$414.8 
MLM Martin Marietta Materials, Inc.
+1.23%
+$451.5 
WMB The Williams Companies, Inc.
+1.22%
+$1,545.51 
CRH CRH plc
+1.22%
+$990 
KR Kroger Co.
+1.2%
+$641.75 
ES Eversource Energy
+1.17%
+$300.3 
FER Ferrovial SE
+1.15%
+$698.88 
TSN Tyson Foods Inc.
+1.13%
+$350.75 
SUI Sun Communities Inc.
+1.11%
+$606.3 
NUE Nucor Corporation
+1.11%
+$2,510.21 
XEL Xcel Energy Inc.
+1.1%
+$4,556.7 
HIG The Hartford Insurance Group, Inc.
+1.08%
+$214.5 
MKL Markel Group Inc.
+1.08%
+$451.95 
IAG Iamgold Corporation
+1.07%
+$4,579 
AIG American International Group Inc.
+1.06%
+$739.2 
GE General Electric Company
+1.04%
+$9,793.41 
ROK Rockwell Automation, Inc.
+1.04%
+$700 
AON Aon plc
+1.04%
+$1,054.35 
MRP Millrose Properties Inc.
+1.03%
+$16.1 
DTE DTE Energy Company
+1.03%
+$468.6 
MET MetLife Inc.
+1.03%
+$865.2 
VZ Verizon Communications Inc.
+1.02%
+$2,554.82 
NEE NextEra Energy, Inc.
+1.02%
+$7,752.15 
MAR Marriott International Inc. - Class A
+1.02%
+$1,157.88 
TRV The Travelers Companies, Inc.
+1.01%
+$1,303.15 
COF Capital One Financial Corporation
+1.01%
+$1,650.21 
PGR Progressive Corporation
+1.01%
+$1,666.25 
AFL Aflac Inc.
+1%
+$758.4 
KO The Coca-Cola Company
+0.99%
+$9,287.25 
PNC The PNC Financial Services Group, Inc.
+0.99%
+$1,086.3 
WFC Wells Fargo & Company
+0.99%
+$6,635.44 
XIFR Xplr Infrastructure Partners L.P.
+0.97%
+$194.75 
DOV Dover Corporation
+0.96%
+$465 
JPM JPMorgan Chase & Co.
+0.96%
+$17,984.71 
WTW Willis Towers Watson Public Limited Company
+0.95%
+$399.6 
ETR Entergy Corporation
+0.95%
+$683.1 
KIM Kimco Realty Corporation
+0.95%
+$645 
AMTM Amentum Holdings, Inc.
+0.94%
+$185.94 
RS Reliance Inc.
+0.94%
+$612.8 
L Loews Corporation
+0.94%
+$30.6 
CMCSA Comcast Corp
+0.92%
+$1,041.4 
INVH Invitation Homes Inc.
+0.88%
+$686.2 
O Realty Income Corporation
+0.87%
+$2,798.45 
CME CME Group Inc.
+0.87%
+$1,270.08 
BTG B2Gold Corp
+0.87%
+$2,340 
BRO Brown & Brown Inc.
+0.87%
+$241.9 
SLF Sun Life Financial Inc.
+0.85%
+$515.9 
CB Chubb Limited
+0.84%
+$1,546.62 
MRK Merck & Co., Inc.
+0.84%
+$14,932.63 
EXR Extra Space Storage Inc.
+0.83%
+$1,552.5 
LIN Linde plc
+0.83%
+$4,665.8 
TXT Textron Inc.
+0.82%
+$762.6 
WPC W. P. Carey Inc.
+0.82%
+$689 
PG Procter & Gamble Co
+0.82%
+$6,353.24 
QSR Restaurant Brands International Inc.
+0.82%
+$229.9 
WMT Walmart Inc.
+0.81%
+$11,207.04 
PCG PG&E Corporation
+0.81%
+$252 
FCNCA First Citizens BancShares, Inc.
+0.8%
+$251.55 
WY Weyerhaeuser Company
+0.8%
+$635.5 
STZ Constellation Brands, Inc.
+0.8%
+$125.23 
JNJ Johnson & Johnson
+0.79%
+$20,200.5 
AJG Arthur J. Gallagher & Co.
+0.77%
+$700.8 
VTR Ventas Inc.
+0.77%
+$1,885 
HSY The Hershey Company
+0.77%
+$219.3 
HWM Howmet Aerospace Inc.
+0.76%
+$868.4 
GFI Gold Fields Ltd. Sponsored ADR
+0.76%
+$6,748 
OTIS Otis Worldwide Corporation
+0.75%
+$115.5 
ORA Ormat Technologies Inc.
+0.73%
+$864.5 
EIX Edison International
+0.72%
+$1,468 
ORLY O'Reilly Automotive Inc.
+0.71%
+$834.75 
REG Regency Centers Corporation
+0.7%
+$309 
ROST Ross Stores, Inc.
+0.68%
+$738.3 
DRI Darden Restaurants, Inc.
+0.68%
+$299.3 
PSA Public Storage Common Stock
+0.68%
+$1,869.31 
C Citigroup Inc.
+0.67%
+$5,410.77 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$8,683.62 
BLK BlackRock, Inc.
+0.66%
+$1,466.62 
CHTR Charter Communications Inc
+0.65%
+$77.39 
HLT Hilton Worldwide Holdings Inc.
+0.64%
+$705.6 
ZTS Zoetis Inc.
+0.64%
+$713.5 
FERG Ferguson Enterprises Inc
+0.64%
+$392.85 
FAST Fastenal Co.
+0.64%
+$598.4 
DOW Dow Inc.
