Fund Holdings — Plato Investment Management Ltd

Total Portfolio Value
$1.53B
Total Bought
$102.97M
Total Sold
$102.19M
Net Transaction
+$787.0K
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
Alphabet Inc(GOOG)120,309121,635+1,32629,07838,3552.51%+9,277
Alphabet Inc(GOOG)139,063133,254-5,80933,54941,9122.74%+8,363
Apple Inc(AAPL)359,781358,725-1,05690,91397,9986.40%+7,086
Eli Lilly & Co(LLY)17,49218,125+63313,24519,5741.28%+6,329
Royal Bank of Canada(RY)30,11248,128+18,0164,4068,2540.54%+3,848
Micron Technology Inc(MU)28,57428,017-5574,7458,0350.53%+3,291
Amazon.com Inc(AMZN)219,935220,692+75747,92351,1883.35%+3,265
Kinross Gold Corp(KGC)68,684161,995+93,3111,6924,5910.30%+2,899
Advanced Micro Devices Inc(AMD)36,69439,972+3,2785,8918,6020.56%+2,711
Lam Research Corp(LRCX)50,30854,297+3,9896,6859,3400.61%+2,655
Broadcom Inc(AVGO)108,962109,617+65535,67438,1232.49%+2,450
Thomson Reuters Corp(TRI)28917,535+17,246452,3280.15%+2,284
Western Digital Corp(WDC)012,038+12,03802,0840.14%+2,084
Comfort Systems USA Inc(FIX)02,180+2,18002,0440.13%+2,044
Magna International Inc(MGA)39,96769,752+29,7851,8803,7410.24%+1,861
Cisco Systems Inc(CSCO)105,940115,836+9,8967,1938,9660.59%+1,773
Citigroup Inc(C)64,79270,298+5,5066,5268,2430.54%+1,717
Logitech International SA
SHS
27,07544,871+17,7962,9324,6400.30%+1,709
Gartner Inc(IT)2,2889,002+6,7145972,2820.15%+1,685
Amphenol Corp35,11044,124+9,0144,3125,9920.39%+1,680
BCE Inc(BCE)067,350+67,35001,6160.11%+1,616
Morgan Stanley(MS)34,59539,016+4,4215,4576,9600.45%+1,503
Merck & Co Inc(MRK)68,05467,529-5255,6687,1430.47%+1,475
Intuitive Surgical Inc10,67010,67004,7366,0730.40%+1,337
Boston Scientific Corp(BSX)28,56242,706+14,1442,7674,0920.27%+1,325
Johnson & Johnson(JNJ)69,45667,817-1,63912,78014,1030.92%+1,323
Bank of America Corp177,604187,505+9,9019,09310,3630.68%+1,270
US Bancorp(USB)24,08843,733+19,6451,1552,3450.15%+1,190
Intel Corp(INTC)64,63889,812+25,1742,1523,3300.22%+1,178
Buckle Inc/The(BKE)021,819+21,81901,1710.08%+1,171
Old Republic International Cor(ORI)024,958+24,95801,1450.07%+1,145
General Motors Co(GM)43,50546,091+2,5862,6323,7660.25%+1,134
Caterpillar Inc(CAT)14,44713,799-6486,8417,9440.52%+1,103
Wells Fargo & Co(WFC)71,92975,416+3,4875,9837,0630.46%+1,080
Amgen Inc(AMGN)20,30420,425+1215,6866,7180.44%+1,032
Dollar General Corp(DG)2,1919,303+7,1122251,2410.08%+1,016
Walt Disney Co/The(DIS)62,39170,785+8,3947,0898,0920.53%+1,003
Bristol-Myers Squibb Co(BMY)93,47095,353+1,8834,1835,1680.34%+985
Atmos Energy Corp(ATO)05,672+5,67209550.06%+955
JPMorgan Chase & Co(JPM)59,44060,310+87018,60619,5281.28%+922
Salesforce Inc(CRM)36,74735,749-9988,6439,5160.62%+874
Thermo Fisher Scientific Inc(TMO)9,7349,495-2394,6855,5290.36%+843
Deutsche Bank AG
NAMEN AKT
56,44867,397+10,9491,8002,6330.17%+834
Datadog Inc(DDOG)4,99710,988+5,9917061,5020.10%+795
Regeneron Pharmaceuticals Inc(REGN)3,4863,519+331,9452,7290.18%+784
Garmin Ltd(GRMN)3554,268+3,913878700.06%+783
NVIDIA Corp(NVDA)590,392587,436-2,956109,316110,0917.19%+775
Teradyne Inc(TER)03,942+3,94207670.05%+767
