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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 4 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN Accenture PLC Technology 26,100.0 $5.2M 0.35% +8K +44.1% $198.41 -9.7%
62 BKR Baker Hughes Co Energy 84,290.0 $5.1M 0.35% +6K +7.1% $61.09 +8.1%
63 IBM International Business Machine Technology 21,166.0 $5.1M 0.34% +4K +20.0% $242.53 +4.7%
64 CMCSA Comcast Corp Communication Services 177,213.0 $5.1M 0.34% -38K -17.6% $28.73 -12.2%
65 ISRG Intuitive Surgical Inc Healthcare 10,851.0 $5.0M 0.34% +181.0 +1.7% $461.26 -5.0%
66 UNH UnitedHealth Group Inc Healthcare 18,315.0 $5.0M 0.33% -961.0 -5.0% $270.75 +43.5%
67 ORCL Oracle Corp Technology 33,487.0 $4.9M 0.33% -4K -10.0% $147.20 +30.5%
68 CME CME Group Inc Financial Services 16,505.0 $4.9M 0.33% +1K +7.3% $295.52 -1.5%
69 ADP Automatic Data Processing Inc Industrials 23,365.0 $4.8M 0.32% $203.30 +10.8%
70 ADBE Adobe Inc Technology 19,471.0 $4.7M 0.32% +489.0 +2.6% $243.22 +0.6%
71 ECL Ecolab Inc Basic Materials 17,538.0 $4.7M 0.31% +1K +6.8% $266.18 -4.8%
72 TMO Thermo Fisher Scientific Inc Healthcare 9,440.0 $4.6M 0.31% -55.0 -0.6% $491.82 -8.9%
73 ABT Abbott Laboratories Healthcare 44,449.0 $4.6M 0.31% +2K +4.1% $102.73 -14.9%
74 PGR Progressive Corp/The Financial Services 22,880.0 $4.5M 0.30% -2K -7.2% $198.36 +0.6%
75 HWM Howmet Aerospace Inc Industrials 19,517.0 $4.5M 0.30% +5K +33.2% $230.59 +11.3%
76 PFE Pfizer Inc Healthcare 159,237.0 $4.5M 0.30% -68K -30.0% $28.10 -7.8%
77 TD Toronto-Dominion Bank/The Financial Services 47,932.0 $4.5M 0.30% +7K +17.1% $93.13 +20.1%
78 INTU Intuit Inc Technology 10,150.0 $4.4M 0.29% +438.0 +4.5% $432.63 -26.0%
79 PLD Prologis Inc Real Estate 32,911.0 $4.4M 0.29% +924.0 +2.9% $132.26 +10.3%
80 QCOM QUALCOMM Inc Technology 33,313.0 $4.3M 0.29% -9K -20.5% $128.86 +84.8%
Page 4 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%