Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | HCA | HCA Healthcare Inc | Healthcare | 5,901.0 | $2.8M | 0.19% | +2K | +51.0% | $473.52 | -16.5% |
| 122 | CMI | Cummins Inc | Industrials | 5,187.0 | $2.8M | 0.19% | +116.0 | +2.3% | $538.33 | +22.3% |
| 123 | WDC | Western Digital Corp | Technology | 10,279.0 | $2.8M | 0.19% | -2K | -14.6% | $270.65 | +90.6% |
| 124 | AMT | American Tower Corp | Real Estate | 15,802.0 | $2.7M | 0.18% | — | — | $172.68 | +7.5% |
| 125 | REGN | Regeneron Pharmaceuticals Inc | Healthcare | 3,519.0 | $2.7M | 0.18% | — | — | $773.09 | -16.9% |
| 126 | BSX | Boston Scientific Corp | Healthcare | 43,172.0 | $2.7M | 0.18% | +466.0 | +1.1% | $62.79 | -8.0% |
| 127 | MNST | Monster Beverage Corp | Consumer Defensive | 37,129.0 | $2.7M | 0.18% | +1K | +4.0% | $72.50 | +20.8% |
| 128 | TPL | Texas Pacific Land Corp | Energy | 5,656.0 | $2.7M | 0.18% | +2K | +38.3% | $474.84 | -15.5% |
| 129 | CTVA | Corteva Inc | Basic Materials | 31,729.0 | $2.7M | 0.18% | -869.0 | -2.7% | $83.76 | -4.5% |
| 130 | VRTX | Vertex Pharmaceuticals Inc | Healthcare | 5,935.0 | $2.7M | 0.18% | — | — | $446.80 | -2.1% |
| 131 | ICE | Intercontinental Exchange Inc | Financial Services | 16,587.0 | $2.6M | 0.17% | — | — | $157.37 | -3.6% |
| 132 | DE | Deere & Co | Industrials | 4,528.0 | $2.6M | 0.17% | +411.0 | +10.0% | $563.63 | -6.2% |
| 133 | STX | Seagate Technology Holdings PL | Technology | 6,385.0 | $2.5M | 0.17% | NEW | — | $391.99 | +113.5% |
| 134 | TER | Teradyne Inc | Technology | 8,406.0 | $2.5M | 0.17% | +4K | +113.2% | $296.63 | +28.2% |
| 135 | EXPD | Expeditors International of Wa | Industrials | 17,101.0 | $2.5M | 0.17% | — | — | $143.31 | +11.3% |
| 136 | KEYS | Keysight Technologies Inc | Technology | 8,630.0 | $2.4M | 0.16% | -1K | -11.7% | $282.53 | +23.4% |
| 137 | SPG | Simon Property Group Inc | Real Estate | 12,683.0 | $2.4M | 0.16% | -1K | -8.1% | $186.64 | +10.5% |
| 138 | EXPE | Expedia Group Inc | Consumer Cyclical | 10,246.0 | $2.4M | 0.16% | +543.0 | +5.6% | $231.02 | -5.0% |
| 139 | — | TotalEnergies SE | — | 24,959.0 | $2.3M | 0.16% | NEW | — | $93.24 | — |
| 140 | AME | AMETEK Inc | Industrials | 10,751.0 | $2.3M | 0.15% | — | — | $214.49 | +5.9% |
① 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%