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CIK: 0002059321
Total reported value
$1.4B
$1.4B
156 檔
24.9%
During the Q4 2024 filing period, PKO Investment Management Joint-Stock Co (CIK: 0002059321) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 156 reported positions.
PKO Investment Management Joint-Stock Co executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 5 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 25.68% | +0.20% | -26.40% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.76% | — | — | |
| 3 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 4.69% | — | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.51% | -0.53% | +48.89% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.02% | +0.03% | +13.33% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.58% | +36.21% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.17% | +40.68% | |
| 8 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.79% | -0.75% | -13.65% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.07% | +7.14% | |
| 10 | NEM | Newmont CORP | Stock-Materials | 1.75% | -0.74% | +13.52% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.64% | +1.32% | +230.30% | |
| 12 | ABX | Barrick Gold CORP | Stock-Financials | 1.52% | — | -1.38% | |
| 13 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.45% | -0.24% | -5.04% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.36% | +0.14% | -11.32% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.35% | -0.38% | -27.17% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | -0.08% | — | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -0.43% | -12.76% | |
| 18 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.96% | -0.10% | +1250.00% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.95% | -0.30% | -23.56% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | +0.53% | — | |
| 21 | FNV | Franco-nevada CORP | Stock-Materials | 0.89% | -0.39% | -10.48% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.09% | +100.00% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | +0.65% | +211.11% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.07% | +83.33% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.50% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.10% | +24.77% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.75% | +2.02% | +157.14% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.74% | +0.04% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | -0.02% | +4.17% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.24% | +136.96% | |
| 31 | KGC | Kinross Gold CORP | Stock-Materials | 0.67% | -0.36% | -1.36% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.67% | +0.36% | +325.00% | |
| 33 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.67% | -0.35% | +0.75% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.63% | -0.24% | — | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.58% | -0.04% | -13.48% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.01% | -78.96% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.01% | +23.07% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.52% | -0.21% | -2.73% | |
| 39 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.51% | -0.11% | -15.26% | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.48% | -0.01% | — | |
| 41 | ON | On Semiconductor | Stock-Tech | 0.47% | — | +100.00% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.20% | — | |
| 43 | RGLD | Royal Gold Inc | Stock-Materials | 0.47% | -0.19% | -1.73% | |
| 44 | DXCM | Dexcom Inc | Stock-Healthcare | 0.46% | -0.04% | -49.47% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | +0.04% | -16.88% | |
| 46 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.46% | +0.16% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.13% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.04% | +20.00% | |
| 49 | CLH | Clean Harbors Inc | Stock-Industrials | 0.43% | -0.03% | — | |
| 50 | PAAS | Pan American Silver CORP | Stock-Materials | 0.42% | -0.24% | -15.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +48.89% | Add |
| 2 | AMD | Advanced Micro Devices | +1% | +230.30% | Add |
| 3 | NVDA | Nvidia CORP | +0.9% | +36.21% | Add |
| 4 | AAPL | Apple Inc | +0.9% | +40.68% | Add |
| 5 | REGN | Regeneron Pharmaceuticals | +0.9% | +1250.00% | Add |
| 6 | AMAT | Applied Materials Inc | +0.5% | +211.11% | Add |
| 7 | KLAC | Kla CORP | +0.5% | +325.00% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +13.33% | Add |
| 9 | MU | Micron Technology Inc | +0.4% | +157.14% | Add |
| 10 | ADBE | Adobe Inc | +0.4% | +100.00% | Add |
| 11 | AMGN | Amgen Inc | +0.3% | +136.96% | Add |
| 12 | QCOM | Qualcomm Inc | +0.3% | +83.33% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | +7.14% | Add |
| 14 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | — | Unchanged |
| 15 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +322.22% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | -11.32% | Trim |
| 17 | ON | On Semiconductor | +0.2% | +100.00% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 19 | TSLA | Tesla Inc | +0.2% | -27.17% | Trim |
| 20 | NFLX | Netflix Inc | -0.1% | -50.00% | Trim |
| 21 | FNV | Franco-nevada CORP | -0.2% | -10.48% | Trim |
| 22 | EEM | Ishares Msci Emerging Market | -0.2% | -13.48% | Trim |
| 23 | SNOW | Snowflake Inc | -0.2% | -58.06% | Trim |
| 24 | WPM | Wheaton Precious Metals CORP | -0.2% | -5.04% | Trim |
| 25 | LULU | Lululemon Athletica Inc | -0.2% | -61.54% | Trim |
| 26 | INTC | Intel CORP | -0.2% | -39.22% | Trim |
| 27 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -15.26% | Trim |
| 28 | MBLY | Mobileye Global Inc-a | -0.3% | -67.86% | Trim |
| 29 | PYPL | Paypal Holdings Inc | -0.3% | -50.00% | Trim |
| 30 | XOM | Exxon Mobil CORP | -0.3% | -12.76% | Trim |
| 31 | CVX | Chevron CORP | -0.3% | -23.56% | Trim |
| 32 | AEM | Agnico Eagle Mines LTD | -0.3% | -13.65% | Trim |
| 33 | DXCM | Dexcom Inc | -0.3% | -49.47% | Trim |
| 34 | ABX | Barrick Gold CORP | -0.4% | -1.38% | Trim |
| 35 | NEM | Newmont CORP | -0.4% | +13.52% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | -2.2% | -78.96% | Trim |
| 37 | IVV | Ishares Core S&p 500 ETF | -8.2% | -26.40% | Trim |
| 38 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | NEW | New buy |
| 39 | LRCX | Lam Research CORP | — | NEW | New buy |
| 40 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 41 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 42 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 43 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 45 | TTWO | Take-two Interactive Softwre | — | EXIT | Sold out |
| 46 | MRVL | Marvell Technology Inc | — | EXIT | Sold out |
| 47 | ADI | Analog Devices Inc | — | NEW | New buy |
| 48 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 49 | TEAM | Atlassian Corp-cl A | — | EXIT | Sold out |
| 50 | EA | Electronic Arts 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 156 disclosed positions in Q4 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, QQQE) accounted for 24.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
QQQE
市值: $37.7M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $4.9M
During Q4 2024, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (25.7%)、QQQM (5.8%)、QQQE (4.7%). The largest single position, IVV, represented 25.7% of total portfolio value.
In Q4 2024, PKO Investment Management Joint-Stock Co made 48 total portfolio adjustments, initiating 8 new buys, adding to 16 positions, trimming 19 holdings, and fully liquidating 5 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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