Plato Investment Management Ltd Top Holdings and 13F Report (2026)

About Plato Investment Management Ltd

Investment Activity

Plato Investment Management Ltd has $1.49 billion in total holdings as of March 31, 2026.
Plato Investment Management Ltd owns shares of 516 different stocks, but just 134 companies or ETFs make up 80% of its holdings.
Approximately 6.92% of the portfolio was purchased this quarter.
About 3.62% of the portfolio was sold this quarter.
This quarter, Plato Investment Management Ltd has purchased 513 new stocks and bought additional shares in 178 stocks.
Plato Investment Management Ltd sold shares of 118 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

NVIDIA: $104,379,000
Apple: $92,777,614
Microsoft: $63,234,934
Amazon.com: $47,553,104
Alphabet: $39,449,234

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $6,151,595 Holding
G7997R103 - Seagate Technology: $2,502,849 Holding
F92124100 - TotalEnergies SE: $2,327,139 Holding
174610105 - Citizens Financial Group: $1,720,344 Holding
55024U109 - Lumentum: $1,328,289 Holding

Largest Purchases this Quarter

AstraZeneca: 31,725 shares (about $6.15M)
Seagate Technology: 6,385 shares (about $2.50M)
Eli Lilly and Company: 2,674 shares (about $2.46M)
GE Vernova Inc: 2,773 shares (about $2.42M)
TotalEnergies SE: 24,959 shares (about $2.33M)

Largest Sales this Quarter

Kinross Gold: 106,647 shares (about $3.25M)
Pfizer: 68,362 shares (about $1.92M)
Logitech International: 20,937 shares (about $1.89M)
Wheaton Precious Metals: 13,620 shares (about $1.78M)
EOG Resources: 9,746 shares (about $1.41M)

