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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 12 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CW Curtiss-Wright Corp Industrials 1,896.0 $1.4M 0.08% +1K +177.6% $753.34 -19.1%
222 EXC Exelon Corp Utilities 30,425.0 $1.4M 0.08% -31K -50.8% $46.35 -4.4%
223 OTIS Otis Worldwide Corp Industrials 19,718.0 $1.4M 0.08% $71.18 +0.4%
224 BX Blackstone Inc Financial Services 11,761.0 $1.4M 0.08% -769.0 -6.1% $116.98 +22.6%
225 MTD Mettler-Toledo International I Healthcare 1,081.0 $1.4M 0.08% -260.0 -19.4% $1270.06 +10.4%
226 SPOT Spotify Technology SA Communication Services 2,987.0 $1.4M 0.08% $456.45 +21.1%
227 NXPI NXP Semiconductors NV Technology 4,835.0 $1.4M 0.08% $279.39 -19.6%
228 MTB M&T Bank Corp Financial Services 5,703.0 $1.3M 0.08% -3K -31.5% $236.62 +1.6%
229 TotalEnergies SE 17,447.0 $1.3M 0.08% -8K -30.1% $77.30
230 ALL Allstate Corp/The Financial Services 5,669.0 $1.3M 0.08% -830.0 -12.8% $236.55 +8.9%
231 IQVIA Holdings Inc 6,960.0 $1.3M 0.08% -2K -20.4% $192.09
232 CDNS Cadence Design Systems Inc Technology 3,546.0 $1.3M 0.08% -4K -53.8% $373.13 -11.0%
233 DDOG Datadog Inc Technology 5,073.0 $1.3M 0.07% -40.0 -0.8% $258.84 -13.9%
234 TPL Texas Pacific Land Corp Energy 3,003.0 $1.3M 0.07% -3K -46.9% $435.09 -14.3%
235 BSX Boston Scientific Corp Healthcare 30,788.0 $1.3M 0.07% -12K -28.7% $42.43 +17.5%
236 KVUE Kenvue Inc Consumer Defensive 68,363.0 $1.3M 0.07% $19.00 +1.7%
237 APOS Apollo Global Management Inc 10,945.0 $1.3M 0.07% $117.62
238 KGC Kinross Gold Corp Basic Materials 54,708.0 $1.3M 0.07% -640.0 -1.2% $23.53 +42.3%
239 MELI MercadoLibre Inc Consumer Cyclical 759.0 $1.3M 0.07% -258.0 -25.4% $1687.49 +18.3%
240 PINS Pinterest Inc Communication Services 61,064.0 $1.3M 0.07% +59K +3006.0% $20.91 +13.2%
Page 12 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%