Fund HoldingsPlato Investment Management Ltd

Total Portfolio Value
$1.19B
Total Bought
$54.28M
Total Sold
$245.16M
Net Transaction
-$190.87M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Wheaton Precious Metals Corp(WPM)061,403+61,40304,8160.41%+4,816
Advanced Micro Devices Inc(AMD)027,172+27,17202,8220.24%+2,822
Expedia Group Inc(EXPE)09,698+9,69801,6480.14%+1,648
Molson Coors Beverage Co(TAP)022,425+22,42501,3800.12%+1,380
Reliance Inc(RS)05,262+5,26201,5360.13%+1,536
Chevron Corp(CVX)044,436+44,43607,5140.63%+7,514
AT&T Inc(T)0161,964+161,96404,6300.39%+4,630
General Electric Co(GE)032,654+32,65406,6070.56%+6,607
Edison International(EIX)078,561+78,56104,6790.39%+4,679
Open Text Corp(OTEX)049,999+49,99901,2760.11%+1,276
Verizon Communications Inc(VZ)0121,473+121,47305,5700.47%+5,570
Intuitive Surgical Inc010,330+10,33005,1720.44%+5,172
PG&E Corp(PCG)086,665+86,66501,5050.13%+1,505
Coca-Cola Co/The(KO)0153,875+153,875011,1400.94%+11,140
Visa Inc(V)43,92341,954-1,96913,93214,8631.25%+931
Spotify Technology SA(SPOT)3,0854,159+1,0741,3852,3120.19%+927
Johnson & Johnson(JNJ)060,688+60,688010,1740.86%+10,174
CVS Health Corp(CVS)040,653+40,65302,7840.23%+2,784
Brookfield Renewable Corp(BEPC)042,082+42,08201,1870.10%+1,187
Charles Schwab Corp/The(SCHW)030,844+30,84402,4410.21%+2,441
ONEOK Inc(OKE)08,262+8,26208290.07%+829
Texas Instruments Inc(TXN)011,456+11,45602,0810.18%+2,081
Blackstone Inc(BX)06,647+6,64709390.08%+939
Alcon AG(ALC)08,408+8,40807990.07%+799
International Business Machine(IBM)015,649+15,64903,9330.33%+3,933
Logitech International SA
SHS
020,739+20,73901,7510.15%+1,751
Abbott Laboratories042,648+42,64805,7190.48%+5,719
Airbnb Inc12,39518,974+6,5791,6352,2910.19%+656
HEICO Corp03,075+3,07506560.06%+656
Berkshire Hathaway Inc014,765+14,76507,9490.67%+7,949
MGM Resorts International(MGM)020,845+20,84506250.05%+625
Analog Devices Inc(ADI)017,050+17,05003,4760.29%+3,476
Palantir Technologies Inc(PLTR)55,14656,010+8644,1864,7780.40%+593
Pilgrim's Pride Corp(PPC)010,514+10,51405790.05%+579
Stantec Inc(STN)06,781+6,78105680.05%+568
T-Mobile US Inc(TMUS)16,74215,822-9203,7094,2660.36%+557
Consolidated Edison Inc(ED)022,930+22,93002,5630.22%+2,563
Regeneron Pharmaceuticals Inc(REGN)03,777+3,77702,4210.20%+2,421
Expand Energy Corp(EXE)04,466+4,46605030.04%+503
Hess Corp017,582+17,58202,8390.24%+2,839
Schlumberger NV(SLB)085,084+85,08403,5950.30%+3,595
McDonald's Corp(MCD)017,600+17,60005,5570.47%+5,557
Sea Ltd(SE)09,192+9,19201,2120.10%+1,212
Roku Inc(ROKU)09,663+9,66306880.06%+688
Gen Digital Inc(GEN)034,864+34,86409350.08%+935
Exxon Mobil Corp074,367+74,36708,9400.75%+8,940
Boston Scientific Corp(BSX)021,131+21,13102,1550.18%+2,155
Medtronic PLC(MDT)039,447+39,44703,5830.30%+3,583
Royal Bank of Canada(RY)030,192+30,19203,4380.29%+3,438
