Plato-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "JWN",
  "PINS",
  "SE",
  "FSV",
  "HOOD",
  "FLEX",
  "MPWR",
  "NVR",
  "RNG",
  "QRVO",
  "OSK",
  "TROW",
  "RJF",
  "MOS",
  "EFX.TO",
  "AKAM",
  "GIL",
  "LYFT",
  "HUM",
  "BEPC",
  "PCG",
  "AWR",
  "RF",
  "FTI",
  "QSR",
  "FWONK",
  "SNOW",
  "MU",
  "BKE",
  "ACN",
  "ZS",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "JEF",
  "JLL",
  "ALL",
  "GOOGL",
  "ALNY",
  "AXP",
  "AFRM",
  "AIG",
  "TEAM",
  "T",
  "BLK",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "BRO",
  "BSX",
  "CCI",
  "COF",
  "CMI",
  "ZD",
  "DUK",
  "DT",
  "ROKU",
  "ESS",
  "PAGP",
  "KWR",
  "EBAY",
  "SBH",
  "WTRG",
  "EOG",
  "EXPE",
  "EXPD",
  "LOGI",
  "FERG",
  "ADNT",
  "FCX",
  "FITB",
  "GD",
  "GILD",
  "IRDM",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "RPM",
  "FNV",
  "BEN",
  "UNP",
  "QCOM",
  "GLPI",
  "ISRG",
  "FRSH",
  "ACI",
  "HEI-A",
  "HUBB",
  "HUBS",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "META",
  "ORLA",
  null,
  "IQV",
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "L",
  "MPC",
  "MMC",
  "SLF",
  "PWR",
  "MRVL",
  "MA",
  "EXEL",
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DOCS",
  "NDAQ",
  "EQIX",
  "EXC",
  "FIS",
  "FTV",
  "GE",
  "NTRS",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "HOLX",
  "TEVA",
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "ANET",
  "KKR",
  "KLAC",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "AMH",
  "REG",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "PHM",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "KEYS",
  "LPLA",
  "MKC",
  "AMGN",
  "KVUE",
  "MAS",
  "PPG",
  "REGN",
  "IOT",
  "ROK",
  "SPGI",
  "RY",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "O",
  "ROST",
  "RTX",
  "AMT",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UTHR",
  "UPS",
  "MET",
  "RCL",
  "DCBO",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  "JBL",
  "SBAC",
  "NJR",
  "EME",
  "TXT",
  "NTNX",
  "ULTA",
  "MTD",
  "GDDY",
  "TSM",
  "IT",
  "GDRX",
  "GPN",
  "RMD",
  "BN.TO",
  "VTR",
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  "HWC",
  "RRC",
  "ALGN",
  "ADSK",
  "AON",
  "VNOM",
  "GM",
  "APTV",
  "ACGL",
  "AVY",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "AVB",
  "EL",
  "FI",
  "EPAM",
  "DRI",
  "WAB",
  "TAP",
  "F",
  "DECK",
  "AJG",
  "FTNT",
  "IR",
  "AIZ",
  "CAH",
  "BKR",
  "CIGI",
  "FVRR",
  null,
  "ES",
  "IDCC",
  "INVH",
  "IDXX",
  "AOS",
  "RACE",
  "PEG",
  "DHI",
  "AMZN",
  "MSI",
  "HCA",
  "PFG",
  "OVV",
  "DKS",
  "TPL",
  "ELS",
  "PDD",
  "ACM",
  "USB",
  "VLO",
  "VET",
  "VLTO",
  "VRNT",
  "VEEV",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  "WELL",
  "WSM",
  "WPM",
  "WTW",
  "WMB",
  "WSC",
  "WIX",
  "WPC",
  "WDAY",
  "YUM",
  "Z",
  "XYL",
  "ZBRA",
  "GTM",
  "SOLV",
  "ESI",
  "EXPI",
  "POWI",
  "GRMN",
  null,
  "FOXA",
  "MTB",
  "GEN",
  "AEM",
  "BIIB",
  "CHKP",
  "OR",
  "LEA",
  "MSCI",
  "EIX",
  "LUMN",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MOH",
  "MFC",
  "KDP",
  "MGM",
  "ESLT",
  "MNDY",
  "SO",
  "RDWR",
  "TTD",
  "ON",
  "TRMB",
  "TDOC",
  "OKTA",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  "STN",
  "RBLX",
  "RDDT",
  "SYY",
  "OTEX",
  "SPOT",
  "MANH",
  "GEV",
  "CHWY",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "GAP",
  "MCK",
  "EXR",
  "NGD",
  "GWW",
  "NTAP",
  "PSA",
  "SYF",
  "PAYC",
  "AME",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "AXTA",
  "BALL",
  "BAC",
  "BNS",
  "BHC",
  "BK",
  "BRK-B",
  "BDX",
  "BSY",
  "BVS",
  "BIO",
  "BILL",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BAH",
  null,
  "SAM",
  "EAT",
  "BMY",
  "BF-B",
  "DOOO",
  "BAM.TO",
  "BR",
  "CACI",
  "CHRW",
  "BXP",
  "BURL",
  "CAE",
  "CCJ",
  "CM",
  "CDNS",
  "CDNA",
  "CVNA",
  "CARR",
  "CSL",
  "CBRE",
  "CGAU",
  "CNC",
  "CVX",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CRUS",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "YOU",
  "CME",
  "KO",
  "CCEP",
  "COIN",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CVLT",
  "COMP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CRBG",
  "CTRA",
  "COUR",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "CYBR",
  "CVAC",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAY",
  "DE",
  "DB",
  "DSGX",
  "DXCM",
  "DFS",
  "DOCU",
  "DPZ",
  "ADI",
  "MCO",
  "VMC",
  "NKE",
  "STT",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  "APO",
  "URI",
  "MCHP",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 527
Total Value: 1186645442
Accession Number: 0001984475-25-000005
Form Type: 13F-HR
CIK: plato-investment-management
Manager Name: Plato-Investment-Management

