PKO Investment Management Joint-Stock Co
Filing Date
Global Rank
#374
/ 3,203
▲ 1428
Top Industry
Semiconductors
21.3%
3Y Alpha vs SPY
+2.5%
Period ended 30 days ago
Filed Jul 20, 2026 · 10d
26 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+79.1%
SPY
+65.3%
Annualised alpha
+3.2%
Max drawdown
−17.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
220 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
6.6%
+0.8 pts
Top 5
21.3%
−0.3 pts
Top 10
34.2%
−0.7 pts
HHI
186
Diversified+2
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.1% | $457,374,636 |
| Basic Materials | 21.2% | $235,594,259 |
| Consumer Cyclical | 9.7% | $107,706,977 |
| Healthcare | 9.2% | $102,590,147 |
| Communication Services | 6.6% | $73,715,528 |
| Energy | 4.2% | $47,305,710 |
| Consumer Defensive | 3.7% | $40,968,179 |
| Industrials | 2.9% | $31,877,218 |
| Utilities | 1.1% | $12,355,386 |
| Financial Services | 0.3% | $3,791,845 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | +101,450 | 166,450 | $4,008,116 | |
| EQX | Equinox Gold Corp. | +50,000 | 400,248 | $3,890,410 | |
| KGC | Kinross Gold Corp | +46,900 | 561,101 | $13,253,205 | |
| BTG | B2gold Corp | +45,000 | 600,277 | $2,245,035 | |
| CDE | Coeur Mining, Inc. | +44,706 | 438,898 | $7,162,815 | |
| NVDA | Nvidia Corp | +43,000 | 368,000 | $73,633,120 | |
| KLAC | Kla Corp | +37,500 | 42,000 | $12,671,820 | |
| EGO | Eldorado Gold Corp /Fi | +33,000 | 115,947 | $3,604,792 | |
| GFI | Gold Fields Ltd | +33,000 | 337,961 | $11,352,109 | |
| CMCSA | Comcast Corp | +30,000 | 110,000 | $2,700,500 | |
| BKNG | Booking Holdings Inc. | +29,000 | 30,000 | $5,347,200 | |
| HL | Hecla Mining Co/De/ | +28,000 | 231,914 | $3,578,433 | |
| PEP | Pepsico Inc | +27,735 | 62,735 | $8,494,319 | |
| AEM | Agnico Eagle Mines Ltd | +25,440 | 203,120 | $31,510,005 | |
| IAG | Iamgold Corp | +23,000 | 234,974 | $3,721,988 | |
| AG | First Majestic Silver Corp | +21,000 | 243,706 | $4,133,253 | |
| NFLX | Netflix Inc | +20,000 | 160,000 | $11,424,000 | |
| WPM | Wheaton Precious Metals Corp. | +17,076 | 150,476 | $16,901,464 | |
| PYPL | PayPal Holdings, Inc. | +15,000 | 35,000 | $1,511,300 | |
| BKR | Baker Hughes Co | +12,000 | 30,000 | $1,665,000 | |
| INTU | Intuit Inc. | +10,328 | 20,328 | $5,305,608 | |
| XEL | Xcel Energy Inc | +10,000 | 20,000 | $1,606,000 | |
| ARIS | Aris Mining Corp | +10,000 | 104,000 | $1,550,640 | |
| GILD | Gilead Sciences, Inc. | +9,500 | 58,500 | $7,390,890 | |
| DVN | Devon Energy Corp/De | +9,273 | 32,734 | $1,352,568 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | −22,270 | 30,000 | $8,936,700 | |
| CSCO | Cisco Systems, Inc. | −20,000 | 110,000 | $12,920,600 | |
| BHP | BHP Group Ltd | −17,000 | 77,008 | $6,415,536 | |
| TSLA | Tesla, Inc. | −10,800 | 61,500 | $25,866,900 | |
| WDS | Woodside Energy Group Ltd | −10,500 | 58,500 | $1,130,220 | |
| CTVA | Corteva, Inc. | −10,100 | 20,798 | $1,761,382 | |
| SBUX | Starbucks Corp | −10,000 | 25,000 | $2,554,750 | |
| FCX | Freeport-Mcmoran Inc | −9,100 | 46,268 | $2,909,794 | |
| HON | Honeywell International Inc | −8,500 | 10,500 | $2,350,950 | |
| BVN | Buenaventura Mining Co Inc | −8,000 | 80,544 | $2,359,133 | |
| GOOGL | Alphabet Inc. | −8,000 | 68,000 | $24,301,160 | |
| SU | Suncor Energy Inc | −7,000 | 34,800 | $1,868,064 | |
| COP | Conocophillips | −6,900 | 37,319 | $3,879,683 | |
| INSM | INSMED Inc | −6,700 | 5,100 | $543,762 | |
| AMGN | Amgen Inc | −6,200 | 16,400 | $5,938,768 | |
