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CIK: 0002053628
Total reported value
$296.5M
$296.5M
11 檔
28.2%
During the Q3 2024 filing period, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. (CIK: 0002053628) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $296.5M across 11 reported positions.
In Q3 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CF | Cf Industries Holdings Inc | Stock-Materials | 28.85% | -2.34% | — | |
| 2 | LMT | Lockheed Martin CORP | Stock-Industrials | 9.05% | — | — | |
| 3 | INTC | Intel CORP | Stock-Tech | 9.03% | — | — | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 8.88% | -0.04% | — | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 8.64% | — | — | |
| 6 | EMR | Emerson Electric Co | Stock-Industrials | 8.42% | -0.06% | — | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 8.15% | -0.39% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.66% | +2.29% | — | |
| 9 | NOG | Northern Oil And Gas Inc | Stock-Energy | 6.55% | — | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.60% | +0.80% | — | |
| 11 | PYPL | Paypal Holdings Inc | Stock-Financials | 2.17% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CF | Cf Industries Holdings Inc | +7.6% | — | Unchanged |
| 2 | LMT | Lockheed Martin CORP | +2.9% | — | Unchanged |
| 3 | RTX | Rtx CORP | +2.5% | — | Unchanged |
| 4 | UPS | United Parcel Service-cl B | +1.3% | — | Unchanged |
| 5 | EMR | Emerson Electric Co | +1.2% | — | Unchanged |
| 6 | DIS | Walt Disney Co/the | +1% | — | Unchanged |
| 7 | PYPL | Paypal Holdings Inc | +0.8% | — | Unchanged |
| 8 | NOG | Northern Oil And Gas Inc | +0.7% | — | Unchanged |
| 9 | GOOG | Alphabet Inc-cl C | +0.4% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | +0.4% | — | Unchanged |
| 11 | INTC | Intel CORP | -1.2% | — | Unchanged |
| 12 | FCX | Freeport-mcmoran Inc | — | EXIT | Sold out |
| 13 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
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 11 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CF, LMT, INTC) accounted for 28.2% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
FCX
前期市值: $15.8M
During Q3 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A.'s top holdings by market value included CF (28.9%)、LMT (9.1%)、INTC (9.0%). The largest single position, CF, represented 28.9% of total portfolio value.
In Q3 2024, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 2 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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