Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ARE | Alexandria Real Estate Equitie | Real Estate | 1,295 | $64K | 0.00% | SOLD |
| 22 | PEGA | Pegasystems Inc | Technology | 867 | $52K | 0.00% | SOLD |
| 23 | VC | Visteon Corp | Consumer Cyclical | 401 | $38K | 0.00% | SOLD |
| 24 | LEA | Lear Corp | Consumer Cyclical | 304 | $35K | 0.00% | SOLD |
| 25 | PAY | Paymentus Holdings Inc | Technology | 1,090 | $35K | 0.00% | SOLD |
| 26 | — | CureVac NV | — | 7,062 | $30K | 0.00% | SOLD |
| 27 | XRX | Xerox Holdings Corp | Technology | 8,350 | $20K | 0.00% | SOLD |
| 28 | CTRA | Coterra Energy Inc | Energy | 623 | $16K | 0.00% | SOLD |
| 29 | KMB | Kimberly-Clark Corp | Consumer Defensive | 143 | $14K | 0.00% | SOLD |
| 30 | RYN | Rayonier Inc | Real Estate | 576 | $13K | 0.00% | SOLD |
| 31 | AXTA | Axalta Coating Systems Ltd | Basic Materials | 215 | $7K | — | SOLD |
| 32 | VMC | Vulcan Materials Co | Basic Materials | 23 | $7K | — | SOLD |
| 33 | UPS | United Parcel Service Inc | Industrials | 57 | $6K | — | SOLD |
| 34 | LNG | Cheniere Energy Inc | Energy | 15 | $3K | — | SOLD |
| 35 | TAP | Molson Coors Beverage Co | Consumer Defensive | 48 | $2K | — | SOLD |
| 36 | EPAM | EPAM Systems Inc | Technology | 8 | $2K | — | SOLD |
| 37 | OVV | Ovintiv Inc | Energy | 24 | $945.0 | — | SOLD |
| 38 | CSX | CSX Corp | Industrials | 9 | $328.0 | — | SOLD |
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%