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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EXXON MOBIL CORP

XOM|30231G102

Shares:74.4K

Value:$8.9M

% of Portfolio:0.8% ($8.9M/$1.2B)

Walmart Inc.

WMT|931142103

Shares:97.2K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.8K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:21.4K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:24.8K

Value:$7.7M

% of Portfolio:0.6% ($7.7M/$1.2B)

PEPSICO INC

PEP|713448108

Shares:50.2K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:44.4K

Value:$7.5M

% of Portfolio:0.6% ($7.5M/$1.2B)

Salesforce, Inc.

CRM|79466L302

Shares:26.8K

Value:$7.3M

% of Portfolio:0.6% ($7.3M/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:43.5K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:1.4K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:32.7K

Value:$6.6M

% of Portfolio:0.6% ($6.6M/$1.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:154.6K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:100.6K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:21.4K

Value:$6.1M

% of Portfolio:0.5% ($6.1M/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:42.6K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:121.5K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:17.6K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:20.3K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

AMGEN INC

AMGN|031162100

Shares:17.1K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.2B)

Merck & Co., Inc.

MRK|58933Y105

Shares:59.1K

Value:$5.4M

% of Portfolio:0.5% ($5.4M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	74.4K	QoQ -5.46% (-4.3K) YoY +30.07% (+17.2K)	All Managers (Combined)	$8.9M	0.8% ($8.9M/$1.2B)	QoQ +5.26% (-$447.1K) YoY +34.52% (+$2.3M)
Walmart Inc.(WMTcusip931142103)	97.2K	QoQ -2.46% (-2.5K) YoY +5.58% (+5.1K)	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.2B)	QoQ -4.54% (-$410.8K) YoY +55.71% (+$3.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.8K	QoQ -7.93% (-1.3K) YoY +10.14% (+1.4K)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ +8.94% (-$652.6K) YoY +41.00% (+$2.3M)
HOME DEPOT, INC.(HDcusip437076102)	21.4K	QoQ -14.54% (-3.6K) YoY +3.95% (+814)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ -18.90% (-$1.8M) YoY +0.39% (+$31.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	24.8K	QoQ -14.34% (-4.2K) YoY +15.44% (+3.3K)	All Managers (Combined)	$7.7M	0.6% ($7.7M/$1.2B)	QoQ -9.96% (-$847.9K) YoY +42.77% (+$2.3M)
PEPSICO INC(PEPcusip713448108)	50.2K	QoQ -6.69% (-3.6K) YoY +4.61% (-2.2K)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.2B)	QoQ -7.34% (-$603.3K) YoY -9.40% (-$790.4K)
CHEVRON CORP(CVXcusip166764100)	44.4K	QoQ +3.49% (+1.5K) YoY +7.29% (+3.0K)	All Managers (Combined)	$7.5M	0.6% ($7.5M/$1.2B)	QoQ +20.39% (+$1.3M) YoY +15.02% (+$981.6K)
Salesforce, Inc.(CRMcusip79466L302)	26.8K	QoQ -12.67% (-3.9K) YoY -1.11% (-302)	All Managers (Combined)	$7.3M	0.6% ($7.3M/$1.2B)	QoQ -29.39% (-$3.0M) YoY -10.93% (-$893.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	43.5K	QoQ -9.75% (-4.7K) YoY +33.63% (+10.9K)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ -9.11% (-$676.7K) YoY +22.56% (+$1.2M)
Booking Holdings Inc.(BKNGcusip09857L108)	1.4K	QoQ -3.48% (-52) YoY +5.33% (+73)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ -9.86% (-$734.3K) YoY +35.21% (+$1.7M)
GENERAL ELECTRIC CO(GEcusip369604301)	32.7K	QoQ +1.42% (+460) YoY +30.92% (+7.7K)	All Managers (Combined)	$6.6M	0.6% ($6.6M/$1.2B)	QoQ +22.58% (+$1.2M) YoY +50.90% (+$2.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	154.6K	QoQ -9.92% (-17.0K) YoY +14.24% (+19.3K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ -13.85% (-$1.0M) YoY +27.08% (+$1.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	100.6K	QoQ +1.13% (+1.1K) YoY +53.12% (+34.9K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +6.17% (+$365.1K) YoY +91.38% (+$3.0M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	21.4K	QoQ -21.66% (-5.9K) YoY +1.71% (+361)	All Managers (Combined)	$6.1M	0.5% ($6.1M/$1.2B)	QoQ -6.81% (-$447.5K) YoY +40.69% (+$1.8M)
ABBOTT LABORATORIES(ABTcusip002824100)	42.6K	QoQ -4.18% (-1.9K) YoY +2.70% (+1.1K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ +13.17% (-$665.7K) YoY +21.16% (+$999.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	121.5K	QoQ +9.75% (+10.8K) YoY +11.88% (+12.9K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +25.39% (+$1.1M) YoY +22.25% (+$1.0M)
MCDONALDS CORP(MCDcusip580135101)	17.6K	QoQ +0.50% (+89) YoY +2.96% (+506)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +9.07% (+$462.6K) YoY +15.30% (+$737.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	20.3K	QoQ -8.26% (-1.8K) YoY -6.71% (-1.5K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ -16.24% (-$1.1M) YoY +11.42% (-$567.0K)
AMGEN INC(AMGNcusip031162100)	17.1K	QoQ -15.33% (-3.1K) YoY -0.14% (-25)	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.2B)	QoQ +1.92% (-$101.6K) YoY +10.60% (-$515.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	59.1K	QoQ +16.72% (+8.5K) YoY +24.78% (-11.7K)	All Managers (Combined)	$5.4M	0.5% ($5.4M/$1.2B)	QoQ +6.07% (+$307.2K) YoY -14.19% (-$887.0K)