Fund HoldingsPlato Investment Management Ltd

Total Portfolio Value
$1.49B
Total Bought
$185.44M
Total Sold
$82.63M
Net Transaction
+$102.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AstraZeneca PLC(AZN)031,725+31,72506,1520.41%+6,152
GE Vernova Inc(GEV)010,494+10,49409,1660.62%+9,166
Exxon Mobil Corp73,70174,305+6048,91212,6140.85%+3,702
Applied Materials Inc019,868+19,86806,7950.46%+6,795
Johnson & Johnson(JNJ)67,81769,673+1,85614,10317,0411.14%+2,938
Verizon Communications Inc(VZ)0173,917+173,91708,7360.59%+8,736
Vertiv Holdings Co(VRT)015,868+15,86803,9790.27%+3,979
Micron Technology Inc(MU)28,01731,198+3,1818,03510,5460.71%+2,511
Seagate Technology Holdings PL
ORD SHS
06,385+6,38502,5030.17%+2,503
TotalEnergies SE(TTE)024,959+24,95902,3270.16%+2,327
Analog Devices Inc(ADI)17,80222,027+4,2254,8517,0120.47%+2,160
Caterpillar Inc(CAT)13,79914,070+2717,9449,9740.67%+2,030
Chevron Corp(CVX)039,718+39,71808,2220.55%+8,222
Bank of Montreal014,305+14,30501,9320.13%+1,932
Costco Wholesale Corp(COST)012,533+12,533012,4960.84%+12,496
Canadian Imperial Bank of Comm(CM)42,02259,922+17,9003,8335,6630.38%+1,830
SLB Ltd(SLB)97,002107,688+10,6863,7415,5370.37%+1,796
Ford Motor Co(F)83,870246,404+162,5341,1062,8450.19%+1,739
Teradyne Inc(TER)3,9428,406+4,4647672,4930.17%+1,727
Citizens Financial Group Inc(CFG)028,670+28,67001,7200.12%+1,720
Truist Financial Corp(TFC)044,054+44,05402,0260.14%+2,026
AT&T Inc(T)0193,587+193,58705,6150.38%+5,615
Baker Hughes Co(BKR)084,290+84,29005,1490.35%+5,149
AerCap Holdings NV(AER)012,115+12,11501,6630.11%+1,663
Texas Pacific Land Corp(TPL)05,656+5,65602,6860.18%+2,686
Howmet Aerospace Inc(HWM)019,517+19,51704,5010.30%+4,501
Colgate-Palmolive Co(CL)040,430+40,43003,4480.23%+3,448
Dell Technologies Inc(DELL)012,812+12,81202,1040.14%+2,104
Lumentum Holdings Inc(LITE)01,889+1,88901,3280.09%+1,328
Walmart Inc(WMT)97,99897,998010,97112,1860.82%+1,215
Texas Instruments Inc(TXN)016,018+16,01803,1120.21%+3,112
Comfort Systems USA Inc(FIX)2,1802,327+1472,0443,2110.22%+1,166
Ciena Corp(CIEN)03,702+3,70201,4380.10%+1,438
KLA Corp(KLAC)05,359+5,35907,8950.53%+7,895
Gilead Sciences Inc(GILD)48,85551,281+2,4266,0267,1510.48%+1,126
Halliburton Co(HAL)032,533+32,53301,2690.09%+1,269
Pinnacle Financial Partners In(PNFP)011,339+11,33909770.07%+977
Amgen Inc(AMGN)20,42521,813+1,3886,7187,6790.52%+961
HCA Healthcare Inc(HCA)05,901+5,90102,7940.19%+2,794
Welltower Inc(WELL)08,947+8,94701,7700.12%+1,770
PepsiCo Inc(PEP)62,38663,981+1,5958,9979,9410.67%+944
Lam Research Corp(LRCX)54,29748,095-6,2029,34010,2820.69%+942
Nova Ltd(NVMI)02,147+2,14709220.06%+922
GoDaddy Inc(GDDY)020,061+20,06101,6590.11%+1,659
Bristol-Myers Squibb Co(BMY)95,35399,440+4,0875,1686,0350.41%+866
Enbridge Inc(ENB)015,806+15,80608540.06%+854
Hershey Co/The(HSY)010,668+10,66802,2190.15%+2,219
