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

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MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:17.3K

Value:$543.6K

% of Portfolio:0.0% ($543.6K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:4.9K

Value:$543.6K

% of Portfolio:0.0% ($543.6K/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.2K

Value:$541.4K

% of Portfolio:0.0% ($541.4K/$1.2B)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.7K

Value:$518.5K

% of Portfolio:0.0% ($518.5K/$1.2B)

SMITH A O CORP

AOS|831865209

Shares:7.8K

Value:$518.4K

% of Portfolio:0.0% ($518.4K/$1.2B)

03073E105

Shares:1.8K

Value:$516.9K

% of Portfolio:0.0% ($516.9K/$1.2B)

LENNAR CORP /NEW/

LEN|526057104

Shares:4.5K

Value:$516.8K

% of Portfolio:0.0% ($516.8K/$1.2B)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:2.9K

Value:$511.3K

% of Portfolio:0.0% ($511.3K/$1.2B)

165167735

Shares:4.5K

Value:$502.5K

% of Portfolio:0.0% ($502.5K/$1.2B)

Datadog, Inc.

DDOG|23804L103

Shares:5.0K

Value:$500.7K

% of Portfolio:0.0% ($500.7K/$1.2B)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:5.7K

Value:$483.1K

% of Portfolio:0.0% ($483.1K/$1.2B)

Fox Corp

FOXA|35137L105

Shares:8.2K

Value:$470.7K

% of Portfolio:0.0% ($470.7K/$1.2B)

Vertiv Holdings Co

VRT|92537N108

Shares:6.3K

Value:$461.4K

% of Portfolio:0.0% ($461.4K/$1.2B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:2.9K

Value:$457.7K

% of Portfolio:0.0% ($457.7K/$1.2B)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:4.1K

Value:$451.3K

% of Portfolio:0.0% ($451.3K/$1.2B)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:3.4K

Value:$449.5K

% of Portfolio:0.0% ($449.5K/$1.2B)

BROWN & BROWN, INC.

BRO|115236101

Shares:3.6K

Value:$446.7K

% of Portfolio:0.0% ($446.7K/$1.2B)

HUBBELL INC

HUBB|443510607

Shares:1.3K

Value:$444.5K

% of Portfolio:0.0% ($444.5K/$1.2B)

CELESTICA INC

CLS|15101Q207

Shares:5.6K

Value:$443.8K

% of Portfolio:0.0% ($443.8K/$1.2B)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:1.5K

Value:$439.6K

% of Portfolio:0.0% ($439.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	17.3K	QoQ +36.73% (+4.6K) YoY NEW(+17.3K)	All Managers (Combined)	$543.6K	0.0% ($543.6K/$1.2B)	QoQ +39.72% (+$154.6K) YoY NEW(+$543.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	4.9K	QoQ +76.62% (+2.1K) YoY +100.61% (+2.5K)	All Managers (Combined)	$543.6K	0.0% ($543.6K/$1.2B)	QoQ +55.16% (+$193.3K) YoY +50.06% (+$181.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.2K	QoQ -60.62% (-1.8K) YoY +12.68% (+135)	All Managers (Combined)	$541.4K	0.0% ($541.4K/$1.2B)	QoQ -63.54% (-$943.7K) YoY +11.86% (+$57.4K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$518.5K	0.0% ($518.5K/$1.2B)	QoQ +8.17% (+$39.2K) YoY NEW(+$518.5K)
SMITH A O CORP(AOScusip831865209)	7.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$518.4K	0.0% ($518.4K/$1.2B)	QoQ -3.49% (-$18.8K) YoY -26.14% (-$183.6K)
(cusip03073E105)✕	1.8K	QoQ -10.94% (-226) YoY +11.05% (+183)	All Managers (Combined)	$516.9K	0.0% ($516.9K/$1.2B)	QoQ +11.01% (-$51.3K) YoY +28.46% (+$114.6K)
LENNAR CORP /NEW/(LENcusip526057104)	4.5K	QoQ -37.25% (-2.6K) YoY -48.21% (-4.1K)	All Managers (Combined)	$516.8K	0.0% ($516.8K/$1.2B)	QoQ -46.81% (-$454.8K) YoY -65.06% (-$962.4K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	2.9K	QoQ -2.46% (-74) YoY -2.30% (-69)	All Managers (Combined)	$511.3K	0.0% ($511.3K/$1.2B)	QoQ -37.10% (-$301.6K) YoY -31.71% (-$237.4K)
(cusip165167735)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$502.5K	0.0% ($502.5K/$1.2B)	QoQ NEW(+$502.5K) YoY NEW(+$502.5K)
Datadog, Inc.(DDOGcusip23804L103)	5.0K	QoQ -27.49% (-1.9K) YoY -3.21% (-166)	All Managers (Combined)	$500.7K	0.0% ($500.7K/$1.2B)	QoQ -49.29% (-$486.8K) YoY -21.47% (-$136.9K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	5.7K	QoQ -5.47% (-328) YoY -5.47% (-328)	All Managers (Combined)	$483.1K	0.0% ($483.1K/$1.2B)	QoQ +3.76% (-$17.5K) YoY -6.59% (-$34.1K)
Fox Corp(FOXAcusip35137L105)	8.2K	QoQ 0.00% (+0) YoY -67.90% (-17.4K)	All Managers (Combined)	$470.7K	0.0% ($470.7K/$1.2B)	QoQ +17.34% (+$69.6K) YoY -41.27% (-$330.9K)
Vertiv Holdings Co(VRTcusip92537N108)	6.3K	QoQ -67.60% (-13.2K) YoY -73.86% (-17.9K)	All Managers (Combined)	$461.4K	0.0% ($461.4K/$1.2B)	QoQ -79.26% (-$1.8M) YoY -76.64% (-$1.5M)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	2.9K	QoQ 0.00% (-0) YoY +11300.00% (+2.8K)	All Managers (Combined)	$457.7K	0.0% ($457.7K/$1.2B)	QoQ -23.26% (-$138.8K) YoY +5482.54% (+$449.5K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	4.1K	QoQ -89.23% (-34.1K) YoY NEW(+4.1K)	All Managers (Combined)	$451.3K	0.0% ($451.3K/$1.2B)	QoQ -84.97% (-$2.6M) YoY NEW(+$451.3K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	3.4K	QoQ +12.49% (+374) YoY -48.29% (-3.1K)	All Managers (Combined)	$449.5K	0.0% ($449.5K/$1.2B)	QoQ +22.06% (+$81.3K) YoY -59.56% (-$662.0K)
BROWN & BROWN, INC.(BROcusip115236101)	3.6K	QoQ -40.51% (-2.4K) YoY -48.90% (-3.4K)	All Managers (Combined)	$446.7K	0.0% ($446.7K/$1.2B)	QoQ -26.94% (-$164.7K) YoY -26.60% (-$161.9K)
HUBBELL INC(HUBBcusip443510607)	1.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$444.5K	0.0% ($444.5K/$1.2B)	QoQ -20.43% (-$114.2K) YoY -19.40% (-$107.1K)
CELESTICA INC(CLScusip15101Q207)	5.6K	QoQ -46.75% (-4.9K) YoY NEW(+5.6K)	All Managers (Combined)	$443.8K	0.0% ($443.8K/$1.2B)	QoQ -54.14% (-$524.1K) YoY NEW(+$443.8K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	1.5K	QoQ +0.71% (-11) YoY NEW(+1.5K)	All Managers (Combined)	$439.6K	0.0% ($439.6K/$1.2B)	QoQ -25.78% (-$152.7K) YoY NEW(+$439.6K)