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PKO Investment Management Joint-Stock Co

CIK 2059321 · latest 13F filed 19 October 2026 · Read the filing on EDGAR

PKO Investment Management Joint-Stock Co reported 229 US-listed holdings worth $1.46 billion in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: iShares Core S&P 500 ETF (11.5%), NVIDIA Corp. (5.3%) and Apple Inc. (3.5%). Against the quarter before, it opened 13 positions, added to 67, trimmed 66 and sold out of 12.

Reported holdings$1.46B+6.1% on Q2 2026
Positions229+1 on Q2 2026
The largest ten38.3%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Where the money is
Added toTrimmed
IVV11.5%NVDA5.3%AAPL3.5%MU2.9%MSFT2.9%NEM2.5%AEM2.5%VOO2.4%AMD2.4%AMZN2.4%META1.9%TSLA1.9%B1.8%215 more54.4%

The 14 largest of its 229 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $803.5 million in 156 positions$803MQ4 24Q1 2025: $881.7 million in 174 positions$882MQ1 25Q2 2025: $930.8 million in 175 positions$931MQ2 25Q3 2025: $1.17 billion in 202 positions$1.17BQ3 25Q4 2025: $1.25 billion in 218 positions$1.25BQ4 25Q1 2026: $1.19 billion in 220 positions$1.19BQ1 26Q2 2026: $1.38 billion in 228 positions$1.38BQ2 26Q3 2026: $1.46 billion in 229 positions$1.46BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 13Added 67Held 83Trimmed 66Sold out 12
Opened: 13Added: 67Held: 83Trimmed: 66Sold out: 12

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 13

  1. ExxonMobil Holdings Corp. XOM$13.9 million
  2. DTE Energy Co. DTE$4.9 million
  3. Altria Group, Inc. MO$4.8 million
  4. Deere & Co. DE$4.8 million
  5. Valero Energy Corp. VLO$4.6 million
  6. Mondelez International, Inc. MDLZ$1.7 million
  7. Copart Inc. CPRT$818,400
  8. USA Rare Earth Inc. USAR$682,359

and 5 more in the table below

Added to 67

  1. Space Exploration Techn Corp. Class A Com STK SPCX+120,000 shares · +1200%
  2. iShares Core S&P 500 ETF IVV+10,815 shares · +5%
  3. Tesla, Inc. TSLA+15,652 shares · +25%
  4. CrowdStrike Holdings, Inc. CRWD+20,500 shares · +241%
  5. Intuitive Surgical Inc. ISRG+12,080 shares · +71%
  6. Honeywell International Inc. HON+23,027 shares · +219%
  7. Marriott International Inc. MAR+12,304 shares · +70%
  8. Comcast Corp. CMCSA+188,433 shares · +171%

and 59 more in the table below

Trimmed 66

  1. Microsoft Corp. MSFT-12,000 shares · -13%
  2. NVIDIA Corp. NVDA-25,956 shares · -7%
  3. Apple Inc. AAPL-16,000 shares · -9%
  4. PepsiCo Inc. PEP-24,735 shares · -39%
  5. Pfizer Inc. PFE-96,450 shares · -58%
  6. Intuit Inc. INTU-9,328 shares · -46%
  7. Hilton Worldwide Holdings Inc. HLT-7,657 shares · -46%
  8. Newmont Corp. NEM-17,704 shares · -5%