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
NVDA NVIDIA	$104,379,000	$1,870,311 ▲	1.8%	598,154	7.0%	Computer and Technology
AAPL Apple	$92,777,614	$1,683,611 ▲	1.8%	365,355	6.2%	Computer and Technology
MSFT Microsoft	$63,234,934	$1,380,430 ▲	2.2%	170,727	4.2%	Computer and Technology
AMZN Amazon.com	$47,553,104	$1,562,729 ▲	3.4%	228,191	3.2%	Retail/Wholesale
GOOGL Alphabet	$39,449,234	$1,108,328 ▲	2.9%	137,106	2.6%	Computer and Technology
AVGO Broadcom	$35,766,812	$1,819,434 ▲	5.4%	115,492	2.4%	Computer and Technology
GOOG Alphabet	$35,248,422	$335,822 ▲	1.0%	122,805	2.4%	Computer and Technology
META Meta Platforms	$29,090,915	$53,812 ▲	0.2%	50,817	2.0%	Computer and Technology
TSLA Tesla	$23,565,236	$31,245 ▲	0.1%	63,353	1.6%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$19,141,472	$2,460,902 ▲	14.8%	20,799	1.3%	Medical
JPM JPMorgan Chase & Co.	$18,075,213	$324,059 ▲	1.8%	61,411	1.2%	Finance
JNJ Johnson & Johnson	$17,040,818	$453,946 ▲	2.7%	69,673	1.1%	Medical
V Visa	$13,119,738	$354,432 ▲	2.8%	43,383	0.9%	Business Services
XOM ExxonMobil	$12,613,951	$102,535 ▲	0.8%	74,305	0.8%	Energy
COST Costco Wholesale	$12,495,553	$245,265 ▲	2.0%	12,533	0.8%	Retail/Wholesale
ABBV AbbVie	$12,280,566	$1,264,573 ▲	11.5%	56,432	0.8%	Medical
Walmart Inc	$12,186,306		0.0%	97,998	0.8%	COM
MA Mastercard	$10,819,459	$389,463 ▲	3.7%	21,641	0.7%	Business Services
KO CocaCola	$10,626,587	$963,051 ▼	-8.3%	139,650	0.7%	Consumer Staples
MU Micron Technology	$10,546,090	$1,075,297 ▲	11.4%	31,198	0.7%	Computer and Technology
Lam Research Corp	$10,281,981	$1,325,893 ▼	-11.4%	48,095	0.7%	COM
CAT Caterpillar	$9,973,855	$192,105 ▲	2.0%	14,070	0.7%	Industrials
PEP PepsiCo	$9,941,414	$247,832 ▲	2.6%	63,981	0.7%	Consumer Staples
NFLX Netflix	$9,749,533	$128,435 ▲	1.3%	101,340	0.7%	Consumer Discretionary
PG Procter & Gamble	$9,672,583	$426,202 ▲	4.6%	66,927	0.6%	Consumer Staples
GE GE Aerospace	$9,308,267	$630,621 ▲	7.3%	32,783	0.6%	Aerospace
CSCO Cisco Systems	$9,248,386	$255,420 ▲	2.8%	119,126	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$9,180,603		0.0%	19,147	0.6%	Finance
GE Vernova Inc	$9,165,564	$2,421,966 ▲	35.9%	10,494	0.6%	COM
AMD Advanced Micro Devices	$8,786,186	$649,931 ▲	8.0%	43,165	0.6%	Computer and Technology
VZ Verizon Communications	$8,735,734	$1,431,636 ▲	19.6%	173,917	0.6%	Computer and Technology
BAC Bank of America	$8,658,668	$487,541 ▼	-5.3%	177,510	0.6%	Finance
Palantir Technologies Inc	$8,317,217	$730,510 ▲	9.6%	56,825	0.6%	COM
CVX Chevron	$8,222,455	$288,173 ▼	-3.4%	39,718	0.6%	Energy
KLAC KLA	$7,895,255	$268,135 ▼	-3.3%	5,359	0.5%	Computer and Technology
RY Royal Bank Of Canada	$7,863,550	$105,582 ▲	1.4%	48,783	0.5%	Finance
MRK Merck & Co., Inc.	$7,753,850	$373,959 ▼	-4.6%	64,422	0.5%	Medical
C Citigroup	$7,742,144	$235,009 ▼	-2.9%	68,227	0.5%	Financial Services
AMGN Amgen	$7,679,388	$488,653 ▲	6.8%	21,813	0.5%	Medical
MS Morgan Stanley	$7,491,157	$1,066,543 ▲	16.6%	45,493	0.5%	Finance
HD Home Depot	$7,231,251	$6,253 ▼	-0.1%	21,974	0.5%	Retail/Wholesale
GILD Gilead Sciences	$7,151,208	$338,309 ▲	5.0%	51,281	0.5%	Medical
DIS Walt Disney	$7,035,125	$208,881 ▲	3.1%	72,951	0.5%	Consumer Discretionary
ADI Analog Devices	$7,011,764	$1,344,927 ▲	23.7%	22,027	0.5%	Computer and Technology
CRM Salesforce	$6,982,548	$305,384 ▲	4.6%	37,384	0.5%	Computer and Technology
AXP American Express	$6,934,168	$483,645 ▲	7.5%	22,911	0.5%	Finance
AMAT Applied Materials	$6,794,651	$1,901,121 ▲	38.8%	19,868	0.5%	Computer and Technology
BKNG Booking	$6,154,871	$164,298 ▼	-2.6%	1,461	0.4%	Retail/Wholesale
AZNCF AstraZeneca	$6,151,595	$6,151,595 ▲	New Holding	31,725	0.4%	Medical
WPM Wheaton Precious Metals	$6,045,721	$1,782,696 ▼	-22.8%	46,190	0.4%	Basic Materials
BMY Bristol Myers Squibb	$6,034,559	$248,021 ▲	4.3%	99,440	0.4%	Medical
