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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 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV ABBVIE INC Healthcare 21,200.0 $5.3M 0.39% +200.0 +0.9% $251.64 +5.3%
62 INTU INTUIT Technology 20,328.0 $5.3M 0.39% +10K +103.3% $261.00 +40.6%
63 APP APPLOVIN CORP Technology 10,200.0 $5.3M 0.38% -300.0 -2.9% $515.23 -40.7%
64 URTH ISHARES INC 24,800.0 $5.0M 0.36% $202.64 +3.2%
65 SHOP SHOPIFY INC Technology 40,000.0 $4.6M 0.33% $114.00 +30.9%
66 CLH CLEAN HARBORS INC Industrials 15,000.0 $4.5M 0.33% $298.75 +5.8%
67 ARM ARM HOLDINGS PLC Technology 12,000.0 $4.3M 0.31% +7K +140.0% $354.57 -31.4%
68 AG FIRST MAJESTIC SILVER CORP Basic Materials 243,706.0 $4.1M 0.30% +21K +9.4% $16.92 +24.7%
69 PFE PFIZER INC Healthcare 166,450.0 $4.0M 0.29% +101K +156.1% $24.08 +16.6%
70 EQX EQUINOX GOLD CORP Basic Materials 400,248.0 $3.9M 0.28% +50K +14.3% $9.71 +39.3%
71 COP CONOCOPHILLIPS Energy 37,319.0 $3.9M 0.28% -7K -15.6% $103.96 +29.7%
72 MRK MERCK & CO INC Healthcare 30,000.0 $3.9M 0.28% +1K +3.5% $128.50 +18.7%
73 IAG IAMGOLD CORP Basic Materials 234,974.0 $3.7M 0.27% +23K +10.8% $15.82 +33.7%
74 REGN REGENERON PHARMACEUTICALS Healthcare 5,900.0 $3.7M 0.27% +150.0 +2.6% $623.54 +33.8%
75 CVS CVS HEALTH CORP Healthcare 35,300.0 $3.7M 0.27% -1K -2.8% $103.45 -10.1%
76 EGO ELDORADO GOLD CORP NEW Basic Materials 115,947.0 $3.6M 0.26% +33K +39.8% $31.01 +47.4%
77 HL HECLA MNG CO Basic Materials 231,914.0 $3.6M 0.26% +28K +13.7% $15.43 +34.3%
78 FORTINET INC 22,000.0 $3.4M 0.25% $153.62
79 CDNS CADENCE DESIGN SYSTEM INC Technology 8,600.0 $3.2M 0.23% -1K -14.0% $375.32 -15.0%
80 HMY HARMONY GOLD MINING CO LTD Basic Materials 206,836.0 $3.1M 0.23% $15.21 +54.8%
Page 4 of 12  ·  228 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%