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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMCSA COMCAST CORP NEW Communication Services 110,000.0 $2.7M 0.20% +30K +37.5% $24.55 +9.4%
42 CI THE CIGNA GROUP Healthcare 9,400.0 $2.6M 0.19% +300.0 +3.3% $275.68 +0.7%
43 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,500.0 $2.3M 0.16% +700.0 +10.3% $301.03 -21.5%
44 BTG B2GOLD CORP Basic Materials 600,277.0 $2.2M 0.16% +45K +8.1% $3.74 +47.7%
45 IDXX IDEXX LABS INC Healthcare 3,700.0 $1.9M 0.14% +400.0 +12.1% $526.44 +5.8%
46 MCHP MICROCHIP TECHNOLOGY INC. Technology 20,000.0 $1.8M 0.13% +2K +11.1% $91.20 -16.6%
47 BKR BAKER HUGHES COMPANY Energy 30,000.0 $1.7M 0.12% +12K +66.7% $55.50 +12.3%
48 XEL XCEL ENERGY INC Utilities 20,000.0 $1.6M 0.12% +10K +100.0% $80.30 -5.0%
49 SYK STRYKER CORPORATION Healthcare 5,000.0 $1.6M 0.11% +700.0 +16.3% $314.84 +4.6%
50 ARIS ARIS MINING CORPORATION Basic Materials 104,000.0 $1.5M 0.11% +10K +10.6% $14.86 +40.4%
51 CGAU CENTERRA GOLD INC Basic Materials 96,000.0 $1.5M 0.11% +9K +10.3% $15.80 +50.3%
52 PYPL PAYPAL HLDGS INC Financial Services 35,000.0 $1.5M 0.11% +15K +75.0% $43.18 +42.5%
53 DVN DEVON ENERGY CORP NEW Energy 32,734.0 $1.4M 0.10% +9K +39.5% $41.32 +18.8%
54 MCK MCKESSON CORP Healthcare 1,750.0 $1.3M 0.10% +400.0 +29.6% $755.60 +13.7%
55 HCA HCA HEALTHCARE INC Healthcare 2,700.0 $1.1M 0.08% +1K +80.0% $389.89 +10.1%
56 TECK TECK RESOURCES LTD Basic Materials 17,473.0 $1.0M 0.07% +1K +8.0% $59.35 +16.6%
57 BSX BOSTON SCIENTIFIC CORP Healthcare 23,000.0 $982K 0.07% +2K +7.0% $42.68 +18.0%
58 MSTR MICROSTRATEGY INC Technology 10,000.0 $869K 0.06% +5K +100.0% $86.93 +37.2%
59 CENCORA INC 3,000.0 $849K 0.06% +800.0 +36.4% $282.98
60 EW EDWARDS LIFESCIENCES CORP Healthcare 6,000.0 $543K 0.04% +700.0 +13.2% $90.46 -0.7%
Page 3 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%