+0.62%
+$133.2 
VLO Valero Energy Corporation
+0.62%
+$1,201.75 
MRSH Marsh & McLennan Companies, Inc.
+0.61%
+$858.75 
EWZ iShares MSCI Brazil ETF
+0.61%
+$9,052.5 
PKG Packaging Corporation of America
+0.6%
+$133.47 
STLD Steel Dynamics Inc.
+0.6%
+$849.65 
CI The Cigna Group
+0.6%
+$2,152.8 
HD The Home Depot, Inc.
+0.56%
+$2,058.85 
SPG Simon Property Group, Inc.
+0.55%
+$2,116.8 
ABBV AbbVie Inc.
+0.53%
+$13,134.07 
SPGI S&P Global Inc.
+0.53%
+$817.6 
GLPI Gaming and Leisure Properties, Inc.
+0.53%
+$184.5 
SLVM Sylvamo Corporation
+0.53%
+$0.34 
DPZ Domino's Pizza Inc.
+0.52%
+$93.6 
VRSK Verisk Analytics Inc.
+0.51%
+$153.6 
ICE Intercontinental Exchange, Inc.
+0.5%
+$730.06 
LOW Lowe's Companies Inc.
+0.5%
+$663.48 
CF CF Industries Holdings, Inc.
+0.49%
+$247.8 
XYL Xylem Inc.
+0.49%
+$35.7 
ACN Accenture plc Class A
+0.48%
+$1,354.32 
TU TELUS Corporation
+0.48%
+$43.36 
KMB Kimberly-Clark Corporation
+0.47%
+$186.2 
WCN Waste Connections Inc.
+0.47%
+$231 
SYK Stryker Corporation
+0.46%
+$1,846.85 
MFC Manulife Financial Corporation
+0.46%
+$282.6 
TT Trane Technologies plc
+0.46%
+$611.52 
TDG TransDigm Group Inc.
+0.45%
+$494.4 
KHC The Kraft Heinz Company
+0.45%
+$113.4 
MCK McKesson Corporation
+0.45%
+$1,503 
CPRT Copart Inc.
+0.45%
+$62.5 
VICI Vici Properties Inc.
+0.45%
+$656.25 
CL Colgate-Palmolive Company
+0.44%
+$434.6 
RY Royal Bank of Canada
+0.43%
+$2,111.68 
KVUE Kenvue Inc.
+0.43%
+$256 
DRD DRDGOLD Limited American Depositary Receipts
+0.42%
+$698.25 
NRG NRG Energy, Inc.
+0.42%
+$146.2 
NLOP Net Lease Office Properties.
+0.41%
+$0.8 
TD The Toronto-Dominion Bank
+0.41%
+$740.88 
MNST Monster Beverage Corporation
+0.41%
+$370 
WRB W.R. Berkley Corporation
+0.41%
+$99 
MKC McCormick & Company, Incorporated
+0.39%
+$57.6 
TPL Texas Pacific Land Corporation
+0.38%
+$300.58 
HEI.A Heico Corporation
+0.38%
+$469.05 
CDE Coeur Mining, Inc.
+0.36%
+$2,453 
STLA Stellantis N.V.
+0.34%
+$49.5 
PAAS Pan American Silver Corp.
+0.34%
+$2,347.5 
BNY BlackRock New York Municipal Income Trust
+0.34%
+$480 
KDP Keurig Dr Pepper Inc.
+0.34%
+$247.25 
LLY Eli Lilly and Company
+0.33%
+$17,209.75 
WM Waste Management, Inc.
+0.32%
+$411.8 
T AT&T Inc.
+0.3%
+$663.25 
TPR Tapestry Inc.
+0.3%
+$79.87 
MPC Marathon Petroleum Corporation
+0.29%
+$539 
V Visa Inc. Class A
+0.29%
+$5,253.64 
PCAR PACCAR Inc.
+0.28%
+$220.1 
FISV Fiserv, Inc.
+0.28%
+$89.7 
AU AngloGold Ashanti plc
+0.27%
+$3,075 
GRMN Garmin Ltd.
+0.27%
+$1,035.65 
ITW Illinois Tool Works Inc.
+0.27%
+$324.85 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+0.27%
+$1,080 
GGG Graco Inc.
+0.26%
+$46.2 
SEDG SolarEdge Technologies Inc.
+0.26%
+$63.2 
KEY KeyCorp
+0.25%
+$87.5 
TRI Thomson Reuters Corp.
+0.25%
+$36.99 
CM Canadian Imperial Bank of Commerce
+0.25%
+$218.12 
PFE Pfizer Inc.
+0.24%
+$1,136.52 
BNS Bank of Nova Scotia
+0.24%
+$263.81 
NSIT Insight Enterprises Inc.
+0.23%
+$388.51 
MGA Magna International Inc.
+0.23%
+$37.5 
ADP Automatic Data Processing Inc.
+0.22%
+$390.61 
FITB Fifth Third Bancorp
+0.21%
+$130.2 
FOXA Fox Corporation
+0.2%
+$39 
GPC Genuine Parts Company
+0.2%
+$32.4 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$288.32 
ZBH Zimmer Biomet Holdings, Inc.
+0.19%
+$224.1 
BMO Bank of Montreal
+0.18%
+$168.36 
ELV Elevance Health, Inc.
+0.17%
+$859.74 
AAPL Apple Inc.
+0.17%
+$24,333.9 
CARR Carrier Global Corporation
+0.16%
+$89.01 
NTRS Northern Trust Corporation
+0.15%
+$80 
SYF Synchrony Financial
+0.15%
+$63.8 
MCD McDonald's Corporation
+0.15%
+$548.64 
PH Parker-Hannifin Corporation
+0.15%
+$829.08 
RF Regions Financial Corporation
+0.15%
+$70 
DCO Ducommun Inc.
