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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 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 A AGILENT TECHNOLOGIES INC Healthcare 4,000.0 $531K 0.04% -2K -27.3% $132.83 +19.6%
62 CF CF INDS HLDGS INC Basic Materials 4,830.0 $523K 0.04% -1K -22.8% $108.26 +19.8%
63 HUM HUMANA INC Healthcare 1,300.0 $516K 0.04% -900.0 -40.9% $397.22 -4.6%
64 ZTS ZOETIS INC Healthcare 5,500.0 $395K 0.03% -2K -21.4% $71.86 +8.2%
Page 4 of 4  ·  64 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%