and 58 more in the table below

Sold out of 12

  1. ExxonMobil Holdings Corp. XOM$12.6 million last quarter
  2. Edison International EIX$2.6 million last quarter
  3. Emerson Electric Co. EMR$2.4 million last quarter
  4. Walt Disney Co. DIS$2.4 million last quarter
  5. DuPont de Nemours, Inc. DD$2.4 million last quarter
  6. SLB Limited SLB$2.3 million last quarter
  7. Marsh & McLennan Companies, Inc. MRSH$2.3 million last quarter
  8. ROSS Stores, Inc. ROST$1.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV219,504$168.1 million11.51%+10,815
NVIDIA Corp. NVDA342,044$78.1 million5.35%-25,956
Apple Inc. AAPL154,000$51.3 million3.51%-16,000
Micron Technology Inc. MU40,137$42.8 million2.93%+1,137
Microsoft Corp. MSFT82,000$42.1 million2.88%-12,000
Newmont Corp. NEM319,730$36.9 million2.53%-17,704
Agnico Eagle Mines Ltd AEM195,120$35.9 million2.46%-8,000
Vanguard S&P 500 VOO49,982$35.0 million2.40%+257
Advanced Micro Devices Inc. AMD57,259$35.0 million2.40%+4,259
Amazon.com Inc. AMZN138,000$34.4 million2.35%-5,000
Meta Platforms, Inc. META39,008$28.3 million1.94%+3,008
Tesla, Inc. TSLA77,152$27.4 million1.87%+15,652
Barrick Mining Corp B639,713$26.1 million1.79%+3,611
Alphabet Inc. GOOGL71,000$24.4 million1.67%+3,000
Alphabet Inc. GOOG65,000$22.1 million1.52%no change
Broadcom Inc. AVGO60,000$21.1 million1.44%no change
Space Exploration Techn Corp. Class A Com STK SPCX130,000$19.6 million1.34%+120,000
Wheaton Precious Metals Corp. WPM142,660$19.1 million1.31%-7,816
Intel Corp. INTC154,000$18.5 million1.27%-8,000
Franco Nev Corp. FNV70,396$16.8 million1.15%-1,180
Walmart Inc. WMT160,000$16.6 million1.14%+20,000
Lam Research Corp. LRCX46,000$15.1 million1.03%+5,500
Applied Materials Inc. AMAT29,000$14.8 million1.02%+3,000
iShares Core MSCI Emerging Mark IEMG182,635$14.8 million1.01%+21,000
ExxonMobil Holdings Corp. XOM85,600$13.9 million0.95%new
Cisco Systems, Inc. CSCO128,000$13.8 million0.94%+18,000
Palantir Technologies Inc. PLTR69,000$12.9 million0.88%-7,000
Kinross Gold Corp. KGC525,405$12.7 million0.87%-35,696
Costco Wholesale Corp. COST13,800$12.6 million0.86%+800
Intuitive Surgical Inc. ISRG29,180$11.9 million0.81%+12,080
Gold Fields Ltd GFI323,961$11.7 million0.80%-14,000
Chevron Corp. CVX55,935$11.4 million0.78%-300
Netflix Inc. NFLX160,000$11.1 million0.76%no change
Eli Lilly & Co. LLY9,400$10.9 million0.74%+650
Palo Alto Networks Inc. PANW27,000$10.7 million0.73%+1,000
Marriott International Inc. MAR29,904$10.6 million0.73%+12,304
iShares Russell 2000 ETF IWM38,033$10.6 million0.72%no change
KLA Corp. KLAC52,000$10.1 million0.69%+10,000
Texas Instruments Inc. TXN33,000$9.2 million0.63%+1,000
Pan Amern Silver Corp. PAAS200,196$9.1 million0.63%-3,094
iShares Trust EEM115,130$7.7 million0.53%-26,383
CrowdStrike Holdings, Inc. CRWD29,000$7.7 million0.53%+20,500
Sandisk Corp. SNDK4,300$7.5 million0.51%-200
Gilead Sciences, Inc. GILD49,000$7.3 million0.50%-9,500
Johnson & Johnson JNJ27,500$7.3 million0.50%-700
Coeur Mining, Inc. CDE413,194$7.3 million0.50%-25,704
Marvell Technology, Inc. MRVL27,000$7.1 million0.49%-3,000
Honeywell International Inc. HON33,527$7.1 million0.48%+23,027
BHP Group Limited BHP80,708$6.8 million0.47%+3,700
