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CIK: 0002059321
Total reported value
$1.4B
$1.4B
164 檔
28.0%
In Q2 2024, PKO Investment Management Joint-Stock Co's U.S. equity holdings reached a combined market value of $1.4B, distributed across 164 disclosed stock positions.
In Q2 2024, PKO Investment Management Joint-Stock Co adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 36.09% | +0.20% | -7.59% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.36% | — | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.21% | +0.03% | -3.13% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | +0.58% | +859.43% | |
| 5 | NEM | Newmont CORP | Stock-Materials | 1.99% | -0.74% | -8.76% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.53% | -5.56% | |
| 7 | ABX | Barrick Gold CORP | Stock-Financials | 1.73% | — | -15.67% | |
| 8 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.69% | -0.75% | -21.05% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.17% | -51.85% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.37% | -0.43% | -6.18% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.08% | -14.94% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 1.34% | -0.30% | -3.08% | |
| 13 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.29% | -0.24% | +5.28% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.38% | -34.99% | |
| 15 | FNV | Franco-nevada CORP | Stock-Materials | 1.02% | -0.39% | -27.21% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | -0.07% | -18.18% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.14% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | -0.02% | +29.71% | |
| 19 | INTC | Intel CORP | Stock-Tech | 0.97% | +1.03% | +140.95% | |
| 20 | KGC | Kinross Gold CORP | Stock-Materials | 0.74% | -0.36% | -24.24% | |
| 21 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.72% | -0.35% | -14.97% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.10% | -16.68% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.67% | -0.11% | -4.03% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.66% | +1.32% | +50.00% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.66% | -0.04% | +19.11% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.50% | — | |
| 27 | COP | Conocophillips | Stock-Energy | 0.59% | -0.21% | — | |
| 28 | PAAS | Pan American Silver CORP | Stock-Materials | 0.59% | -0.24% | +2.84% | |
| 29 | RGLD | Royal Gold Inc | Stock-Materials | 0.59% | -0.19% | -13.67% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.04% | +6.67% | |
| 31 | DXCM | Dexcom Inc | Stock-Healthcare | 0.53% | -0.04% | +1420.00% | |
| 32 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.48% | — | +30.00% | |
| 33 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.48% | +0.04% | -8.57% | |
| 34 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.46% | +0.16% | -8.11% | |
| 35 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.45% | -0.30% | -12.99% | |
| 36 | URTH | Ishares Msci World ETF | ETF-Other | 0.45% | -0.01% | — | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.01% | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | — | +109.15% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.43% | +0.03% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | — | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.42% | -0.02% | — | |
| 42 | CLH | Clean Harbors Inc | Stock-Industrials | 0.42% | -0.03% | — | |
| 43 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 0.41% | -0.04% | — | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.09% | -33.33% | |
| 45 | CRM | Salesforce Inc | Stock-Tech | 0.40% | — | +31.28% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.24% | -13.56% | |
| 47 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.38% | — | — | |
| 48 | ON | On Semiconductor | Stock-Tech | 0.38% | — | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.38% | +0.01% | +111.11% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | +0.07% | -6.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | — | Unchanged |
| 2 | NVDA | Nvidia CORP | +0.5% | +859.43% | Add |
| 3 | DXCM | Dexcom Inc | +0.5% | +1420.00% | Add |
| 4 | INTC | Intel CORP | +0.4% | +140.95% | Add |
| 5 | LLY | Eli Lilly & Co | +0.4% | +29.71% | Add |
| 6 | WPM | Wheaton Precious Metals CORP | +0.2% | +5.28% | Add |
| 7 | MA | Mastercard Inc - A | +0.2% | +109.15% | Add |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.2% | +111.11% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 10 | AMD | Advanced Micro Devices | +0.2% | +50.00% | Add |
| 11 | NEM | Newmont CORP | +0.2% | -8.76% | Trim |
| 12 | PAAS | Pan American Silver CORP | +0.2% | +2.84% | Add |
| 13 | EEM | Ishares Msci Emerging Market | +0.1% | +19.11% | Add |
| 14 | XOM | Exxon Mobil CORP | -0.1% | -6.18% | Trim |
| 15 | PANW | Palo Alto Networks Inc | -0.1% | -42.86% | Trim |
| 16 | CTVA | Corteva Inc | -0.1% | -27.90% | Trim |
| 17 | AMZN | Amazon.com Inc | -0.1% | -14.94% | Trim |
| 18 | UNH | Unitedhealth Group Inc | -0.1% | -16.68% | Trim |
| 19 | EL | Estee Lauder Companies-cl A | -0.1% | — | Unchanged |
| 20 | ADBE | Adobe Inc | -0.1% | -33.33% | Trim |
| 21 | EQX | Equinox Gold CORP | -0.1% | -46.12% | Trim |
| 22 | GFI | Gold Fields Ltd-spons Adr | -0.2% | -14.97% | Trim |
| 23 | LRCXEUR | Lam Research CORP | -0.2% | -45.68% | Trim |
| 24 | VRTX | Vertex Pharmaceuticals Inc | -0.2% | -80.00% | Trim |
| 25 | AEM | Agnico Eagle Mines LTD | -0.2% | -21.05% | Trim |
| 26 | INTU | Intuit Inc | -0.2% | -43.14% | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | -7.59% | Trim |
| 28 | NKE | Nike Inc -cl B | -0.2% | -26.27% | Trim |
| 29 | ELV | Elevance Health Inc | -0.2% | -68.35% | Trim |
| 30 | ABX | Barrick Gold CORP | -0.2% | -15.67% | Trim |
| 31 | TXN | Texas Instruments Inc | -0.3% | -66.67% | Trim |
| 32 | FNV | Franco-nevada CORP | -0.3% | -27.21% | Trim |
| 33 | TSLA | Tesla Inc | -0.4% | -34.99% | Trim |
| 34 | AAPL | Apple Inc | -1.1% | -51.85% | Trim |
| 35 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 36 | MBLY | Mobileye Global Inc-a | — | NEW | New buy |
| 37 | ON | On Semiconductor | — | NEW | New buy |
| 38 | TTWO | Take-two Interactive Softwre | — | EXIT | Sold out |
| 39 | PXDEUR | Pioneer Natural Resources Co | — | EXIT | Sold out |
| 40 | ADI | Analog Devices Inc | — | EXIT | Sold out |
| 41 | NOC | Northrop Grumman CORP | — | EXIT | Sold out |
| 42 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 43 | BKR | Baker Hughes Co | — | EXIT | Sold out |
| 44 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 45 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 46 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 47 | FSM | Fortuna Mining CORP | — | NEW | New buy |
| 48 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 49 | FMC | Fmc CORP | — | EXIT | Sold out |
| 50 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, PKO Investment Management Joint-Stock Co reported a total U.S. public equity portfolio value of $1.4B across 164 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQM, VOO) accounted for 28.0% of total reported equity market value during Q2 2024.
Top New Position Initiated
V
市值: $3.4M
Top Position Liquidated / Trimmed
TTWO
前期市值: $2.5M
During Q2 2024, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (36.1%)、QQQM (5.4%)、VOO (2.2%). The largest single position, IVV, represented 36.1% of total portfolio value.
In Q2 2024, PKO Investment Management Joint-Stock Co made 47 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 21 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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