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CIK: 0002053628
Total reported value
$296.5M
$296.5M
13 檔
29.1%
According to the latest 13F quarterly dataset, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. managed an equity portfolio of $296.5M at the end of Q2 2024, spanning 13 distinct U.S. exchange-listed positions.
In Q2 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. displayed an active expansion posture, initiating 1 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CF | Cf Industries Holdings Inc | Stock-Materials | 21.30% | -2.34% | +24.89% | |
| 2 | FCX | Freeport-mcmoran Inc | Stock-Materials | 10.40% | -0.69% | — | |
| 3 | INTC | Intel CORP | Stock-Tech | 10.19% | — | — | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 7.62% | -0.04% | +0.34% | |
| 5 | EMR | Emerson Electric Co | Stock-Industrials | 7.25% | -0.06% | — | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 7.19% | -0.39% | — | |
| 7 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 7.04% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.25% | +2.29% | — | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 6.18% | — | +0.12% | |
| 10 | RTX | Rtx CORP | Stock-Industrials | 6.12% | — | — | |
| 11 | NOG | Northern Oil And Gas Inc | Stock-Energy | 5.88% | — | — | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | +0.80% | — | |
| 13 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.38% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +6.2% | — | Unchanged |
| 2 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 3 | PYPL | Paypal Holdings Inc | -0.5% | — | Unchanged |
| 4 | RTX | Rtx CORP | -0.6% | — | Unchanged |
| 5 | EMR | Emerson Electric Co | -1.1% | — | Unchanged |
| 6 | BKNG | Booking Holdings Inc | -1.2% | — | Unchanged |
| 7 | DIS | Walt Disney Co/the | -1.4% | — | Unchanged |
| 8 | FCX | Freeport-mcmoran Inc | -1.5% | — | Unchanged |
| 9 | LMT | Lockheed Martin CORP | -1.7% | +0.12% | Add |
| 10 | NOG | Northern Oil And Gas Inc | -1.8% | — | Unchanged |
| 11 | CF | Cf Industries Holdings Inc | -2.7% | +24.89% | Add |
| 12 | UPS | United Parcel Service-cl B | -3.8% | +0.34% | Add |
| 13 | INTC | Intel CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. reported a total U.S. public equity portfolio value of $296.5M across 13 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CF, FCX, INTC) accounted for 29.1% of total reported equity market value during Q2 2024.
Top New Position Initiated
INTC
市值: $15.5M
During Q2 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A.'s top holdings by market value included CF (21.3%)、FCX (10.4%)、INTC (10.2%). The largest single position, CF, represented 21.3% of total portfolio value.
In Q2 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. made 4 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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