TJX TJX Companies	$5,947,027	$82,294 ▲	1.4%	37,217	0.4%	Retail/Wholesale
WFC Wells Fargo & Company	$5,857,223	$150,153 ▼	-2.5%	73,531	0.4%	Finance
MCD McDonald's	$5,854,973	$206,174 ▲	3.6%	18,828	0.4%	Retail/Wholesale
CM Canadian Imperial Bank of Commerce	$5,662,821	$1,691,607 ▲	42.6%	59,922	0.4%	Finance
APH Amphenol	$5,636,226	$57,902 ▲	1.0%	44,582	0.4%	Computer and Technology
T AT&T	$5,615,366	$915,546 ▲	19.5%	193,587	0.4%	Computer and Technology
SLB SLB	$5,537,319	$549,474 ▲	11.0%	107,688	0.4%	Energy
SCHW Charles Schwab	$5,363,657		0.0%	57,039	0.4%	Finance
ETN Eaton	$5,181,371	$241,926 ▼	-4.5%	14,478	0.3%	Industrials
ACN Accenture	$5,178,392	$1,584,866 ▲	44.1%	26,100	0.3%	Computer and Technology
BKR Baker Hughes	$5,148,911	$340,675 ▲	7.1%	84,290	0.3%	Energy
IBM International Business Machines	$5,133,424	$856,379 ▲	20.0%	21,166	0.3%	Computer and Technology
CMCSA Comcast	$5,090,758	$1,086,332 ▼	-17.6%	177,213	0.3%	Consumer Discretionary
ISRG Intuitive Surgical	$5,005,125	$83,488 ▲	1.7%	10,851	0.3%	Medical
UNH UnitedHealth Group	$4,958,751	$260,189 ▼	-5.0%	18,315	0.3%	Medical
ORCL Oracle	$4,929,150	$548,158 ▼	-10.0%	33,487	0.3%	Computer and Technology
CME CME Group	$4,877,600	$331,576 ▲	7.3%	16,505	0.3%	Finance
ADP Automatic Data Processing	$4,750,074	$3,659 ▼	-0.1%	23,365	0.3%	Computer and Technology
ADBE Adobe	$4,735,776	$118,936 ▲	2.6%	19,471	0.3%	Computer and Technology
ECL Ecolab	$4,668,184	$298,383 ▲	6.8%	17,538	0.3%	Basic Materials
TMO Thermo Fisher Scientific	$4,642,754	$27,050 ▼	-0.6%	9,440	0.3%	Medical
ABT Abbott Laboratories	$4,566,245	$181,627 ▲	4.1%	44,449	0.3%	Medical
PGR Progressive	$4,538,381	$353,668 ▼	-7.2%	22,880	0.3%	Finance
HWM Howmet Aerospace	$4,500,515	$1,121,843 ▲	33.2%	19,517	0.3%	Aerospace
PFE Pfizer	$4,473,987	$1,920,726 ▼	-30.0%	159,237	0.3%	Medical
TD Toronto Dominion Bank	$4,463,761	$652,541 ▲	17.1%	47,932	0.3%	Finance
INTU Intuit	$4,391,221	$189,493 ▲	4.5%	10,150	0.3%	Computer and Technology
PLD Prologis	$4,352,717	$122,206 ▲	2.9%	32,911	0.3%	Finance
QCOM Qualcomm	$4,292,554	$1,106,995 ▼	-20.5%	33,313	0.3%	Computer and Technology
EOG EOG Resources	$4,254,288	$1,409,802 ▼	-24.9%	29,410	0.3%	Energy
BK BNY	$4,250,741		0.0%	35,811	0.3%	Finance
UBS UBS Group	$4,163,784	$466,983 ▼	-10.1%	108,726	0.3%	Finance
SPGI S&P Global	$4,154,169	$680,516 ▼	-14.1%	9,761	0.3%	Finance
AWK American Water Works	$4,102,651	$89,600 ▲	2.2%	30,129	0.3%	Utilities
MGA Magna International	$4,067,757	$183,382 ▲	4.7%	73,045	0.3%	Auto/Tires/Trucks
MSI Motorola Solutions	$4,039,147	$38,646 ▲	1.0%	9,302	0.3%	Computer and Technology
MDT Medtronic	$4,024,990	$57,569 ▼	-1.4%	46,424	0.3%	Medical
INTC Intel	$4,013,010	$47,291 ▲	1.2%	90,883	0.3%	Computer and Technology
TMUS T-Mobile US	$4,002,989	$428,922 ▲	12.0%	19,048	0.3%	Computer and Technology
ES Eversource Energy	$3,978,718	$140,374 ▲	3.7%	57,396	0.3%	Utilities
VRT Vertiv	$3,978,526	$1,856,879 ▲	87.5%	15,868	0.3%	Computer and Technology
SYK Stryker	$3,975,631	$247,902 ▲	6.7%	12,092	0.3%	Medical
TT Trane Technologies	$3,840,835	$118,006 ▼	-3.0%	9,211	0.3%	Construction
ITW Illinois Tool Works	$3,798,287	$625,061 ▼	-14.1%	14,584	0.3%	Industrials
SHW Sherwin-Williams	$3,637,802	$61,261 ▲	1.7%	11,342	0.2%	Basic Materials
Blackrock Inc	$3,624,878	$271,361 ▲	8.1%	3,767	0.2%	COM
UBER Uber Technologies	$3,592,196	$34,043 ▼	-0.9%	49,911	0.2%	Computer and Technology
CVS CVS Health	$3,489,832	$65,179 ▼	-1.8%	48,563	0.2%	Medical
MCK McKesson	$3,466,926	$73,599 ▲	2.2%	4,004	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Plato Investment Management Ltd Top Holdings and 13F Report (2026)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Plato Investment Management Ltd Top Holdings and 13F Report (2026)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools