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Portfolio (Quarterly) Guide ↗

PKO Investment Management Joint-Stock Co

· CIK 0002059321
13F Portfolio $1.3B AUM 218 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 218 New
Page 2 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PLTR PALANTIR TECHNOLOGIES INC Technology 75,000.0 $13.3M 1.06% NEW $177.75 -25.5%
22 AMD ADVANCED MICRO DEVICES INC Technology 57,000.0 $12.2M 0.97% NEW $214.16 +131.4%
23 PAAS PAN AMERN SILVER CORP Basic Materials 230,774.0 $12.0M 0.96% NEW $51.94 +2.7%
24 MU MICRON TECHNOLOGY INC Technology 39,000.0 $11.1M 0.89% NEW $285.41 +225.3%
25 LLY ELI LILLY & CO Healthcare 10,000.0 $10.7M 0.86% NEW $1074.68 +0.8%
26 TMUS T MOBILE US INC Communication Services 52,000.0 $10.6M 0.84% NEW $203.04 -6.0%
27 XOM EXXON MOBIL CORP Energy 86,531.0 $10.4M 0.83% NEW $120.34 +24.5%
28 IWM ISHARES TR 38,033.0 $9.4M 0.75% NEW $246.16 +18.0%
29 CSCO CISCO SYS INC Technology 115,000.0 $8.9M 0.71% NEW $77.03 +55.4%
30 EEM ISHARES TR 157,182.0 $8.6M 0.69% NEW $54.71 +25.0%
31 PEP PEPSICO INC Consumer Defensive 57,314.0 $8.2M 0.66% NEW $143.52 +2.9%
32 ISRG INTUITIVE SURGICAL INC Healthcare 14,300.0 $8.1M 0.65% NEW $566.36 -26.1%
33 AMGN AMGEN INC Healthcare 24,500.0 $8.0M 0.64% NEW $327.31 +2.7%
34 TXN TEXAS INSTRS INC Technology 46,000.0 $8.0M 0.64% NEW $173.49 +83.0%
35 INTU INTUIT Technology 12,000.0 $7.9M 0.63% NEW $662.42 -53.5%
36 CVX CHEVRON CORP NEW Energy 51,695.0 $7.9M 0.63% NEW $152.41 +19.7%
37 LRCX LAM RESEARCH CORP Technology 40,000.0 $6.8M 0.55% NEW $171.18 +86.3%
38 IEMG ISHARES INC 101,495.0 $6.8M 0.54% NEW $67.22 +24.2%
39 ADBE ADOBE INC Technology 19,000.0 $6.6M 0.53% NEW $349.99 -31.9%
40 QCOM QUALCOMM INC Technology 38,000.0 $6.5M 0.52% NEW $171.05 +36.5%
Page 2 of 11  ·  218 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 35.0%
Basic Materials 21.1%
Consumer Cyclical 10.6%
Healthcare 10.4%
Communication Services 10.4%
Consumer Defensive 4.3%
Industrials 3.6%
Energy 3.3%
Utilities 0.9%
Financial Services 0.3%