Plato Investment Management LTD Portfolio Holdings by Sector
Plato Investment Management LTD
- $1.33 Trillion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO QCOM AMD ADI TXN MU MRVL 16 stocks |
$149 Million
11.49% of portfolio
|
9
|
7
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR ADBE PANW SNPS FTNT CRWD 26 stocks |
$118 Million
9.11% of portfolio
|
15
|
8
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT DASH TWLO PINS Z 8 stocks |
$89.7 Million
6.91% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$72.2 Million
5.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV PFE AMGN MRK GILD BMY 9 stocks |
$57.6 Million
4.44% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE CVNA EBAY BABA PDD CHWY 8 stocks |
$55.4 Million
4.27% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY CM TD UBS 10 stocks |
$50.4 Million
3.88% of portfolio
|
9
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU UBER NOW APP SHOP CDNS ANSS 40 stocks |
$50.3 Million
3.88% of portfolio
|
29
|
9
|
6
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL SYF COF OMF 7 stocks |
$38.1 Million
2.93% of portfolio
|
7
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN ITW ROP PH CMI AME OTIS 14 stocks |
$32.2 Million
2.48% of portfolio
|
9
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$24 Million
1.85% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS WBD FOXA ROKU FOX 6 stocks |
$23.8 Million
1.83% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP KDP MNST CCEP 5 stocks |
$22.1 Million
1.7% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F RACE 4 stocks |
$22.1 Million
1.7% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT BSX DXCM ALGN STE PODD 11 stocks |
$21 Million
1.62% of portfolio
|
10
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T CMCSA TMUS CHTR LUMN IRDM 7 stocks |
$19.7 Million
1.52% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM FISV GIB LDOS IT CTSH BR 11 stocks |
$19.6 Million
1.51% of portfolio
|
9
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME ICE MSCI MCO NDAQ 6 stocks |
$16.3 Million
1.25% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV CNC HUM MOH 7 stocks |
$15.5 Million
1.19% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV MTD IDXX ILMN A PKI 9 stocks |
$15.3 Million
1.18% of portfolio
|
8
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$14.5 Million
1.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL EL CLX CHD KMB 6 stocks |
$14.2 Million
1.1% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EIX ES EXC ED PCG DUK SO 7 stocks |
$14.1 Million
1.09% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW PPG RPM DD AXTA ESI KWR 8 stocks |
$13.4 Million
1.03% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB EXPE RCL 4 stocks |
$12.6 Million
0.97% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK STT AMP TROW BX APO BEN PFG 11 stocks |
$12 Million
0.93% of portfolio
|
6
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB TRV ALL L CINF 6 stocks |
$11.8 Million
0.91% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$11.7 Million
0.9% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI ZBRA HPE 4 stocks |
$11.6 Million
0.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG AIG 3 stocks |
$11.5 Million
0.89% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$11.1 Million
0.85% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG HES COP TPL CHK OVV RRC CTRA 9 stocks |
$11 Million
0.85% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$10.2 Million
0.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HWM TDG TXT RTX CAE LHX LMT AXON 10 stocks |
$10 Million
0.77% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM AEM FNV NGD 4 stocks |
$9.43 Million
0.73% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW TW FUTU RJF 5 stocks |
$9.36 Million
0.72% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG SBUX YUM DRI DPZ EAT 7 stocks |
$9.35 Million
0.72% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD HOLX 4 stocks |
$8.76 Million
0.68% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN ALNY BMRN INCY UTHR EXEL TECH 10 stocks |
$8.68 Million
0.67% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR OSK 4 stocks |
$8.6 Million
0.66% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR CSL MAS 5 stocks |
$8.23 Million
0.63% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH AMH SUI ESS AVB ELS 6 stocks |
$7.77 Million
0.6% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC DB USB MTB TFC FITB HWC RF 8 stocks |
$6.44 Million
0.5% of portfolio
|
7
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST LULU GPS 4 stocks |
$6.41 Million
0.49% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON AJG WTW 4 stocks |
$6.27 Million
0.48% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR FTI 3 stocks |
$6.12 Million
0.47% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET MFC AFL 4 stocks |
$5.87 Million
0.45% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STN PWR EME ACM STRL TPC 6 stocks |
$5.41 Million
0.42% of portfolio
|
4
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL FLEX 3 stocks |
$5.4 Million
0.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EXR 3 stocks |
$4.97 Million
0.38% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT SBAC CCI GLPI EQIX 5 stocks |
$4.93 Million
0.38% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$4.88 Million
0.38% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$4.78 Million
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL LOGI HPQ PSTG 5 stocks |
$4.47 Million
0.34% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO ULTA WSM BBY DKS BBWI SBH 8 stocks |
$4.32 Million
0.33% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS 3 stocks |
$4.1 Million
0.32% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$4.08 Million
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MKC KHC 3 stocks |
$3.87 Million
0.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG REG O 3 stocks |
$3.66 Million
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$3.36 Million
0.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN NVR DHI PHM 4 stocks |
$3.32 Million
0.26% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE JLL CSGP EXPI 4 stocks |
$3.26 Million
0.25% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS FTV TRMB GRMN 4 stocks |
$3.22 Million
0.25% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW 2 stocks |
$2.87 Million
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA 2 stocks |
$2.74 Million
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP CSX 3 stocks |
$2.54 Million
0.2% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$2.42 Million
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV DOCS GDRX TDOC 4 stocks |
$2.34 Million
0.18% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX TEVA BHC 4 stocks |
$2.31 Million
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN 2 stocks |
$2.18 Million
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA DVA 2 stocks |
$1.87 Million
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE LNG KMI PAGP WMB ENB 6 stocks |
$1.75 Million
0.13% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX HBM 2 stocks |
$1.69 Million
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$1.65 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$1.63 Million
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI WSC 2 stocks |
$1.6 Million
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$1.51 Million
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1.49 Million
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX CPRT 2 stocks |
$1.47 Million
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$1.39 Million
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$1.35 Million
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$1.21 Million
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
REIT—Office | Real Estate
ARE BXP 2 stocks |
$889,125
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$867,976
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB VRT AYI 3 stocks |
$850,587
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$835,899
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR 2 stocks |
$790,367
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC ZD 2 stocks |
$772,940
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$714,576
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$690,772
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX MPC 3 stocks |
$648,710
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
PAAS 1 stocks |
$610,264
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP SAM 2 stocks |
$567,186
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK 1 stocks |
$400,421
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$373,273
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$288,640
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$192,044
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
ADNT LEA 2 stocks |
$185,239
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM 1 stocks |
$182,017
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC PVH 2 stocks |
$55,652
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$49,103
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$17,268
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$9,780
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$5,977
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$5,280
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
COUR 1 stocks |
$1,414
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$970
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|