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 13 of 27

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NetApp, Inc.

NTAP|64110D104

Shares:11.4K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:1.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

TWILIO INC

TWLO|90138F102

Shares:10.1K

Value:$999.6K

% of Portfolio:0.1% ($999.6K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:98.2K

Value:$995.8K

% of Portfolio:0.1% ($995.8K/$1.2B)

ROSS STORES, INC.

ROST|778296103

Shares:7.7K

Value:$990.6K

% of Portfolio:0.1% ($990.6K/$1.2B)

DEXCOM INC

DXCM|252131107

Shares:14.3K

Value:$988.3K

% of Portfolio:0.1% ($988.3K/$1.2B)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:9.8K

Value:$973.2K

% of Portfolio:0.1% ($973.2K/$1.2B)

Johnson Controls International plc

JCI|G51502105

Shares:12.0K

Value:$971.7K

% of Portfolio:0.1% ($971.7K/$1.2B)

M&T BANK CORP

MTB|55261F104

Shares:5.3K

Value:$965.8K

% of Portfolio:0.1% ($965.8K/$1.2B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:5.0K

Value:$959.4K

% of Portfolio:0.1% ($959.4K/$1.2B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:2.6K

Value:$951.1K

% of Portfolio:0.1% ($951.1K/$1.2B)

852234103

Shares:17.3K

Value:$947.3K

% of Portfolio:0.1% ($947.3K/$1.2B)

Dell Technologies Inc.

DELL|24703L202

Shares:10.2K

Value:$939.4K

% of Portfolio:0.1% ($939.4K/$1.2B)

Blackstone Inc.

BX|09260D107

Shares:6.6K

Value:$939.2K

% of Portfolio:0.1% ($939.2K/$1.2B)

CAE INC

CAE|124765108

Shares:37.7K

Value:$938.0K

% of Portfolio:0.1% ($938.0K/$1.2B)

Gen Digital Inc.

GEN|668771108

Shares:34.9K

Value:$935.3K

% of Portfolio:0.1% ($935.3K/$1.2B)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

Shares:38.8K

Value:$933.7K

% of Portfolio:0.1% ($933.7K/$1.2B)

STERIS plc

STE|G8473T100

Shares:4.0K

Value:$913.4K

% of Portfolio:0.1% ($913.4K/$1.2B)

G3643J108

Shares:4.1K

Value:$913.3K

% of Portfolio:0.1% ($913.3K/$1.2B)