Exelon Corp(EXC)061,876+61,87603,0350.20%+3,035
F5 Inc(FFIV)02,466+2,46607140.05%+714
Nasdaq Inc(NDAQ)08,299+8,29907050.05%+705
Western Digital Corp(WDC)12,03810,279-1,7592,0842,7820.19%+698
Taiwan Semiconductor Manufactu(TSM)08,934+8,93403,0210.20%+3,021
Intel Corp(INTC)89,81290,883+1,0713,3304,0130.27%+683
Sun Life Financial Inc(SLF)010,716+10,71606690.04%+669
Quanta Services Inc03,926+3,92602,1570.14%+2,157
AbbVie Inc(ABBV)056,432+56,432012,2810.82%+12,281
CME Group Inc(CME)016,505+16,50504,8780.33%+4,878
Marvell Technology Inc(MRVL)021,228+21,22802,1040.14%+2,104
Garmin Ltd(GRMN)4,2686,544+2,2768701,5190.10%+649
Realty Income Corp(O)012,965+12,96507940.05%+794
Deere & Co(DE)04,528+4,52802,5520.17%+2,552
Merck & Co Inc(MRK)67,52964,422-3,1077,1437,7540.52%+611
Consolidated Edison Inc(ED)025,187+25,18702,8520.19%+2,852
AECOM(ACM)015,481+15,48101,3140.09%+1,314
Toronto-Dominion Bank/The(TD)40,92547,932+7,0073,8814,4640.30%+583
T-Mobile US Inc(TMUS)019,048+19,04804,0030.27%+4,003
Morgan Stanley(MS)39,01645,493+6,4776,9607,4910.50%+531
Lockheed Martin Corp(LMT)01,782+1,78201,0780.07%+1,078
Monolithic Power Systems Inc(MPWR)01,337+1,33701,4630.10%+1,463
L3Harris Technologies Inc(LHX)03,859+3,85901,3330.09%+1,333
Bank of Nova Scotia/The32,34441,863+9,5192,4002,8950.19%+495
Dana Inc(DAN)017,730+17,73005970.04%+597
Motorola Solutions Inc(MSI)09,302+9,30204,0390.27%+4,039
Best Buy Co Inc(BBY)015,861+15,86101,0190.07%+1,019
Tapestry Inc(TPR)09,609+9,60901,3570.09%+1,357
Curtiss-Wright Corp(CW)0683+68304650.03%+465
Corteva Inc(CTVA)031,729+31,72902,6580.18%+2,658
Procter & Gamble Co/The(PG)066,927+66,92709,6730.65%+9,673
Fortive Corp(FTV)025,545+25,54501,4130.09%+1,413
Westinghouse Air Brake Technol(WAB)011,680+11,68002,9210.20%+2,921
Teva Pharmaceutical Industries(TEVA)017,768+17,76805350.04%+535
Keysight Technologies Inc(KEYS)08,630+8,63002,4380.16%+2,438
Ross Stores Inc(ROST)07,828+7,82801,6970.11%+1,697
Corning Inc(GLW)03,227+3,22704390.03%+439
Sandisk Corp/DE(SNDK)0678+67804310.03%+431
Sunbelt Rentals Holdings Inc(SUNB)06,768+6,76804240.03%+424
Waters Corp(WAT)02,248+2,24806700.04%+670
Moody's Corp(MCO)04,281+4,28101,8690.13%+1,869
Descartes Systems Group Inc/Th(DSGX)05,025+5,02503590.02%+359
FTAI Aviation Ltd(FTAI)01,447+1,44703550.02%+355
Ventas Inc(VTR)06,091+6,09104980.03%+498
Target Corp(TGT)018,293+18,29302,2180.15%+2,218
Ecolab Inc(ECL)017,538+17,53804,6680.31%+4,668
Coca-Cola Europacific Partners
SHS
03,753+3,75303400.02%+340
PG&E Corp(PCG)0125,938+125,93802,2140.15%+2,214
Eaton Corp PLC(ETN)014,478+14,47805,1810.35%+5,181
Netflix Inc(NFLX)0101,340+101,34009,7500.65%+9,750
Magna International Inc(MGA)69,75273,045+3,2933,7414,0680.27%+326
Jack Henry & Associates Inc(JKHY)02,013+2,01303180.02%+318
Newmont Corp(NEM)04,919+4,91905330.04%+533
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