| TTWO | Take Two Interactive Software Inc | −6,000 | 6,000 | $1,499,880 | |
| CVE | Cenovus Energy Inc. | −5,594 | 40,906 | $1,014,877 | |
| NTR | Nutrien Ltd. | −5,300 | 15,821 | $995,931 | |
| MU | Micron Technology Inc | −5,000 | 39,000 | $45,017,310 | |
| MNST | Monster Beverage Corp | −5,000 | 22,000 | $2,114,640 | |
| META | Meta Platforms, Inc. | −5,000 | 36,000 | $20,278,440 | |
| MSFT | Microsoft Corp | −5,000 | 94,000 | $35,063,880 | |
| AAPL | Apple Inc. | −5,000 | 170,000 | $49,191,200 | |
| DXCM | Dexcom Inc | −5,000 | 14,900 | $1,003,515 | |
| EOG | Eog Resources Inc | −4,300 | 15,900 | $2,062,707 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SNDK | Sandisk Corp | 4,500 | $10,231,785 | |
| OGC | OceanaGold Corp | 107,868 | $2,705,329 | |
| EIX | Edison International | 35,250 | $2,624,362 | |
| TER | Teradyne, Inc | 5,000 | $2,419,200 | |
| ALAB | Astera Labs, Inc. | 5,000 | $2,415,100 | |
| EMR | Emerson Electric Co | 16,778 | $2,401,770 | |
| DIS | Walt Disney Co | 24,786 | $2,385,652 | |
| DD | DuPont de Nemours, Inc. | 17,386 | $2,358,237 | |
| AEP | American Electric Power Co Inc | 17,000 | $2,325,770 | |
| HONA | Honeywell Aerospace Inc. | 10,500 | $2,318,400 | |
| SLB | Slb Limited/Nv | 49,672 | $2,309,251 | |
| MRSH | Marsh & Mclennan Companies, Inc. | 13,683 | $2,280,545 | |
| RKLB | Rocket Lab Corp | 21,000 | $2,134,650 | |
| SPCX | Space Exploration Technologies Corp | 10,000 | $1,708,600 | |
| EXC | Exelon Corp | 35,000 | $1,631,700 | |
| CRWV | CoreWeave, Inc. | 15,000 | $1,493,100 | |
| SKE | Skeena Resources Ltd | 48,000 | $1,279,680 | |
| AUGO | Aura Minerals Inc. | 20,000 | $1,259,000 | |
| SVM | Silvercorp Metals Inc | 100,000 | $1,010,000 | |
| AYA | Aya Gold & Silver Inc. | 50,000 | $947,000 | |
| LITE | Lumentum Holdings Inc. | 1,100 | $943,866 | |
| MDLN | Medline Inc. | 5,000 | $197,200 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDLZ | Mondelez International, Inc. | 36,000 | $2,075,040 | |
| TRI | Thomson Reuters Corp /Can/ | 13,000 | $1,169,740 | |
| CPRT | Copart Inc | 35,000 | $1,162,000 | |
| WDAY | Workday, Inc. | 8,000 | $1,039,360 | |
| VRSK | Verisk Analytics, Inc. | 5,000 | $948,750 | |
| CTRA | Coterra Energy Inc. | 26,500 | $931,210 | |
| CTSH | Cognizant Technology Solutions Corp | 14,000 | $858,900 | |
| KDP | Keurig Dr Pepper Inc. | 30,000 | $789,900 | |
| ZS | Zscaler, Inc. | 5,500 | $771,595 | |
| TEAM | Atlassian Corp | 9,000 | $614,250 | |
| CSGP | Costar Group, Inc. | 15,000 | $605,100 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 3,468 | $225,732 | |
| UHS | Universal Health Services Inc | 800 | $143,176 | |
| SOLV | Solventum Corp | 1,500 | $97,950 | |
| No positions match the current search. | ||||
220 tracked positions ·
$1,113,279,885 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 220 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 368,000 | $73,633,120 | 6.61% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 170,000 | $49,191,200 | 4.42% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 39,000 | $45,017,310 | 4.04% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 94,000 | $35,063,880 | 3.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 143,000 | $34,082,620 | 3.06% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 337,434 | $31,516,335 | 2.83% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 203,120 | $31,510,005 | 2.83% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 53,000 | $30,788,230 | 2.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 61,500 | $25,866,900 | 2.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 68,000 | $24,301,160 | 2.18% | |