UBS Group AG(UBS)120,920120,92004,9055,6680.37%+763
Prologis Inc(PLD)29,54331,987+2,4443,3574,1030.27%+746
S&P Global Inc(SPGI)10,81911,360+5415,2265,9660.39%+740
American Express Co(AXP)21,79921,313-4867,1867,9230.52%+738
Devon Energy Corp(DVN)019,910+19,91007330.05%+733
Bank of Nova Scotia/The26,03332,344+6,3111,6712,4000.16%+729
General Dynamics Corp(GD)1,3673,506+2,1394631,1860.08%+723
Walmart Inc(WMT)100,34397,998-2,34510,26310,9710.72%+709
Expedia Group Inc(EXPE)9,7039,70302,0582,7620.18%+704
Credo Technology Group Holding
ORDINARY SHARES
04,758+4,75806880.04%+688
Capital One Financial Corp(COF)6,8388,714+1,8761,4432,1220.14%+680
MongoDB Inc(MDB)1,6872,839+1,1525201,1970.08%+678
NIKE Inc(NKE)33,66946,781+13,1122,3302,9950.20%+665
Toronto-Dominion Bank/The(TD)40,92540,92503,2493,8810.25%+632
Tesla Inc(TSLA)63,41263,269-14327,98628,5921.87%+606
DR Horton Inc(DHI)6,04611,021+4,9751,0171,5950.10%+578
Monster Beverage Corp(MNST)32,80535,716+2,9112,1912,7520.18%+560
Parker-Hannifin Corp(PH)3,2703,396+1262,4602,9990.20%+539
PepsiCo Inc(PEP)60,68962,386+1,6978,4588,9970.59%+539
Medtronic PLC(MDT)42,58547,088+4,5034,0254,5450.30%+520
Exxon Mobil Corp75,05673,701-1,3558,3988,9120.58%+514
TJX Cos Inc/The(TJX)35,94336,702+7595,1565,6650.37%+510
Analog Devices Inc(ADI)17,82017,802-184,3454,8510.32%+506
Canadian Imperial Bank of Comm(CM)42,02242,02203,3343,8330.25%+499
Centene Corp(CNC)14,87124,715+9,8445271,0220.07%+495
SLB Ltd(SLB)95,52797,002+1,4753,2583,7410.24%+483
Expeditors International of Wa(EXPD)17,10117,10102,0802,5610.17%+480
Incyte Corp(INCY)9,19712,580+3,3837741,2490.08%+475
Progressive Corp/The(PGR)21,12124,663+3,5425,1765,6440.37%+468
Kenvue Inc(KVUE)44,99468,363+23,3697251,1850.08%+460
Qnity Electronics Inc(Q)05,599+5,59904590.03%+459
Albertsons Cos Inc026,435+26,43504560.03%+456
Accenture PLC
SHS CLASS A
18,11218,11204,4324,8830.32%+451
Visa Inc(V)42,58942,211-37814,42814,8760.97%+448
CH Robinson Worldwide Inc(CHRW)13,97413,97401,8362,2570.15%+421
Aflac Inc(AFL)3,3437,053+3,7103717820.05%+411
Atlassian Corp9,07611,333+2,2571,4381,8460.12%+408
Gilead Sciences Inc(GILD)51,08248,855-2,2275,6276,0260.39%+399
Synchrony Financial(SYF)29,39329,39302,0722,4640.16%+392
Edwards Lifesciences Corp4,4258,509+4,0843427290.05%+387
RB Global Inc(RBA)03,677+3,67703810.02%+381
RTX Corp(RTX)6,8778,242+1,3651,1421,5190.10%+377
Vertex Pharmaceuticals Inc(VRTX)6,0265,935-912,3422,7040.18%+362
Danaher Corp(DHR)18,22417,157-1,0673,5863,9470.26%+361
Church & Dwight Co Inc(CHD)1,1285,428+4,300984570.03%+359
Cardinal Health Inc(CAH)8,4378,001-4361,3141,6520.11%+338
Ford Motor Co(F)64,85283,870+19,0187701,1060.07%+336
Monday.com Ltd
SHS
2,2595,142+2,8834347620.05%+328
Avery Dennison Corp1,6513,244+1,5932665930.04%+327
Charles Schwab Corp/The(SCHW)57,03957,03905,4045,7270.37%+323
American Tower Corp(AMT)12,92715,802+2,8752,4672,7880.18%+321
Coca-Cola Co/The(KO)157,754152,306-5,44810,38310,7000.70%+317
Page 1 of 6
Plato Investment Management Ltd — 13F Holdings — Q4 2025 | TickerTrail