ITF
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Portfolio
Invests via Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | Managed by Maciej Chudzik, Tomasz Piotrowski, Maciej KoÅ‚odziejczyk, Grzegorz Czekaj, MikoÅ‚aj StÄ™pniewski, JarosÅ‚aw Niedzielewski, Piotr Dziadek, Åukasz Hejak, MichaÅ‚ Wiernicki
Invests via Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Managed by Maciej Chudzik, Tomasz Piotrowski, Maciej KoÅ‚odziejczyk, Grzegorz Czekaj, MikoÅ‚aj StÄ™pniewski, JarosÅ‚aw Niedzielewski, Piotr Dziadek, Åukasz Hejak, MichaÅ‚ Wiernicki
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Company Profile
A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.
A Poland-based asset manager focused on mutual funds and investment products, Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna operates as a fund management company (TFI) offering retail and institutional funds across fixed income, equities and balanced strategies. The firm provides portfolio management, distribution via banks and advisors, and regulatory-compliant fund administration, positioning itself for domestic market share growth amid evolving Polish savings and pension flows.
Investment Philosophy & Strategy
Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.
Targets diversified domestic savings by offering regulated mutual funds across fixed income, equity and balanced sleeves, prioritizing capital preservation for retail investors while capturing local equity upside. Allocation emphasizes credit-quality fixed income core, active equity selections with a bias toward Polish mid-cap growth/value opportunities, and tactical asset allocation driven by macro and pension flow signals. Underwriting combines bottom-up security selection with risk-budgeted portfolio construction and compliant liquidity buffers. Distribution-led capital deployment favors scalable retail products via banks and advisors, seeking steady AUM growth, fee income stability and conservative drawdown control over multi-year horizons.
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:
58.34%
Gain -0.73%
Monthly
1.34%
Yearly
17.29%
Drawdown
29.2%
$319.83M
Equity
Holdings
$319.83M
Investment
$198.6M
$350.28M
Profit -$2.86M
Realized
$229.05M
Unrealized
$121.23M
Dividends
$5.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$2.86M
Win %
71%
This Week
Compared To Last Week
Gain
1.28%
Profit
$4.04M
Win %
71%
This Month
Compared to last month
Gain
1.28%
Profit
$4.04M
Win %
71%
This Year
Compared to last year
Gain
21.15%
Profit
$55.83M
Win %
71%
URI United Rentals, Inc.
+6.27%
+$936.15 
ADPT Adaptive Biotechnologies Corporation
+5.61%
+$14,280 
TTMI TTM Technologies, Inc.
+5.57%
+$117,927.69 
INTC Intel Corporation
+4.43%
+$1,773.38 
GPS Gap Inc-The
+4.38%
+$23,366.58 
META Meta Platforms Inc Class A
+4.24%
+$283,818.6 
APTV Aptiv PLC
+4.04%
+$15,496 
AMD Advanced Micro Devices, Inc.
+4.02%
+$558,508.58 
MPWR Monolithic Power Systems, Inc.
+3.99%
+$224,424.2 
CLH Clean Harbors Inc.
+3.92%
+$198,979.67 
ROST Ross Stores, Inc.
+3.9%
+$24,767.01 
QCOM QUALCOMM Incorporated
+3.81%
+$742.77 
MRVL Marvell Technology, Inc.
+3.73%
+$181,133.94 
WMT Walmart Inc.
+3.43%
+$55,014.52 
AAON Aaon Inc.
+3.31%
+$64,600 
AMGN Amgen Inc.
+3.03%
+$368.52 
WM Waste Management, Inc.
+2.89%
+$67,472.91 
TJX The TJX Companies, Inc.
+2.75%
+$689.49 
LIN Linde plc
+2.35%
+$9,328 
RMBS Rambus Inc.
+2.33%
+$115,430 
ARM Arm Holdings plc American Depositary Receipt
+2.27%
+$138,213.6 
LSCC Lattice Semiconductor Corporation
+2.15%
+$77,252.5 
EOG EOG Resources, Inc.
+2.11%
+$1,576.34 
CVS CVS Health Corporation
+2.11%
+$306.18 
COP ConocoPhillips
+1.92%
+$1,102.08 
CAT Caterpillar Inc.
+1.83%
+$49,318.95 
TMDX TransMedics Group Inc.
+1.83%
+$3,495 
LLY Eli Lilly and Company
+1.76%
+$5,616 
PH Parker-Hannifin Corporation
+1.73%
+$10,006.32 
GFF Griffon Corporation
+1.52%
+$12,706.5 
MU Micron Technology, Inc.
+1.45%
+$353,737.02 
PM Philip Morris International Inc.
+1.43%
+$3,720 
PWR Quanta Services Inc.
+1.4%
+$76,718.2 
STLD Steel Dynamics Inc.
+1.37%
+$13,325.04 
ORLY O'Reilly Automotive Inc.
+1.36%
+$4,212 
TGT Target Corporation
+1.31%
+$380.7 
VMC Vulcan Materials Company
+1.27%
+$20,839.95 
WCN Waste Connections Inc.
+1.25%
+$20,356.82 
ISRG Intuitive Surgical, Inc.
+1.24%
+$40,144.55 
SHW The Sherwin-Williams Company
+1.23%
+$6,137 
CWST Casella Waste Systems Inc.
+1.23%
+$4,182 
CVX Chevron Corporation
+1.19%
+$1,075.2 
MLM Martin Marietta Materials, Inc.
+1.12%
+$19,164.14 
GILD Gilead Sciences Inc.
+1.11%
+$241.4 
ETR Entergy Corporation
+0.98%
+$222.6 
MNST Monster Beverage Corporation
+0.91%
+$8,520 
WCC Wesco International Inc.
+0.84%
+$311 
COST Costco Wholesale Corporation
+0.79%
+$13,154.4 
ABBV AbbVie Inc.
+0.78%
+$2,842.36 
FSS Federal Signal Corporation
+0.73%
+$18,328.44 
BMY Bristol-Myers Squibb Company
+0.53%
+$2,537.5 
AMG Affiliated Managers Group Inc.
+0.5%
+$2,325 
HD The Home Depot, Inc.
+0.48%
+$2,549.98 
KO The Coca-Cola Company
+0.48%
+$6,571.12 
MCK McKesson Corporation
+0.43%
+$3,341.18 
JNJ Johnson & Johnson
+0.31%
+$42 
JHX James Hardie Industries plc
+0.28%
+$54.6 
UBER Uber Technologies, Inc.
+0.1%
+$1,800.61 
BSX Boston Scientific Corporation
+0.04%
+$118.56 
TSLA Tesla, Inc.
0%
+$55.86 
ABC AmerisourceBergen Corporation
0%
$0 
FTAI
0%
$0 
GM General Motors Company
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
LUNR Intuitive Machines, Inc.
-14.51%
-$57,400 
CRCL Circle Internet Group, Inc.
-10.41%
-$28,766.79 
LITE Lumentum Holdings Inc.
-8.86%
-$339,989.5 
KTOS Kratos Defense & Security Solutions, Inc.
-7.65%
-$185,894.72 
NOW ServiceNow, Inc.
-7.62%
-$500,170.65 
MDB MongoDB Inc.
-7.56%
-$25,227.18 
HUBS HubSpot, Inc.
-7.41%
-$30,509.85 
KVYO Klaviyo Inc.
-7.37%
-$88,851.25 
IBM International Business Machines Corporation
-7.1%
-$1,940.54 
RKLB Rocket Lab Corporation
-7%
-$205,264.55 
DDOG Datadog, Inc. Class A Common Stock
-6.99%
-$393,765.79 
TEAM Atlassian Corporation Class A
-6.94%
-$15,140 
ZS Zscaler Inc.
-6.79%
-$37,310.7 
VSCO Victoria's Secret & Co.
