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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 15 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVY Avery Dennison Corp Industrials 5,858.0 $945K 0.05% +3K +80.6% $161.40 +11.5%
282 FDX FedEx Corp Industrials 3,007.0 $936K 0.05% NEW $311.30 +7.2%
283 NVR NVR Inc Consumer Cyclical 136.0 $921K 0.05% -1.0 -0.7% $6773.65 -5.0%
284 SYY Sysco Corp Consumer Defensive 11,077.0 $920K 0.05% $83.09 +0.4%
285 OKTA Okta Inc Technology 6,663.0 $904K 0.05% -4K -37.8% $135.65 -3.7%
286 LMT Lockheed Martin Corp Industrials 1,782.0 $903K 0.05% $506.49 +9.9%
287 WST West Pharmaceutical Services I Healthcare 2,522.0 $900K 0.05% -13.0 -0.5% $356.91 -2.4%
288 CINF Cincinnati Financial Corp Financial Services 4,844.0 $892K 0.05% $184.06 -6.9%
289 HAL Halliburton Co Energy 25,887.0 $874K 0.05% -7K -20.4% $33.75 +0.1%
290 BBY Best Buy Co Inc Consumer Cyclical 11,406.0 $860K 0.05% -4K -28.1% $75.44 +13.1%
291 YUM Yum! Brands Inc Consumer Cyclical 5,408.0 $859K 0.05% $158.93 -1.7%
292 PAAS Pan American Silver Corp Basic Materials 19,214.0 $856K 0.05% NEW $44.55 +21.7%
293 CBOE Cboe Global Markets Inc Financial Services 3,514.0 $848K 0.05% +2K +174.8% $241.25 +28.0%
294 WSM Williams-Sonoma Inc Consumer Cyclical 3,652.0 $846K 0.05% -22.0 -0.6% $231.74 +1.3%
295 STE STERIS PLC Healthcare 4,026.0 $843K 0.05% $209.34 +12.9%
296 FOX Fox Corp 17,916.0 $834K 0.05% +18K +10000.0% $46.57
297 OMC Omnicom Group Inc Communication Services 11,419.0 $827K 0.05% $72.41 +21.8%
298 AFL Aflac Inc Financial Services 7,053.0 $822K 0.05% $116.57 -0.3%
299 CARR Carrier Global Corp Industrials 11,159.0 $814K 0.05% $72.92 -19.7%
300 JBL Jabil Inc Technology 2,121.0 $813K 0.05% -2K -43.6% $383.23 -19.5%
Page 15 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%