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CIK: 0002059321
Total reported value
$1.4B
$1.4B
156 檔
27.7%
The Q3 2024 SEC filing reveals that PKO Investment Management Joint-Stock Co held a total portfolio value of $1.4B, covering 156 public equity positions.
In Q3 2024, PKO Investment Management Joint-Stock Co adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 10 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 | 33.88% | +0.20% | -10.78% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.45% | — | — | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | +0.01% | +563.46% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.03% | +11.32% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | -0.53% | +32.35% | |
| 6 | NEM | Newmont CORP | Stock-Materials | 2.19% | -0.74% | -13.53% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.11% | -0.75% | +1.14% | |
| 8 | ABX | Barrick Gold CORP | Stock-Financials | 1.95% | — | -5.12% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.58% | -13.64% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.70% | -0.17% | -9.23% | |
| 11 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.65% | -0.24% | +9.53% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | -0.07% | +55.56% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -0.43% | +1.35% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.26% | -0.30% | — | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.19% | -0.38% | -17.49% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.14% | +960.00% | |
| 17 | FNV | Franco-nevada CORP | Stock-Materials | 1.04% | -0.39% | -2.59% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.08% | -25.46% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.02% | -18.37% | |
| 20 | DXCM | Dexcom Inc | Stock-Healthcare | 0.79% | -0.04% | +150.00% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.50% | +10.00% | |
| 22 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.76% | -0.35% | +2.55% | |
| 23 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.75% | -0.11% | +3.15% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.73% | -0.04% | +3.92% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.70% | +0.10% | -11.83% | |
| 26 | KGC | Kinross Gold CORP | Stock-Materials | 0.68% | -0.36% | -18.08% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.67% | +1.32% | — | |
| 28 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.60% | — | +172.73% | |
| 29 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.58% | +0.03% | — | |
| 30 | COP | Conocophillips | Stock-Energy | 0.56% | -0.21% | +4.09% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.09% | +33.33% | |
| 32 | PAAS | Pan American Silver CORP | Stock-Materials | 0.51% | -0.24% | -17.97% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | +0.07% | +60.00% | |
| 34 | RGLD | Royal Gold Inc | Stock-Materials | 0.50% | -0.19% | -23.75% | |
| 35 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | +0.04% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.01% | +20.92% | |
| 37 | URTH | Ishares Msci World ETF | ETF-Other | 0.48% | -0.01% | — | |
| 38 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.47% | -0.30% | -17.91% | |
| 39 | MBLY | Mobileye Global Inc-a | Stock-Other | 0.47% | — | +154.55% | |
| 40 | CLH | Clean Harbors Inc | Stock-Industrials | 0.45% | -0.03% | — | |
| 41 | INTC | Intel CORP | Stock-Tech | 0.44% | +1.03% | -39.53% | |
| 42 | SNOW | Snowflake Inc | Stock-Tech | 0.44% | — | +40.91% | |
| 43 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.44% | — | — | |
| 44 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.43% | +0.16% | -11.76% | |
| 45 | HMY | Harmony Gold Mng-spon Adr | Stock-Other | 0.41% | -0.04% | -9.87% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | -0.04% | -37.50% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.11% | -1.36% | |
| 48 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.38% | -0.09% | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.24% | -9.80% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.36% | +2.02% | +86.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.4% | +563.46% | Add |
| 2 | MSFT | Microsoft CORP | +0.5% | +32.35% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +55.56% | Add |
| 4 | AEM | Agnico Eagle Mines LTD | +0.4% | +1.14% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +11.32% | Add |
| 6 | WPM | Wheaton Precious Metals CORP | +0.4% | +9.53% | Add |
| 7 | LRCXEUR | Lam Research CORP | +0.3% | +172.73% | Add |
| 8 | DXCM | Dexcom Inc | +0.3% | +150.00% | Add |
| 9 | ABX | Barrick Gold CORP | +0.2% | -5.12% | Trim |
| 10 | NEM | Newmont CORP | +0.2% | -13.53% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +10.00% | Add |
| 12 | PYPL | Paypal Holdings Inc | +0.2% | — | Unchanged |
| 13 | AVGO | Broadcom Inc | +0.1% | +960.00% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | +92.86% | Add |
| 15 | QCOM | Qualcomm Inc | +0.1% | +60.00% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +86.67% | Add |
| 17 | ADBE | Adobe Inc | +0.1% | +33.33% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -17.49% | Trim |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +50.00% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | — | Unchanged |
| 21 | MBLY | Mobileye Global Inc-a | +0.1% | +154.55% | Add |
| 22 | ABT | Abbott Laboratories | -0.1% | -38.10% | Trim |
| 23 | SIL1EUR | Silvercrest Metals Inc | -0.1% | -51.83% | Trim |
| 24 | RGLD | Royal Gold Inc | -0.1% | -23.75% | Trim |
| 25 | ON | On Semiconductor | -0.1% | -33.33% | Trim |
| 26 | BVN | Cia De Minas Buenaventur-adr | -0.1% | -23.96% | Trim |
| 27 | CRM | Salesforce Inc | -0.2% | -44.40% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.2% | -37.50% | Trim |
| 29 | VEEV | Veeva Systems Inc-class A | -0.2% | -83.33% | Trim |
| 30 | LLY | Eli Lilly & Co | -0.2% | -18.37% | Trim |
| 31 | SYK | Stryker CORP | -0.3% | -76.10% | Trim |
| 32 | WM | Waste Management Inc | -0.3% | -59.70% | Trim |
| 33 | NVDA | Nvidia CORP | -0.3% | -13.64% | Trim |
| 34 | AMZN | Amazon.com Inc | -0.4% | -25.46% | Trim |
| 35 | INTC | Intel CORP | -0.5% | -39.53% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | -2.2% | -10.78% | Trim |
| 37 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 38 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 39 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 40 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 41 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 42 | DECK | Deckers Outdoor CORP | — | EXIT | Sold out |
| 43 | AXP | American Express Co | — | EXIT | Sold out |
| 44 | ECL | Ecolab Inc | — | EXIT | Sold out |
| 45 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 46 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 47 | KLAC | Kla CORP | — | NEW | New buy |
| 48 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 49 | NGDN | New Gold Inc | — | NEW | New buy |
| 50 | CRL | Charles River Laboratories | — | 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 156 disclosed positions in Q3 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, IJR) accounted for 27.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
TTWO
市值: $3.1M
Top Position Liquidated / Trimmed
MA
前期市值: $3.5M
During Q3 2024, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (33.9%)、QQQM (5.5%)、IJR (2.7%). The largest single position, IVV, represented 33.9% of total portfolio value.
In Q3 2024, PKO Investment Management Joint-Stock Co made 48 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 10 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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