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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 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX Chevron Corp Energy 15,184.0 $2.5M 0.14% -25K -61.8% $164.79 +23.3%
42 KEYS Keysight Technologies Inc Technology 6,940.0 $2.4M 0.14% -2K -19.6% $348.03 -10.0%
43 STT State Street Corp Financial Services 13,231.0 $2.2M 0.13% -5K -25.8% $168.61 +13.0%
44 INVH Invitation Homes Inc Real Estate 73,502.0 $2.2M 0.13% -5K -6.9% $30.03 +1.1%
45 WAB Westinghouse Air Brake Technol Industrials 7,218.0 $1.9M 0.11% -4K -38.2% $268.03 +11.4%
46 JCI Johnson Controls International Industrials 13,023.0 $1.9M 0.11% -262.0 -2.0% $145.26 -2.1%
47 URI United Rentals Inc Industrials 1,651.0 $1.9M 0.11% -402.0 -19.6% $1126.28 -3.6%
48 EOG EOG Resources Inc Energy 14,298.0 $1.8M 0.10% -15K -51.4% $128.97 +15.8%
49 MSCI MSCI Inc Financial Services 3,008.0 $1.7M 0.10% -790.0 -20.8% $556.77 +2.5%
50 INCY Incyte Corp Healthcare 14,856.0 $1.7M 0.10% -996.0 -6.3% $112.70 +13.2%
51 HSY Hershey Co/The Consumer Defensive 9,457.0 $1.6M 0.09% -1K -11.3% $174.43 +8.8%
52 MPWR Monolithic Power Systems Inc Technology 1,192.0 $1.6M 0.09% -145.0 -10.8% $1374.30 -6.4%
53 NTAP NetApp Inc Technology 10,209.0 $1.6M 0.09% -1K -10.5% $153.86 +22.2%
54 PCG PG&E Corp Utilities 93,343.0 $1.6M 0.09% -33K -25.9% $16.72 +7.9%
55 FTV Fortive Corp Technology 25,415.0 $1.5M 0.09% -130.0 -0.5% $60.73 -0.6%
56 KDP Keurig Dr Pepper Inc Consumer Defensive 46,101.0 $1.5M 0.09% -28K -37.4% $32.54 -0.2%
57 IDXX IDEXX Laboratories Inc Healthcare 2,836.0 $1.5M 0.09% -253.0 -8.2% $523.37 +6.2%
58 GRMN Garmin Ltd Technology 6,126.0 $1.4M 0.08% -418.0 -6.4% $236.15 +23.8%
59 EXC Exelon Corp Utilities 30,425.0 $1.4M 0.08% -31K -50.8% $46.35 -4.4%
60 BX Blackstone Inc Financial Services 11,761.0 $1.4M 0.08% -769.0 -6.1% $116.98 +22.7%
Page 3 of 8  ·  148 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%