Portfolio (Quarterly)
Guide ↗
Plato Investment Management Ltd
· CIK 0001984475| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | APA | APA Corp | Energy | 382.0 | $12K | 0.00% | NEW | — | $32.38 | +32.7% |
| 42 | AG | First Majestic Silver Corp | Basic Materials | 620.0 | $10K | 0.00% | NEW | — | $16.87 | +23.5% |
| 43 | TDC | Teradata Corp | Technology | 293.0 | $10K | 0.00% | NEW | — | $34.45 | -20.1% |
| 44 | SU | Suncor Energy Inc | Energy | 166.0 | $9K | 0.00% | NEW | — | $53.46 | +26.0% |
| 45 | SONO | Sonos Inc | Technology | 549.0 | $7K | — | NEW | — | $13.45 | +14.6% |
| 46 | HAFN | Hafnia Ltd | Industrials | 1,000.0 | $6K | — | NEW | — | $6.50 | +25.1% |
| 47 | PII | Polaris Inc | Consumer Cyclical | 94.0 | $6K | — | NEW | — | $68.04 | -5.4% |
| 48 | MEDP | Medpace Holdings Inc | Healthcare | 12.0 | $6K | — | NEW | — | $526.50 | +17.8% |
| 49 | TTEK | Tetra Tech Inc | Industrials | 190.0 | $5K | — | NEW | — | $28.72 | +28.3% |
| 50 | AMN | AMN Healthcare Services Inc | Healthcare | 150.0 | $5K | — | NEW | — | $32.18 | +7.2% |
| 51 | UHAL | U-Haul Holding Co | — | 72.0 | $5K | — | NEW | — | $65.06 | — |
| 52 | ODFL | Old Dominion Freight Line Inc | Industrials | 18.0 | $4K | — | NEW | — | $215.33 | -6.4% |
| 53 | ALB | Albemarle Corp | Basic Materials | 26.0 | $3K | — | NEW | — | $134.23 | +5.4% |
| 54 | ARCB | ArcBest Corp | Industrials | 13.0 | $2K | — | NEW | — | $142.69 | -5.8% |
| 55 | CNQ | Canadian Natural Resources Ltd | Energy | 4.0 | $157.0 | — | NEW | — | $39.25 | +29.1% |
① 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%