Fund HoldingsTowarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.

Total Portfolio Value
$47.00M
Total Bought
$10.45M
Total Sold
$7.53M
Net Transaction
+$2.92M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Kinross Gold Corp(KGC)72,700124,200+51,5001,8053,5567.57%+1,751
Pan American Silver Corp(PAAS)41,75051,850+10,1001,6172,7325.81%+1,115
Equinox Gold Corp(EQX)113,400155,600+42,2001,2712,2124.71%+941
Alamos Gold Inc-Class A43,60061,600+18,0001,5212,4115.13%+891
Centerra Gold Inc(CGAU)47,10094,100+47,0005051,3662.91%+861
Barrick Gold Corp(B)105,50096,300-9,2003,4674,2649.07%+797
Newmont Mining Corp(NEM)40,48039,880-6003,4134,0628.64%+649
Eldorado Gold Corp(EGO)20,00033,500+13,5005781,2102.58%+633
Hecla Mining Co(HL)66,00073,400+7,4007991,4313.04%+632
Wheaton Precious Metals Corp(WPM)29,81033,210+3,4003,3383,9508.40%+613
Anglogold Ashanti(AU)25,60026,800+1,2001,7972,3194.93%+521
Harmony Gold Mng - Spon ADR(HMY)74,00091,000+17,0001,3431,8253.88%+481
Ssr Mining Inc(SSRM)38,50064,300+25,8009401,4113.00%+471
Silvercorp Metals Inc(SVM)132,000151,000+19,0008331,2962.76%+462
Gold Fields Ltd.(GFI)43,30049,300+6,0001,8172,1754.63%+358
B2Gold Corp(BTG)258,500351,500+93,0001,2791,6033.41%+324
Fortuna Silver Mines Inc(FSM)127,600145,600+18,0001,1431,4493.08%+305
First Majestic Silver Corp(AG)93,60084,600-9,0001,1501,4323.05%+282
Drdgold Ltd - Sponsored ADR(DRD)28,70026,700-2,0007928341.77%+42
Agnico Eagle Mines Ltd(AEM)20,92620,626-3003,5263,5477.55%+20
Chevron Corporation(CVX)080+800120.03%+12
Exxon Mobil Corporation0100+1000120.03%+12
Conocophillips(COP)0120+1200120.02%+12
Oneok Inc.(OKE)110250+1408180.04%+10
Schlumberger Ltd(SLB)0260+2600100.02%+10
Occidental Petroleum Corp(OXY)0240+2400100.02%+10
EQT CORP(EQT)0180+1800100.02%+10
EOG Resources INC(EOG)090+900100.02%+10
Devon Energy Corp.(DVN)0230+230080.02%+8
KINDER MORGAN INC(KMI)570570016160.03%-0
VALERO ENERGY CORP(VLO)100100017160.04%-1
Williams COS INC(WMB)250250016150.03%-1
Phillips 66(PSX)130130018170.04%-1
Cheniere Energy, Inc.(LNG)6060014120.02%-2
Marathon Petroleum Corporation(MPC)100100019160.03%-3
Lyondellbasell Industries NV
SHS - A -
1500-15070-7
Eastman Chemical Co.(EMN)1300-13080-8
Plains All American Pipeline, L.p.(PAA)6600-660110-11
CF Industries Holdings INC(CF)1300-130120-12
Union Pacific Corporation(UNP)500-50120-12
Enterprise Products Partners(EPD)3800-380120-12
Cummins INC(CMI)400-40170-17
Franco - Nevada Corp(FNV)7,6006,100-1,5001,6931,2712.70%-422
Royal Gold Inc(RGLD)4,5202,020-2,5009074550.97%-452
Amazon.com Inc.(AMZN)21,8150-21,8154,7900-4,790
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