GARTNER INC

IT|366651107

Shares:2.1K

Value:$908.0K

% of Portfolio:0.1% ($908.0K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NetApp, Inc.(NTAPcusip64110D104)	11.4K	QoQ -6.66% (-814) YoY +18.12% (-1.7K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ -28.86% (-$410.7K) YoY -0.08% (-$822)
W.W. GRAINGER, INC.(GWWcusip384802104)	1.0K	QoQ -47.09% (-899) YoY -3.16% (-33)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ -50.06% (-$1.0M) YoY -4.95% (-$52.5K)
TWILIO INC(TWLOcusip90138F102)	10.1K	QoQ +5.19% (-499) YoY +257.01% (+7.3K)	All Managers (Combined)	$999.6K	0.1% ($999.6K/$1.2B)	QoQ -4.01% (-$41.8K) YoY +477.83% (+$826.6K)
FORD MOTOR CO(Fcusip345370860)	98.2K	QoQ -35.80% (-54.8K) YoY -14.71% (-17.0K)	All Managers (Combined)	$995.8K	0.1% ($995.8K/$1.2B)	QoQ -34.49% (-$524.4K) YoY -34.89% (-$533.7K)
ROSS STORES, INC.(ROSTcusip778296103)	7.7K	QoQ +0.64% (-49) YoY +12.28% (-839)	All Managers (Combined)	$990.6K	0.1% ($990.6K/$1.2B)	QoQ -14.36% (-$166.2K) YoY -1.17% (-$11.7K)
DEXCOM INC(DXCMcusip252131107)	14.3K	QoQ -7.59% (-1.2K) YoY +4.02% (-554)	All Managers (Combined)	$988.3K	0.1% ($988.3K/$1.2B)	QoQ -18.27% (-$221.0K) YoY -48.22% (-$920.6K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	9.8K	QoQ -18.65% (-2.3K) YoY -6.09% (-638)	All Managers (Combined)	$973.2K	0.1% ($973.2K/$1.2B)	QoQ -28.41% (-$386.2K) YoY -30.45% (-$426.2K)
Johnson Controls International plc(JCIcusipG51502105)	12.0K	QoQ +0.31% (+38) YoY NEW(+12.0K)	All Managers (Combined)	$971.7K	0.1% ($971.7K/$1.2B)	QoQ +2.54% (+$24.1K) YoY NEW(+$971.7K)
M&T BANK CORP(MTBcusip55261F104)	5.3K	QoQ -38.01% (-3.3K) YoY +76257.14% (+5.3K)	All Managers (Combined)	$965.8K	0.1% ($965.8K/$1.2B)	QoQ -40.64% (-$661.3K) YoY +94769.54% (+$964.8K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	5.0K	QoQ +28.24% (+1.1K) YoY NEW(+5.0K)	All Managers (Combined)	$959.4K	0.1% ($959.4K/$1.2B)	QoQ +18.11% (+$147.1K) YoY NEW(+$959.4K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	2.6K	QoQ +3.69% (+91) YoY +146.19% (+1.5K)	All Managers (Combined)	$951.1K	0.1% ($951.1K/$1.2B)	QoQ +12.28% (+$104.1K) YoY +215.56% (+$649.7K)
(cusip852234103)✕	17.3K	QoQ +9.25% (-1.5K) YoY +18.58% (-2.7K)	All Managers (Combined)	$947.3K	0.1% ($947.3K/$1.2B)	QoQ -29.65% (-$399.4K) YoY -23.00% (-$283.0K)
Dell Technologies Inc.(DELLcusip24703L202)	10.2K	QoQ -14.51% (-1.7K) YoY -50.39% (-10.4K)	All Managers (Combined)	$939.4K	0.1% ($939.4K/$1.2B)	QoQ -31.89% (-$440.0K) YoY -59.94% (-$1.4M)
Blackstone Inc.(BXcusip09260D107)	6.6K	QoQ +775.75% (+5.9K) YoY +2184.19% (+6.4K)	All Managers (Combined)	$939.2K	0.1% ($939.2K/$1.2B)	QoQ +615.06% (+$807.8K) YoY +2356.73% (+$901.0K)
CAE INC(CAEcusip124765108)	37.7K	QoQ +13.54% (+4.5K) YoY NEW(+37.7K)	All Managers (Combined)	$938.0K	0.1% ($938.0K/$1.2B)	QoQ +10.85% (+$91.8K) YoY NEW(+$938.0K)
Gen Digital Inc.(GENcusip668771108)	34.9K	QoQ +99.79% (+17.4K) YoY NEW(+34.9K)	All Managers (Combined)	$935.3K	0.1% ($935.3K/$1.2B)	QoQ +95.05% (+$455.8K) YoY NEW(+$935.3K)
DEUTSCHE BANK AKTIENGESELLSCHAFT(DBcusipD18190898)	38.8K	QoQ -89.89% (-344.7K) YoY NEW(+38.8K)	All Managers (Combined)	$933.7K	0.1% ($933.7K/$1.2B)	QoQ -85.92% (-$5.7M) YoY NEW(+$933.7K)
STERIS plc(STEcusipG8473T100)	4.0K	QoQ -3.03% (-125) YoY -3.03% (-125)	All Managers (Combined)	$913.4K	0.1% ($913.4K/$1.2B)	QoQ +7.67% (-$65.1K) YoY -1.19% (-$11.0K)
(cusipG3643J108)✕	4.1K	QoQ +24.90% (+813) YoY NEW(+4.1K)	All Managers (Combined)	$913.3K	0.1% ($913.3K/$1.2B)	QoQ +7.83% (+$66.4K) YoY NEW(+$913.3K)
GARTNER INC(ITcusip366651107)	2.1K	QoQ -2.63% (-58) YoY -2.63% (-58)	All Managers (Combined)	$908.0K	0.1% ($908.0K/$1.2B)	QoQ -15.04% (-$160.8K) YoY -13.33% (-$139.7K)