-6.75%
-$57,780 
PLTR Palantir Technologies Inc.
-6.53%
-$16,305.06 
FICO Fair Isaac Corporation
-6.06%
-$15,180 
SOFI SoFi Technologies, Inc.
-5.97%
-$2,770.84 
ORCL Oracle Corporation
-5.76%
-$137,223.68 
APP AppLovin Corporation Class A Common Stock
-5.75%
-$26,796 
PANW Palo Alto Networks, Inc.
-5.64%
-$99,310.75 
CDE Coeur Mining, Inc.
-5.55%
-$8,270.79 
CRM Salesforce Inc
-5.04%
-$177,173.7 
KRMN Karman Holdings Inc.
-5%
-$93,166.71 
TOST Toast Inc.
-4.86%
-$8,320 
GWRE GUIDEWIRE SOFTWARE INC
-4.73%
-$24,640.03 
AGI Alamos Gold Inc.
-4.62%
-$33,265.74 
VALE Vale S.A.
-4.52%
-$1,561.8 
CLF Cleveland-Cliffs Inc.
-4.17%
-$2,722.61 
AEM Agnico Eagle Mines Limited
-4.08%
-$20,065.95 
SE Sea Ltd.
-3.92%
-$7,289.05 
SYM Symbotic Inc. Class A
-3.83%
-$83,049 
NVDA NVIDIA Corporation
-3.55%
-$786,162.96 
SHOP Shopify Inc.
-3.48%
-$24,228.71 
CNOB ConnectOne Bancorp Inc.
-3.39%
-$11,978.9 
COF Capital One Financial Corporation
-3.35%
-$32,309.25 
B BARRICK MINING CORP Common Stock (ABR0)
-3.12%
-$5,520.15 
MSFT Microsoft Corp.
-3.11%
-$427,515.2 
ADSK Autodesk, Inc.
-2.98%
-$16,026.2 
TKO Tko Group Holdings Inc.
-2.91%
-$12,516 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$48,313.76 
ICE Intercontinental Exchange, Inc.
-2.76%
-$15,700 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$5,262.4 
NET Cloudflare Inc.
-2.63%
-$13,936.38 
MSCI MSCI Inc.
-2.62%
-$18,150 
AMZN Amazon.com Inc
-2.53%
-$296,770.5 
NU Nu Holdings Ltd.
-2.52%
-$46,353 
SCCO Southern Copper Corporation
-2.41%
-$563.76 
GH Guardant Health Inc.
-2.41%
-$34,540 
EXTR Extreme Networks, Inc.
-2.34%
-$23,253 
UMBF UMB Financial Corporation
-2.2%
-$6,816 
COHR Coherent Corp.
-2.19%
-$34,669.07 
NFLX Netflix, Inc.
-2.17%
-$44,469.89 
ADUS Addus HomeCare Corporation
-2.17%
-$7,056 
CUBI Customers Bancorp Inc.
-2.17%
-$7,245 
IR Ingersoll-Rand Inc.
-2.16%
-$19,373.45 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$38,964.17 
CPAY Corpay, Inc.
-2.09%
-$285.76 
BROS Dutch Bros Inc.
-2.06%
-$25,373.18 
MELI MercadoLibre, Inc.
-2.05%
-$49,651.92 
ONON On Holding AG
-2.05%
-$34,540 
CDNS Cadence Design Systems, Inc.
-2.02%
-$42,789 
CEG Constellation Energy Corporation
-1.98%
-$1,779.89 
CHWY Chewy Inc.
-1.96%
-$9,723 
GS The Goldman Sachs Group, Inc.
-1.93%
-$56,033.01 
HUBG Hub Group Inc.
-1.89%
-$11,620 
NEM Newmont Corporation
-1.84%
-$3,271.57 
AXON Axon Enterprise, Inc.
-1.76%
-$4,570.56 
KNSL Kinsale Capital Group Inc.
-1.74%
-$3,090 
MHO M/I Homes Inc.
