Fund Holdings — Plato 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)7,72110,494+2,7735,0719,1660.62%+4,095
Exxon Mobil Corp73,70174,305+6048,91212,6140.85%+3,702
Applied Materials Inc14,30919,868+5,5593,6956,7950.46%+3,099
Johnson & Johnson(JNJ)67,81769,673+1,85614,10317,0411.14%+2,938
Verizon Communications Inc(VZ)145,415173,917+28,5025,9528,7360.59%+2,784
Vertiv Holdings Co(VRT)8,46215,868+7,4061,3783,9790.27%+2,601
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)41,11039,718-1,3926,2968,2220.55%+1,926
Bank of Montreal46914,305+13,836611,9320.13%+1,871
Costco Wholesale Corp(COST)12,28712,533+24610,64712,4960.84%+1,848
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)7,66044,054+36,3943792,0260.14%+1,648
AT&T Inc(T)162,024193,587+31,5634,0445,6150.38%+1,571
Baker Hughes Co(BKR)78,71384,290+5,5773,6025,1490.35%+1,547
AerCap Holdings NV(AER)1,06312,115+11,0521541,6630.11%+1,509
Texas Pacific Land Corp(TPL)4,0895,656+1,5671,1802,6860.18%+1,506
Howmet Aerospace Inc(HWM)14,65219,517+4,8653,0194,5010.30%+1,482
Colgate-Palmolive Co(CL)25,72840,430+14,7022,0433,4480.23%+1,405
Dell Technologies Inc(DELL)5,53012,812+7,2827002,1040.14%+1,405
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)11,15316,018+4,8651,9443,1120.21%+1,167
Comfort Systems USA Inc(FIX)2,1802,327+1472,0443,2110.22%+1,166
Ciena Corp(CIEN)1,2663,702+2,4362981,4380.10%+1,141
KLA Corp(KLAC)5,5415,359-1826,7667,8950.53%+1,130
Gilead Sciences Inc(GILD)48,85551,281+2,4266,0267,1510.48%+1,126
Halliburton Co(HAL)7,36332,533+25,1702091,2690.09%+1,060
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)3,9085,901+1,9931,8332,7940.19%+961
Welltower Inc(WELL)4,3928,947+4,5558191,7700.12%+951
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)6,12220,061+13,9397631,6590.11%+896
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)7,91310,668+2,7551,4472,2190.15%+772
Exelon Corp(EXC)52,57361,876+9,3032,3033,0350.20%+732
F5 Inc(FFIV)02,466+2,46607140.05%+714
Nasdaq Inc(NDAQ)548,299+8,24557050.05%+700
Western Digital Corp(WDC)12,03810,279-1,7592,0842,7820.19%+698
Taiwan Semiconductor Manufactu(TSM)7,6158,934+1,3192,3253,0210.20%+696
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 Inc3,5253,926+4011,4952,1570.14%+662
AbbVie Inc(ABBV)50,62156,432+5,81111,62312,2810.82%+658
CME Group Inc(CME)15,38316,505+1,1224,2214,8780.33%+656
Marvell Technology Inc(MRVL)16,95921,228+4,2691,4482,1040.14%+656
Garmin Ltd(GRMN)4,2686,544+2,2768701,5190.10%+649
Realty Income Corp(O)2,70412,965+10,2611537940.05%+640
Deere & Co(DE)4,1174,528+4111,9262,5520.17%+626
Merck & Co Inc(MRK)67,52964,422-3,1077,1437,7540.52%+611
Consolidated Edison Inc(ED)22,51025,187+2,6772,2472,8520.19%+606
AECOM(ACM)7,60415,481+7,8777281,3140.09%+585
Toronto-Dominion Bank/The(TD)40,92547,932+7,0073,8814,4640.30%+583
T-Mobile US Inc(TMUS)17,00719,048+2,0413,4704,0030.27%+533
Morgan Stanley(MS)39,01645,493+6,4776,9607,4910.50%+531
Lockheed Martin Corp(LMT)1,1301,782+6525491,0780.07%+528
Monolithic Power Systems Inc(MPWR)1,0371,337+3009441,4630.10%+518
L3Harris Technologies Inc(LHX)2,8063,859+1,0538281,3330.09%+505
Bank of Nova Scotia/The32,34441,863+9,5192,4002,8950.19%+495
Dana Inc(DAN)4,42217,730+13,3081065970.04%+491
Motorola Solutions Inc(MSI)9,2139,302+893,5494,0390.27%+490
Best Buy Co Inc(BBY)8,21015,861+7,6515521,0190.07%+467
Tapestry Inc(TPR)6,9339,609+2,6768901,3570.09%+467
Curtiss-Wright Corp(CW)0683+68304650.03%+465
Corteva Inc(CTVA)32,59831,729-8692,1962,6580.18%+462
Procter & Gamble Co/The(PG)63,97866,927+2,9499,2139,6730.65%+459
Fortive Corp(FTV)17,22225,545+8,3239551,4130.09%+457
Westinghouse Air Brake Technol(WAB)11,52011,680+1602,4712,9210.20%+450
Teva Pharmaceutical Industries(TEVA)2,88917,768+14,879915350.04%+445
Keysight Technologies Inc(KEYS)9,7708,630-1,1401,9952,4380.16%+443
Ross Stores Inc(ROST)6,9397,828+8891,2561,6970.11%+441
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)6952,248+1,5532656700.04%+405
Moody's Corp(MCO)2,8924,281+1,3891,4851,8690.13%+384
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)1,8706,091+4,2211454980.03%+353
Target Corp(TGT)19,00918,293-7161,8672,2180.15%+351
Ecolab Inc(ECL)16,41717,538+1,1214,3314,6680.31%+337
Coca-Cola Europacific Partners
SHS
393,753+3,71443400.02%+337
PG&E Corp(PCG)116,547125,938+9,3911,8822,2140.15%+332
Eaton Corp PLC(ETN)15,15414,478-6764,8505,1810.35%+331
Netflix Inc(NFLX)100,005101,340+1,3359,4229,7500.65%+327
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)2,1984,919+2,7212215330.04%+312
Page 1 of 6