Data Enrichment

99% identified

520 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

527 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 27

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Apple Inc.

AAPL|037833100

Shares:341.8K

Value:$76.8M

% of Portfolio:6.5% ($76.8M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:569.8K

Value:$62.4M

% of Portfolio:5.3% ($62.4M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:157.4K

Value:$59.7M

% of Portfolio:5.0% ($59.7M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:210.0K

Value:$40.4M

% of Portfolio:3.4% ($40.4M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:49.5K

Value:$28.8M

% of Portfolio:2.4% ($28.8M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:128.3K

Value:$20.1M

% of Portfolio:1.7% ($20.1M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:118.6K

Value:$18.7M

% of Portfolio:1.6% ($18.7M/$1.2B)

Tesla, Inc.

TSLA|88160R101

Shares:60.6K

Value:$15.9M

% of Portfolio:1.3% ($15.9M/$1.2B)

VISA INC.

V|92826C839

Shares:42.0K

Value:$14.9M

% of Portfolio:1.3% ($14.9M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:57.2K

Value:$14.2M

% of Portfolio:1.2% ($14.2M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:16.5K

Value:$13.7M

% of Portfolio:1.2% ($13.7M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:80.8K

Value:$13.7M

% of Portfolio:1.2% ($13.7M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.2K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:21.5K

Value:$11.4M

% of Portfolio:1.0% ($11.4M/$1.2B)

COCA COLA CO

KO|191216100

Shares:153.9K

Value:$11.1M

% of Portfolio:0.9% ($11.1M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:51.7K

Value:$11.0M

% of Portfolio:0.9% ($11.0M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:62.3K

Value:$10.7M

% of Portfolio:0.9% ($10.7M/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:19.0K

Value:$10.5M

% of Portfolio:0.9% ($10.5M/$1.2B)

NETFLIX INC

NFLX|64110L106

Shares:11.0K

Value:$10.4M

% of Portfolio:0.9% ($10.4M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:60.7K

