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:
7.5%
Gain
Monthly
0.94%
Yearly
11.93%
Drawdown
40.27%
$294.11M
Equity
Holdings
$294.11M
Investment
$198.9M
$256.59M
Profit -$1.56M
Realized
$161.37M
Unrealized
$95.22M
Dividends
$6.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.56M
Win %
74%
This Week
Compared To Last Week
Gain
-3.26%
Profit
-$9.9M
Win %
74%
This Month
Compared to last month
Gain
-4.37%
Profit
-$13.43M
Win %
74%
This Year
Compared to last year
Gain
21.91%
Profit
$52.85M
Win %
74%
BE Bloom Energy Corporation
+5.38%
+$11,686.5 
BROS Dutch Bros Inc.
+5.17%
+$66,349.4 
MU Micron Technology, Inc.
+3.74%
+$580,949.24 
LITE Lumentum Holdings Inc.
+3.21%
+$66,983.97 
ROAD Construction Partners, Inc. Class A Common Stock
+3.1%
+$114,009.05 
RKLB Rocket Lab Corporation
+2.82%
+$36,928.44 
ALL Allstate Corporation
+2.7%
+$1,025.21 
ORCL Oracle Corporation
+2.68%
+$32,581.67 
FTAI FTAI Aviation Ltd.
+2.56%
+$24,064.2 
CSCO Cisco Systems, Inc.
+2.33%
+$793.6 
PANW Palo Alto Networks, Inc.
+2.33%
+$42,883.5 
ADPT Adaptive Biotechnologies Corporation
+2.24%
+$180.98 
NET Cloudflare Inc.
+1.99%
+$12,308.8 
ZS Zscaler Inc.
+1.75%
+$9,406.2 
ARM Arm Holdings plc American Depositary Receipt
+1.74%
+$68,879.32 
XOM Exxon Mobil Corporation
+1.7%
+$1,453.72 
CRCL Circle Internet Group, Inc.
+1.64%
+$1,271.61 
VLO Valero Energy Corporation
+1.51%
+$1,988.35 
EXTR Extreme Networks, Inc.
+1.51%
+$9,990 
CVX Chevron Corporation
+1.4%
+$5,309.55 
JNJ Johnson & Johnson
+1.37%
+$1,330.38 
COHR Coherent Corp.
+1.36%
+$15,059.48 
RMBS Rambus Inc.
+1.33%
+$34,695 
ABBV AbbVie Inc.
+1.23%
+$5,335.94 
CVS CVS Health Corporation
+1.14%
+$273.46 
MPC Marathon Petroleum Corporation
+1.11%
+$1,292.39 
RTX RTX Corporation
+1.08%
+$321.3 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$18,794.4 
CAT Caterpillar Inc.
+0.99%
+$27,532.96 
COP ConocoPhillips
+0.96%
+$4,714.32 
EMR Emerson Electric Co.
+0.95%
+$7,260 
MRVL Marvell Technology, Inc.
+0.92%
+$25,544.94 
AGI Alamos Gold Inc.
+0.9%
+$4,470.4 
MPWR Monolithic Power Systems, Inc.
+0.85%
+$30,388.68 
LLY Eli Lilly and Company
+0.79%
+$2,382.8 
GPS Gap Inc-The
+0.74%
+$3,285 
EQT EQT Corporation
+0.74%
+$62.41 
EOG EOG Resources, Inc.
+0.72%
+$1,396.01 
LNG Cheniere Energy Inc.
+0.66%
+$1,515.31 
PH Parker-Hannifin Corporation
+0.59%
+$3,916.72 
GH Guardant Health Inc.
+0.59%
+$10,920 
SQ Block, Inc.
+0.57%
+$18,727.15 
B BARRICK MINING CORP Common Stock (ABR0)
+0.56%
+$382.59 
PWR Quanta Services Inc.
+0.56%
+$27,801.99 
MCK McKesson Corporation
+0.52%
+$8,020.18 
CP Canadian Pacific Kansas City Limited
+0.52%
+$2,400 
WCC Wesco International Inc.
+0.51%
+$97.94 
KVYO Klaviyo Inc.
+0.51%
+$6,111 
FCX Freeport-McMoRan Inc.
+0.48%
+$19,737.48 
ROST Ross Stores, Inc.
+0.45%
+$9,882.18 
UNP Union Pacific Corporation
+0.43%
+$12,979.68 
SCCO Southern Copper Corporation
+0.42%
+$96.94 
TDY Teledyne Technologies Incorporated
+0.4%
+$2,507.49 
GNRC Generac Holdings Inc.
+0.37%
+$4,351.32 
MRK Merck & Co., Inc.
+0.36%
+$44.16 
TGT Target Corporation
+0.32%
+$105.75 
CEG Constellation Energy Corporation
+0.3%
+$262.2 
JPM JPMorgan Chase & Co.
+0.3%
+$9,293.31 
COR Cencora, Inc.
+0.29%
+$2,626.23 
VALE Vale S.A.
