Plato Investment Management Ltd Top Holdings and 13F Report (2025) About Plato Investment Management LtdInvestment ActivityPlato 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 $91,117,048Microsoft $80,451,276Apple $72,186,905Amazon.com $46,707,536Meta Platforms $37,084,799 Largest New Holdings this Quarter 891160509 - Toronto Dominion Bank $2,989,405 Holding866674104 - Sun Communities $1,173,938 Holding143130102 - CarMax $866,646 Holding015271109 - Alexandria Real Estate Equities $677,978 Holding697900108 - 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 TimeMap of 500 Largest Holdings ofPlato Investment Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$91,117,048$1,430,396 ▲1.6%578,8476.9%Computer and TechnologyMSFTMicrosoft$80,451,276$2,452,665 ▲3.1%162,3356.0%Computer and TechnologyAAPLApple$72,186,905$2,308,907 ▲3.3%353,1335.4%Computer and TechnologyAMZNAmazon.com$46,707,536$812,923 ▲1.8%213,6803.5%Retail/WholesaleMETAMeta Platforms$37,084,799$689,057 ▲1.9%50,4292.8%Computer and TechnologyAVGOBroadcom$28,832,837$6,632,014 ▲29.9%104,9842.2%Computer and TechnologyGOOGLAlphabet$23,073,906$545,190 ▲2.4%131,4121.7%Computer and TechnologyGOOGAlphabet$21,263,439$296,747 ▲1.4%120,3091.6%Computer and TechnologyTSLATesla$19,336,665$161,413 ▲0.8%61,0961.5%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$16,913,209$401,788 ▲2.4%58,5541.3%FinanceVVisa$14,974,922$133,717 ▲0.9%42,3321.1%Business ServicesNFLXNetflix$14,735,178$53,369 ▲0.4%11,0441.1%Consumer DiscretionaryLLYEli Lilly and Company$13,585,592$805,412 ▲6.3%17,4921.0%MedicalCOSTCostco Wholesale$12,036,974$42,411 ▲0.4%12,2040.9%Retail/WholesaleKOCocaCola$10,898,448$51,670 ▲0.5%154,6080.8%Consumer StaplesMAMastercard$10,650,068$20,156 ▲0.2%19,0220.8%Business ServicesPGProcter & Gamble$9,908,327$14,604 ▲0.1%62,4200.7%Consumer StaplesJNJJohnson & Johnson$9,900,143$664,007 ▲7.2%65,0510.7%MedicalWMTWalmart$9,775,599$308,340 ▲3.3%100,3430.7%Retail/WholesaleABBVAbbVie$9,645,365$75,825 ▲0.8%52,1540.7%MedicalBRK.BBerkshire Hathaway$9,024,005$1,877,884 ▲26.3%18,6450.7%FinanceCRMSalesforce$8,807,140$1,516,852 ▲20.8%32,4160.7%Computer and TechnologyORCLOracle$8,465,712$811,849 ▲10.6%38,8640.6%Computer and TechnologyBKNGBooking$8,375,185$63,448 ▲0.8%1,4520.6%Retail/WholesaleBACBank of America$8,373,437$1,085,222 ▲14.9%177,6040.6%FinanceHDHome Depot$8,176,443$360,548 ▲4.6%22,3830.6%Retail/WholesaleXOMExxon Mobil$8,061,399$74,002 ▲0.9%75,0560.6%EnergyGEGE Aerospace$7,848,822$525,204 ▼-6.3%30,6060.6%AerospacePalantir Technologies Inc$7,713,391$106,076 ▲1.4%56,7910.6%COMADPAutomatic Data Processing$7,651,953$26,425 ▲0.3%24,9030.6%Computer and TechnologyDISWalt Disney$7,512,313$1,796,624 ▲31.4%60,8010.6%Consumer DiscretionaryINTUIntuit$7,199,250$426,901 ▲6.3%9,1740.5%Computer and TechnologyCSCOCisco Systems$6,992,357$35,392 ▲0.5%101,1540.5%Computer and TechnologyAXPAmerican Express$6,933,377$468,772 ▲7.3%21,8160.5%FinanceQCOMQUALCOMM$6,891,326$5,078 ▼-0.1%43,4300.5%Computer and TechnologyPEPPepsiCo$6,824,485$214,174 ▲3.2%51,8750.5%Consumer StaplesCVXChevron$6,429,649$90,165 ▲1.4%45,0680.5%EnergyADBEAdobe$6,052,538$941,300 ▲18.4%15,7020.5%Computer and TechnologyUNHUnitedHealth Group$5,990,884$706,821 ▼-10.6%19,2740.5%MedicalKLACKLA$5,955,378$27,666 ▲0.5%6,6730.4%Computer and TechnologyWPMWheaton Precious Metals$5,933,973$443,011 ▲8.1%66,3570.4%Basic MaterialsABTAbbott Laboratories$5,783,779$4,472 ▲0.1%42,6810.4%MedicalAMATApplied Materials$5,763,092$26,630 ▲0.5%31,5960.4%Computer and TechnologyWFCWells Fargo & Company$5,741,842$28,498 ▲0.5%71,9290.4%FinancePGRProgressive$5,615,704$70,991 ▼-1.2%21,1210.4%FinanceISRGIntuitive Surgical$5,596,653$3,790 ▲0.1%10,3370.4%MedicalCCitigroup$5,494,893$162,832 ▲3.1%64,7920.4%Financial ServicesVZVerizon Communications$5,462,227$225,344 ▲4.3%126,7000.4%Computer and TechnologySPGIS&P Global$5,388,602$1,470,478 ▲37.5%10,2570.4%FinanceCATCaterpillar$5,325,297$324,515 ▲6.5%13,7680.4%IndustrialsACNAccenture$5,302,541$352,887 ▲7.1%17,8060.4%Computer and TechnologyETNEaton$5,274,769$27,743 ▲0.5%14,8300.4%IndustrialsIBMInternational Business Machines$5,256,059$659,944 ▲14.4%17,8960.4%Computer and TechnologyMCDMcDonald's$5,239,214$115,858 ▲2.3%17,9980.4%Retail/WholesalePFEPfizer$5,132,567$571,080 ▲12.5%212,5180.4%MedicalGE Vernova Inc$5,021,692$125,476 ▼-2.4%9,5250.4%COMAMGNAmgen$5,020,167$273,458 ▲5.8%18,0460.4%MedicalAMDAdvanced Micro Devices$4,997,367$1,155,783 ▲30.1%35,3470.4%Computer and TechnologyMRKMerck & Co., Inc.$4,978,829$318,241 ▲6.8%63,1270.4%MedicalGILDGilead Sciences$4,906,143$228,439 ▼-4.4%44,4140.4%MedicalTTTrane Technologies$4,877,561$23,969 ▲0.5%11,1920.4%ConstructionUBERUber Technologies$4,846,471$1,456,284 ▲43.0%52,1360.4%Computer and TechnologyLam Research Corp$4,788,848$3,394 ▲0.1%49,3780.4%COMTAT&T$4,671,799$1,730 ▲0.0%162,0240.4%Computer and TechnologyMSMorgan Stanley$4,611,705$20,350 ▲0.4%32,8600.3%FinanceSYKStryker$4,572,497$65,434 ▲1.5%11,6000.3%MedicalCMCSAComcast$4,571,393$3,769 ▲0.1%128,5570.3%Consumer DiscretionaryECLEcolab$4,407,194$99,865 ▲2.3%16,4170.3%Basic MaterialsTJXTJX Companies$4,383,216$25,715 ▲0.6%35,6250.3%Retail/WholesaleNOWServiceNow$4,257,050$364,656 ▲9.4%4,1560.3%Computer and TechnologyEOGEOG Resources$4,225,358$15,373 ▲0.4%35,4560.3%EnergyCMECME Group$4,155,679$11,808 ▲0.3%15,1330.3%FinanceAWKAmerican Water Works$4,084,694$449,620 ▼-9.9%29,4710.3%UtilitiesADIAnalog Devices$4,054,996$11,620 ▲0.3%17,0990.3%Computer and TechnologyEIXEdison International$4,041,315$2,416 ▲0.1%78,6080.3%UtilitiesMSIMotorola Solutions$3,978,063$162,122 ▼-3.9%9,4960.3%Computer and TechnologyRYRoyal Bank Of Canada$3,961,949$5,111 ▲0.1%30,2310.3%FinanceTMOThermo Fisher Scientific$3,932,291$391,048 ▲11.0%9,7340.3%MedicalAPHAmphenol$3,837,635$1,149,175 ▼-23.0%39,0050.3%Computer and TechnologyITWIllinois Tool Works$3,830,162$3,449 ▲0.1%15,5480.3%IndustrialsSHWSherwin-Williams$3,820,598$44,473 ▲1.2%11,1680.3%Basic MaterialsBMYBristol Myers Squibb$3,790,823$165,526 ▲4.6%82,1940.3%MedicalTMUST-Mobile US$3,755,704$237 ▼0.0%15,8210.3%Computer and TechnologyMMCMarsh & McLennan Companies$3,655,123$77,115 ▼-2.1%16,7790.3%FinanceBlackrock Inc$3,624,425$3,136 ▲0.1%3,4670.3%COMDHRDanaher$3,586,782$1,022,264 ▲39.9%18,2240.3%MedicalSPOTSpotify Technology$3,563,471$383,794 ▲12.1%4,6610.3%Computer and TechnologyESEversource Energy$3,547,578$1,775 ▲0.1%55,9670.3%UtilitiesMDTMedtronic$3,498,346$72,347 ▲2.1%40,2800.3%MedicalTE Connectivity PLC$3,492,796$1,399,874 ▲66.9%20,7840.3%COMMDLZMondelez International$3,472,533$100,118 ▲3.0%51,6800.3%Consumer StaplesArista Networks Inc$3,399,744$11,111 ▲0.3%33,3520.3%COMINVHInvitation Home$3,353,966$458 ▲0.0%102,6310.3%FinanceBKBank of New York Mellon$3,243,436$1,114,460 ▼-25.6%35,7300.2%FinanceFIFiserv$3,163,987$261,962 ▼-7.6%18,4190.2%Business ServicesSCHWCharles Schwab$3,115,796$311,898 ▲11.1%34,2750.2%FinanceCICigna Group$3,115,173$470,668 ▼-13.1%9,4580.2%MedicalSLBSchlumberger$3,103,126$237,821 ▲8.3%92,1460.2%EnergyPLDPrologis$3,094,184$38,647 ▲1.3%29,5430.2%FinanceMELIMercadoLibre$3,072,786$369,776 ▲13.7%1,1800.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access