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CIK: 0002059321
Total reported value
$1.4B
$1.4B
175 檔
18.9%
According to the latest 13F quarterly dataset, PKO Investment Management Joint-Stock Co managed an equity portfolio of $1.4B at the end of Q2 2025, spanning 175 distinct U.S. exchange-listed positions.
In Q2 2025, PKO Investment Management Joint-Stock Co displayed an active expansion posture, initiating 8 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.45% | +0.20% | -23.42% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.92% | +0.58% | +7.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.92% | -0.17% | +48.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.38% | -0.53% | -21.15% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | -0.08% | +7.69% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.03% | -0.07% | +10.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | +0.03% | +1.47% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.37% | +0.14% | -27.27% | |
| 9 | NEM | Newmont CORP | Stock-Materials | 2.07% | -0.74% | -3.21% | |
| 10 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.03% | -0.75% | +3.58% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.83% | — | -65.91% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.82% | -0.50% | +9.52% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.81% | -0.38% | -9.26% | |
| 14 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.76% | -0.24% | -3.28% | |
| 15 | B | Barrick Mining CORP | Stock-Materials | 1.54% | -0.50% | — | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.51% | -0.30% | +34.62% | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.45% | -0.15% | +149.05% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.28% | -0.19% | — | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.13% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | -0.02% | +50.27% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 1.10% | +0.07% | +29.68% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.43% | +13.60% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.06% | -0.10% | +22.88% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.06% | -0.24% | +310.00% | |
| 25 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 1.06% | — | -76.19% | |
| 26 | FNV | Franco-nevada CORP | Stock-Materials | 1.01% | -0.39% | +9.78% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | +1.32% | -44.59% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | +0.16% | +126.67% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.10% | +93.53% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.01% | +144.28% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.04% | +92.45% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.76% | -0.30% | +30.00% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.30% | +4.90% | |
| 34 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.75% | -0.35% | -10.91% | |
| 35 | KGC | Kinross Gold CORP | Stock-Materials | 0.74% | -0.36% | -11.18% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.69% | +0.65% | -32.69% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.09% | -11.37% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.01% | +46.29% | |
| 39 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.65% | -0.01% | +650.00% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.64% | — | +46.67% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.04% | — | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.20% | -30.83% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.09% | +150.00% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.05% | +105.89% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.11% | -9.19% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.50% | -0.04% | -62.64% | |
| 47 | MRVL | Marvell Technology Inc | Stock-Tech | 0.50% | +0.21% | -25.00% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.50% | -0.05% | +87.50% | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.48% | +0.03% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.47% | +0.01% | -20.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | +7.41% | Add |
| 2 | B | Barrick Mining CORP | +1.5% | NEW | New buy |
| 3 | TMUS | T-mobile US Inc | +1.3% | NEW | New buy |
| 4 | AAPL | Apple Inc | +1.1% | +48.67% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.9% | +149.05% | Add |
| 6 | AMGN | Amgen Inc | +0.8% | +310.00% | Add |
| 7 | NFLX | Netflix Inc | +0.7% | +34.62% | Add |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +650.00% | Add |
| 9 | AMZN | Amazon.com Inc | +0.5% | +7.69% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.5% | +10.34% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.5% | +9.52% | Add |
| 12 | PEP | Pepsico Inc | +0.5% | +126.67% | Add |
| 13 | MSTR | Strategy Inc | +0.4% | NEW | New buy |
| 14 | ABBV | Abbvie Inc | +0.4% | +144.28% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.4% | +30.00% | Add |
| 16 | ROP | Roper Technologies Inc | +0.4% | NEW | New buy |
| 17 | CSCO | Cisco Systems Inc | +0.4% | +150.00% | Add |
| 18 | MDLZ | Mondelez International Inc-a | +0.3% | NEW | New buy |
| 19 | LLY | Eli Lilly & Co | +0.3% | +50.27% | Add |
| 20 | JNJ | Johnson & Johnson | +0.3% | +92.45% | Add |
| 21 | SBUX | Starbucks CORP | +0.3% | NEW | New buy |
| 22 | AVGO | Broadcom Inc | +0.3% | -27.27% | Trim |
| 23 | ABT | Abbott Laboratories | +0.3% | +105.89% | Add |
| 24 | TEAM | Atlassian Corp-cl A | +0.3% | NEW | New buy |
| 25 | QCOM | Qualcomm Inc | +0.2% | +29.68% | Add |
| 26 | ADP | Automatic Data Processing | +0.2% | +87.50% | Add |
| 27 | NEM | Newmont CORP | +0.2% | -3.21% | Trim |
| 28 | CRM | Salesforce Inc | +0.2% | +46.67% | Add |
| 29 | BKNG | Booking Holdings Inc | +0.2% | +40.00% | Add |
| 30 | OR | Or Royalties Inc | +0.2% | NEW | New buy |
| 31 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.47% | Add |
| 32 | AEM | Agnico Eagle Mines LTD | +0.1% | +3.58% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | -9.26% | Trim |
| 34 | WPM | Wheaton Precious Metals CORP | +0.1% | -3.28% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -21.15% | Trim |
| 36 | KLAC | Kla CORP | -0.2% | -54.55% | Trim |
| 37 | OREUR | Osisko Gold Royalties LTD | -0.2% | EXIT | Sold out |
| 38 | APP | Applovin Corp-class A | -0.3% | -58.82% | Trim |
| 39 | DELL | Dell Technologies -c | -0.3% | EXIT | Sold out |
| 40 | ADI | Analog Devices Inc | -0.3% | -48.15% | Trim |
| 41 | CEG | Constellation Energy | -0.3% | -71.43% | Trim |
| 42 | DXCM | Dexcom Inc | -0.4% | -59.34% | Trim |
| 43 | AMD | Advanced Micro Devices | -0.4% | -44.59% | Trim |
| 44 | LRCX | Lam Research CORP | -0.5% | -70.91% | Trim |
| 45 | MU | Micron Technology Inc | -0.5% | -77.33% | Trim |
| 46 | EEM | Ishares Msci Emerging Market | -0.8% | -62.64% | Trim |
| 47 | ABX | Barrick Gold CORP | -1.6% | EXIT | Sold out |
| 48 | IVV | Ishares Core S&p 500 ETF | -2.6% | -23.42% | Trim |
| 49 | QQQM | Invesco Nasdaq 100 ETF | -3% | -65.91% | Trim |
| 50 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | -3.1% | -76.19% | Trim |
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 175 disclosed positions in Q2 2025.
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, NVDA, AAPL) accounted for 18.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $14.4M
Top Position Liquidated / Trimmed
ABX
前期市值: $13.9M
During Q2 2025, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (10.4%)、NVDA (4.9%)、AAPL (4.9%). The largest single position, IVV, represented 10.4% of total portfolio value.
In Q2 2025, PKO Investment Management Joint-Stock Co made 50 total portfolio adjustments, initiating 8 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 3 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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