| B |
Barrick Mining Corp
Basic Materials
|
Reduced | 636,102 | $23,364,026 | 2.10% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 60,000 | $22,665,000 | 2.04% | |
| INTC |
Intel Corp
Technology
|
Reduced | 162,000 | $22,620,060 | 2.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 36,000 | $20,278,440 | 1.82% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 26,000 | $18,798,000 | 1.69% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 40,500 | $17,549,865 | 1.58% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Added | 150,476 | $16,901,464 | 1.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 140,000 | $15,856,400 | 1.42% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Added | 71,576 | $14,919,301 | 1.34% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Added | 561,101 | $13,253,205 | 1.19% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 110,000 | $12,920,600 | 1.16% | |
| KLAC |
Kla Corp
Technology
|
Added | 42,000 | $12,671,820 | 1.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 92,515 | $12,648,650 | 1.14% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 13,000 | $12,161,110 | 1.09% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 160,000 | $11,424,000 | 1.03% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
Added | 337,961 | $11,352,109 | 1.02% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 8,750 | $10,495,013 | 0.94% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 4,500 | $10,231,785 | 0.92% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 32,000 | $9,538,240 | 0.86% | |
| CVX |
Chevron Corp
Energy
|
Held | 56,235 | $9,321,513 | 0.84% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Added | 203,290 | $9,105,359 | 0.82% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 30,000 | $8,936,700 | 0.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 76,000 | $8,866,920 | 0.80% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 26,000 | $8,866,520 | 0.80% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 62,735 | $8,494,319 | 0.76% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 58,500 | $7,390,890 | 0.66% | |
| WDC |
Western Digital Corp
Technology
|
Added | 11,500 | $7,345,280 | 0.66% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Added | 438,898 | $7,162,815 | 0.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 28,200 | $7,161,954 | 0.64% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 17,100 | $6,800,328 | 0.61% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 17,000 | $6,751,890 | 0.61% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 36,000 | $6,652,440 | 0.60% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 17,600 | $6,522,384 | 0.59% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 77,008 | $6,415,536 | 0.58% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Added | 198,363 | $6,018,333 | 0.54% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 16,400 | $5,938,768 | 0.53% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 35,000 | $5,870,550 | 0.53% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 13,489 | $5,606,433 | 0.50% | |
| HLT |
Hilton Worldwide Holdings Inc.
Consumer Cyclical
|
Added | 16,657 | $5,504,472 | 0.49% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Added | 11,050 | $5,488,866 | 0.49% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.