+0.14%
+$40.8 
GM General Motors Company
+0.13%
+$145.2 
HBAN Huntington Bancshares Incorporated
+0.13%
+$43 
CXT Crane NXT Co.
+0.13%
+$119 
CP Canadian Pacific Kansas City Limited
+0.13%
+$108.9 
CHD Church & Dwight Co., Inc.
+0.13%
+$32.5 
BALL Ball Corp.
+0.11%
+$30.8 
ISRG Intuitive Surgical, Inc.
+0.11%
+$2,782.6 
SW Smurfit WestRock PLC
+0.1%
+$36.8 
NXPI NXP Semiconductors N.V.
+0.1%
+$140.8 
CMI Cummins Inc.
+0.08%
+$84.55 
RSG Republic Services, Inc.
+0.06%
+$49 
BA Boeing Company
+0.06%
+$303.16 
MAA Mid-America Apartment Communities, Inc.
+0.06%
+$55.25 
B BARRICK MINING CORP Common Stock (ABR0)
+0.05%
+$1,046.74 
CLX The Clorox Company
+0.05%
+$4.8 
TXNM TxnM Energy Inc.
+0.04%
+$23.75 
DG Dollar General Corporation
+0.03%
+$12.6 
CWEN Clearway Energy Inc.
+0.03%
+$23.92 
PTC PTC Inc.
+0.03%
+$91.82 
CW Curtiss-Wright Corporation
+0.02%
+$3 
LDOS Leidos Holdings Inc.
+0.02%
+$3 
SNA Snap-on Inc.
+0.02%
+$5.6 
SBUX Starbucks Corporation
+0.01%
+$14.4 
AVB AvalonBay Communities, Inc.
0%
$0 
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 
NTCXF Natcore Technology Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
WBD Warner Bros. Discovery, 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 
IR Ingersoll Rand Inc.
-43.07%
-$21,715.82 
MDALF MDA Space Ltd.
-38.6%
-$40,525.43 
EOSE Eos Energy Enterprises Inc.
-12.96%
-$1,288 
CRWV CoreWeave, Inc.
-12.57%
-$8,365.9 
FSLY Fastly, Inc.
-12.01%
-$13,846 
TWLO Twilio Inc.
-11.94%
-$5,388.07 
GRAL Grail, Inc.
-11.54%
-$468.9 
NBIS Nebius Group N.V.
-11.44%
-$13,043.8 
APLD Applied Digital Corporation
-10.42%
-$30,387.5 
IREN IREN Limited
-10.17%
-$1,236 
TE T1 Energy Inc.
-10.07%
-$1,032.5 
SMCI Super Micro Computer Inc
-9.8%
-$2,580 
OKTA Okta Inc.
-9.78%
-$3,264 
MSTR Strategy Inc.
-9.41%
-$7,758.07 
S SentinelOne Inc.
-9.37%
-$22,776 
MDB MongoDB Inc.
-8.82%
-$6,623.55 
SHLS Shoals Technologies Group, Inc.
-8.57%
-$2,527 
AAOI Applied Optoelectronics, Inc.
-8.49%
-$17,348.4 
SNOW Snowflake Inc.
-8.45%
-$19,810 
CCOI Cogent Communications Holdings, Inc.
-8.14%
-$2,244 
IONQ IonQ, Inc.
-8.06%
-$346.25 
DDOG Datadog, Inc. Class A Common Stock
-7.72%
-$63,705 
NTSK Netskope, Inc.
-7.65%
-$15,650 
PANW Palo Alto Networks, Inc.
-7.57%
-$105,205.52 
RKLB Rocket Lab Corporation
-7.46%
-$14,481.8 
PLUG Plug Power Inc.
-7.38%
-$1,375 
ASTS AST SpaceMobile, Inc.
-7.29%
-$1,522.8 
AMPX Amprius Technologies Inc.
-7.26%
-$1,464 
PL PLANET LABS PBC
-7.26%
-$51,758.3 
FTNT Fortinet Inc.
-7.11%
-$69,563.4 
BBAI BigBear.ai Holdings Inc.
-7.08%
-$4,207.5 
NET Cloudflare Inc.
-7.08%
-$136,631.96 
RBRK Rubrik, Inc.
-7.06%
-$69,512.5 
CRWD CrowdStrike Holdings, Inc.
-7.05%
-$311,147.7 
FLEX Flex Ltd.
-7.05%
-$4,094.6 
PLTR Palantir Technologies Inc.
-6.93%
-$55,379.43 
ENVX Enovix Corporation
-6.9%
-$555 
LUNR Intuitive Machines, Inc.
-6.83%
-$1,738 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-6.59%
-$616 
RDWR Radware Ltd.
-6.45%
-$4,483.5 
ZS Zscaler Inc.
-6.41%
-$83,043.07 
RVMD Revolution Medicines Inc.
-6.4%
-$3,878.4 
QLYS Qualys, Inc.
-6.38%
-$14,747.99 
PD PagerDuty Inc.
-6.35%
-$1,642.5 
TTMI TTM Technologies, Inc.
-6.3%
-$5,112 
COHR Coherent Corp.
-6.28%
-$5,668.2 
TENB Tenable Holdings Inc.
-6.07%
-$14,071.5 
P Everpure Inc.
-6.01%
-$6,015 
CVLT Commvault Systems Inc.
-5.89%
-$26,222 
HPE Hewlett Packard Enterprise Company
-5.74%
-$7,234.75 
FLY Firefly Aerospace Inc.
