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Portfolio (Quarterly) Guide ↗

PKO Investment Management Joint-Stock Co

· CIK 0002059321
13F Portfolio $1.4B AUM 228 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 66 Added 64 Reduced 17 Exited
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WDC WESTERN DIGITAL CORP Technology 11,500.0 $7.3M 0.53% +500.0 +4.5% $638.72 -28.1%
22 CDE COEUR MNG INC Basic Materials 438,898.0 $7.2M 0.52% +45K +11.3% $16.32 +28.5%
23 JNJ JOHNSON & JOHNSON Healthcare 28,200.0 $7.2M 0.52% +1K +4.4% $253.97 +6.4%
24 ISRG INTUITIVE SURGICAL INC Healthcare 17,100.0 $6.8M 0.49% +600.0 +3.6% $397.68 -4.7%
25 MAR MARRIOTT INTL INC NEW Consumer Cyclical 17,600.0 $6.5M 0.47% +2K +12.8% $370.59 -3.8%
26 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 16,657.0 $5.5M 0.40% +7K +75.3% $330.46 -1.2%
27 BKNG BOOKING HOLDINGS INC Consumer Cyclical 30,000.0 $5.3M 0.39% +29K +2900.0% $178.24 +17.6%
28 ABBV ABBVIE INC Healthcare 21,200.0 $5.3M 0.39% +200.0 +0.9% $251.64 +5.3%
29 INTU INTUIT Technology 20,328.0 $5.3M 0.39% +10K +103.3% $261.00 +40.6%
30 ARM ARM HOLDINGS PLC Technology 12,000.0 $4.3M 0.31% +7K +140.0% $354.57 -31.4%
31 AG FIRST MAJESTIC SILVER CORP Basic Materials 243,706.0 $4.1M 0.30% +21K +9.4% $16.92 +24.7%
32 PFE PFIZER INC Healthcare 166,450.0 $4.0M 0.29% +101K +156.1% $24.08 +16.6%
33 EQX EQUINOX GOLD CORP Basic Materials 400,248.0 $3.9M 0.28% +50K +14.3% $9.71 +39.3%
34 MRK MERCK & CO INC Healthcare 30,000.0 $3.9M 0.28% +1K +3.5% $128.50 +18.7%
35 IAG IAMGOLD CORP Basic Materials 234,974.0 $3.7M 0.27% +23K +10.8% $15.82 +33.7%
36 REGN REGENERON PHARMACEUTICALS Healthcare 5,900.0 $3.7M 0.27% +150.0 +2.6% $623.54 +33.8%
37 EGO ELDORADO GOLD CORP NEW Basic Materials 115,947.0 $3.6M 0.26% +33K +39.8% $31.01 +47.4%
38 HL HECLA MNG CO Basic Materials 231,914.0 $3.6M 0.26% +28K +13.7% $15.43 +34.3%
39 SNPS SYNOPSYS INC Technology 6,700.0 $3.0M 0.22% +200.0 +3.1% $446.07 -10.8%
40 FANG DIAMONDBACK ENERGY INC Energy 15,950.0 $2.8M 0.20% +3K +23.2% $175.78 +19.9%
Page 2 of 4  ·  66 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 42.0%
Basic Materials 20.8%
Healthcare 9.2%
Consumer Cyclical 9.2%
Communication Services 6.5%
Energy 4.3%
Consumer Defensive 3.7%
Industrials 2.8%
Utilities 1.1%
Financial Services 0.3%