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Portfolio (Quarterly) Guide ↗

Plato Investment Management Ltd

· CIK 0001984475
13F Portfolio $1.5B AUM 516 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 172 Added 108 Reduced 38 Exited
Page 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPC Marathon Petroleum Corp Energy 699.0 $171K 0.01% +399.0 +133.0% $244.32 +1.5%
162 RNG RingCentral Inc Technology 4,499.0 $167K 0.01% +3K +174.2% $37.21 +14.3%
163 KSS Kohl's Corp Consumer Cyclical 11,538.0 $149K 0.01% +9K +457.4% $12.91 +3.0%
164 PSX Phillips 66 Energy 789.0 $144K 0.01% +365.0 +86.1% $182.29 -4.6%
165 OTEX Open Text Corp Technology 6,086.0 $135K 0.01% +3K +113.9% $22.22 +5.4%
166 HAS Hasbro Inc Consumer Cyclical 1,340.0 $125K 0.01% +678.0 +102.4% $93.65 -6.0%
167 FCX Freeport-McMoRan Inc Basic Materials 2,062.0 $121K 0.01% +1K +266.2% $58.81 +9.4%
168 CRBG Corebridge Financial Inc Financial Services 3,609.0 $86K 0.01% +125.0 +3.6% $23.87 +14.6%
169 ROKU Roku Inc Communication Services 789.0 $75K 0.01% +754.0 +2154.3% $94.68 +34.8%
170 YOU Clear Secure Inc Technology 1,470.0 $71K 0.01% +1K +2622.2% $48.44 +24.0%
171 TechnipFMC PLC 769.0 $53K 0.00% +537.0 +231.5% $69.17
172 BA Boeing Co/The Industrials 122.0 $24K 0.00% +19.0 +18.4% $199.15 +9.9%
Page 9 of 9  ·  172 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 34.0%
Financial Services 13.0%
Healthcare 11.2%
Communication Services 10.5%
Consumer Cyclical 9.5%
Industrials 7.4%
Consumer Defensive 5.5%
Energy 3.2%
Utilities 2.1%
Basic Materials 1.8%