Fund HoldingsPlato Investment Management Ltd

Total Portfolio Value
$967.24M
Total Bought
$889.83M
Total Sold
$4.23M
Net Transaction
+$885.59M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Microsoft Corp(MSFT)13,872150,863+136,9915,21663,4716.56%+58,255
Apple Inc(AAPL)31,585334,238+302,6536,08157,3155.93%+51,234
NVIDIA Corp(NVDA)5,93254,726+48,7942,93849,4485.11%+46,511
Amazon.com Inc(AMZN)18,179197,666+179,4872,76235,6553.69%+32,893
Meta Platforms Inc(META)3,63748,576+44,9391,28723,5882.44%+22,300
Alphabet Inc(GOOG)9,364125,569+116,2051,30818,9521.96%+17,644
Alphabet Inc(GOOG)14,957113,380+98,4232,10817,2631.78%+15,155
Broadcom Inc(AVGO)1,41710,774+9,3571,58214,2801.48%+12,698
Eli Lilly & Co(LLY)1,00114,540+13,53958411,3121.17%+10,728
Visa Inc(V)4,78641,269+36,4831,24611,5171.19%+10,271
JPMorgan Chase & Co(JPM)4,07053,383+49,31369210,6931.11%+10,000
Procter & Gamble Co/The(PG)3,62059,153+55,5335309,5980.99%+9,067
AbbVie Inc(ABBV)7,97355,439+47,4661,23610,0951.04%+8,860
Tesla Inc(TSLA)4,35556,177+51,8221,0829,8751.02%+8,793
Costco Wholesale Corp(COST)85912,581+11,7225679,2170.95%+8,650
UnitedHealth Group Inc(UNH)2,30319,676+17,3731,2129,7341.01%+8,521
Coca-Cola Co/The(KO)10,769146,567+135,7986358,9670.93%+8,332
Mastercard Inc(MA)1,25918,069+16,8105378,7010.90%+8,165
Johnson & Johnson(JNJ)4,91252,708+47,7967708,3380.86%+7,568
Applied Materials Inc3,02539,022+35,9974908,0480.83%+7,557
Home Depot Inc/The(HD)1,30120,582+19,2814517,8950.82%+7,444
PepsiCo Inc(PEP)5,82148,032+42,2119898,4060.87%+7,417
Salesforce Inc(CRM)3,49027,135+23,6459188,1730.84%+7,254
Exxon Mobil Corp2,37057,174+54,8042376,6460.69%+6,409
Chevron Corp(CVX)041,414+41,41406,5330.68%+6,533
Merck & Co Inc(MRK)6,62247,356+40,7347226,2490.65%+5,527
Berkshire Hathaway Inc78813,405+12,6172815,6370.58%+5,356
Eversource Energy(ES)6,06694,932+88,8663745,6740.59%+5,300
QUALCOMM Inc(QCOM)2,29132,522+30,2313315,5060.57%+5,175
Netflix Inc(NFLX)1,0259,052+8,0274995,4980.57%+4,998
Walt Disney Co/The(DIS)3,27642,545+39,2692965,2060.54%+4,910
Bank of America Corp8,339135,308+126,9692815,1310.53%+4,850
Advanced Micro Devices Inc(AMD)026,618+26,61804,8040.50%+4,804
Walmart Inc(WMT)5,31392,039+86,7268385,5380.57%+4,700
Automatic Data Processing Inc2,91921,496+18,5776805,3680.56%+4,688
American Express Co(AXP)1,59521,806+20,2112994,9650.51%+4,666
Intuit Inc(INTU)7197,749+7,0304495,0370.52%+4,587
Comcast Corp(CCZ)10,777114,920+104,1434734,9820.52%+4,509
Adobe Inc(ADBE)1,49110,668+9,1778905,3830.56%+4,494
Cigna Group/The(CI)77712,985+12,2082334,7160.49%+4,483
McDonald's Corp(MCD)1,13517,094+15,9593374,8200.50%+4,483
Abbott Laboratories2,84341,523+38,6803134,7200.49%+4,407
Baker Hughes Co(BKR)0134,979+134,97904,5220.47%+4,522
Booking Holdings Inc(BKNG)1831,368+1,1856494,9630.51%+4,314
BlackRock Inc(BLK)05,313+5,31304,4290.46%+4,429
Bristol-Myers Squibb Co(BMY)4,08382,913+78,8302094,4960.46%+4,287
American Water Works Co Inc035,037+35,03704,2820.44%+4,282
Ecolab Inc(ECL)018,978+18,97804,3820.45%+4,382
