PKO Investment Management Joint-Stock Co
Filing Date
Global Rank
#1,809
/ 8,608
▼ 3
· as of Mar 2026
Top Industry
Gold
23.7%
3Y Alpha vs SPY
+2.6%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+84.5%
SPY
+73.9%
Annualised alpha
+2.4%
Max drawdown
−17.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
212 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.9%
−1.0 pts
Top 5
21.9%
−2.4 pts
Top 10
35.4%
−2.3 pts
HHI
188
Diversified−21
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $293,234,489 |
| Basic Materials | 27.0% | $258,861,931 |
| Healthcare | 10.2% | $98,029,472 |
| Consumer Cyclical | 10.2% | $97,525,006 |
| Communication Services | 7.8% | $74,969,740 |
| Energy | 6.0% | $57,586,153 |
| Consumer Defensive | 4.4% | $42,105,035 |
| Industrials | 2.9% | $27,886,775 |
| Utilities | 0.6% | $5,373,203 |
| Financial Services | 0.1% | $904,600 |
| Real Estate | 0.1% | $605,100 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CDE | Coeur Mining, Inc. | +166,773 | 394,192 | $7,398,983 | |
| WMT | Walmart Inc. | +122,980 | 140,000 | $17,399,200 | |
| B | Barrick Mining Corp | +103,381 | 638,302 | $26,036,338 | |
| BTG | B2gold Corp | +95,277 | 555,277 | $2,515,404 | |
| FSM | Fortuna Mining Corp. | +47,061 | 151,438 | $1,503,779 | |
| INTC | Intel Corp | +45,000 | 165,000 | $7,281,450 | |
| NEM | NEWMONT Corp /DE/ | +44,181 | 332,134 | $35,953,505 | |
| AGI | Alamos Gold Inc | +35,463 | 197,463 | $8,773,281 | |
| KGC | Kinross Gold Corp | +31,395 | 514,201 | $15,693,414 | |
| WDS | Woodside Energy Group Ltd | +23,000 | 69,000 | $1,647,720 | |
| BHP | BHP Group Ltd | +17,800 | 94,008 | $6,838,141 | |
| CSCO | Cisco Systems, Inc. | +15,000 | 130,000 | $10,086,700 | |
| EGO | Eldorado Gold Corp /Fi | +13,947 | 82,947 | $2,847,570 | |
| TSLA | Tesla, Inc. | +13,500 | 72,300 | $26,877,525 | |
| CVE | Cenovus Energy Inc. | +12,000 | 46,500 | $1,233,645 | |
| CTVA | Corteva, Inc. | +11,400 | 30,898 | $2,586,471 | |
| GILD | Gilead Sciences, Inc. | +10,000 | 49,000 | $6,829,130 | |
| MNST | Monster Beverage Corp | +10,000 | 27,000 | $1,956,420 | |
| FCX | Freeport-Mcmoran Inc | +9,868 | 55,368 | $3,254,531 | |
| SSRM | Ssr Mining Inc. | +9,804 | 81,932 | $2,408,800 | |
| COP | Conocophillips | +9,800 | 44,219 | $5,836,908 | |
| DVN | Devon Energy Corp/De | +9,600 | 23,461 | $1,180,557 | |
| SU | Suncor Energy Inc | +9,300 | 41,800 | $2,763,398 | |
| AEM | Agnico Eagle Mines Ltd | +9,035 | 177,680 | $36,065,486 | |
| ORLA | Orla Mining Ltd. | +8,948 | 121,748 | $1,963,795 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDLZ | Mondelez International, Inc. | −65,066 | 36,000 | $2,075,040 | |
| IAG | Iamgold Corp | −58,026 | 211,974 | $3,989,350 | |
| NVDA | Nvidia Corp | −50,000 | 325,000 | $56,680,000 | |
| NFLX | Netflix Inc | −50,000 | 140,000 | $13,461,000 | |
| PYPL | PayPal Holdings, Inc. | −40,000 | 20,000 | $904,600 | |
| DXCM | Dexcom Inc | −34,100 | 19,900 | $1,249,720 | |
| PAAS | Pan American Silver Corp | −33,984 | 196,790 | $10,750,637 | |
| AVGO | Broadcom Inc. | −32,000 | 58,000 | $17,951,580 | |
| AMZN | Amazon Com Inc | −24,000 | 146,000 | $30,407,420 | |
| PEP | Pepsico Inc | −22,314 | 35,000 | $5,435,150 | |
| ARM | Arm Holdings PLC /Uk | −20,000 | 5,000 | $756,400 | |
| CSX | Csx Corp | −20,000 | 50,000 | $2,052,500 | |
| HMY | Harmony Gold Mining Co Ltd | −19,864 | 206,836 | $3,179,069 | |
| HL | Hecla Mining Co/De/ | −18,586 | 203,914 | $3,798,917 | |
| PFE | Pfizer Inc | −18,000 | 65,000 | $1,825,200 | |
| TMUS | T-Mobile US, Inc. | −17,000 | 35,000 | $7,351,050 | |
| TXN | Texas Instruments Inc | −16,000 | 30,000 | $5,824,200 | |
| AG | First Majestic Silver Corp | −15,794 | 222,706 | $4,783,724 | |
| GFI | Gold Fields Ltd | −14,535 | 304,961 | $13,845,229 | |
| MSTR | Strategy Inc | −13,000 | 5,000 | $624,000 | |
| MSFT | Microsoft Corp | −13,000 | 99,000 | $36,646,830 | |
| AAPL | Apple Inc. | −11,000 | 175,000 | $44,413,250 | |
| XEL | Xcel Energy Inc | −10,000 | 10,000 | $794,400 | |
| NCLH | Norwegian Cruise Line Holdings Ltd. | −10,000 | 25,000 | $467,500 | |
| ADP | Automatic Data Processing Inc | −10,000 | 15,000 | $3,047,700 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ROST | Ross Stores, Inc. | 9,000 | $1,949,670 | |
| ARIS | Aris Mining Corp | 94,000 | $1,745,580 | |
| CGAU | Centerra Gold Inc. | 87,000 | $1,547,730 | |
| EXK | Endeavour Silver Corp | 137,000 | $1,275,470 | |
| CPRT | Copart Inc | 35,000 | $1,162,000 | |
| BKR | Baker Hughes Co | 18,000 | $1,098,900 | |
| ODFL | Old Dominion Freight Line, Inc. | 5,000 | $977,000 | |
| VRSK | Verisk Analytics, Inc. | 5,000 | $948,750 | |
| CTSH | Cognizant Technology Solutions Corp | 14,000 | $858,900 | |
| PAYX | Paychex Inc | 9,000 | $829,080 | |
| KDP | Keurig Dr Pepper Inc. | 30,000 | $789,900 | |
| CSGP | Costar Group, Inc. | 15,000 | $605,100 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 3,468 | $225,732 | |
| CNC | Centene Corp | 5,000 | $163,700 | |
| RVMD | Revolution Medicines, Inc. | 1,500 | $145,875 | |