Amgen Inc. AMGN16,200$6.8 million0.47%-200
Comcast Corp. CMCSA298,433$6.5 million0.44%+188,433
Western Digital Corp. WDC14,000$6.4 million0.44%+2,500
Analog Devices Inc. ADI16,000$6.3 million0.43%-1,000
Alamos Gold Inc. New AGI194,663$6.3 million0.43%-3,700
Royal Gold Inc. RGLD26,067$6.2 million0.42%-1,000
Equinox Gold Corp. EQX531,996$5.9 million0.41%+131,748
Qualcomm Inc. QCOM32,000$5.9 million0.40%-4,000
T-Mobile US, Inc. TMUS35,000$5.7 million0.39%no change
AbbVie Inc. ABBV21,600$5.7 million0.39%+400
iShares Core S&P Small-Cap ETF IJR39,786$5.4 million0.37%no change
UnitedHealth Group Inc. UNH14,500$5.3 million0.36%+1,011
Shopify Inc. SHOP34,000$5.1 million0.35%-6,000
Vertex Pharmaceuticals Inc. VRTX9,400$4.9 million0.34%-1,650
DTE Energy Co. DTE40,308$4.9 million0.34%new
PepsiCo Inc. PEP38,000$4.8 million0.33%-24,735
Altria Group, Inc. MO71,128$4.8 million0.33%new
Deere & Co. DE7,086$4.8 million0.33%new
Clean Harbors Inc. CLH15,000$4.7 million0.32%no change
Valero Energy Corp. VLO11,864$4.6 million0.31%new
DoorDash, Inc. DASH24,000$4.4 million0.30%+9,000
ConocoPhillips COP35,119$4.4 million0.30%-2,200
Merck & Co., Inc. MRK30,000$4.4 million0.30%no change
Iamgold Corp. IAG234,974$4.3 million0.30%no change
iShares Inc. URTH20,800$4.3 million0.29%-4,000
First Majestic Silver Corp. AG236,706$4.2 million0.29%-7,000
Hecla Mining Co. HL246,714$4.2 million0.29%+14,800
Rocket Lab Corp. RKLB60,000$4.2 million0.29%+39,000
Booking Holdings Inc. BKNG25,000$4.1 million0.28%-5,000
AppLovin Corp. APP14,000$4.1 million0.28%+3,800
Fortinet, Inc. FTNT22,000$3.9 million0.27%no change
Arm Holdings plc ARM12,000$3.5 million0.24%no change
Freeport-McMoRan Inc. FCX48,352$3.4 million0.23%+2,084
Starbucks Corp. SBUX36,000$3.4 million0.23%+11,000
Automatic Data Processing Inc. ADP13,000$3.4 million0.23%no change
CVS Health Corp. CVS38,800$3.3 million0.23%+3,500
Regeneron Pharmaceuticals, Inc. REGN4,200$3.2 million0.22%-1,700
B2GOLD Corp. BTG600,277$3.1 million0.22%no change
Constellation Energy Corp. CEG12,000$3.0 million0.21%no change
Intuit Inc. INTU11,000$3.0 million0.21%-9,328
Eldorado Gold Corp. New EGO77,506$3.0 million0.21%-38,441
Oceanagold Corp. OGC107,868$3.0 million0.20%no change
Cadence Design Systems Inc. CDNS9,000$3.0 million0.20%+400
Compania De Minas Buenaventu BVN93,134$2.9 million0.20%+12,590
Harmony Gold Mining Co. Ltd HMY164,912$2.9 million0.20%-41,924
Synopsys Inc. SNPS6,700$2.9 million0.20%no change
Adobe Inc. ADBE12,000$2.9 million0.20%-3,000
Hilton Worldwide Holdings Inc. HLT9,000$2.9 million0.20%-7,657
Thermo Fisher Scientific Inc. TMO4,200$2.8 million0.19%-400
MercadoLibre, Inc. MELI1,600$2.8 million0.19%no change
SSR Mining in SSRM81,932$2.7 million0.19%no change
Datadog, Inc. DDOG10,000$2.7 million0.19%no change
Canadian Natural Resources Limited CNQ57,700$2.7 million0.19%no change
Cigna Group CI9,900$2.7 million0.18%+500
Suncor Energy Inc. SU38,000$2.6 million0.18%+3,200
Take-Two Interactive Software, Inc. TTWO12,000$2.5 million0.17%+6,000
CSX Corp. CSX52,000$2.4 million0.17%+2,000
Lumentum Holdings Inc. LITE2,400$2.3 million0.16%+1,300
EOG Resources Inc. EOG16,900$2.3 million0.16%+1,000
