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Portfolio (Quarterly) Guide ↗

Plato Investment Management Ltd

· CIK 0001984475
13F Portfolio $1.5B AUM 516 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 172 Added 108 Reduced 38 Exited
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPGI S&P Global Inc Financial Services 9,761.0 $4.2M 0.28% -2K -14.1% $425.59 -3.9%
22 MDT Medtronic PLC Healthcare 46,424.0 $4.0M 0.27% -664.0 -1.4% $86.70 -10.0%
23 TT Trane Technologies PLC Industrials 9,211.0 $3.8M 0.26% -283.0 -3.0% $416.98 +10.5%
24 ITW Illinois Tool Works Inc Industrials 14,584.0 $3.8M 0.26% -2K -14.1% $260.44 -3.6%
25 UBER Uber Technologies Inc Technology 49,911.0 $3.6M 0.24% -473.0 -0.9% $71.97 -1.6%
26 CVS CVS Health Corp Healthcare 48,563.0 $3.5M 0.23% -907.0 -1.8% $71.86 +27.5%
27 LOW Lowe's Cos Inc Consumer Cyclical 14,168.0 $3.3M 0.23% -218.0 -1.5% $236.42 -9.7%
28 EIX Edison International Utilities 42,413.0 $3.1M 0.21% -6K -12.4% $73.22 -2.7%
29 ANET Arista Networks Inc Technology 24,755.0 $3.0M 0.20% -3K -11.1% $122.85 +28.9%
30 TEL TE Connectivity PLC Technology 14,222.0 $3.0M 0.20% -6K -30.8% $209.14 +0.1%
31 WDC Western Digital Corp Technology 10,279.0 $2.8M 0.19% -2K -14.6% $270.65 +95.7%
32 CTVA Corteva Inc Basic Materials 31,729.0 $2.7M 0.18% -869.0 -2.7% $83.76 -4.3%
33 KEYS Keysight Technologies Inc Technology 8,630.0 $2.4M 0.16% -1K -11.7% $282.53 +24.7%
34 SPG Simon Property Group Inc Real Estate 12,683.0 $2.4M 0.16% -1K -8.1% $186.64 +11.0%
35 STT State Street Corp Financial Services 17,833.0 $2.3M 0.15% -1K -7.3% $126.63 +23.6%
36 TGT Target Corp Consumer Defensive 18,293.0 $2.2M 0.15% -716.0 -3.8% $121.27 +3.3%
37 AEM Agnico Eagle Mines Ltd Basic Materials 10,696.0 $2.2M 0.14% -814.0 -7.1% $202.40 -11.5%
38 LOGI Logitech International SA Technology 23,934.0 $2.2M 0.14% -21K -46.7% $90.18 +23.4%
39 CB Chubb Ltd Financial Services 6,573.0 $2.1M 0.14% -247.0 -3.6% $326.12 -0.1%
40 COP ConocoPhillips Energy 15,511.0 $2.0M 0.14% -9K -36.9% $132.08 -10.1%
Page 2 of 6  ·  108 positions

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%