-5.72%
-$897.6 
STX Seagate Technology Holdings plc
-5.61%
-$16,223.68 
CIEN Ciena Corporation
-5.53%
-$5,879.54 
ACHR Archer Aviation Inc.
-5.5%
-$1,762.5 
DT Dynatrace, Inc.
-5.37%
-$44,525 
AXON Axon Enterprise, Inc.
-5.36%
-$160,437.64 
RDW Redwire Corporation
-5.33%
-$1,543.75 
TTD The Trade Desk, Inc. Class A
-5.29%
-$159.85 
BE Bloom Energy Corporation
-5.21%
-$21,683.2 
BKSY BlackSky Technology Inc.
-5.18%
-$477.5 
TEAM Atlassian Corporation Class A
-5.16%
-$3,808 
TSEM Tower Semiconductor Ltd.
-5.14%
-$1,078 
MRCY Mercury Systems Inc.
-5.12%
-$625.6 
CRCL Circle Internet Group, Inc.
-5.12%
-$756.5 
NOW ServiceNow, Inc.
-5.05%
-$153,084.04 
RUN Sunrun Inc.
-5.04%
-$1,155 
AGX Argan Inc.
-5.02%
-$1,196.97 
INTC Intel Corporation
-5.01%
-$39,942.87 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.99%
-$5,123.8 
FN Fabrinet
-4.99%
-$1,978.63 
ONDS Ondas Holdings Inc.
-4.96%
-$2,551.5 
AMD Advanced Micro Devices, Inc.
-4.89%
-$129,548.43 
ZM Zoom Video Communications, Inc.
-4.72%
-$1,210.3 
WDC Western Digital Corporation
-4.7%
-$11,885.41 
APP AppLovin Corporation Class A Common Stock
-4.64%
-$5,829.75 
HOOD Robinhood Markets, Inc.
-4.59%
-$5,580.9 
AKAM Akamai Technologies Inc.
-4.5%
-$15,894.5 
SHOP Shopify Inc.
-4.49%
-$15,616 
HUBS HubSpot, Inc.
-4.43%
-$264.75 
MRVL Marvell Technology, Inc.
-4.34%
-$17,238.1 
USAR USA Rare Earth, Inc.
-4.33%
-$16,739.04 
NTAP NetApp, Inc.
-4.31%
-$5,093 
COIN Coinbase Global, Inc.
-4.25%
-$1,757.25 
ORCL Oracle Corporation
-4.23%
-$17,115.52 
VECO Veeco Instruments Inc.
-4.17%
-$848.25 
VSAT Viasat Inc.
-4.12%
-$9,506.25 
ENTG Entegris, Inc.
-4.11%
-$1,025.1 
META Meta Platforms Inc Class A
-4.08%
-$327,463.37 
MU Micron Technology, Inc.
-4.07%
-$252,062.65 
ARRY Array Technologies Inc.
-4.06%
-$406 
ATEN A10 Networks, Inc.
-4.06%
-$3,605 
CHRW C.H. Robinson Worldwide, Inc.
-4.04%
-$1,162 
AVGO Broadcom Inc.
-4%
-$263,127.89 
TMC TMC the metals company Inc.
-3.93%
-$472.5 
CRDO Credo Technology Group Holding Ltd.
-3.89%
-$3,053.6 
LRCX Lam Research Corporation
-3.85%
-$25,250.87 
IBKR Interactive Brokers Group Inc.
-3.79%
-$1,255.1 
LITE Lumentum Holdings Inc.
-3.77%
-$4,920 
CLS Celestica Inc.
-3.75%
-$2,834.4 
JBHT J.B. Hunt Transport Services, Inc.
-3.67%
-$1,425.48 
SNPS Synopsys, Inc.
-3.62%
-$19,537.23 
ANET Arista Networks, Inc.
-3.6%
-$14,523.99 
SOFI SoFi Technologies, Inc.
-3.58%
-$972 
GLW Corning Incorporated
-3.57%
-$7,928.68 
CLBT Cellebrite DI Ltd.
-3.56%
-$769.5 
RBLX Roblox Corporation
-3.52%
-$1,188 
EQR Equity Residential
-3.5%
-$5,151.3 
TER Teradyne, Inc.
-3.44%
-$4,432.5 
DELL Dell Technologies Inc.
-3.38%
-$10,794.12 
DAL Delta Air Lines, Inc.
-3.36%
-$393.75 
AFRM Affirm Holdings, Inc.
-3.35%
-$1,524 
NXT Nextracker Inc.
-3.33%
-$7,311.4 
KLAC KLA Corporation
-3.33%
-$15,106 
JBL Jabil Inc.
-3.32%
-$1,478.7 
HUM Humana Inc.
-3.29%
-$1,495.2 
AMAT Applied Materials, Inc.
-3.28%
-$20,262.21 
NFLX Netflix, Inc.
-3.26%
-$27,807.67 
FFIV F5 Inc.
-3.24%
-$1,626.9 
SOXX iShares Semiconductor ETF
-3.22%
-$580,567.75 
WDAY Workday Inc.
-3.1%
-$2,859.95 
ZD Ziff Davis, Inc.
-3.03%
-$1,416 
QCOM QUALCOMM Incorporated
-2.94%
-$11,654.98 
NABL N-able Inc.
-2.94%
-$310.5 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.92%
-$5,605 
GEN Gen Digital Inc.
-2.88%
-$17,052.75 
DSGX The Descartes Systems Group Inc.
-2.88%
-$101.99 
CCJ Cameco Corporation
-2.82%
-$87,093.35 
BURL Burlington Stores Inc.
-2.82%
-$75.55 
PINS Pinterest, Inc. Class A
-2.82%
-$44.8 
ULTA Ulta Beauty Inc.
