Fund HoldingsPlato Investment Management Ltd

Total Portfolio Value
$1.53B
Total Bought
$103.17M
Total Sold
$102.37M
Net Transaction
+$798.5K
Filing Period:
Securities
SharesValue ($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)018,125+18,125019,5741.28%+19,574
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 Corp017,535+17,53502,3280.15%+2,328
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)0115,836+115,83608,9660.59%+8,966
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)09,002+9,00202,2820.15%+2,282
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 Inc010,670+10,67006,0730.40%+6,073
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)043,733+43,73302,3450.15%+2,345
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)075,416+75,41607,0630.46%+7,063
Amgen Inc(AMGN)20,30420,425+1215,6866,7180.44%+1,032
Dollar General Corp(DG)09,303+9,30301,2410.08%+1,241
Walt Disney Co/The(DIS)070,785+70,78508,0920.53%+8,092
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)035,749+35,74909,5160.62%+9,516
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)010,988+10,98801,5020.10%+1,502
Regeneron Pharmaceuticals Inc(REGN)03,519+3,51902,7290.18%+2,729
Garmin Ltd(GRMN)04,268+4,26808700.06%+870
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)031,987+31,98704,1030.27%+4,103
S&P Global Inc(SPGI)011,360+11,36005,9660.39%+5,966
American Express Co(AXP)021,313+21,31307,9230.52%+7,923
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)08,714+8,71402,1220.14%+2,122
MongoDB Inc(MDB)02,839+2,83901,1970.08%+1,197
NIKE Inc(NKE)046,781+46,78102,9950.20%+2,995
Toronto-Dominion Bank/The(TD)040,925+40,92503,8810.25%+3,881
Tesla Inc(TSLA)63,41263,269-14327,98628,5921.87%+606
DR Horton Inc(DHI)011,021+11,02101,5950.10%+1,595
Monster Beverage Corp(MNST)035,716+35,71602,7520.18%+2,752
Parker-Hannifin Corp(PH)03,396+3,39602,9990.20%+2,999
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 Corp073,701+73,70108,9120.58%+8,912
TJX Cos Inc/The(TJX)35,94336,702+7595,1565,6650.37%+510
Analog Devices Inc(ADI)017,802+17,80204,8510.32%+4,851
Canadian Imperial Bank of Comm(CM)042,022+42,02203,8330.25%+3,833
Centene Corp(CNC)024,715+24,71501,0220.07%+1,022
SLB Ltd(SLB)097,002+97,00203,7410.24%+3,741
Expeditors International of Wa(EXPD)017,101+17,10102,5610.17%+2,561
Incyte Corp(INCY)012,580+12,58001,2490.08%+1,249
Progressive Corp/The(PGR)024,663+24,66305,6440.37%+5,644
Kenvue Inc(KVUE)068,363+68,36301,1850.08%+1,185
Qnity Electronics Inc(Q)05,599+5,59904590.03%+459
Albertsons Cos Inc026,435+26,43504560.03%+456
Accenture PLC
SHS CLASS A
018,112+18,11204,8830.32%+4,883
Visa Inc(V)042,211+42,211014,8760.97%+14,876
CH Robinson Worldwide Inc(CHRW)013,974+13,97402,2570.15%+2,257
Aflac Inc(AFL)07,053+7,05307820.05%+782
Atlassian Corp011,333+11,33301,8460.12%+1,846
Gilead Sciences Inc(GILD)51,08248,855-2,2275,6276,0260.39%+399
Synchrony Financial(SYF)029,393+29,39302,4640.16%+2,464
Edwards Lifesciences Corp08,509+8,50907290.05%+729
RB Global Inc(RBA)03,677+3,67703810.02%+381
RTX Corp(RTX)08,242+8,24201,5190.10%+1,519
Vertex Pharmaceuticals Inc(VRTX)05,935+5,93502,7040.18%+2,704
Danaher Corp(DHR)017,157+17,15703,9470.26%+3,947
Church & Dwight Co Inc(CHD)05,428+5,42804570.03%+457
Cardinal Health Inc(CAH)08,001+8,00101,6520.11%+1,652
Ford Motor Co(F)083,870+83,87001,1060.07%+1,106
Monday.com Ltd
SHS
05,142+5,14207620.05%+762
Avery Dennison Corp03,244+3,24405930.04%+593
Charles Schwab Corp/The(SCHW)57,03957,03905,4045,7270.37%+323
American Tower Corp(AMT)015,802+15,80202,7880.18%+2,788
Coca-Cola Co/The(KO)0152,306+152,306010,7000.70%+10,700
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