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CIK: 0002053628
Total reported value
$296.5M
$296.5M
10 檔
72.5%
At the close of Q1 2026, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. disclosed equity holdings valued at approximately $296.5M, spread across 10 reported holdings.
In Q1 2026, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 23.82% | +0.80% | — | |
| 2 | FCX | Freeport-mcmoran Inc | Stock-Materials | 20.23% | -0.69% | -33.22% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 18.70% | +2.29% | — | |
| 4 | CF | Cf Industries Holdings Inc | Stock-Materials | 9.47% | -2.34% | -49.45% | |
| 5 | WFC | Wells Fargo & Co | Stock-Financials | 8.03% | -0.50% | — | |
| 6 | UMBF | Umb Financial CORP | Stock-Financials | 7.18% | +1.03% | — | |
| 7 | EMR | Emerson Electric Co | Stock-Industrials | 4.89% | -0.06% | — | |
| 8 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.96% | -0.39% | — | |
| 9 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.11% | -0.04% | — | |
| 10 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.61% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.5% | — | Unchanged |
| 2 | GOOG | Alphabet Inc-cl C | +1.5% | — | Unchanged |
| 3 | UMBF | Umb Financial CORP | +1% | — | Unchanged |
| 4 | EMR | Emerson Electric Co | +0.7% | — | Unchanged |
| 5 | UPS | United Parcel Service-cl B | +0.5% | — | Unchanged |
| 6 | WFC | Wells Fargo & Co | +0.1% | — | Unchanged |
| 7 | CF | Cf Industries Holdings Inc | 0% | -49.45% | Trim |
| 8 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 9 | PYPL | Paypal Holdings Inc | -0.1% | — | Unchanged |
| 10 | FCX | Freeport-mcmoran Inc | -2% | -33.22% | Trim |
| 11 | LMT | Lockheed Martin CORP | — | 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 10 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AMZN, FCX, GOOG) accounted for 72.5% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
LMT
前期市值: $9.7M
During Q1 2026, Powszechne Towarzystwo Emerytalne Allianz Polska S.A.'s top holdings by market value included AMZN (23.8%)、FCX (20.2%)、GOOG (18.7%). The largest single position, AMZN, represented 23.8% of total portfolio value.
In Q1 2026, Powszechne Towarzystwo Emerytalne Allianz Polska S.A. made 3 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 1 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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