Republic Services, Inc. RSG11,000$2.3 million0.16%+500
O'Reilly Automotive, Inc. ORLY27,000$2.3 million0.16%no change
Old Dominion Freight Line, Inc. ODFL13,000$2.3 million0.15%+8,000
American Electric Power Co. Inc. AEP19,000$2.3 million0.15%+2,000
Osisko Gold Royalties Ltd OR62,344$2.1 million0.15%no change
Abbott Laboratories ABT21,000$2.1 million0.14%no change
Diamondback Energy, Inc. FANG11,140$2.0 million0.14%-4,810
Monolithic Power Systems, Inc. MPWR1,500$2.0 million0.14%+100
Teradyne, Inc. TER5,000$2.0 million0.14%no change
Pfizer Inc. PFE70,000$2.0 million0.14%-96,450
Alnylam Pharmaceuticals Inc ALNY8,000$2.0 million0.14%+500
Carnival Corp. Ltd. CCL80,000$2.0 million0.13%+10,000
PDD Holdings Inc. PDD25,000$1.9 million0.13%no change
IDEXX Laboratories Inc. IDXX3,700$1.9 million0.13%no change
Danaher Corp. DHR8,500$1.9 million0.13%+500
Centerra Gold Inc. CGAU86,000$1.9 million0.13%-10,000
Microstrategy Inc. MSTR12,000$1.8 million0.13%+2,000
Monster Beverage Corp. MNST44,000$1.8 million0.13%+22,000
Aris MNG Corp. ARIS104,000$1.8 million0.12%no change
Astera Labs Inc. ALAB5,000$1.8 million0.12%no change
Waste Connections Inc. WCN11,448$1.8 million0.12%no change
Airbnb, Inc. ABNB11,000$1.8 million0.12%no change
Mondelez International, Inc. MDLZ30,000$1.7 million0.12%new
Fortuna MNG Corp. FSM151,438$1.7 million0.12%no change
Devon Energy Corp. DVN36,684$1.7 million0.12%+3,950
Corteva, Inc. CTVA21,488$1.7 million0.11%+690
GE HealthCare Technologies Inc. GEHC25,500$1.7 million0.11%+4,500
Baker Hughes Co. BKR30,000$1.6 million0.11%no change
Honeywell Aerospace Inc. Com HONA10,500$1.6 million0.11%no change
Aura Minerals Inc. AUGO20,000$1.6 million0.11%no change
Nucor Corp. NUE6,702$1.6 million0.11%-88
Cintas Corp. CTAS8,000$1.6 million0.11%-3,000
Microchip Technology Inc. MCHP20,000$1.6 million0.11%no change
Paccar Inc. PCAR14,000$1.5 million0.11%no change
Tapestry, Inc. TPR13,000$1.5 million0.10%no change
Autodesk, Inc. ADSK7,000$1.5 million0.10%no change
Skeena Res Ltd New SKE48,000$1.4 million0.10%no change
Waste Management Inc. WM7,000$1.4 million0.10%+588
Exelon Corp. EXC35,000$1.4 million0.10%no change
Xcel Energy Inc. XEL20,000$1.4 million0.10%no change
Estee Lauder Companies Inc. EL15,000$1.4 million0.10%no change
Stryker Corp. SYK5,000$1.4 million0.09%no change
Aya Gold & Silver Inc. Com AYA50,000$1.4 million0.09%no change
PayPal Holdings, Inc. PYPL25,000$1.3 million0.09%-10,000
Bristol-Myers Squibb Co. BMY21,000$1.3 million0.09%no change
Coreweave Inc. CRWV15,000$1.3 million0.09%no change
Occidental Petroleum Corp. OXY23,450$1.3 million0.09%-1,200
Woodside Energy Group Ltd. WDS58,500$1.3 million0.09%no change
Dexcom Inc. DXCM14,900$1.3 million0.09%no change
Cenovus Energy Inc. CVE40,906$1.3 million0.09%no change
Axon Enterprise, Inc. AXON3,000$1.3 million0.09%no change
McKesson Corp. MCK1,450$1.2 million0.08%-300
Roper Technologies Inc. ROP3,500$1.2 million0.08%no change
Archer-Daniels-Midland Co. ADM15,302$1.2 million0.08%+152
Ralph Lauren Corp. RL3,400$1.2 million0.08%+650
Cameco Corp. CCJ13,787$1.2 million0.08%+300
Endeavour Silver Corp. EXK137,000$1.2 million0.08%no change
American Water Works Company, Inc. AWK9,100$1.2 million0.08%+78
