13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002059321
Total reported value
$1.4B
$1.4B
218 檔
26.1%
According to the latest 13F quarterly dataset, PKO Investment Management Joint-Stock Co managed an equity portfolio of $1.4B at the end of Q4 2025, spanning 218 distinct U.S. exchange-listed positions.
In Q4 2025, PKO Investment Management Joint-Stock Co displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.56% | +0.20% | +3.10% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.58% | +0.58% | +12.95% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.32% | -0.53% | +1.82% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.17% | -4.62% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | -0.08% | — | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.14% | -10.00% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.03% | -5.80% | |
| 8 | NEM | Newmont CORP | Stock-Materials | 2.29% | -0.74% | -12.89% | |
| 9 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.29% | -0.75% | -0.73% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.11% | -0.38% | +5.85% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.50% | +33.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | -0.07% | -43.48% | |
| 13 | B | Barrick Mining CORP | Stock-Materials | 1.86% | -0.50% | -24.22% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.73% | +0.03% | — | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.42% | -0.30% | +1257.14% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.31% | -0.13% | +22.65% | |
| 17 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.30% | -0.24% | -24.32% | |
| 18 | FNV | Franco-nevada CORP | Stock-Materials | 1.16% | -0.39% | +11.39% | |
| 19 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 1.11% | -0.35% | +11.91% | |
| 20 | KGC | Kinross Gold CORP | Stock-Materials | 1.09% | -0.36% | +7.29% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.06% | -0.30% | +11.94% | |
| 22 | AMD | Advanced Micro Devices | Stock-Tech | 0.97% | +1.32% | -1.72% | |
| 23 | PAAS | Pan American Silver CORP | Stock-Materials | 0.96% | -0.24% | +63.41% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.89% | +2.02% | +30.00% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | -0.02% | -28.19% | |
| 26 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.84% | -0.19% | +33.33% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.43% | +0.06% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | +0.04% | +18.85% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.09% | +21.05% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.69% | -0.04% | +6.40% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | +0.16% | +24.60% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.65% | -0.15% | -50.87% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.24% | -36.63% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.64% | +0.20% | — | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.63% | +0.03% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.30% | +2.78% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.55% | +0.53% | +60.00% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | +0.11% | +39.01% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.09% | — | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.52% | +0.07% | -13.64% | |
| 41 | RGLD | Royal Gold Inc | Stock-Materials | 0.52% | -0.19% | +38.24% | |
| 42 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | -0.24% | +28.00% | |
| 43 | ADP | Automatic Data Processing | Stock-Tech | 0.51% | -0.05% | +13.64% | |
| 44 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.50% | -0.30% | +2.53% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.49% | +0.65% | -33.33% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | +0.04% | — | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.46% | -0.07% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.04% | -37.99% | |
| 49 | APP | Applovin Corp-class A | Stock-Tech | 0.46% | +0.03% | +21.43% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.43% | -0.17% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAAS | Pan American Silver CORP | +0.5% | +63.41% | Add |
| 2 | MU | Micron Technology Inc | +0.5% | +30.00% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +12.95% | Add |
| 4 | LRCX | Lam Research CORP | +0.3% | +60.00% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +33.33% | Add |
| 6 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | +750.00% | Add |
| 7 | MDLZ | Mondelez International Inc-a | +0.2% | +115.03% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | -1.72% | Trim |
| 9 | RGLD | Royal Gold Inc | +0.2% | +38.24% | Add |
| 10 | KLAC | Kla CORP | +0.2% | +60.00% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | +21.05% | Add |
| 12 | EQX | Equinox Gold CORP | +0.2% | +41.26% | Add |
| 13 | AG | First Majestic Silver CORP | +0.2% | +50.47% | Add |
| 14 | IAG | Iamgold CORP | +0.2% | +42.11% | Add |
| 15 | KGC | Kinross Gold CORP | +0.1% | +7.29% | Add |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +39.01% | Add |
| 17 | MAR | Marriott International -cl A | +0.1% | +32.52% | Add |
| 18 | HL | Hecla Mining Co | +0.1% | +5.70% | Add |
| 19 | PEP | Pepsico Inc | +0.1% | +24.60% | Add |
| 20 | GFI | Gold Fields Ltd-spons Adr | +0.1% | +11.91% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +22.65% | Add |
| 22 | TSLA | Tesla Inc | — | +5.85% | Add |
| 23 | AMZN | Amazon.com Inc | -0.1% | — | Unchanged |
| 24 | HON | Honeywell International Inc | -0.2% | -18.18% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | -0.2% | +3.10% | Add |
| 26 | MSTR | Strategy Inc | -0.2% | +20.00% | Add |
| 27 | ABT | Abbott Laboratories | -0.2% | -38.56% | Trim |
| 28 | MRK | Merck & Co. Inc. | -0.2% | -54.09% | Trim |
| 29 | REGN | Regeneron Pharmaceuticals | -0.2% | -56.70% | Trim |
| 30 | JNJ | Johnson & Johnson | -0.3% | -37.99% | Trim |
| 31 | ABBV | Abbvie Inc | -0.3% | -35.36% | Trim |
| 32 | AMGN | Amgen Inc | -0.3% | -36.63% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.3% | -37.65% | Trim |
| 34 | AVGO | Broadcom Inc | -0.3% | -10.00% | Trim |
| 35 | WPM | Wheaton Precious Metals CORP | -0.4% | -24.32% | Trim |
| 36 | ISRG | Intuitive Surgical Inc | -0.5% | -50.87% | Trim |
| 37 | MSFT | Microsoft CORP | -0.6% | +1.82% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | -0.9% | -43.48% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 40 | LULU | Lululemon Athletica Inc | — | EXIT | Sold out |
| 41 | ON | On Semiconductor | — | EXIT | Sold out |
| 42 | CSX | Csx CORP | — | NEW | New buy |
| 43 | INSM | Insmed Inc | — | NEW | New buy |
| 44 | WMT | Walmart Inc | — | NEW | New buy |
| 45 | PM | Philip Morris International | — | NEW | New buy |
| 46 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 47 | MO | Altria Group Inc | — | NEW | New buy |
| 48 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | TRI4EUR | Thomson Reuters CORP | — | 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 218 disclosed positions in Q4 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 26.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOG
市值: $21.7M
Top Position Liquidated / Trimmed
LULU
前期市值: $3.0M
During Q4 2025, PKO Investment Management Joint-Stock Co's top holdings by market value included IVV (11.6%)、NVDA (5.6%)、MSFT (4.3%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q4 2025, PKO Investment Management Joint-Stock Co made 49 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.