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CIK: 0002059321
Total reported value
$1.4B
$1.4B
202 檔
24.9%
In Q3 2025, PKO Investment Management Joint-Stock Co's U.S. equity holdings reached a combined market value of $1.4B, distributed across 202 disclosed stock positions.
In Q3 2025, PKO Investment Management Joint-Stock Co displayed an active expansion posture, initiating 12 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.74% | +0.20% | +31.05% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.29% | +0.58% | +14.48% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.87% | -0.53% | +34.15% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.17% | -12.56% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.08% | +21.43% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | -0.07% | -13.75% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.82% | +0.14% | +25.00% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.03% | +7.25% | |
| 9 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.45% | -0.75% | +6.86% | |
| 10 | NEM | Newmont CORP | Stock-Materials | 2.38% | -0.74% | -0.24% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.11% | -0.38% | +5.01% | |
| 12 | B | Barrick Mining CORP | Stock-Materials | 1.98% | -0.50% | +1.83% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.50% | +30.43% | |
| 14 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.74% | -0.24% | -0.27% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.43% | -0.30% | +33.33% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.13% | +34.78% | |
| 17 | FNV | Franco-nevada CORP | Stock-Materials | 1.19% | -0.39% | +9.60% | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.11% | -0.15% | +16.86% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.04% | -0.30% | +28.85% | |
| 20 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 1.02% | -0.35% | -2.89% | |
| 21 | KGC | Kinross Gold CORP | Stock-Materials | 0.95% | -0.36% | +1.12% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.24% | +9.64% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | -0.02% | -3.47% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.43% | -7.59% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.80% | +1.32% | -10.77% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.80% | -0.19% | -22.00% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.10% | -8.18% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.72% | +0.20% | +76.92% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.04% | -4.24% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.01% | -8.96% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.70% | +0.03% | +166.67% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | -0.04% | +52.18% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.30% | +2.07% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.04% | +18.52% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.65% | +2.86% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.07% | -31.25% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.36% | EXIT | |
| 38 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.09% | +18.75% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.09% | +26.67% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.55% | +0.16% | -32.35% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.05% | +46.67% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.54% | -0.10% | -40.43% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.01% | -7.11% | |
| 44 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.51% | +0.04% | +57.14% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.50% | -0.24% | +78.57% | |
| 46 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.47% | -0.30% | +2.27% | |
| 47 | PAAS | Pan American Silver CORP | Stock-Materials | 0.47% | -0.24% | +10.10% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.07% | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.05% | +5.40% | |
| 50 | MRVL | Marvell Technology Inc | Stock-Tech | 0.43% | +0.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +14.48% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +25.00% | Trim |
| 3 | PLTR | Palantir Technologies Inc-a | +0.7% | +28.85% | Add |
| 4 | AMGN | Amgen Inc | +0.6% | +9.64% | Add |
| 5 | NFLX | Netflix Inc | +0.6% | +33.33% | Add |
| 6 | AEM | Agnico Eagle Mines LTD | +0.6% | +6.86% | Add |
| 7 | ISRG | Intuitive Surgical Inc | +0.6% | +16.86% | Add |
| 8 | NEM | Newmont CORP | +0.5% | -0.24% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +30.43% | Add |
| 10 | AAPL | Apple Inc | +0.5% | -12.56% | Add |
| 11 | MSFT | Microsoft CORP | +0.4% | +34.15% | Add |
| 12 | TSLA | Tesla Inc | +0.4% | +5.01% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.4% | +21.43% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +26.67% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -13.75% | Trim |
| 16 | ABBV | Abbvie Inc | +0.3% | -8.96% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.3% | +322.22% | Add |
| 18 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | -14.81% | Add |
| 19 | ADP | Automatic Data Processing | +0.3% | +46.67% | Add |
| 20 | FNV | Franco-nevada CORP | +0.3% | +9.60% | Add |
| 21 | JNJ | Johnson & Johnson | +0.3% | -4.24% | Add |
| 22 | INTU | Intuit Inc | +0.3% | +166.67% | Add |
| 23 | BKNG | Booking Holdings Inc | +0.3% | +57.14% | Add |
| 24 | CDE | Coeur Mining Inc | +0.2% | -6.10% | Add |
| 25 | KGC | Kinross Gold CORP | +0.2% | +1.12% | Trim |
| 26 | GFI | Gold Fields Ltd-spons Adr | +0.2% | -2.89% | Trim |
| 27 | MELI | Mercadolibre Inc | +0.2% | +78.57% | Add |
| 28 | WPM | Wheaton Precious Metals CORP | +0.1% | -0.27% | Trim |
| 29 | COST | Costco Wholesale CORP | — | +34.78% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | +7.25% | Add |
| 31 | ADI | Analog Devices Inc | -0.4% | -28.57% | Trim |
| 32 | LRCX | Lam Research CORP | -0.4% | — | Trim |
| 33 | REGN | Regeneron Pharmaceuticals | -0.6% | -40.43% | Trim |
| 34 | EEM | Ishares Msci Emerging Market | -0.6% | +52.18% | Trim |
| 35 | IVV | Ishares Core S&p 500 ETF | -1.3% | +31.05% | Add |
| 36 | QQQM | Invesco Nasdaq 100 ETF | — | EXIT | Sold out |
| 37 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | EXIT | Sold out |
| 38 | B | Barrick Mining CORP | — | NEW | New buy |
| 39 | ABX | Barrick Gold CORP | — | EXIT | Sold out |
| 40 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 41 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 42 | MSTR | Strategy Inc | — | NEW | New buy |
| 43 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 44 | CTAS | Cintas CORP | — | NEW | New buy |
| 45 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 46 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 47 | SBUX | Starbucks CORP | — | NEW | New buy |
| 48 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 49 | SNPS | Synopsys Inc | — | NEW | New buy |
| 50 | MDLZ | Mondelez International Inc-a | — | 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 202 disclosed positions in Q3 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, MSFT) accounted for 24.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
B
市值: $23.2M
Top Position Liquidated / Trimmed
QQQM
前期市值: $42.5M
During Q3 2025, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (11.7%)、NVDA (5.3%)、MSFT (4.9%). The largest single position, IVV, represented 11.7% of total portfolio value.
In Q3 2025, PKO Investment Management Joint-Stock Co made 50 total portfolio adjustments, initiating 12 new buys, adding to 24 positions, trimming 11 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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