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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

All holdings · as of Dec 31, 2025

181 positions

CompanyClassValueShares% of portfolio
RTX Corp—$10.6K580.0%
Corpay Inc—$11.4K380.0%
AMGEN INC—$12.1K370.0%
United Rentals Inc—$12.1K150.0%
JOHNSON & JOHNSON—$12.4K600.0%
CVS HEALTH Corp—$12.9K1620.0%
INTEL CORP—$13.7K3710.0%
QUALCOMM INC/DE—$13.9K810.0%
CISCO SYSTEMS, INC.—$16.2K2100.0%
SOUTHERN COPPER CORPSCCOCommon Stock$16.6K1160.0%
JAMES HARDIE INDUSTRIES PLC—$17.4K8400.0%
AMERICAN ELECTRIC POWER CO INC—$18.9K1640.0%
ENTERGY CORP /DE—$19.4K2100.0%
GILEAD SCIENCES, INC.—$20.9K1700.0%
Cencora Inc—$21.3K630.0%
DOLLAR GENERAL CORP—$21.8K1640.0%
Toll Brothers Incorporated—$21.9K1620.0%
TARGET CORP—$23.0K2350.0%
Devon Energy Corp—$23.5K6420.0%
Alphabet Inc.—$24.1K770.0%
WESCO INTERNATIONAL INC—$24.5K1000.0%
INTERNATIONAL BUSINESS MACHINES CORP—$24.6K830.0%
TJX Cos Inc/The—$25.0K1630.0%
Vale S.A.VALEADR$26.8K2,0550.0%
Estee Lauder Cos Inc/The—$27.3K2610.0%
ConocoPhillips—$46.1K4920.0%
EOG RESOURCES INC—$56.5K5380.0%
CLEVELAND-CLIFFS INC.—$58.8K4,4270.0%
SoFi Technologies, Inc.—$68.4K2,6140.0%
Cheniere Energy, Inc.—$71.5K3680.0%
CHEVRON CORP—$73.2K4800.0%
Constellation Energy Corp—$116.2K3290.0%
CRH PUBLIC LTD CO—$117.8K9440.0%
Coeur Mining, Inc.—$138.5K7,7660.1%
Newmont Corp—$162.0K1,6220.1%
Intuitive Machines, Inc.—$162.3K10,0000.1%
Howmet Aerospace Inc.—$178.4K8700.1%
BARRICK MNG CORP—$178.4K4,0890.1%
CITIGROUP INC—$201.9K1,7300.1%
Circle Internet Group, Inc.CRCLCommon Stock$217.4K2,7410.1%
Alibaba Group Holding LtdBABAADR$219.1K1,4950.1%
Toast, Inc.—$230.8K6,5000.1%
Kinsale Capital Group, Inc.—$234.7K6000.1%
Philip Morris International Inc.—$240.6K1,5000.1%
Boot Barn Holdings, Inc.—$247.1K1,4000.1%
Sea Ltd—$254.8K1,9970.1%
WELLS FARGO & COMPANY/MN—$257.5K2,7630.1%
FLOWSERVE CORP—$263.6K3,8000.1%
Adaptive Biotechnologies Corp—$272.8K16,8000.1%
UMB Financial Corp—$276.1K2,4000.1%
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