| SOLV | Solventum Corp | 1,500 | $97,950 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NGD | New Gold Inc. /FI | 407,000 | $3,544,970 | |
| CRM | Salesforce, Inc. | 7,000 | $1,854,370 | |
| PM | Philip Morris International Inc. | 11,475 | $1,840,590 | |
| CL | Colgate Palmolive Co | 22,740 | $1,796,914 | |
| MO | Altria Group, Inc. | 30,803 | $1,776,100 | |
| EXC | Exelon Corp | 40,000 | $1,743,600 | |
| PG | PROCTER & GAMBLE Co | 12,123 | $1,737,347 | |
| KO | Coca Cola Co | 24,809 | $1,734,397 | |
| NOW | ServiceNow, Inc. | 10,000 | $1,531,900 | |
| TTD | Trade Desk, Inc. | 35,000 | $1,328,600 | |
| AEP | American Electric Power Co Inc | 11,000 | $1,268,410 | |
| VKTX | Viking Therapeutics, Inc. | 10,000 | $351,800 | |
| BMRN | Biomarin Pharmaceutical Inc | 4,500 | $267,435 | |
| BAX | Baxter International Inc | 4,000 | $76,440 | |
| No positions match the current search. | ||||
212 positions ·
$957,081,504 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 212 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 325,000 | $56,680,000 | 5.92% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 175,000 | $44,413,250 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 99,000 | $36,646,830 | 3.83% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 177,680 | $36,065,486 | 3.77% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 332,134 | $35,953,505 | 3.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 146,000 | $30,407,420 | 3.18% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 72,300 | $26,877,525 | 2.81% | |
| B |
Barrick Mining Corp
Basic Materials
|
Added | 638,302 | $26,036,338 | 2.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 41,000 | $23,457,330 | 2.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 76,000 | $21,854,560 | 2.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 58,000 | $17,951,580 | 1.88% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 133,400 | $17,476,734 | 1.83% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Added | 70,516 | $17,420,977 | 1.82% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 140,000 | $17,399,200 | 1.82% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 94,415 | $16,018,448 | 1.67% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
Added | 514,201 | $15,693,414 | 1.64% | |
| MU |
Micron Technology Inc
Technology
|
Added | 44,000 | $14,864,960 | 1.55% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
Reduced | 304,961 | $13,845,229 | 1.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 140,000 | $13,461,000 | 1.41% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 12,000 | $11,957,160 | 1.25% | |
| CVX |
Chevron Corp
Energy
|
Added | 56,235 | $11,635,021 | 1.22% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 76,000 | $11,117,280 | 1.16% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 54,000 | $10,985,220 | 1.15% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Reduced | 196,790 | $10,750,637 | 1.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 130,000 | $10,086,700 | 1.05% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,100 | $9,289,677 | 0.97% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Added | 197,463 | $8,773,281 | 0.92% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 41,000 | $8,760,060 | 0.92% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 25,000 | $8,544,750 | 0.89% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 22,600 | $7,951,810 | 0.83% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 16,500 | $7,606,335 | 0.79% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
Added | 394,192 | $7,398,983 | 0.77% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Reduced | 35,000 | $7,351,050 | 0.77% | |
| INTC |
Intel Corp
Technology
|
Added | 165,000 | $7,281,450 | 0.76% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
Reduced | 27,067 | $6,888,280 | 0.72% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Added | 94,008 | $6,838,141 | 0.71% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 49,000 | $6,829,130 | 0.71% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 27,000 | $6,599,880 | 0.69% | |
| COP |
Conocophillips
Energy
|
Added | 44,219 | $5,836,908 | 0.61% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 30,000 | $5,824,200 | 0.61% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 35,000 | $5,435,150 | 0.57% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 17,000 | $5,408,380 | 0.57% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Reduced | 3,000 | $5,187,060 | 0.54% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 52,270 | $5,177,343 | 0.54% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Reduced | 15,600 | $5,102,292 | 0.53% | |
| EQX |
Equinox Gold Corp.
Basic Materials
|
Added | 350,248 | $5,064,586 | 0.53% | |
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
Reduced | 11,000 | $4,911,940 | 0.51% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Held | 38,000 | $4,893,640 | 0.51% | |
| AG |
First Majestic Silver Corp
Basic Materials
|
Reduced | 222,706 | $4,783,724 | 0.50% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 40,000 | $4,744,800 | 0.50% |