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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 7 of 25  ·  496 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MSI Motorola Solutions Inc Technology 7,792.0 $3.2M 0.18% -2K -16.2% $412.87 +16.6%
122 USB US Bancorp Financial Services 53,421.0 $3.2M 0.18% +17K +46.7% $60.05 +4.0%
123 WELL Welltower Inc Real Estate 14,060.0 $3.2M 0.18% +5K +57.1% $225.65 +6.4%
124 NOW ServiceNow Inc Technology 31,385.0 $3.1M 0.18% -550.0 -1.7% $98.70 +29.7%
125 ABNB Airbnb Inc Consumer Cyclical 21,582.0 $3.1M 0.17% +4K +21.3% $142.27 +33.7%
126 LOGI Logitech International SA Technology 32,839.0 $3.1M 0.17% +9K +37.2% $93.33 +4.2%
127 SHOP Shopify Inc Technology 26,533.0 $3.0M 0.17% +8K +41.9% $113.70 +31.8%
128 TFC Truist Financial Corp Financial Services 60,771.0 $3.0M 0.17% +17K +38.0% $49.53 +2.6%
129 VRTX Vertex Pharmaceuticals Inc Healthcare 6,083.0 $3.0M 0.17% +148.0 +2.5% $493.83 +10.9%
130 TGT Cirrus Logic Inc Consumer Defensive 22,824.0 $3.0M 0.17% +5K +24.8% $129.86 +30.8%
131 SPG Simon Property Group Inc Real Estate 13,239.0 $2.9M 0.17% +556.0 +4.4% $222.35 -0.7%
132 TER Teradyne Inc Technology 6,038.0 $2.9M 0.17% -2K -28.2% $481.02 -24.1%
133 CI Cigna Group/The Healthcare 10,576.0 $2.9M 0.17% $274.07 +2.3%
134 SLF Sun Life Financial Inc Financial Services 37,016.0 $2.9M 0.17% +26K +245.4% $78.02 +1.3%
135 MDLZ Mondelez International Inc Consumer Defensive 50,222.0 $2.9M 0.17% $57.50 +12.5%
136 MRSH Marsh & McLennan Cos Inc Financial Services 17,248.0 $2.9M 0.16% $165.70 +17.5%
137 CLS Celestica Inc Technology 7,871.0 $2.9M 0.16% +3K +67.1% $362.43 -18.7%
138 AMP Ameriprise Financial Inc Financial Services 6,249.0 $2.9M 0.16% +2K +53.5% $456.08 +23.0%
139 LOW Lowe's Cos Inc Consumer Cyclical 12,938.0 $2.8M 0.16% -1K -8.7% $219.20 -1.0%
140 DE Deere & Co Industrials 4,493.0 $2.8M 0.16% -35.0 -0.8% $630.63 +2.9%
Page 7 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%