+0.18%
+$40 
BAC Bank of America Corporation
+0.17%
+$700.03 
LSCC Lattice Semiconductor Corporation
+0.09%
+$2,147.2 
HON Honeywell International Inc.
+0.08%
+$6.57 
ADUS Addus HomeCare Corporation
+0.06%
+$252 
TKO Tko Group Holdings Inc.
+0.05%
+$325.5 
WFC Wells Fargo & Company
+0.05%
+$144.68 
TTMI TTM Technologies, Inc.
+0.04%
+$528.25 
JCI Johnson Controls International plc
+0.04%
+$6.15 
AEM Agnico Eagle Mines Limited
+0.01%
+$14.9 
H5919C104
0%
$0 
OSW
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.64%
-$245,145.2 
CDNS Cadence Design Systems, Inc.
-9.6%
-$150,543 
NFLX Netflix, Inc.
-7.42%
-$122,902.8 
AXON Axon Enterprise, Inc.
-5.13%
-$111,021.05 
IRTC Irhythm Technologies Inc.
-4.79%
-$9,954 
META Meta Platforms Inc Class A
-3.16%
-$198,996.34 
AMAT Applied Materials, Inc.
-3.09%
-$571.56 
KO The Coca-Cola Company
-3.08%
-$36,019.01 
IBM International Business Machines Corporation
-3.08%
-$808.8 
CWST Casella Waste Systems Inc.
-3.03%
-$13,007.5 
APP AppLovin Corporation Class A Common Stock
-2.86%
-$8,521.39 
UBER Uber Technologies, Inc.
-2.71%
-$14,884.05 
JHX James Hardie Industries plc
-2.69%
-$609 
CFG Citizens Financial Group, Inc.
-2.55%
-$35,978.4 
TMDX TransMedics Group Inc.
-2.53%
-$3,456 
IR Ingersoll Rand Inc.
-2.51%
-$26,622.87 
FAST Fastenal Co.
-2.46%
-$6,900 
KLAC KLA Corporation
-2.43%
-$46,351.2 
CIEN Ciena Corporation
-2.42%
-$40,855.85 
EW Edwards Lifesciences Corporation
-2.24%
-$256.1 
CNOB ConnectOne Bancorp Inc.
-2.2%
-$11,422.5 
MELI MercadoLibre, Inc.
-2.2%
-$50,820.9 
GOOG Alphabet Inc
-2.16%
-$315,172.35 
TSLA Tesla, Inc.
-2.16%
-$22,654.45 
MSFT Microsoft Corp.
-2.11%
-$286,497.75 
GOOGL Alphabet Inc
-2.11%
-$1,122 
SGI Somnigroup International Inc.
-2.09%
-$21,038 
BNY BlackRock New York Municipal Income Trust
-2.06%
-$72,747.18 
CRH CRH plc
-2.03%
-$2,024.88 
MNST Monster Beverage Corporation
-2.02%
-$21,513 
MCO Moody's Corporation
-1.97%
-$7,153.99 
LEVI Levi Strauss & Co.
-1.96%
-$10,045 
CUBI Customers Bancorp Inc.
-1.94%
-$8,990 
TOL Toll Brothers Inc
-1.9%
-$9,315.12 
CDE Coeur Mining, Inc.
-1.89%
-$530.6 
GFF Griffon Corporation
-1.89%
-$18,496.5 
ROK Rockwell Automation, Inc.
-1.79%
-$19,334.7 
SHOP Shopify Inc.
-1.77%
-$9,312.9 
DASH DoorDash, Inc.
-1.76%
-$48,872 
MLM Martin Marietta Materials, Inc.
-1.75%
-$25,547.97 
V Visa Inc. Class A
-1.72%
-$42,995.62 
SPOT Spotify Technology S.A.
-1.7%
-$9,969.14 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$91,394.1 
RL Ralph Lauren Corporation
-1.66%
-$18,517.95 
MA Mastercard Incorporated
-1.6%
-$80,038.85 
BSX Boston Scientific Corporation
-1.59%
-$2,788.88 
WCN Waste Connections Inc.
-1.58%
-$7,931 
BABA Alibaba Group Holding Limited SP ADR
-1.55%
-$2,720.9 
CHWY Chewy Inc.
-1.53%
-$7,639.5 
CPAY Corpay, Inc.
-1.51%
-$426.74 
COF Capital One Financial Corporation
-1.5%
-$16,679.1 
PHM PulteGroup Inc.
-1.49%
-$854.7 
SPGI S&P Global Inc.
-1.48%
-$8,111.99 
MSCI MSCI Inc.
-1.47%
-$5,610 
MHO M/I Homes Inc.
-1.45%
-$12,136.74 
SHW The Sherwin-Williams Company
-1.44%
-$1,952 
AMG Affiliated Managers Group Inc.
-1.41%
-$11,097.9 
PLTR Palantir Technologies Inc.
-1.38%
-$7,581.36 
WMB The Williams Companies, Inc.