Lam Research Corp(LRCX)6924,925+4,2335424,7850.49%+4,243
General Electric Co(GE)024,941+24,94104,3780.45%+4,378
Pioneer Natural Resources Co016,415+16,41504,3090.45%+4,309
Caterpillar Inc(CAT)2,80513,465+10,6608294,9340.51%+4,105
Progressive Corp/The(PGR)1,91821,027+19,1093054,3490.45%+4,043
Verizon Communications Inc(VZ)15,198108,572+93,3745734,5560.47%+3,983
Amgen Inc(AMGN)3,24317,088+13,8459344,8580.50%+3,924
Sherwin-Williams Co/The(SHW)1,45012,478+11,0284524,3340.45%+3,882
Stryker Corp(SYK)1,10411,758+10,6543314,2080.44%+3,877
Citigroup Inc(C)062,223+62,22303,9350.41%+3,935
Prologis Inc(PLD)029,121+29,12103,7920.39%+3,792
Oracle Corp(ORCL)3,35032,460+29,1103534,0770.42%+3,724
KLA Corp(KLAC)1,4006,420+5,0208144,4850.46%+3,671
Wells Fargo & Co(WFC)065,490+65,49003,7960.39%+3,796
Thermo Fisher Scientific Inc(TMO)6146,728+6,1143263,9100.40%+3,584
Target Corp(TGT)020,868+20,86803,6980.38%+3,698
Eaton Corp PLC(ETN)87211,859+10,9872103,7080.38%+3,498
Pfizer Inc(PFE)7,324133,027+125,7032113,6910.38%+3,481
Intel Corp(INTC)6,21684,301+78,0853123,7240.38%+3,411
Honeywell International Inc(HON)1,03517,658+16,6232173,6240.37%+3,407
RTX Corp(RTX)3,91837,970+34,0523303,7030.38%+3,374
Reliance Inc(RS)010,122+10,12203,3830.35%+3,383
PPG Industries Inc(PPG)023,205+23,20503,3620.35%+3,362
TJX Cos Inc/The(TJX)3,06934,458+31,3892883,4950.36%+3,207
Bank of New York Mellon Corp/T056,466+56,46603,2540.34%+3,254
Mondelez International Inc(MDLZ)2,92647,155+44,2292123,3010.34%+3,089
Fiserv Inc(FISV)1,82620,507+18,6812433,2770.34%+3,035
Marsh & McLennan Cos Inc(MRSH)1,74316,166+14,4233303,3300.34%+3,000
Fastenal Co(FAST)039,116+39,11603,0170.31%+3,017
Cisco Systems Inc(CSCO)6,54065,725+59,1853303,2800.34%+2,950
Kenvue Inc(KVUE)0137,933+137,93302,9600.31%+2,960
Motorola Solutions Inc(MSI)08,170+8,17002,9000.30%+2,900
Danaher Corp(DHR)012,188+12,18803,0440.31%+3,044
NIKE Inc(NKE)031,795+31,79502,9880.31%+2,988
Schlumberger NV(SLB)052,726+52,72602,8900.30%+2,890
Gilead Sciences Inc(GILD)8,16946,831+38,6626623,4300.35%+2,769
Intuitive Surgical Inc8467,563+6,7172853,0180.31%+2,733
Edison International(EIX)040,238+40,23802,8460.29%+2,846
CME Group Inc(CME)2,03414,589+12,5554283,1410.32%+2,713
Uber Technologies Inc(UBER)037,270+37,27002,8690.30%+2,869
eBay Inc(EBAY)051,685+51,68502,7280.28%+2,728
Aon PLC(AON)08,464+8,46402,8250.29%+2,825
Illinois Tool Works Inc(ITW)81810,649+9,8312142,8570.30%+2,643
Paychex Inc(PAYX)021,828+21,82802,6800.28%+2,680
Devon Energy Corp(DVN)050,492+50,49202,5340.26%+2,534
Elevance Health Inc(ELV)1,0885,846+4,7585133,0310.31%+2,518
CVS Health Corp(CVS)3,99635,188+31,1923162,8070.29%+2,491
Ameriprise Financial Inc(AMP)05,588+5,58802,4500.25%+2,450
IBM(IBM)013,630+13,63002,6030.27%+2,603
DR Horton Inc(DHI)1,69816,134+14,4362582,6550.27%+2,397
Freeport-McMoRan Inc(FCX)8,99658,897+49,9013832,7690.29%+2,386
Starbucks Corp(SBUX)027,508+27,50802,5140.26%+2,514
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