Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. (CIK 2053628) reported $296.5M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMZN ($73.0M, 24.62%), GOOG ($62.2M, 20.99%), FCX ($57.9M, 19.54%), UMBF ($24.3M, 8.21%), WFC ($22.3M, 7.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $73.0M | 24.62% | 306,239 | Hold |
| 2 | GOOG | ALPHABET INC | $62.2M | 20.99% | 174,160 | Hold |
| 3 | FCX | FREEPORT-MCMORAN INC | $57.9M | 19.54% | 921,400 | Hold |
| 4 | UMBF | UMB FINL CORP | $24.3M | 8.21% | 170,440 | Hold |
| 5 | WFC | WELLS FARGO CO NEW | $22.3M | 7.53% | 270,000 | Hold |
| 6 | CF | CF INDS HLDGS INC | $21.1M | 7.13% | 195,280 | Hold |
| 7 | EMR | EMERSON ELEC CO | $14.3M | 4.83% | 100,000 | Hold |
| 8 | DIS | DISNEY WALT CO | $10.6M | 3.57% | 110,000 | Hold |
| 9 | UPS | UNITED PARCEL SERVICE INC | $9.1M | 3.07% | 84,574 | Hold |
| 10 | PYPL | PAYPAL HLDGS INC | $1.6M | 0.53% | 36,075 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30