Plato Investment Management Ltd Top Holdings and 13F Report (2024)

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About Plato Investment Management Ltd

Investment Activity

Plato Investment Management Ltd has $967.24 million in total holdings as of March 31, 2024.
Plato Investment Management Ltd owns shares of 489 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 90.99% of the portfolio was purchased this quarter.
About 0.29% of the portfolio was sold this quarter.
This quarter, Plato Investment Management Ltd has purchased 455 new stocks and bought additional shares in 304 stocks.
Plato Investment Management Ltd sold shares of 34 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Microsoft: $63,471,081
Apple: $57,315,132
NVIDIA: $49,448,225
Amazon.com: $35,654,993
Meta Platforms: $23,587,534

Largest New Holdings this Quarter

Advanced Micro Devices: $4,804,283 Holding
American Homes 4 Rent: $1,826,421 Holding
NVR: $1,781,991 Holding
Corteva: $1,762,914 Holding
Royalty Pharma: $1,163,475 Holding

Largest Purchases this Quarter

Microsoft: 136,991 shares (about $57.63M)
Apple: 302,653 shares (about $51.90M)
NVIDIA: 48,794 shares (about $44.09M)
Amazon.com: 179,487 shares (about $32.38M)
Meta Platforms: 44,939 shares (about $21.82M)

