Free Trial

Plato Investment Management Ltd Top Holdings and 13F Report (2025)

About Plato Investment Management Ltd

Investment Activity

  • Plato Investment Management Ltd has $1.33 billion in total holdings as of June 30, 2025.
  • Plato Investment Management Ltd owns shares of 516 different stocks, but just 140 companies or ETFs make up 80% of its holdings.
  • Approximately 6.78% of the portfolio was purchased this quarter.
  • About 3.90% of the portfolio was sold this quarter.
  • This quarter, Plato Investment Management Ltd has purchased 527 new stocks and bought additional shares in 320 stocks.
  • Plato Investment Management Ltd sold shares of 99 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

NVIDIA
$91,117,048
Microsoft
$80,451,276
Apple
$72,186,905
Amazon.com
$46,707,536
Meta Platforms
$37,084,799

Largest New Holdings this Quarter

891160509 - Toronto Dominion Bank
$2,989,405 Holding
866674104 - Sun Communities
$1,173,938 Holding
143130102 - CarMax
$866,646 Holding
015271109 - Alexandria Real Estate Equities
$677,978 Holding
697900108 - Pan American Silver
$610,264 Holding

Largest Purchases this Quarter

Broadcom
24,148 shares (about $6.63M)
Toronto Dominion Bank
40,872 shares (about $2.99M)
Microsoft
4,949 shares (about $2.45M)
Apple
11,295 shares (about $2.31M)
Berkshire Hathaway
3,880 shares (about $1.88M)

