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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 5 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EOG EOG RES INC Energy 20,200.0 $2.9M 0.25% +8K +59.1% $144.57 -6.9%
82 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 9,500.0 $2.9M 0.24% -1K -9.5% $304.08 +10.9%
83 EGO ELDORADO GOLD CORP NEW Basic Materials 82,947.0 $2.8M 0.24% +14K +20.2% $34.27 -6.1%
84 CNQ CANADIAN NAT RES LTD Energy 57,700.0 $2.8M 0.24% $48.68 -5.2%
85 CDNS CADENCE DESIGN SYSTEM INC Technology 10,000.0 $2.8M 0.23% +500.0 +5.3% $277.87 +34.4%
86 SU SUNCOR ENERGY INC NEW Energy 41,800.0 $2.8M 0.23% +9K +28.6% $66.00 -2.8%
87 CVS CVS HEALTH CORP Healthcare 36,300.0 $2.6M 0.22% +2K +4.3% $71.82 +30.2%
88 CTVA CORTEVA INC Basic Materials 30,898.0 $2.6M 0.22% +11K +58.5% $83.71 -3.5%
89 SNPS SYNOPSYS INC Technology 6,500.0 $2.6M 0.22% -2K -23.5% $396.48 +21.7%
90 FANG DIAMONDBACK ENERGY INC Energy 12,950.0 $2.6M 0.22% -2K -10.7% $197.79 -1.9%
91 PDD PDD HOLDINGS INC Consumer Cyclical 25,000.0 $2.6M 0.21% $102.18 -19.8%
92 BTG B2GOLD CORP Basic Materials 555,277.0 $2.5M 0.21% +95K +20.7% $4.53 +1.1%
93 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 27,000.0 $2.5M 0.21% -3K -10.0% $92.31 -4.3%
94 CI THE CIGNA GROUP Healthcare 9,100.0 $2.4M 0.20% -2K -19.5% $266.75 +7.2%
95 SSRM SSR MINING IN Basic Materials 81,932.0 $2.4M 0.20% +10K +13.6% $29.31 +1.7%
96 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 12,000.0 $2.4M 0.20% +6K +100.0% $197.50 +10.3%
97 OR OR ROYALTIES INC. Basic Materials 62,344.0 $2.4M 0.20% -2K -3.8% $38.00 -4.5%
98 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,700.0 $2.3M 0.19% -100.0 -2.1% $491.53 -2.6%
99 ABT ABBOTT LABS Healthcare 22,500.0 $2.3M 0.19% -2K -6.2% $102.67 -16.5%
100 RSG REPUBLIC SVCS INC Industrials 10,500.0 $2.3M 0.19% $219.02 -6.7%
Page 5 of 11  ·  220 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%