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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 13 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GD General Dynamics Corp Industrials 3,506.0 $1.2M 0.08% $343.42 +0.3%
242 GWW WW Grainger Inc Industrials 1,083.0 $1.2M 0.08% +72.0 +7.1% $1091.45 +14.7%
243 KVUE Kenvue Inc Consumer Defensive 68,363.0 $1.2M 0.08% $17.25 +1.5%
244 CCJ Cameco Corp Energy 10,881.0 $1.2M 0.08% -3K -24.0% $108.22 -0.1%
245 NTAP NetApp Inc Technology 11,404.0 $1.2M 0.08% $102.45 +35.4%
246 ROP Roper Technologies Inc Industrials 3,270.0 $1.2M 0.08% -3K -49.5% $354.07 -9.3%
247 Aptiv PLC 16,566.0 $1.2M 0.08% +4K +31.6% $69.48
248 VEEV Veeva Systems Inc Healthcare 6,502.0 $1.1M 0.08% -63.0 -1.0% $175.76 -9.8%
249 EA Electronic Arts Inc Communication Services 5,538.0 $1.1M 0.08% $203.99 -1.6%
250 RS Reliance Inc Basic Materials 3,683.0 $1.1M 0.07% -2K -30.1% $304.10 +23.7%
251 BKE Buckle Inc/The Consumer Cyclical 21,693.0 $1.1M 0.07% -126.0 -0.6% $50.39 -3.1%
252 MFC Manulife Financial Corp Financial Services 31,413.0 $1.1M 0.07% $34.35 +12.1%
253 LMT Lockheed Martin Corp Industrials 1,782.0 $1.1M 0.07% +652.0 +57.7% $604.74 -11.9%
254 CTAS Cintas Corp Industrials 6,282.0 $1.1M 0.07% $169.24 +1.4%
255 ATO Atmos Energy Corp Utilities 5,732.0 $1.1M 0.07% +60.0 +1.1% $184.83 -3.6%
256 VICI VICI Properties Inc Real Estate 38,575.0 $1.1M 0.07% $27.34 +4.5%
257 CTSH Cognizant Technology Solutions Technology 17,156.0 $1.1M 0.07% $61.39 -15.6%
258 DG Dollar General Corp Consumer Defensive 8,795.0 $1.0M 0.07% -508.0 -5.5% $118.80 -13.1%
259 HEICO Corp 4,832.0 $1.0M 0.07% $211.21
260 KHC Kraft Heinz Co/The Consumer Defensive 45,295.0 $1.0M 0.07% -17K -27.0% $22.50 +6.2%
Page 13 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%