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Portfolio (Quarterly) Guide ↗

PKO Investment Management Joint-Stock Co

· CIK 0002059321
13F Portfolio $1.2B AUM 220 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 80 Added 82 Reduced 14 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 165,000.0 $7.3M 0.61% +45K +37.5% $44.13 +175.5%
22 BHP BHP GROUP LTD Basic Materials 94,008.0 $6.8M 0.57% +18K +23.4% $72.74 +20.9%
23 GILD GILEAD SCIENCES INC Healthcare 49,000.0 $6.8M 0.57% +10K +25.6% $139.37 -3.8%
24 KLAC KLA CORP Technology 4,500.0 $6.6M 0.56% +500.0 +12.5% $1472.41 +32.1%
25 COP CONOCOPHILLIPS Energy 44,219.0 $5.8M 0.49% +10K +28.5% $132.00 -12.9%
26 ADI ANALOG DEVICES INC Technology 17,000.0 $5.4M 0.46% +5K +41.7% $318.14 +31.5%
27 EQX EQUINOX GOLD CORP Basic Materials 350,248.0 $5.0M 0.42% +8K +2.3% $14.41 -13.8%
28 SHOP SHOPIFY INC Technology 40,000.0 $4.7M 0.40% +4K +11.1% $118.40 -7.3%
29 REGN REGENERON PHARMACEUTICALS Healthcare 5,750.0 $4.4M 0.37% +900.0 +18.6% $772.64 -19.3%
30 APP APPLOVIN CORP Technology 10,500.0 $4.2M 0.35% +2K +23.5% $398.00 +49.8%
31 CEG CONSTELLATION ENERGY CORP Utilities 12,000.0 $3.4M 0.28% +1K +9.1% $279.25 +2.9%
32 FCX FREEPORT-MCMORAN INC Basic Materials 55,368.0 $3.3M 0.27% +10K +21.7% $58.78 +9.9%
33 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 88,544.0 $3.2M 0.27% +602.0 +0.7% $36.04 -2.7%
34 WDC WESTERN DIGITAL CORP Technology 11,000.0 $3.0M 0.25% +5K +83.3% $270.49 +103.7%
35 EOG EOG RES INC Energy 20,200.0 $2.9M 0.25% +8K +59.1% $144.57 -6.8%
36 EGO ELDORADO GOLD CORP NEW Basic Materials 82,947.0 $2.8M 0.24% +14K +20.2% $34.27 -6.4%
37 CDNS CADENCE DESIGN SYSTEM INC Technology 10,000.0 $2.8M 0.23% +500.0 +5.3% $277.87 +34.0%
38 SU SUNCOR ENERGY INC NEW Energy 41,800.0 $2.8M 0.23% +9K +28.6% $66.00 -2.8%
39 CVS CVS HEALTH CORP Healthcare 36,300.0 $2.6M 0.22% +2K +4.3% $71.82 +30.1%
40 CTVA CORTEVA INC Basic Materials 30,898.0 $2.6M 0.22% +11K +58.5% $83.71 -3.3%
Page 2 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.4%
Basic Materials 26.3%
Healthcare 9.9%
Consumer Cyclical 9.9%
Communication Services 9.4%
Energy 5.8%
Consumer Defensive 4.3%
Industrials 3.3%
Utilities 0.5%
Real Estate 0.1%