-2.81%
-$1,368.8 
HPQ HP Inc.
-2.8%
-$1,903 
RBA Rb Global Inc.
-2.77%
-$652.05 
YOU Clear Secure Inc.
-2.75%
-$4,960 
NEU NewMarket Corporation
-2.75%
-$1,831.5 
INSM Insmed Inc.
-2.74%
-$761.6 
VRT Vertiv Holdings Co
-2.73%
-$2,758.9 
XYZ Block, Inc.
-2.73%
-$1,351.6 
CVNA Carvana Co.
-2.73%
-$1,911.53 
DASH DoorDash, Inc.
-2.71%
-$3,190.3 
PRLB Proto Labs Inc.
-2.7%
-$826 
TSLA Tesla, Inc.
-2.7%
-$50,161.62 
CBRE CBRE Group Inc.
-2.69%
-$7,898.82 
ADBE Adobe Inc.
-2.67%
-$18,620.25 
FSLR First Solar, Inc.
-2.65%
-$11,850 
IQV IQVIA Holdings Inc.
-2.59%
-$5,678.11 
RDDT Reddit Inc Class A
-2.57%
-$902 
SPCX Space Exploration Technologies Corp. Class A
-2.54%
-$2,721.6 
CRM Salesforce Inc
-2.49%
-$63,394.3 
SCHW Charles Schwab Corporation
-2.48%
-$4,599.42 
TTWO Take-Two Interactive Software, Inc.
-2.47%
-$13,820.24 
ADSK Autodesk, Inc.
-2.47%
-$11,858 
ALB Albemarle Corporation
-2.46%
-$6,376.7 
EL The Estée Lauder Companies Inc. Class A
-2.4%
-$566.5 
SOLV Solventum Corporation
-2.4%
-$143.48 
GOOGL Alphabet Inc
-2.37%
-$146,127.83 
BX Blackstone Inc.
-2.3%
-$2,861.4 
STT State Street Corp
-2.28%
-$1,986.41 
CPAY Corpay, Inc.
-2.28%
-$1,156.25 
CDW CDW Corporation
-2.27%
-$814.32 
MSFT Microsoft Corp.
-2.27%
-$546,632.08 
TRMB Trimble Inc.
-2.26%
-$648.6 
AMZN Amazon.com Inc
-2.25%
-$158,676.28 
IRDM Iridium Communications Inc.
-2.25%
-$959.5 
ETN Eaton Corporation plc
-2.23%
-$4,164.08 
GOOG Alphabet Inc
-2.22%
-$46,894.38 
NTCT Netscout Systems Inc.
-2.19%
-$3,272.5 
EBAY eBay Inc.
-2.19%
-$1,506.4 
DGX Quest Diagnostics Inc.
-2.18%
-$1,302.5 
EXPE Expedia Group, Inc.
-2.18%
-$572.4 
INTU Intuit Inc.
-2.18%
-$4,091.12 
LULU lululemon athletica inc.
-2.16%
-$267.5 
KEYS Keysight Technologies, Inc.
-2.16%
-$2,880.14 
PTON Peloton Interactive, Inc.
-2.16%
-$17.25 
LYV Live Nation Entertainment, Inc.
-2.13%
-$736 
LPLA LPL Financial Holdings Inc.
-2.13%
-$838.2 
CSCO Cisco Systems, Inc.
-2.13%
-$38,439.18 
BETA BETA Technologies, Inc. - Class A Common Stock
-2.13%
-$480 
WAT Waters Corporation
-2.12%
-$3,161.76 
APH Amphenol Corporation
-2.11%
-$17,179.36 
MPWR Monolithic Power Systems, Inc.
-2.11%
-$2,425.12 
MELI MercadoLibre, Inc.
-2.1%
-$2,454.48 
ZBRA Zebra Technologies Corporation
-2.08%
-$235.5 
CMG Chipotle Mexican Grill, Inc.
-2.08%
-$1,631.95 
NVT nVent Electric plc
-2.03%
-$9,456 
MTB M&T Bank Corporation
-2.02%
-$751.4 
LH Labcorp Holdings Inc.
-2%
-$2,497.92 
TECK Teck Resources Ltd.
-1.98%
-$1,794 
EQIX Equinix, Inc.
-1.95%
-$11,678.81 
ARES Ares Management Corporation
-1.94%
-$598.05 
ILMN Illumina, Inc.
-1.93%
-$3,603.48 
BAX Baxter International Inc.
-1.9%
-$994.7 
DXCM DexCom, Inc.
-1.88%
-$35,833.05 
FTAI FTAI Aviation Ltd.
-1.87%
-$614.25 
LOGI Logitech International S.A.
-1.86%
-$1,058.4 
HCA HCA Healthcare Inc.
-1.86%
-$6,583.6 
VRTX Vertex Pharmaceuticals Incorporated
-1.84%
-$9,816.34 
FIX Comfort Systems USA, Inc.
-1.83%
-$1,653.71 
ENS EnerSys
-1.83%
-$1,896.01 
ON ON Semiconductor Corporation
-1.82%
-$770.5 
BKNG Booking Holdings Inc.
-1.8%
-$3,309.93 
SPOT Spotify Technology S.A.
-1.8%
-$11,570.44 
CDNS Cadence Design Systems, Inc.
-1.78%
-$3,268.53 
EMBC Embecta Corp.
-1.78%
-$3.68 
UTHR United Therapeutics Corporation
-1.74%
-$828.96 
DE Deere & Company
-1.73%
-$3,569.41 
Q Qnity Electronics Inc.
-1.72%
-$589.16 
UBER Uber Technologies, Inc.
