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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 10 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WAB Westinghouse Air Brake Technol Industrials 7,218.0 $1.9M 0.11% -4K -38.2% $268.03 +10.1%
182 CAH Cardinal Health Inc Healthcare 8,185.0 $1.9M 0.11% $236.17 -0.6%
183 MCO Moody's Corp Financial Services 4,281.0 $1.9M 0.11% $450.28 +13.7%
184 JCI Johnson Controls International Industrials 13,023.0 $1.9M 0.11% -262.0 -2.0% $145.26 -2.4%
185 URI United Rentals Inc Industrials 1,651.0 $1.9M 0.11% -402.0 -19.6% $1126.28 -5.7%
186 ELV Elevance Health Inc Healthcare 4,799.0 $1.8M 0.10% +4K +497.6% $384.47 +3.7%
187 EOG EOG Resources Inc Energy 14,298.0 $1.8M 0.10% -15K -51.4% $128.97 +14.6%
188 TFII TFI International Inc Industrials 12,847.0 $1.8M 0.10% NEW $143.05 -5.5%
189 RS Reliance Inc Basic Materials 4,943.0 $1.8M 0.10% +1K +34.2% $371.42 +3.4%
190 AER AerCap Holdings NV Industrials 12,115.0 $1.8M 0.10% $144.93 +1.8%
191 ROK Rockwell Automation Inc Industrials 3,556.0 $1.8M 0.10% $492.19 -12.1%
192 HPE Hewlett Packard Enterprise Co Technology 38,564.0 $1.7M 0.10% NEW $44.85 +19.4%
193 BDX Becton Dickinson & Co Healthcare 11,485.0 $1.7M 0.10% $150.45 +25.5%
194 PSA Public Storage Real Estate 5,458.0 $1.7M 0.10% $316.45 +1.8%
195 COF Capital One Financial Corp Financial Services 8,644.0 $1.7M 0.10% $199.45 +9.0%
196 ADSK Autodesk Inc Technology 8,804.0 $1.7M 0.10% +1K +12.9% $193.29 +30.5%
197 GDDY GoDaddy Inc Technology 20,061.0 $1.7M 0.10% $84.38 +17.6%
198 SNOW Snowflake Inc Technology 6,670.0 $1.7M 0.10% +5K +217.3% $253.02 +25.1%
199 TXT Textron Inc Industrials 18,505.0 $1.7M 0.10% $91.19 -9.5%
200 PAYX Paychex Inc Industrials 17,159.0 $1.7M 0.10% $97.76 +27.7%
Page 10 of 25  ·  496 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%