Largest Sales this Quarter

Marathon Petroleum: 1,617 shares (about $325.83K)
Hess Midstream: 4,428 shares (about $159.98K)
Walgreens Boots Alliance: 7,257 shares (about $157.42K)
Prudential Financial: 1,040 shares (about $122.10K)
Owens Corning: 676 shares (about $112.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$63,471,081	$57,634,853 ▲	987.5%	150,863	6.6%	Computer and Technology
AAPL Apple	$57,315,132	$51,898,936 ▲	958.2%	334,238	5.9%	Computer and Technology
NVDA NVIDIA	$49,448,225	$44,088,307 ▲	822.6%	54,726	5.1%	Computer and Technology
AMZN Amazon.com	$35,654,993	$32,375,865 ▲	987.3%	197,666	3.7%	Retail/Wholesale
META Meta Platforms	$23,587,534	$21,821,480 ▲	1,235.6%	48,576	2.4%	Computer and Technology
GOOGL Alphabet	$18,952,129	$17,538,820 ▲	1,241.0%	125,569	2.0%	Computer and Technology
GOOG Alphabet	$17,263,239	$14,985,886 ▲	658.0%	113,380	1.8%	Computer and Technology
AVGO Broadcom	$14,279,967	$12,401,861 ▲	660.3%	10,774	1.5%	Computer and Technology
V Visa	$11,517,353	$10,181,676 ▲	762.3%	41,269	1.2%	Business Services
LLY Eli Lilly and Company	$11,311,538	$10,532,800 ▲	1,352.5%	14,540	1.2%	Medical
JPM JPMorgan Chase & Co.	$10,692,615	$9,877,394 ▲	1,211.6%	53,383	1.1%	Finance
ABBV AbbVie	$10,095,442	$8,643,559 ▲	595.3%	55,439	1.0%	Medical
TSLA Tesla	$9,875,355	$9,109,790 ▲	1,189.9%	56,177	1.0%	Auto/Tires/Trucks
UNH UnitedHealth Group	$9,733,717	$8,594,423 ▲	754.4%	19,676	1.0%	Medical
PG Procter & Gamble	$9,597,574	$9,010,229 ▲	1,534.1%	59,153	1.0%	Consumer Staples
COST Costco Wholesale	$9,217,218	$8,587,889 ▲	1,364.6%	12,581	1.0%	Retail/Wholesale
KO Coca-Cola	$8,966,969	$8,308,122 ▲	1,261.0%	146,567	0.9%	Consumer Staples
MA Mastercard	$8,701,488	$8,095,191 ▲	1,335.2%	18,069	0.9%	Business Services
PEP PepsiCo	$8,406,080	$7,387,347 ▲	725.2%	48,032	0.9%	Consumer Staples
JNJ Johnson & Johnson	$8,337,879	$7,560,850 ▲	973.0%	52,708	0.9%	Medical
CRM Salesforce	$8,172,519	$7,121,401 ▲	677.5%	27,135	0.8%	Computer and Technology
AMAT Applied Materials	$8,047,507	$7,423,661 ▲	1,190.0%	39,022	0.8%	Computer and Technology
HD Home Depot	$7,895,255	$7,396,191 ▲	1,482.0%	20,582	0.8%	Retail/Wholesale
XOM Exxon Mobil	$6,645,906	$6,370,417 ▲	2,312.4%	57,174	0.7%	Oils/Energy
CVX Chevron	$6,532,644	$6,335,154 ▲	3,207.8%	41,414	0.7%	Oils/Energy
MRK Merck & Co., Inc.	$6,248,624	$5,374,851 ▲	615.1%	47,356	0.6%	Medical
ES Eversource Energy	$5,674,086	$5,311,521 ▲	1,465.0%	94,932	0.6%	Utilities
BRK.B Berkshire Hathaway	$5,637,071	$5,305,701 ▲	1,601.1%	13,405	0.6%	Finance
WMT Walmart	$5,537,987	$5,218,304 ▲	1,632.3%	92,039	0.6%	Retail/Wholesale
QCOM QUALCOMM	$5,505,975	$5,118,109 ▲	1,319.6%	32,522	0.6%	Computer and Technology
NFLX Netflix	$5,497,551	$4,875,038 ▲	783.1%	9,052	0.6%	Consumer Discretionary
ADBE Adobe	$5,383,073	$4,630,714 ▲	615.5%	10,668	0.6%	Computer and Technology
ADP Automatic Data Processing	$5,368,411	$4,639,420 ▲	636.4%	21,496	0.6%	Business Services
DIS Walt Disney	$5,205,806	$4,804,955 ▲	1,198.7%	42,545	0.5%	Consumer Discretionary
BAC Bank of America	$5,130,879	$4,814,664 ▲	1,522.6%	135,308	0.5%	Finance
INTU Intuit	$5,036,850	$4,569,500 ▲	977.7%	7,749	0.5%	Computer and Technology
CMCSA Comcast	$4,981,782	$4,514,599 ▲	966.3%	114,920	0.5%	Consumer Discretionary
AXP American Express	$4,965,008	$4,601,842 ▲	1,267.1%	21,806	0.5%	Finance
BKNG Booking	$4,962,940	$4,299,038 ▲	647.5%	1,368	0.5%	Retail/Wholesale
CAT Caterpillar	$4,933,980	$3,906,144 ▲	380.0%	13,465	0.5%	Industrial Products
AMGN Amgen	$4,858,460	$3,936,410 ▲	426.9%	17,088	0.5%	Medical
MCD McDonald's	$4,819,653	$4,499,640 ▲	1,406.1%	17,094	0.5%	Retail/Wholesale
AMD Advanced Micro Devices	$4,804,283	$4,804,283 ▲	New Holding	26,618	0.5%	Computer and Technology
LRCX Lam Research	$4,784,982	$4,112,656 ▲	611.7%	4,925	0.5%	Computer and Technology
ABT Abbott Laboratories	$4,719,504	$4,396,369 ▲	1,360.5%	41,523	0.5%	Medical
CI The Cigna Group	$4,716,022	$4,433,823 ▲	1,571.2%	12,985	0.5%	Medical
VZ Verizon Communications	$4,555,681	$3,917,973 ▲	614.4%	108,572	0.5%	Computer and Technology
BKR Baker Hughes	$4,521,797	$4,406,590 ▲	3,824.9%	134,979	0.5%	Oils/Energy
BMY Bristol-Myers Squibb	$4,496,372	$4,274,951 ▲	1,930.7%	82,913	0.5%	Medical
KLAC KLA	$4,484,819	$3,506,821 ▲	358.6%	6,420	0.5%	Computer and Technology
BLK BlackRock	$4,429,448	$4,286,052 ▲	2,989.0%	5,313	0.5%	Finance