-1.71%
-$11,043.44 
EW Edwards Lifesciences Corporation
-1.71%
-$3,306.48 
BDX Becton, Dickinson and Company
-1.68%
-$4,815.01 
URI United Rentals, Inc.
-1.68%
-$1,973.44 
CNC Centene Corporation
-1.66%
-$655.2 
TGT Target Corporation
-1.65%
-$1,305.36 
WCC Wesco International Inc.
-1.64%
-$6,702.4 
WWD Woodward Inc.
-1.62%
-$1,460.7 
LEN Lennar Corporation
-1.6%
-$385.95 
PWR Quanta Services Inc.
-1.59%
-$2,352.9 
AVAV AeroVironment Inc.
-1.59%
-$2,018.8 
MSCI MSCI Inc.
-1.58%
-$1,318.78 
RMD ResMed Inc.
-1.58%
-$2,654.9 
VEEV Veeva Systems Inc.
-1.55%
-$3,223.44 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$9,310 
DECK Deckers Outdoor Corporation
-1.51%
-$288.2 
BABA Alibaba Group Holding Limited SP ADR
-1.49%
-$8,332.5 
IT Gartner Inc.
-1.47%
-$61.1 
A Agilent Technologies Inc.
-1.47%
-$4,334.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.46%
-$9,233.97 
TYL Tyler Technologies Inc.
-1.46%
-$625.99 
VRSN Verisign Inc.
-1.46%
-$575.9 
EXPD Expeditors International of Washington, Inc.
-1.43%
-$155.65 
GPN Global Payments Inc.
-1.4%
-$401.2 
EMR Emerson Electric Co.
-1.37%
-$1,538.69 
EME EMCOR Group, Inc.
-1.36%
-$417.9 
JCI Johnson Controls International plc
-1.32%
-$1,969.5 
PLD Prologis Inc.
-1.32%
-$9,400.1 
CEG Constellation Energy Corporation
-1.3%
-$1,909.95 
ADI Analog Devices, Inc.
-1.29%
-$5,089.85 
IBIT iShares Bitcoin Trust
-1.29%
-$2,160 
BTCO Invesco Galaxy Bitcoin ETF
-1.27%
-$1,757.6 
CROX Crocs, Inc.
-1.27%
-$5,846 
NTGR Netgear Inc.
-1.25%
-$210 
ABNB Airbnb, Inc.
-1.25%
-$1,242.6 
CTSH Cognizant Technology Solutions Corporation
-1.25%
-$877.4 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$13,461.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.24%
-$1,824.5 
AZN AstraZeneca PLC American Depositary Shares
-1.24%
-$18,571.95 
GS The Goldman Sachs Group, Inc.
-1.24%
-$8,195.48 
XPO XPO Inc.
-1.23%
-$524.25 
HODL VanEck Bitcoin ETF
-1.23%
-$1,889.55 
SHW The Sherwin-Williams Company
-1.22%
-$1,515.15 
ARKB Ark 21Shares Bitcoin ETF
-1.21%
-$2,013 
BTCW WisdomTree Bitcoin Fund
-1.2%
-$1,632.8 
STE STERIS plc
-1.19%
-$453.9 
KKR KKR & Co. Inc.
-1.19%
-$1,133.6 
WSM Williams-Sonoma, Inc.
-1.17%
-$588 
KTOS Kratos Defense & Security Solutions, Inc.
-1.17%
-$3,795.25 
IBM International Business Machines Corporation
-1.16%
-$9,117.44 
UNH UnitedHealth Group Incorporated
-1.16%
-$28,558.82 
NLY Annaly Capital Management, Inc.
-1.14%
-$52.5 
EZBC Franklin Bitcoin ETF
-1.14%
-$1,647 
BG Bunge Global S.A.
-1.14%
-$243 
IP International Paper Company
-1.13%
-$316.85 
CTVA Corteva Inc.
-1.13%
-$371.63 
DD DuPont de Nemours, Inc.
-1.12%
-$202.08 
RCL Royal Caribbean Group
-1.12%
-$1,220.7 
FCX Freeport-McMoRan Inc.
-1.11%
-$4,360.19 
COPX Global X Copper Miners ETF
-1.09%
-$15,620.25 
MDT Medtronic plc
-1.07%
-$4,384.98 
FIS Fidelity National Information Services, Inc.
-1.04%
-$225 
ODFL Old Dominion Freight Line, Inc.
-1.03%
-$488.75 
NVDA NVIDIA Corporation
-1.01%
-$669,802.74 
GAP Gap Inc.
-1%
-$13,103.6 
TROW T. Rowe Price Group, Inc.
-1%
-$333.3 
ECL Ecolab Inc.
-0.98%
-$1,144 
DB Deutsche Bank AG
-0.97%
-$1,008 
GILD Gilead Sciences Inc.
-0.97%
-$8,519.04 
LOAR Loar Holdings Inc.
-0.96%
-$399.3 
SUNB Sunbelt Rentals Holdings, Inc.
-0.95%
-$708.1 
FDX FedEx Corporation
-0.93%
-$854.05 
MMM 3M Company
-0.92%
-$1,198.65 
ENPH Enphase Energy, Inc.
-0.91%
-$428.4 
BR Broadridge Financial Solutions, Inc.
-0.91%
-$244.9 
REGN Regeneron Pharmaceuticals, Inc.
-0.9%
-$2,401.96 
FICO Fair Isaac Corporation
-0.89%
-$343 
TEL TE Connectivity plc
-0.88%
-$1,146.81 
MCHI iShares MSCI China ETF
-0.88%
-$12,275.9 
DHR Danaher Corporation
-0.87%
-$5,898.26 
BBY Best Buy Co., Inc.
-0.86%
-$162 
OMC Omnicom Group Inc.
