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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 10 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MET MetLife Inc Financial Services 24,807.0 $1.8M 0.12% $70.76 +17.5%
182 JCI Johnson Controls International Industrials 13,285.0 $1.7M 0.12% +886.0 +7.2% $131.03 +6.6%
183 IDXX IDEXX Laboratories Inc Healthcare 3,089.0 $1.7M 0.12% $562.22 -1.0%
184 PNC PNC Financial Services Group I Financial Services 8,338.0 $1.7M 0.12% -2K -16.7% $208.21 +5.9%
185 EME EMCOR Group Inc Industrials 2,344.0 $1.7M 0.12% $738.74 +17.1%
186 CAH Cardinal Health Inc Healthcare 8,185.0 $1.7M 0.12% +184.0 +2.3% $211.43 -5.0%
187 MTB M&T Bank Corp Financial Services 8,322.0 $1.7M 0.12% $206.84 +4.1%
188 CFG Citizens Financial Group Inc Financial Services 28,670.0 $1.7M 0.12% NEW $60.01 +5.5%
189 ROST Ross Stores Inc Consumer Cyclical 7,828.0 $1.7M 0.11% +889.0 +12.8% $216.76 +7.9%
190 BCE BCE Inc Communication Services 67,350.0 $1.7M 0.11% $25.16 -1.2%
191 MTD Mettler-Toledo International I Healthcare 1,341.0 $1.7M 0.11% $1261.94 -12.4%
192 KGC Kinross Gold Corp Basic Materials 55,348.0 $1.7M 0.11% -107K -65.8% $30.49 -3.4%
193 AER AerCap Holdings NV Industrials 12,115.0 $1.7M 0.11% +11K +1039.7% $137.26 +1.7%
194 GDDY GoDaddy Inc Technology 20,061.0 $1.7M 0.11% +14K +227.7% $82.72 +7.1%
195 RTX RTX Corp Industrials 8,562.0 $1.7M 0.11% +320.0 +3.9% $193.01 -7.7%
196 FAST Fastenal Co Industrials 35,550.0 $1.7M 0.11% $46.43 -4.6%
197 TXT Textron Inc Industrials 18,505.0 $1.6M 0.11% $87.61 +5.5%
198 PAYX Paychex Inc Industrials 17,200.0 $1.6M 0.11% -802.0 -4.5% $92.17 +3.3%
199 COF Capital One Financial Corp Financial Services 8,644.0 $1.6M 0.11% -70.0 -0.8% $182.54 +1.9%
200 DHI DR Horton Inc Consumer Cyclical 11,472.0 $1.6M 0.11% +451.0 +4.1% $137.30 +5.7%
Page 10 of 26  ·  516 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%