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PKO Investment Management Joint-Stock Co
RIA/Wealth
PKO Investment Management Joint-Stock Co is a RIA/Wealth led by Benny Joe Heeb, managing $1.2B across 202 long positions as of Q3 2025 with IVV as the largest holding (12% allocation).
PresidentBenny Joe Heeb
- Portfolio Value
- $1.2B
- Positions
- 202
- Top Holding
- IVV at 11.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PKO Investment Management Joint-Stock Co's portfolio (42.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $137.4M | 11.73% | +$32.6M Bought | — 205.2K shares | |
Semiconductors Technology | $61.9M | 5.29% | +$7.8M Bought | 0.00% 332.0K shares | |
Software - Infrastructure Technology | $57.0M | 4.87% | +$14.5M Bought | 0.00% 110.0K shares | |
Consumer Electronics Technology | $49.7M | 4.24% | -$7.1M Sold | 0.00% 195.0K shares | |
Specialty Retail Consumer Cyclical | $37.3M | 3.19% | +$6.6M Bought | 0.00% 170.0K shares | |
Internet Content & Information Communication Services | $33.5M | 2.86% | -$5.3M Sold | 0.00% 138.0K shares | |
Semiconductors Technology | $33.0M | 2.82% | +$6.6M Bought | 0.00% 100.0K shares | |
ETF ETF | $31.7M | 2.71% | +$2.1M Bought | — 51.8K shares | |
Gold Basic Materials | $28.6M | 2.44% | +$1.8M Bought | 0.03% 169.9K shares | |
Gold Basic Materials | $27.9M | 2.38% | -$67.4K Sold | 0.03% 330.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PKO Investment Management Joint-Stock Co's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PKO Investment Management Joint-Stock Co
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