-0.85%
-$441.6 
CSGP CoStar Group, Inc.
-0.84%
-$783 
J Jacobs Solutions Inc.
-0.84%
-$59.75 
EGO Eldorado Gold Corporation
-0.83%
-$2,880 
HUBB Hubbell Inc.
-0.83%
-$346.05 
UPS United Parcel Service, Inc.
-0.81%
-$987.5 
INCY Incyte Corporation
-0.8%
-$839.02 
ESE Esco Technologies Inc.
-0.8%
-$321.6 
BN Brookfield Corporation
-0.79%
-$464 
GSAT Globalstar, Inc.
-0.78%
-$277.35 
GEHC GE HealthCare Technologies Inc.
-0.75%
-$402.8 
MS Morgan Stanley
-0.75%
-$4,459.35 
SYY Sysco Corporation
-0.74%
-$463.6 
FTV Fortive Corporation
-0.73%
-$172.2 
IRM Iron Mountain Inc.
-0.71%
-$1,454.85 
MTD Mettler-Toledo International Inc.
-0.69%
-$364.48 
GWW W.W. Grainger, Inc.
-0.68%
-$587.6 
NBIX Neurocrine Biosciences Inc.
-0.68%
-$292.95 
EQX Equinox Gold Corp.
-0.68%
-$2,227.5 
RJF Raymond James Financial Inc.
-0.66%
-$282.15 
GIS General Mills, Inc.
-0.65%
-$189.2 
NVR NVR, Inc.
-0.65%
-$155.38 
ALC Alcon Inc.
-0.65%
-$322.5 
CHKP Check Point Software Technologies Ltd.
-0.64%
-$2,780.83 
AS Amer Sports, Inc.
-0.64%
-$7,790 
ARIS Aris Water Solutions Inc.
-0.63%
-$660 
AVY Avery Dennison Corporation
-0.62%
-$109.5 
YUM Yum! Brands, Inc.
-0.62%
-$389.16 
TDY Teledyne Technologies Incorporated
-0.61%
-$1,676.39 
PRU Prudential Financial, Inc.
-0.58%
-$469 
VST Vistra Corp
-0.57%
-$475.2 
RACE Ferrari N.V.
-0.56%
-$593.6 
LII Lennox International Inc.
-0.56%
-$133.66 
WAB Wabtec Corporation
-0.53%
-$367.2 
NKE Nike, Inc. - Class B
-0.53%
-$395.85 
CAH Cardinal Health Inc.
-0.52%
-$360.25 
EFX Equifax Inc.
-0.52%
-$149.4 
DHI D.R. Horton, Inc.
-0.51%
-$214.5 
PAYX Paychex Inc.
-0.51%
-$218.4 
SSNC SS&C Technologies Holdings Inc.
-0.5%
-$210 
CVS CVS Health Corporation
-0.49%
-$2,311.86 
PPG PPG Industries Inc.
-0.49%
-$141.75 
ONL Orion Office REIT Inc.
-0.48%
-$0.3 
MCO Moody's Corporation
-0.48%
-$464 
ESS Essex Property Trust, Inc.
-0.47%
-$364.8 
AMP Ameriprise Financial, Inc.
-0.47%
-$329.43 
UBS UBS Group AG
-0.47%
-$1,175.62 
AGI Alamos Gold Inc.
-0.44%
-$2,366 
ALNY Alnylam Pharmaceuticals Inc
-0.43%
-$540.7 
NDAQ Nasdaq, Inc.
-0.42%
-$177.75 
TSCO Tractor Supply Company
-0.42%
-$105 
WST West Pharmaceutical Services, Inc.
-0.41%
-$5,888.66 
MA Mastercard Incorporated
-0.41%
-$5,805.17 
MCHP Microchip Technology Incorporated
-0.39%
-$353.8 
WPM Wheaton Precious Metals Corp.
-0.38%
-$6,972.72 
BAC Bank of America Corporation
-0.38%
-$3,380.13 
DLTR Dollar Tree, Inc.
-0.37%
-$96.6 
UNP Union Pacific Corporation
-0.36%
-$787.5 
DIS The Walt Disney Company
-0.36%
-$2,449 
ROP Roper Technologies Inc.
-0.35%
-$246.05 
AME Ametek Inc.
-0.34%
-$329.18 
CSX CSX Corporation
-0.34%
-$417.45 
VLTO Veralto Corporation
-0.33%
-$102.63 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.32%
-$123.25 
MUX McEwen Mining Inc.
-0.31%
-$75 
CFG Citizens Financial Group, Inc.
-0.31%
-$82.87 
PYPL PayPal Holdings Inc
-0.3%
-$255 
ABT Abbott Laboratories
-0.3%
-$2,192.63 
PHM PulteGroup Inc.
-0.3%
-$70.35 
ADM Archer-Daniels-Midland Co
-0.29%
-$499.8 
APO Apollo Global Management, Inc.
-0.29%
-$227.7 
PFG Principal Financial Group, Inc.
-0.28%
-$94.55 
GLDM SPDR Gold MiniShares Trust
-0.27%
-$1,356.75 
AMGN Amgen Inc.
-0.27%
-$2,282.67 
GLD SPDR Gold Shares
-0.27%
-$15,986.09 
AEM Agnico Eagle Mines Limited
-0.26%
-$8,262.05 
IAUM iShares Gold Trust Micro
-0.26%
-$1,039.5 
WELL Welltower Inc.
-0.26%
-$2,704.95 
AXP American Express Company
-0.25%
-$604.2 
OUNZ VanEck Merk Gold Trust
-0.25%
-$1,275 
AMCR Amcor plc
-0.23%
-$50 
CGAU Centerra Gold Inc.