ECL Ecolab	$4,382,020	$4,222,237 ▲	2,642.5%	18,978	0.5%	Basic Materials
GE General Electric	$4,377,894	$4,160,061 ▲	1,909.8%	24,941	0.5%	Transportation
PGR Progressive	$4,348,804	$3,952,123 ▲	996.3%	21,027	0.4%	Finance
SHW Sherwin-Williams	$4,333,984	$3,830,355 ▲	760.6%	12,478	0.4%	Construction
PXD Pioneer Natural Resources	$4,308,938	$4,134,375 ▲	2,368.4%	16,415	0.4%	Oils/Energy
AWK American Water Works	$4,281,872	$4,253,275 ▲	14,873.1%	35,037	0.4%	Utilities
SYK Stryker	$4,207,835	$3,812,747 ▲	965.0%	11,758	0.4%	Medical
ORCL Oracle	$4,077,301	$3,656,507 ▲	869.0%	32,460	0.4%	Computer and Technology
C Citigroup	$3,934,983	$3,770,432 ▲	2,291.4%	62,223	0.4%	Finance
TMO Thermo Fisher Scientific	$3,910,381	$3,553,518 ▲	995.8%	6,728	0.4%	Medical
WFC Wells Fargo & Company	$3,795,800	$3,576,943 ▲	1,634.4%	65,490	0.4%	Finance
PLD Prologis	$3,792,137	$3,429,604 ▲	946.0%	29,121	0.4%	Finance
INTC Intel	$3,723,575	$3,449,014 ▲	1,256.2%	84,301	0.4%	Computer and Technology
ETN Eaton	$3,708,072	$3,435,415 ▲	1,260.0%	11,859	0.4%	Industrial Products
RTX RTX	$3,703,214	$3,321,091 ▲	869.1%	37,970	0.4%	Aerospace
TGT Target	$3,698,018	$3,469,417 ▲	1,517.7%	20,868	0.4%	Retail/Wholesale
PFE Pfizer	$3,691,499	$3,488,258 ▲	1,716.3%	133,027	0.4%	Medical
HON Honeywell International	$3,624,305	$3,411,871 ▲	1,606.1%	17,658	0.4%	Multi-Sector Conglomerates
TJX TJX Companies	$3,494,730	$3,183,472 ▲	1,022.8%	34,458	0.4%	Retail/Wholesale
GILD Gilead Sciences	$3,430,371	$2,831,992 ▲	473.3%	46,831	0.4%	Medical
RS Reliance	$3,382,570	$3,345,810 ▲	9,101.8%	10,122	0.3%	Basic Materials
PPG PPG Industries	$3,362,405	$3,253,730 ▲	2,994.0%	23,205	0.3%	Basic Materials
MMC Marsh & McLennan Companies	$3,329,873	$2,970,850 ▲	827.5%	16,166	0.3%	Finance
MDLZ Mondelez International	$3,300,850	$3,096,030 ▲	1,511.6%	47,155	0.3%	Consumer Staples
CSCO Cisco Systems	$3,280,335	$2,953,924 ▲	905.0%	65,725	0.3%	Computer and Technology
FI Fiserv	$3,277,429	$2,985,598 ▲	1,023.1%	20,507	0.3%	Business Services
BK Bank of New York Mellon	$3,253,571	$3,176,418 ▲	4,117.0%	56,466	0.3%	Finance
CME CME Group	$3,140,866	$2,702,966 ▲	617.3%	14,589	0.3%	Finance
DHR Danaher	$3,043,587	$2,859,044 ▲	1,549.3%	12,188	0.3%	Multi-Sector Conglomerates
ELV Elevance Health	$3,031,385	$2,467,213 ▲	437.3%	5,846	0.3%	Medical
ISRG Intuitive Surgical	$3,018,318	$2,680,688 ▲	794.0%	7,563	0.3%	Medical
FAST Fastenal	$3,017,408	$2,961,173 ▲	5,265.7%	39,116	0.3%	Retail/Wholesale
NKE NIKE	$2,988,094	$2,866,390 ▲	2,355.2%	31,795	0.3%	Consumer Discretionary
KVUE Kenvue	$2,960,042	$2,939,569 ▲	14,358.4%	137,933	0.3%	Consumer Staples
MSI Motorola Solutions	$2,900,187	$2,872,499 ▲	10,374.4%	8,170	0.3%	Computer and Technology
SLB Schlumberger	$2,889,912	$2,767,138 ▲	2,253.8%	52,726	0.3%	Oils/Energy
UBER Uber Technologies	$2,869,417	$2,641,296 ▲	1,157.8%	37,270	0.3%	Computer and Technology
ITW Illinois Tool Works	$2,857,446	$2,637,952 ▲	1,201.8%	10,649	0.3%	Industrial Products
EIX Edison International	$2,846,034	$2,715,113 ▲	2,073.9%	40,238	0.3%	Utilities
AON AON	$2,824,606	$2,624,374 ▲	1,310.7%	8,464	0.3%	Finance
SNPS Synopsys	$2,817,495	$2,177,415 ▲	340.2%	4,930	0.3%	Computer and Technology
CVS CVS Health	$2,806,595	$2,487,874 ▲	780.6%	35,188	0.3%	Retail/Wholesale
FCX Freeport-McMoRan	$2,769,337	$2,346,345 ▲	554.7%	58,897	0.3%	Basic Materials
EBAY eBay	$2,727,934	$2,666,340 ▲	4,328.9%	51,685	0.3%	Retail/Wholesale
PAYX Paychex	$2,680,478	$2,561,116 ▲	2,145.7%	21,828	0.3%	Business Services
DHI D.R. Horton	$2,654,850	$2,375,444 ▲	850.2%	16,134	0.3%	Construction
IBM International Business Machines	$2,602,785	$2,407,815 ▲	1,235.0%	13,630	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$2,566,581	$2,236,353 ▲	677.2%	6,140	0.3%	Medical
DVN Devon Energy	$2,533,689	$2,532,986 ▲	360,557.1%	50,492	0.3%	Oils/Energy

Showing largest 100 holdings. View all holdings.

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Plato Investment Management Ltd Top Holdings and 13F Report (2024)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Plato Investment Management Ltd Top Holdings and 13F Report (2024)

About Plato Investment Management Ltd

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlato Investment Management Ltd

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information