Value:$10.2M

% of Portfolio:0.9% ($10.2M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	341.8K	QoQ -10.36% (-39.5K) YoY +2.27% (+7.6K)	All Managers (Combined)	$76.8M	6.5% ($76.8M/$1.2B)	QoQ -19.92% (-$19.1M) YoY +33.91% (+$19.4M)
NVIDIA CORP(NVDAcusip67066G104)	569.8K	QoQ -11.55% (-74.4K) YoY +941.11% (+515.0K)	All Managers (Combined)	$62.4M	5.3% ($62.4M/$1.2B)	QoQ -28.10% (-$24.4M) YoY +26.23% (+$13.0M)
MICROSOFT CORP(MSFTcusip594918104)	157.4K	QoQ -9.01% (-15.6K) YoY +4.32% (-6.5K)	All Managers (Combined)	$59.7M	5.0% ($59.7M/$1.2B)	QoQ -18.38% (-$13.5M) YoY -5.90% (-$3.7M)
AMAZON COM INC(AMZNcusip023135106)	210.0K	QoQ -9.51% (-22.1K) YoY +6.22% (+12.3K)	All Managers (Combined)	$40.4M	3.4% ($40.4M/$1.2B)	QoQ -20.96% (-$10.7M) YoY +13.25% (+$4.7M)
Meta Platforms, Inc.(METAcusip30303M102)	49.5K	QoQ -9.84% (-5.4K) YoY +1.88% (+916)	All Managers (Combined)	$28.8M	2.4% ($28.8M/$1.2B)	QoQ -10.61% (-$3.4M) YoY +22.24% (+$5.2M)
Alphabet Inc.(GOOGLcusip02079K305)	128.3K	QoQ -9.05% (-12.8K) YoY +2.18% (+2.7K)	All Managers (Combined)	$20.1M	1.7% ($20.1M/$1.2B)	QoQ -25.17% (-$6.7M) YoY +5.82% (+$1.1M)
Alphabet Inc.(GOOGcusip02079K107)	118.6K	QoQ -7.05% (-9.0K) YoY +4.63% (+5.3K)	All Managers (Combined)	$18.7M	1.6% ($18.7M/$1.2B)	QoQ -23.20% (-$5.7M) YoY +8.52% (+$1.5M)
Tesla, Inc.(TSLAcusip88160R101)	60.6K	QoQ -4.11% (-2.6K) YoY +7.84% (+4.4K)	All Managers (Combined)	$15.9M	1.3% ($15.9M/$1.2B)	QoQ -38.02% (-$9.7M) YoY +60.71% (+$6.0M)
VISA INC.(Vcusip92826C839)	42.0K	QoQ -4.48% (-2.0K) YoY +1.65% (+685)	All Managers (Combined)	$14.9M	1.3% ($14.9M/$1.2B)	QoQ +6.68% (-$930.7K) YoY +29.04% (+$3.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	57.2K	QoQ -2.46% (-1.4K) YoY +7.08% (+3.8K)	All Managers (Combined)	$14.2M	1.2% ($14.2M/$1.2B)	QoQ +0.52% (-$74.3K) YoY +32.55% (+$3.5M)
ELI LILLY & Co(LLYcusip532457108)	16.5K	QoQ -4.96% (-860) YoY +13.17% (+1.9K)	All Managers (Combined)	$13.7M	1.2% ($13.7M/$1.2B)	QoQ +2.39% (-$321.9K) YoY +21.44% (+$2.4M)
Broadcom Inc.(AVGOcusip11135F101)	80.8K	QoQ -25.45% (-27.6K) YoY +650.28% (-70.1K)	All Managers (Combined)	$13.7M	1.2% ($13.7M/$1.2B)	QoQ -45.77% (-$11.5M) YoY -4.19% (-$598.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.2K	QoQ -6.56% (-855) YoY -3.33% (-420)	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ -2.86% (-$343.2K) YoY +26.13% (-$2.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	21.5K	QoQ -5.54% (-1.3K) YoY +9.51% (+1.9K)	All Managers (Combined)	$11.4M	1.0% ($11.4M/$1.2B)	QoQ -1.49% (-$173.5K) YoY +17.20% (+$1.7M)
COCA COLA CO(KOcusip191216100)	153.9K	QoQ -5.52% (-9.0K) YoY +4.98% (+7.3K)	All Managers (Combined)	$11.1M	0.9% ($11.1M/$1.2B)	QoQ +9.46% (-$962.9K) YoY +24.23% (+$2.2M)
AbbVie Inc.(ABBVcusip00287Y109)	51.7K	QoQ -20.95% (-13.7K) YoY -6.66% (-3.7K)	All Managers (Combined)	$11.0M	0.9% ($11.0M/$1.2B)	QoQ -6.13% (-$716.5K) YoY +8.55% (-$863.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	62.3K	QoQ -1.44% (-913) YoY +5.36% (+3.2K)	All Managers (Combined)	$10.7M	0.9% ($10.7M/$1.2B)	QoQ +0.90% (-$96.2K) YoY +11.87% (+$1.1M)
Mastercard Inc(MAcusip57636Q104)	19.0K	QoQ -6.78% (-1.4K) YoY +5.07% (+917)	All Managers (Combined)	$10.5M	0.9% ($10.5M/$1.2B)	QoQ -2.27% (-$244.8K) YoY +20.89% (+$1.8M)
NETFLIX INC(NFLXcusip64110L106)	11.0K	QoQ -3.05% (-347) YoY +21.56% (+2.0K)	All Managers (Combined)	$10.4M	0.9% ($10.4M/$1.2B)	QoQ +2.15% (-$218.6K) YoY +88.67% (+$4.9M)
JOHNSON & JOHNSON(JNJcusip478160104)	60.7K	QoQ -4.92% (-3.1K) YoY +15.14% (+8.0K)	All Managers (Combined)	$10.2M	0.9% ($10.2M/$1.2B)	QoQ +9.80% (-$908.3K) YoY +22.01% (+$1.8M)