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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 5 of 26  ·  516 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EOG EOG Resources Inc Energy 29,410.0 $4.3M 0.29% -10K -24.9% $144.65 -2.4%
82 BK Bank of New York Mellon Corp/T Financial Services 35,811.0 $4.3M 0.28% $118.70 +17.2%
83 UBS UBS Group AG Financial Services 108,726.0 $4.2M 0.28% -12K -10.1% $38.30 +22.6%
84 SPGI S&P Global Inc Financial Services 9,761.0 $4.2M 0.28% -2K -14.1% $425.59 -1.9%
85 AWK American Water Works Co Inc Utilities 30,129.0 $4.1M 0.28% +658.0 +2.2% $136.17 -8.1%
86 MGA Magna International Inc Consumer Cyclical 73,045.0 $4.1M 0.27% +3K +4.7% $55.69 +16.0%
87 MSI Motorola Solutions Inc Technology 9,302.0 $4.0M 0.27% +89.0 +1.0% $434.22 -6.9%
88 MDT Medtronic PLC Healthcare 46,424.0 $4.0M 0.27% -664.0 -1.4% $86.70 -9.3%
89 INTC Intel Corp Technology 90,883.0 $4.0M 0.27% +1K +1.2% $44.16 +171.4%
90 TMUS T-Mobile US Inc Communication Services 19,048.0 $4.0M 0.27% +2K +12.0% $210.15 -8.9%
91 ES Eversource Energy Utilities 57,396.0 $4.0M 0.27% +2K +3.7% $69.32 +1.0%
92 VRT Vertiv Holdings Co Industrials 15,868.0 $4.0M 0.27% +7K +87.5% $250.73 +30.6%
93 SYK Stryker Corp Healthcare 12,092.0 $4.0M 0.27% +754.0 +6.7% $328.78 -3.7%
94 TT Trane Technologies PLC Industrials 9,211.0 $3.8M 0.26% -283.0 -3.0% $416.98 +8.2%
95 ITW Illinois Tool Works Inc Industrials 14,584.0 $3.8M 0.26% -2K -14.1% $260.44 -3.2%
96 SHW Sherwin-Williams Co/The Basic Materials 11,342.0 $3.6M 0.24% +191.0 +1.7% $320.74 -3.6%
97 BLK Blackrock Inc Financial Services 3,767.0 $3.6M 0.24% +282.0 +8.1% $962.27 +11.5%
98 UBER Uber Technologies Inc Technology 49,911.0 $3.6M 0.24% -473.0 -0.9% $71.97 -0.2%
99 CVS CVS Health Corp Healthcare 48,563.0 $3.5M 0.23% -907.0 -1.8% $71.86 +29.8%
100 MCK McKesson Corp Healthcare 4,004.0 $3.5M 0.23% +85.0 +2.2% $865.87 -11.5%
Page 5 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%