-0.23%
-$635 
CAT Caterpillar Inc.
-0.22%
-$1,546.05 
SGOL abrdn Physical Gold Shares ETF
-0.21%
-$1,100.75 
PNR Pentair plc
-0.21%
-$22 
SSRM Ssr Mining Inc.
-0.19%
-$600 
GIB CGI Inc.
-0.19%
-$61.6 
APTV Aptiv PLC
-0.18%
-$38.4 
IFF International Flavors & Fragrances Inc.
-0.18%
-$67.2 
NSC Norfolk Southern Corporation
-0.17%
-$181.5 
CTAS Cintas Corporation
-0.16%
-$174.3 
ENLT Enlight Renewable Energy Ltd.
-0.16%
-$347.29 
APD Air Products and Chemicals, Inc.
-0.15%
-$156.4 
TXN Texas Instruments Inc
-0.15%
-$715.09 
FSV FirstService Corporation
-0.15%
-$38.95 
DBA Invesco DB Agriculture Fund
-0.12%
-$4,221 
DLR Digital Realty Trust, Inc.
-0.12%
-$424 
MTZ MasTec, Inc. Common Stock
-0.12%
-$19.8 
RBC RBC Bearings Incorporated
-0.11%
-$86.4 
HEI Heico Corporation
-0.09%
-$65.8 
KGC Kinross Gold Corporation
-0.08%
-$742 
BMY Bristol-Myers Squibb Company
-0.07%
-$330.07 
RCI Rogers Communications Inc.
-0.05%
-$3 
BIIB Biogen Inc.
-0.04%
-$16 
VISN Vistance Networks, Inc.
-0.03%
-$10.8 
AER AerCap Holdings N.V.
-0.03%
-$8.4 
BSX Boston Scientific Corporation
-0.02%
-$77.61 
FNV Franco-Nevada Corporation
-0.02%
-$28.5 
GEV GE Vernova Inc.
-0.01%
-$354.38 
COR Cencora, Inc.
-0.01%
-$9 Events
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Dividends
Dividend Analysis
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| Trades 4281 | Longs Won 2720/4281 63% | Profit Factor 3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $618,637 |
| Average Win $75,699.93 | Best Trade (Oct 16) $34.95M | Sharpe Ratio -10.03 |
| Average Loss -$44,017.29 | Worst Trade (Mar 31) -$5.87M | Z-Score 7.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 4d | Expectancy $31,518.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,680 | $204,500.29 | $290,589.6 | - | $86,089.31 | 42.1% | -1.47% |
| AAOI Applied Optoelectronics, Inc. | 2,440 | $262,976.25 | $186,952.8 | - | -$76,023.45 | -28.91% | -8.492% |
| AAPL Apple Inc. | 41,955 | $9.82M | $14.37M | - | $4.55M | 46.39% | +0.17% |
| ABBV AbbVie Inc. | 8,698 | $1.33M | $2.48M | - | $1.15M | 86.51% | +0.533% |
| ABNB Airbnb, Inc. | 570 | $76,942.42 | $98,097 | - | $21,154.58 | 27.49% | -1.251% |
| ABT Abbott Laboratories | 7,073 | $776,676.94 | $738,209.01 | - | -$38,467.93 | -4.95% | -0.296% |
| ACGL Arch Capital Group Ltd | 340 | $33,800.05 | $34,180.2 | - | $380.15 | 1.12% | +1.228% |
| ACHR Archer Aviation Inc. | 7,500 | $40,780 | $30,262.5 | - | -$10,517.5 | -25.79% | -5.504% |
| ACN Accenture plc Class A | 1,254 | $392,785.27 | $283,404 | - | -$109,381.27 | -27.85% | +0.48% |
| ADBE Adobe Inc. | 2,775 | $1.32M | $679,764 | - | -$636,124.98 | -48.34% | -2.666% |
| ADI Analog Devices, Inc. | 976 | $254,747.86 | $389,165.36 | - | $134,417.5 | 52.76% | -1.291% |
| ADM Archer-Daniels-Midland Co | 2,040 | $127,071.7 | $168,677.4 | - | $41,605.7 | 32.74% | -0.295% |
| ADP Automatic Data Processing Inc. | 620 | $147,445.97 | $177,493.6 | - | $30,047.63 | 20.38% | +0.221% |
| ADSK Autodesk, Inc. | 1,960 | $477,309.2 | $468,655.6 | - | -$8,653.6 | -1.81% | -2.468% |
| AEE Ameren Corporation | 480 | $48,192 | $50,798.4 | - | $2,606.4 | 5.41% | +1.995% |
| AEM Agnico Eagle Mines Limited | 16,691 | $1.64M | $3.12M | - | $1.48M | 90.35% | -0.264% |
| AEP American Electric Power Company, Inc. | 645 | $67,319.64 | $81,705.37 | - | $14,385.73 | 21.37% | +1.919% |
| AER AerCap Holdings N.V. | 210 | $21,455.5 | $30,634.8 | - | $9,179.3 | 42.78% | -0.027% |
| AFL Aflac Inc. | 640 | $63,724.38 | $76,310.4 | - | $12,586.02 | 19.75% | +1.004% |
| AFRM Affirm Holdings, Inc. | 600 | $44,388 | $44,028 | - | -$360 | -0.81% | -3.346% |
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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 - $11.48M, 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 $10.77M earned over time. The largest contributors to dividend income include Microsoft Corp - $629,107.55, Kinross Gold Corporation - $628,389.24, Nike, Inc. - Class B - $532,224.18, AbbVie Inc - $423,935.55, and Johnson & Johnson - $327,607.13. 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.
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