Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VRT | Vertiv Holdings Co | Industrials | 15,868.0 | $4.0M | 0.27% | +7K | +87.5% | $250.73 | +29.2% |
| 62 | SYK | Stryker Corp | Healthcare | 12,092.0 | $4.0M | 0.27% | +754.0 | +6.7% | $328.78 | -4.8% |
| 63 | SHW | Sherwin-Williams Co/The | Basic Materials | 11,342.0 | $3.6M | 0.24% | +191.0 | +1.7% | $320.74 | -3.0% |
| 64 | BLK | Blackrock Inc | Financial Services | 3,767.0 | $3.6M | 0.24% | +282.0 | +8.1% | $962.27 | +12.0% |
| 65 | MCK | McKesson Corp | Healthcare | 4,004.0 | $3.5M | 0.23% | +85.0 | +2.2% | $865.87 | -12.9% |
| 66 | CL | Colgate-Palmolive Co | Consumer Defensive | 40,430.0 | $3.4M | 0.23% | +15K | +57.1% | $85.28 | +5.4% |
| 67 | NOW | ServiceNow Inc | Technology | 31,935.0 | $3.3M | 0.22% | +7K | +28.7% | $104.61 | -4.5% |
| 68 | FIX | Comfort Systems USA Inc | Industrials | 2,327.0 | $3.2M | 0.22% | +147.0 | +6.7% | $1379.80 | +36.6% |
| 69 | PH | Parker-Hannifin Corp | Industrials | 3,555.0 | $3.2M | 0.21% | +159.0 | +4.7% | $895.76 | -3.1% |
| 70 | TXN | Texas Instruments Inc | Technology | 16,018.0 | $3.1M | 0.21% | +5K | +43.6% | $194.25 | +67.3% |
| 71 | EXC | Exelon Corp | Utilities | 61,876.0 | $3.0M | 0.20% | +9K | +17.7% | $49.05 | -6.2% |
| 72 | TSM | Taiwan Semiconductor Manufactu | Technology | 8,934.0 | $3.0M | 0.20% | +1K | +17.3% | $338.15 | +21.9% |
| 73 | MRSH | Marsh & McLennan Cos Inc | Financial Services | 17,248.0 | $3.0M | 0.20% | +469.0 | +2.8% | $173.55 | -6.7% |
| 74 | WAB | Westinghouse Air Brake Technol | Industrials | 11,680.0 | $2.9M | 0.20% | +160.0 | +1.4% | $250.06 | +2.5% |
| 75 | BNS | Bank of Nova Scotia/The | Financial Services | 41,863.0 | $2.9M | 0.19% | +10K | +29.4% | $69.16 | +16.2% |
| 76 | ED | Consolidated Edison Inc | Utilities | 25,187.0 | $2.9M | 0.19% | +3K | +11.9% | $113.25 | -4.9% |
| 77 | F | Ford Motor Co | Consumer Cyclical | 246,404.0 | $2.8M | 0.19% | +163K | +193.8% | $11.55 | +32.7% |
| 78 | HCA | HCA Healthcare Inc | Healthcare | 5,901.0 | $2.8M | 0.19% | +2K | +51.0% | $473.52 | -17.1% |
| 79 | CMI | Cummins Inc | Industrials | 5,187.0 | $2.8M | 0.19% | +116.0 | +2.3% | $538.33 | +24.2% |
| 80 | BSX | Boston Scientific Corp | Healthcare | 43,172.0 | $2.7M | 0.18% | +466.0 | +1.1% | $62.79 | -8.2% |
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%