Plato Investment Management LTD Portfolio Holdings by Sector
Plato Investment Management LTD
- $1.19 Trillion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO QCOM ADI AMD MPWR TXN MRVL 18 stocks |
$101 Million
8.7% of portfolio
|
7
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL PLTR SNPS PANW CHKP FTNT 25 stocks |
$89.1 Million
7.68% of portfolio
|
8
|
13
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$76.8 Million
6.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT DASH TWLO PINS Z 9 stocks |
$73.7 Million
6.35% of portfolio
|
3
|
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ AMGN MRK GILD BMY PFE 9 stocks |
$60.7 Million
5.23% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE EBAY CVNA BABA PDD CHWY 8 stocks |
$46.6 Million
4.02% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM INTU SHOP NOW UBER APP ANSS CDNS 36 stocks |
$44 Million
3.8% of portfolio
|
10
|
21
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY CM UBS BNS 8 stocks |
$40 Million
3.45% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL SYF COF DFS 7 stocks |
$35.3 Million
3.05% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN ITW ROP OTIS PH CMI AME 13 stocks |
$28.6 Million
2.47% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP KDP MNST CCEP 5 stocks |
$23.1 Million
1.99% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV CNC MOH HUM 7 stocks |
$22.4 Million
1.93% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$22 Million
1.89% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T TMUS CHTR IDCC LUMN IRDM 8 stocks |
$20.5 Million
1.77% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT BSX DXCM STE PODD ALGN 12 stocks |
$19.4 Million
1.67% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F RACE 4 stocks |
$19.1 Million
1.65% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV IBM IT LDOS BR FIS GIB 11 stocks |
$16.7 Million
1.44% of portfolio
|
5
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$16.5 Million
1.42% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS ROKU FOXA WBD 5 stocks |
$16.3 Million
1.4% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
EIX ES ED EXC PCG DUK SO PEG 8 stocks |
$15.1 Million
1.3% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX EL CHD KMB 6 stocks |
$14.4 Million
1.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI ICE MSCI MCO NDAQ 6 stocks |
$13.6 Million
1.17% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK AMP STT NTRS TROW BX PFG BEN 11 stocks |
$13.5 Million
1.17% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG HES COP TPL CHK OVV RRC CTRA 9 stocks |
$13.2 Million
1.14% of portfolio
|
7
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IQV MTD IDXX ILMN A CDNA 8 stocks |
$12.7 Million
1.09% of portfolio
|
5
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL TRV L CINF 6 stocks |
$12.4 Million
1.07% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW PPG RPM AXTA DD ESI KWR 8 stocks |
$12.3 Million
1.06% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI ZBRA HPE 4 stocks |
$11.1 Million
0.96% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HWM LHX TDG TXT RTX CAE AXON LMT 11 stocks |
$11.1 Million
0.96% of portfolio
|
4
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB EXPE RCL 4 stocks |
$10.8 Million
0.93% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG AIG ACGL SLF 5 stocks |
$10.8 Million
0.93% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$10.4 Million
0.9% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX ALC RMD HOLX 5 stocks |
$9.71 Million
0.84% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$9.69 Million
0.84% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM KGC FNV AEM NGD ORLA OR CGAU 8 stocks |
$9.49 Million
0.82% of portfolio
|
4
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC NVMI 3 stocks |
$9.39 Million
0.81% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN ALNY BMRN INCY UTHR TECH EXEL 9 stocks |
$8.92 Million
0.77% of portfolio
|
4
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG DRI DPZ EAT QSR YUM 8 stocks |
$8.88 Million
0.77% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AON WTW AJG BRO 5 stocks |
$8.34 Million
0.72% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW TW FUTU JEF RJF LPLA 7 stocks |
$7.95 Million
0.68% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR SLB FTI 3 stocks |
$7.84 Million
0.68% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT PCAR DE OSK 4 stocks |
$7.71 Million
0.67% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU ROST BURL BKE GPS 6 stocks |
$7.41 Million
0.64% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
INVH AMH AVB ESS ELS 5 stocks |
$6.76 Million
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT SBAC CCI GLPI EQIX 5 stocks |
$6.49 Million
0.56% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CSL MAS CARR 5 stocks |
$6.32 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB MTB DB TFC FITB HWC RF 8 stocks |
$5.79 Million
0.5% of portfolio
|
3
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MET MFC AFL 4 stocks |
$5.19 Million
0.45% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EXR 3 stocks |
$5.08 Million
0.44% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MKC KHC PPC 4 stocks |
$5.02 Million
0.43% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI NTAP DELL HPQ PSTG 5 stocks |
$4.99 Million
0.43% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK AWR WTRG 3 stocks |
$4.89 Million
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$4.8 Million
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE FSV CSGP JLL CIGI EXPI 6 stocks |
$4.77 Million
0.41% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO WSM ULTA BBY DKS SBH 7 stocks |
$4.52 Million
0.39% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS 3 stocks |
$4.34 Million
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH JBL FLEX OLED 4 stocks |
$3.93 Million
0.34% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH ABC 3 stocks |
$3.89 Million
0.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG REG O 3 stocks |
$3.7 Million
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME PWR ACM STN FIX 5 stocks |
$3.22 Million
0.28% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
NVR DHI LEN PHM 4 stocks |
$3.14 Million
0.27% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE DECK 2 stocks |
$2.93 Million
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW 2 stocks |
$2.72 Million
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$2.5 Million
0.22% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS GPN 2 stocks |
$2.26 Million
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV KEYS TRMB GRMN 4 stocks |
$2.23 Million
0.19% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP CSX 3 stocks |
$2.23 Million
0.19% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA MOS 2 stocks |
$2.1 Million
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS TEVA NBIX BHC 4 stocks |
$1.92 Million
0.17% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV DOCS GDRX TDOC 4 stocks |
$1.9 Million
0.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA DVA 2 stocks |
$1.78 Million
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE PAGP KMI WMB LNG ENB 6 stocks |
$1.6 Million
0.14% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1.59 Million
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
RS 1 stocks |
$1.54 Million
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP SAM 2 stocks |
$1.48 Million
0.13% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR ACI 2 stocks |
$1.47 Million
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
VICI WPC 2 stocks |
$1.41 Million
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1.39 Million
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Rental & Leasing Services | Industrials
URI WSC 2 stocks |
$1.37 Million
0.12% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC ZD 2 stocks |
$1.1 Million
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$1.05 Million
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA 2 stocks |
$929,795
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT HUBB AYI 3 stocks |
$911,530
0.08% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$839,467
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR 2 stocks |
$809,391
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$757,356
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$624,541
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX MPC 3 stocks |
$603,519
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$430,234
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$350,352
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$333,645
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$296,833
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
BXP 1 stocks |
$213,331
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AIZ 1 stocks |
$206,934
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
GIL 1 stocks |
$206,410
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
LEA ADNT 2 stocks |
$147,300
0.01% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$116,792
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$99,848
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$81,912
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$56,826
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$16,264
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NJR 1 stocks |
$10,018
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
DOOO 1 stocks |
$7,406
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$5,949
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$4,952
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
COUR 1 stocks |
$1,010
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$1,003
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|