Ovintiv Inc(OVV)09,674+9,67404190.04%+419
MercadoLibre Inc(MELI)01,038+1,03802,0470.17%+2,047
Coinbase Global Inc(COIN)06,835+6,83501,1900.10%+1,190
Texas Pacific Land Corp(TPL)1,3121,389+771,4561,8600.16%+404
Cameco Corp(CCJ)018,201+18,20107570.06%+757
IDEXX Laboratories Inc(IDXX)03,087+3,08701,3100.11%+1,310
Cisco Systems Inc(CSCO)99,517100,642+1,1255,9136,2780.53%+365
Liberty Media Corp-Liberty For(FWONA)03,908+3,90803560.03%+356
CME Group Inc(CME)015,090+15,09004,0470.34%+4,047
Mondelez International Inc(MDLZ)050,190+50,19003,4420.29%+3,442
American Water Works Co Inc032,715+32,71504,8780.41%+4,878
Roper Technologies Inc(ROP)4,0364,087+512,1062,4360.21%+330
Plains GP Holdings LP(PAGP)015,203+15,20303280.03%+328
Invitation Homes Inc(INVH)0102,617+102,61703,6150.30%+3,615
Eli Lilly & Co(LLY)016,455+16,455013,7381.16%+13,738
VICI Properties Inc(VICI)040,926+40,92601,3490.11%+1,349
Crowdstrike Holdings Inc(CRWD)02,854+2,85401,0170.09%+1,017
Merck & Co Inc(MRK)059,092+59,09205,3620.45%+5,362
Kinder Morgan Inc(KMI)010,652+10,65203070.03%+307
Eversource Energy(ES)055,939+55,93903,5120.30%+3,512
Ecolab Inc(ECL)016,045+16,04504,1120.35%+4,112
Welltower Inc(WELL)04,387+4,38706790.06%+679
Check Point Software Technolog
ORD
05,989+5,98901,3800.12%+1,380
Bio-Techne Corp(TECH)04,739+4,73902810.02%+281
Okta Inc(OKTA)010,727+10,72701,1410.10%+1,141
EOG Resources Inc(EOG)35,06435,327+2634,3144,5790.39%+266
Booz Allen Hamilton Holding Co6,1379,980+3,8437931,0550.09%+262
Otis Worldwide Corp(OTIS)022,745+22,74502,3730.20%+2,373
Alibaba Group Holding Ltd(BABA)05,240+5,24007000.06%+700
American Tower Corp(AMT)011,593+11,59302,5500.21%+2,550
DoorDash Inc(DASH)09,512+9,51201,7570.15%+1,757
Expeditors International of Wa(EXPD)017,049+17,04902,0720.17%+2,072
O'Reilly Automotive Inc(ORLY)0899+89901,3020.11%+1,302
Netflix Inc(NFLX)11,35111,004-34710,15410,3730.87%+219
Corteva Inc(CTVA)032,581+32,58102,0730.17%+2,073
Exelixis Inc(EXEL)05,797+5,79702160.02%+216
Monster Beverage Corp(MNST)032,690+32,69001,9340.16%+1,934
Baker Hughes Co(BKR)095,145+95,14504,2270.36%+4,227
Elevance Health Inc(ELV)05,223+5,22302,2960.19%+2,296
Nova Ltd(NVMI)01,130+1,13002080.02%+208
AutoZone Inc(AZO)0321+32101,2370.10%+1,237
CGI Inc(GIB)02,020+2,02002040.02%+204
Exelon Corp(EXC)60,57453,399-7,1752,2882,4870.21%+199
United Parcel Service Inc(UPS)04,889+4,88905440.05%+544
InterDigital Inc(IDCC)0916+91601910.02%+191
Discover Financial Services01,108+1,10801910.02%+191
Keurig Dr Pepper Inc(KDP)070,709+70,70902,4460.21%+2,446
Thomson Reuters Corp013,504+13,50402,3550.20%+2,355
Chubb Ltd
COM
06,811+6,81102,0790.18%+2,079
Gildan Activewear Inc(GIL)04,619+4,61902060.02%+206
ConocoPhillips(COP)026,619+26,61902,8260.24%+2,826
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