-1.73%
-$11,040 
CCL Carnival Corporation Ltd.
-1.72%
-$17,788.75 
EL The Estée Lauder Companies Inc. Class A
-1.64%
-$357.57 
AAPL Apple Inc.
-1.58%
-$169,818.34 
TOL Toll Brothers Inc
-1.54%
-$349.11 
DASH DoorDash, Inc.
-1.51%
-$5,782.8 
FCX Freeport-McMoRan Inc.
-1.46%
-$55,483.05 
CFG Citizens Financial Group, Inc.
-1.22%
-$11,199.36 
SPGI S&P Global Inc.
-1.2%
-$13,052 
MA Mastercard Incorporated
-1.2%
-$65,688.27 
CSCO Cisco Systems, Inc.
-1.17%
-$315 
V Visa Inc. Class A
-1.16%
-$34,827.52 
FLS Flowserve Corporation
-1.15%
-$3,344 
RL Ralph Lauren Corporation
-1.15%
-$9,789.54 
CP Canadian Pacific Kansas City Limited
-1.15%
-$5,175 
MCO Moody's Corporation
-1.14%
-$3,633 
DG Dollar General Corporation
-1.09%
-$190.24 
LEVI Levi Strauss & Co.
-1.07%
-$4,018 
CIEN Ciena Corporation
-1.03%
-$30,358.16 
C Citigroup Inc.
-0.97%
-$2,197.1 
WFC Wells Fargo & Company
-0.94%
-$2,058.43 
UNP Union Pacific Corporation
-0.93%
-$13,967.45 
ROAD Construction Partners, Inc. Class A Common Stock
-0.92%
-$39,206.95 
RTX RTX Corporation
-0.91%
-$91.64 
IRTC Irhythm Technologies Inc.
-0.89%
-$1,504 
GXO GXO Logistics Inc.
-0.83%
-$7,011 
HWM Howmet Aerospace Inc.
-0.82%
-$1,792.2 
GOOGL Alphabet Inc
-0.79%
-$220.22 
GOOG Alphabet Inc
-0.76%
-$119,524.55 
EMR Emerson Electric Co.
-0.75%
-$5,830 
BOOT Boot Barn Holdings, Inc.
-0.65%
-$1,554 
FERG Ferguson Enterprises Inc
-0.65%
-$2,572.5 
AEP American Electric Power Company, Inc.
-0.63%
-$131.2 
OSW OneSpaWorld Holdings Ltd.
-0.63%
-$15,227.85 
WAB Wabtec Corporation
-0.62%
-$14,410.83 
CRH CRH plc
-0.58%
-$585.28 
AVGO Broadcom Inc.
-0.49%
-$37,739.52 
BK The Bank of New York Mellon Corporation
-0.48%
-$14,197.04 
ANET Arista Networks, Inc.
-0.47%
-$2,139.74 
MCHP Microchip Technology Incorporated
-0.46%
-$4,529.25 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.41%
-$5,878.4 
ROK Rockwell Automation, Inc.
-0.3%
-$3,187.8 
LNG Cheniere Energy Inc.
-0.26%
-$228.16 
TDY Teledyne Technologies Incorporated
-0.12%
-$560.9 
BAC Bank of America Corporation
-0.11%
-$357 
DVN Devon Energy Corporation
-0.08%
-$22.47 Events
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Dividends
Dividend Analysis
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| Trades 2075 | Longs Won 1275/2075 61% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.95M |
| Average Win $359,681.44 | Best Trade (Dec 31) $75.33M | Sharpe Ratio -31.45 |
| Average Loss -$135,391.63 | Worst Trade (Dec 30) -$7.01M | Z-Score 0.8 (57.91%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $168,809.9 |
| 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% | 0.18% | 5.08% |
| Consecutive Losing Trades | 2,364 | 2,128 | 1,891 | 1,655 | 1,418 | 1,182 | 946 | 709 | 473 | 236 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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