Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GE | General Electric Co | Industrials | 32,783.0 | $9.3M | 0.62% | +2K | +7.3% | $283.94 | +9.6% |
| 22 | CSCO | Cisco Systems Inc | Technology | 119,126.0 | $9.2M | 0.62% | +3K | +2.8% | $77.64 | +51.4% |
| 23 | GEV | GE Vernova Inc | Utilities | 10,494.0 | $9.2M | 0.62% | +3K | +35.9% | $873.41 | +25.3% |
| 24 | AMD | Advanced Micro Devices Inc | Technology | 43,165.0 | $8.8M | 0.59% | +3K | +8.0% | $203.55 | +141.2% |
| 25 | VZ | Verizon Communications Inc | Communication Services | 173,917.0 | $8.7M | 0.59% | +29K | +19.6% | $50.23 | -4.3% |
| 26 | PLTR | Palantir Technologies Inc | Technology | 56,825.0 | $8.3M | 0.56% | +5K | +9.6% | $146.37 | -7.2% |
| 27 | RY | Royal Bank of Canada | Financial Services | 48,783.0 | $7.9M | 0.53% | +655.0 | +1.4% | $161.19 | +17.8% |
| 28 | AMGN | Amgen Inc | Healthcare | 21,813.0 | $7.7M | 0.52% | +1K | +6.8% | $352.06 | -4.1% |
| 29 | MS | Morgan Stanley | Financial Services | 45,493.0 | $7.5M | 0.50% | +6K | +16.6% | $164.67 | +22.1% |
| 30 | GILD | Gilead Sciences Inc | Healthcare | 51,281.0 | $7.2M | 0.48% | +2K | +5.0% | $139.45 | -3.1% |
| 31 | DIS | Walt Disney Co/The | Communication Services | 72,951.0 | $7.0M | 0.47% | +2K | +3.1% | $96.44 | +6.5% |
| 32 | ADI | Analog Devices Inc | Technology | 22,027.0 | $7.0M | 0.47% | +4K | +23.7% | $318.33 | +32.0% |
| 33 | CRM | Salesforce Inc | Technology | 37,384.0 | $7.0M | 0.47% | +2K | +4.6% | $186.78 | -3.0% |
| 34 | AXP | American Express Co | Financial Services | 22,911.0 | $6.9M | 0.47% | +2K | +7.5% | $302.66 | +2.7% |
| 35 | AMAT | Applied Materials Inc | Technology | 19,868.0 | $6.8M | 0.46% | +6K | +38.9% | $341.99 | +32.4% |
| 36 | BMY | Bristol-Myers Squibb Co | Healthcare | 99,440.0 | $6.0M | 0.41% | +4K | +4.3% | $60.69 | -4.1% |
| 37 | TJX | TJX Cos Inc/The | Consumer Cyclical | 37,217.0 | $5.9M | 0.40% | +515.0 | +1.4% | $159.79 | -0.9% |
| 38 | MCD | McDonald's Corp | Consumer Cyclical | 18,828.0 | $5.9M | 0.39% | +663.0 | +3.6% | $310.97 | -9.9% |
| 39 | CM | Canadian Imperial Bank of Comm | Financial Services | 59,922.0 | $5.7M | 0.38% | +18K | +42.6% | $94.50 | +22.4% |
| 40 | APH | Amphenol Corp | Technology | 44,582.0 | $5.6M | 0.38% | +458.0 | +1.0% | $126.42 | +11.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.0%
Financial Services
13.0%
Healthcare
11.2%
Communication Services
10.5%
Consumer Cyclical
9.5%
Industrials
7.4%
Consumer Defensive
5.5%
Energy
3.2%
Utilities
2.1%
Basic Materials
1.8%