-1.36%
-$153 
INTC Intel Corporation
-1.33%
-$504.62 
CLF Cleveland-Cliffs Inc.
-1.31%
-$553.37 
VMC Vulcan Materials Company
-1.31%
-$19,340.3 
TOST Toast Inc.
-1.3%
-$2,567.5 
ODFL Old Dominion Freight Line, Inc.
-1.25%
-$2,960 
CCL Carnival Corporation Ltd.
-1.25%
-$12,545.75 
NVDA NVIDIA Corporation
-1.23%
-$232,042.92 
UMBF UMB Financial Corporation
-1.21%
-$6,515.25 
GS The Goldman Sachs Group, Inc.
-1.2%
-$35,953.99 
MCD McDonald's Corporation
-1.2%
-$229.25 
HD The Home Depot, Inc.
-1.17%
-$2,436.01 
CRM Salesforce Inc
-1.16%
-$41,908.5 
ADI Analog Devices, Inc.
-1.15%
-$140.48 
FSS Federal Signal Corp.
-1.15%
-$29,452.26 
APTV Aptiv PLC
-1.14%
-$4,995 
C Citigroup Inc.
-1.13%
-$1,341 
HUBS HubSpot, Inc.
-1.11%
-$4,296.09 
SNOW Snowflake Inc.
-1.08%
-$14,404.55 
AMGN Amgen Inc.
-1.05%
-$2,881.66 
CRWV CoreWeave, Inc.
-1.04%
-$939.98 
WM Waste Management, Inc.
-1.01%
-$17,693.19 
VSCO Victoria's Secret & Co.
-0.99%
-$15,334 
LRCX Lam Research Corporation
-0.97%
-$17,518.8 
NU Nu Holdings Ltd.
-0.94%
-$18,281.9 
COST Costco Wholesale Corporation
-0.93%
-$12,204.23 
CME CME Group Inc.
-0.93%
-$2,508 
FLS Flowserve Corporation
-0.87%
-$2,790 
LIN Linde plc
-0.82%
-$1,708 
KTOS Kratos Defense & Security Solutions, Inc.
-0.81%
-$8,060.94 
KRMN Karman Holdings Inc.
-0.8%
-$8,408.26 
CLS Celestica Inc.
-0.8%
-$417.96 
GM General Motors Company
-0.79%
-$9,505.63 
NEM Newmont Corporation
-0.64%
-$458.06 
AMZN Amazon.com Inc
-0.64%
-$67,438.4 
FICO Fair Isaac Corporation
-0.64%
-$789 
FERG Ferguson Enterprises Inc
-0.63%
-$2,572.5 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.63%
-$12,168 
AAON Aaon Inc.
-0.62%
-$7,350 
MCHP Microchip Technology Incorporated
-0.56%
-$4,020.4 
AVGO Broadcom Inc.
-0.52%
-$28,508.15 
CLH Clean Harbors Inc.
-0.46%
-$24,463.01 
AAPL Apple Inc.
-0.46%
-$42,301.88 
SYM Symbotic Inc. Class A
-0.45%
-$6,664.25 
WAB Wabtec Corporation
-0.45%
-$10,699.29 
ORLY O'Reilly Automotive Inc.
-0.44%
-$684 
ANET Arista Networks, Inc.
-0.43%
-$2,701 
GXO GXO Logistics Inc.
-0.4%
-$3,872 
SLB Schlumberger Limited
-0.34%
-$1,449.44 
WMT Walmart Inc.
-0.34%
-$5,387.65 
AMD Advanced Micro Devices, Inc.
-0.31%
-$54,243.83 
ETR Entergy Corporation
-0.29%
-$69.3 
STLD Steel Dynamics Inc.
-0.19%
-$1,576.08 
ADSK Autodesk, Inc.
-0.16%
-$771.8 
AEP American Electric Power Company, Inc.
-0.12%
-$18.4 
GILD Gilead Sciences Inc.
-0.1%
-$22.82 
GWRE GUIDEWIRE SOFTWARE INC
-0.07%
-$187 
TJX The TJX Companies, Inc.
-0.07%
-$23.34 
NOW ServiceNow, Inc.
-0.06%
-$2,978.88 
DE Deere & Company
-0.01%
-$1.47 
BOOT Boot Barn Holdings, Inc.
0%
-$8.7 Events
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Dividends
Dividend Analysis
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| Trades 2242 | Longs Won 1405/2242 62% | Profit Factor 3.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $933,855.36 |
| Average Win $260,118.23 | Best Trade (Dec 31) $18.42M | Sharpe Ratio -62.6 |
| Average Loss -$130,079.06 | Worst Trade (Dec 30) -$7.01M | Z-Score -4.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $114,446.9 |
| 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% | <0.01% | 0.03% |
| Consecutive Losing Trades | 2,262 | 2,036 | 1,810 | 1,584 | 1,357 | 1,131 | 905 | 679 | 452 | 226 |
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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