Largest Sales this Quarter

Thomson Reuters
12,862 shares (about $2.57M)
Shopify
20,089 shares (about $2.30M)
Northern Trust
12,957 shares (about $1.64M)
Coinbase Global
4,264 shares (about $1.49M)
Monolithic Power Systems
2,030 shares (about $1.48M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPlato Investment Management Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$91,117,048$1,430,396 1.6%578,8476.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$80,451,276$2,452,665 3.1%162,3356.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$72,186,905$2,308,907 3.3%353,1335.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$46,707,536$812,923 1.8%213,6803.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$37,084,799$689,057 1.9%50,4292.8%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$28,832,837$6,632,014 29.9%104,9842.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$23,073,906$545,190 2.4%131,4121.7%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$21,263,439$296,747 1.4%120,3091.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$19,336,665$161,413 0.8%61,0961.5%Auto/Tires/Trucks
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$16,913,209$401,788 2.4%58,5541.3%Finance
Visa Inc. stock logo
V
Visa
$14,974,922$133,717 0.9%42,3321.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$14,735,178$53,369 0.4%11,0441.1%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,585,592$805,412 6.3%17,4921.0%Medical
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$12,036,974$42,411 0.4%12,2040.9%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$10,898,448$51,670 0.5%154,6080.8%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$10,650,068$20,156 0.2%19,0220.8%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,908,327$14,604 0.1%62,4200.7%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$9,900,143$664,007 7.2%65,0510.7%Medical
Walmart Inc. stock logo
WMT
Walmart
$9,775,599$308,340 3.3%100,3430.7%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$9,645,365$75,825 0.8%52,1540.7%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,024,005$1,877,884 26.3%18,6450.7%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$8,807,140$1,516,852 20.8%32,4160.7%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$8,465,712$811,849 10.6%38,8640.6%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$8,375,185$63,448 0.8%1,4520.6%Retail/Wholesale
Bank of America Corporation stock logo
BAC
Bank of America
$8,373,437$1,085,222 14.9%177,6040.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$8,176,443$360,548 4.6%22,3830.6%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$8,061,399$74,002 0.9%75,0560.6%Energy
GE Aerospace stock logo
GE
GE Aerospace
$7,848,822$525,204 -6.3%30,6060.6%Aerospace
Palantir Technologies Inc
$7,713,391$106,076 1.4%56,7910.6%COM
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$7,651,953$26,425 0.3%24,9030.6%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$7,512,313$1,796,624 31.4%60,8010.6%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$7,199,250$426,901 6.3%9,1740.5%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,992,357$35,392 0.5%101,1540.5%Computer and Technology
American Express Company stock logo
AXP
American Express
$6,933,377$468,772 7.3%21,8160.5%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$6,891,326$5,078 -0.1%43,4300.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,824,485$214,174 3.2%51,8750.5%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$6,429,649$90,165 1.4%45,0680.5%Energy
Adobe Inc. stock logo
ADBE
Adobe
$6,052,538$941,300 18.4%15,7020.5%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,990,884$706,821 -10.6%19,2740.5%Medical
KLA Corporation stock logo
KLAC
KLA
$5,955,378$27,666 0.5%6,6730.4%Computer and Technology
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$5,933,973$443,011 8.1%66,3570.4%Basic Materials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,783,779$4,472 0.1%42,6810.4%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$5,763,092$26,630 0.5%31,5960.4%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,741,842$28,498 0.5%71,9290.4%Finance
The Progressive Corporation stock logo
PGR
Progressive
$5,615,704$70,991 -1.2%21,1210.4%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,596,653$3,790 0.1%10,3370.4%Medical
Citigroup Inc. stock logo
C
Citigroup
$5,494,893$162,832 3.1%64,7920.4%Financial Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,462,227$225,344 4.3%126,7000.4%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$5,388,602$1,470,478 37.5%10,2570.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,325,297$324,515 6.5%13,7680.4%Industrials
Accenture PLC stock logo
ACN
Accenture
$5,302,541$352,887 7.1%17,8060.4%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$5,274,769$27,743 0.5%14,8300.4%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,256,059$659,944 14.4%17,8960.4%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$5,239,214$115,858 2.3%17,9980.4%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$5,132,567$571,080 12.5%212,5180.4%Medical
GE Vernova Inc
$5,021,692$125,476 -2.4%9,5250.4%COM
Amgen Inc. stock logo
AMGN
Amgen
$5,020,167$273,458 5.8%18,0460.4%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,997,367$1,155,783 30.1%35,3470.4%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,978,829$318,241 6.8%63,1270.4%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$4,906,143$228,439 -4.4%44,4140.4%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$4,877,561$23,969 0.5%11,1920.4%Construction
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$4,846,471$1,456,284 43.0%52,1360.4%Computer and Technology
Lam Research Corp
$4,788,848$3,394 0.1%49,3780.4%COM
AT&T Inc. stock logo
T
AT&T
$4,671,799$1,730 0.0%162,0240.4%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$4,611,705$20,350 0.4%32,8600.3%Finance
Stryker Corporation stock logo
SYK
Stryker
$4,572,497$65,434 1.5%11,6000.3%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$4,571,393$3,769 0.1%128,5570.3%Consumer Discretionary
Ecolab Inc. stock logo
ECL
Ecolab
$4,407,194$99,865 2.3%16,4170.3%Basic Materials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,383,216$25,715 0.6%35,6250.3%Retail/Wholesale
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,257,050$364,656 9.4%4,1560.3%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$4,225,358$15,373 0.4%35,4560.3%Energy
CME Group Inc. stock logo
CME
CME Group
$4,155,679$11,808 0.3%15,1330.3%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$4,084,694$449,620 -9.9%29,4710.3%Utilities
Analog Devices, Inc. stock logo
ADI
Analog Devices
$4,054,996$11,620 0.3%17,0990.3%Computer and Technology
Edison International stock logo
EIX
Edison International
$4,041,315$2,416 0.1%78,6080.3%Utilities
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$3,978,063$162,122 -3.9%9,4960.3%Computer and Technology
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$3,961,949$5,111 0.1%30,2310.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,932,291$391,048 11.0%9,7340.3%Medical
Amphenol Corporation stock logo
APH
Amphenol
$3,837,635$1,149,175 -23.0%39,0050.3%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$3,830,162$3,449 0.1%15,5480.3%Industrials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$3,820,598$44,473 1.2%11,1680.3%Basic Materials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$3,790,823$165,526 4.6%82,1940.3%Medical
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3,755,704$237 0.0%15,8210.3%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$3,655,123$77,115 -2.1%16,7790.3%Finance
Blackrock Inc
$3,624,425$3,136 0.1%3,4670.3%COM
Danaher Corporation stock logo
DHR
Danaher
$3,586,782$1,022,264 39.9%18,2240.3%Medical
Spotify Technology stock logo
SPOT
Spotify Technology
$3,563,471$383,794 12.1%4,6610.3%Computer and Technology
Eversource Energy stock logo
ES
Eversource Energy
$3,547,578$1,775 0.1%55,9670.3%Utilities
Medtronic PLC stock logo
MDT
Medtronic
$3,498,346$72,347 2.1%40,2800.3%Medical
TE Connectivity PLC
$3,492,796$1,399,874 66.9%20,7840.3%COM
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$3,472,533$100,118 3.0%51,6800.3%Consumer Staples
Arista Networks Inc
$3,399,744$11,111 0.3%33,3520.3%COM
Invitation Home stock logo
INVH
Invitation Home
$3,353,966$458 0.0%102,6310.3%Finance
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$3,243,436$1,114,460 -25.6%35,7300.2%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$3,163,987$261,962 -7.6%18,4190.2%Business Services
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$3,115,796$311,898 11.1%34,2750.2%Finance
Cigna Group stock logo
CI
Cigna Group
$3,115,173$470,668 -13.1%9,4580.2%Medical
Schlumberger Limited stock logo
SLB
Schlumberger
$3,103,126$237,821 8.3%92,1460.2%Energy
Prologis, Inc. stock logo
PLD
Prologis
$3,094,184$38,647 1.3%29,5430.2%Finance
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$3,072,786$369,776 13.7%1,1800.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data