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Portfolio (Quarterly) Guide ↗

Plato Investment Management Ltd

· CIK 0001984475
13F Portfolio $1.8B AUM 503 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 55 New 149 Added 148 Reduced 75 Exited
Page 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMP Ameriprise Financial Inc Financial Services 6,249.0 $2.9M 0.16% +2K +53.5% $456.08 +23.0%
82 COP ConocoPhillips Energy 27,128.0 $2.8M 0.16% +12K +74.9% $103.35 +29.0%
83 HCA HCA Healthcare Inc Healthcare 6,919.0 $2.7M 0.15% +1K +17.2% $387.62 +10.7%
84 GLW Corning Inc Technology 10,261.0 $2.6M 0.15% +7K +218.0% $253.94 -42.7%
85 Corebridge Financial Inc 19,827.0 $2.6M 0.15% +3K +20.5% $130.11
86 ICE Intercontinental Exchange Inc Financial Services 20,595.0 $2.5M 0.14% +4K +24.2% $122.39 +33.2%
87 CB Chubb Ltd Financial Services 7,410.0 $2.5M 0.14% +837.0 +12.7% $338.75 +2.1%
88 REGN Regeneron Pharmaceuticals Inc Healthcare 3,983.0 $2.5M 0.14% +464.0 +13.2% $619.90 +33.7%
89 ROST Ross Stores Inc Consumer Cyclical 11,315.0 $2.4M 0.14% +3K +44.5% $211.61 +14.1%
90 O Realty Income Corp Real Estate 38,730.0 $2.4M 0.14% +26K +198.7% $61.60 +2.6%
91 NEM Newmont Corp Basic Materials 25,586.0 $2.4M 0.14% +21K +420.1% $92.86 +42.0%
92 GD General Dynamics Corp Industrials 6,647.0 $2.3M 0.13% +3K +89.6% $352.17 +9.0%
93 DHI DR Horton Inc Consumer Cyclical 14,157.0 $2.3M 0.13% +3K +23.4% $161.93 -8.0%
94 AIG American International Group I Financial Services 30,353.0 $2.2M 0.13% +22K +260.4% $74.10 +4.4%
95 CHRW CH Robinson Worldwide Inc Industrials 11,814.0 $2.2M 0.13% +332.0 +2.9% $187.24 -23.7%
96 LHX L3Harris Technologies Inc Industrials 7,585.0 $2.2M 0.12% +4K +96.5% $288.89 -9.0%
97 CIEN Ciena Corp Technology 4,355.0 $2.1M 0.12% +653.0 +17.6% $487.70 -23.7%
98 ELV Elevance Health Inc Healthcare 4,799.0 $1.8M 0.10% +4K +497.6% $384.47 +4.7%
99 RS Reliance Inc Basic Materials 4,943.0 $1.8M 0.10% +1K +34.2% $371.42 +3.0%
100 ADSK Autodesk Inc Technology 8,804.0 $1.7M 0.10% +1K +12.9% $193.29 +31.6%
Page 5 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 13.6%
Healthcare 11.5%
Consumer Cyclical 9.3%
Industrials 8.4%
Communication Services 7.8%
Consumer Defensive 4.0%
Utilities 2.0%
Basic Materials 1.7%
Real Estate 1.7%