Nutrien Ltd. NTR16,421$1.2 million0.08%+600
Teck Resources Ltd TECK17,387$1.1 million0.08%-86
Elevance Health, Inc. ELV2,900$1.1 million0.08%+300
Viking Holdings Ltd VIK14,000$1.1 million0.08%+1,500
Seabridge Gold Inc. Com SA38,439$1.1 million0.07%no change
Boston Scientific Corp. BSX25,000$1.1 million0.07%+2,000
Silvercorp Metals Inc. SVM100,000$1.1 million0.07%no change
HCA Healthcare, Inc. HCA2,500$1.1 million0.07%-200
Williams Sonoma Inc. WSM4,500$1.0 million0.07%-1,000
EQT Corp. EQT19,412$942,6460.06%+1,012
Steel Dynamics Inc. STLD4,246$940,9560.06%-544
Paychex Inc. PAYX9,000$886,5000.06%no change
Las Vegas Sands Corp. LVS23,000$869,6300.06%-7,000
Copart Inc. CPRT30,000$818,4000.06%new
Toll Brothers, Inc. TOL5,800$781,5500.05%no change
Cencora, Inc. COR2,400$720,6000.05%-600
Wynn Resorts Ltd. WYNN9,000$714,8690.05%no change
USA Rare Earth Inc. USAR48,463$682,3590.05%new
Expand Energy Corp. EXE8,100$681,1280.05%+1,300
Reliance, Inc. RS1,704$655,6140.04%no change
Texas Pacific Land Corp. TPL1,830$596,2680.04%no change
Natera Inc Com NTRA1,400$578,6330.04%-200
CF Industries Holdings, Inc. CF4,830$556,4160.04%no change
Rivian Automotive Inc. RIVN36,000$537,8400.04%no change
Becton Dickinson & Co. BDX3,000$537,0000.04%-700
Edwards Lifesciences Corp. EW6,000$517,9200.04%no change
Agilent Technologies, Inc. A3,000$516,9300.04%-1,000
Insmed Inc. INSM4,500$513,6300.04%-600
Cardinal Health Inc. CAH2,300$511,7500.04%-300
Veeva Systems Inc. VEEV1,700$485,2650.03%-300
Waters Corp. WAT1,100$483,3280.03%-150
Humana Inc. HUM1,200$457,8830.03%-100
Xylem Inc. XYL4,500$455,7140.03%no change
IQVIA Holdings Inc. IQV1,600$430,1600.03%-900
Biogen Inc. BIIB1,900$429,1710.03%no change
Illumina, Inc. ILMN1,500$410,5200.03%no change
Resmed Inc. RMD1,800$397,9790.03%no change
Revolution Medicines, Inc. RVMD1,900$389,9930.03%-300
Zoetis Inc. ZTS5,500$384,0650.03%no change
Mettler Toledo International Inc. MTD250$377,7370.03%no change
Somnigroup International Inc. SGI6,000$372,6590.03%-4,000
Norwegian Cruise Line Holdings Ltd. NCLH25,000$366,5000.03%no change
Signet Jewelers Ltd. SIG3,500$358,1550.02%no change
Hyatt Hotels Corp. H2,200$348,8320.02%no change
Centene Corp. CNC5,000$310,6000.02%no change
Labcorp Holdings Inc. LH1,000$308,1100.02%no change
United Therapeutics Corp. UTHR500$270,9440.02%no change
MGM Resorts International MGM8,500$263,9240.02%no change
Nexgen Energy Ltd NXE28,000$256,1350.02%new
Incyte Corp. INCY2,100$254,8350.02%no change
West Pharmaceutical Services Inc. WST650$240,9930.02%-150
Quest Diagnostics Inc. DGX1,000$233,0690.02%no change
Zimmer Biomet Holdings, Inc. ZBH2,500$222,0750.02%no change
Roivant Sciences Ltd. ROIV6,000$219,4200.02%new
NIO Inc. NIO60,000$205,8000.01%no change
Medline Inc. MDLN5,000$173,5000.01%no change
Cooper Companies, Inc. COO3,000$169,5890.01%no change
PVH Corp. PVH2,000$148,1000.01%new
Neurocrine Biosciences Inc. NBIX1,000$141,8390.01%-400
Capri Holdings Limited CPRI7,500$105,9000.01%no change
RH RH824$100,3220.01%no change
MP Materials Corp. MP656$31,0220.00%new
Invesco Exch Traded FD Trust II QQQM31$9,4430.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 12 it sold out of are in the box above.