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 23 of 27

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DuPont de Nemours, Inc.

DD|26614N102

Shares:970

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$1.2B)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:358

Value:$72.9K

% of Portfolio:0.0% ($72.9K/$1.2B)

Colliers International Group Inc.

CIGI|194693107

Shares:583

Value:$71.3K

% of Portfolio:0.0% ($71.3K/$1.2B)

Adient plc

ADNT|G0084W101

Shares:5.2K

Value:$67.2K

% of Portfolio:0.0% ($67.2K/$1.2B)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:1.1K

Value:$66.4K

% of Portfolio:0.0% ($66.4K/$1.2B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:434

Value:$62.4K

% of Portfolio:0.0% ($62.4K/$1.2B)

Coterra Energy Inc.

CTRA|127097103

Shares:2.1K

Value:$60.6K

% of Portfolio:0.0% ($60.6K/$1.2B)

Restaurant Brands International Inc.

QSR|76131D103

Shares:849

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$1.2B)

TYSON FOODS, INC.

TSN|902494103

Shares:881

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$1.2B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:1.0K

Value:$56.0K

% of Portfolio:0.0% ($56.0K/$1.2B)

W. P. Carey Inc.

WPC|92936U109

Shares:877

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$1.2B)

Osisko Gold Royalties LTD

OR|68827L101

Shares:2.6K

Value:$55.9K

% of Portfolio:0.0% ($55.9K/$1.2B)

Solventum Corp

SOLV|83444M101

Shares:696

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$1.2B)

Ferrari N.V.

RACE|N3167Y103

Shares:124

Value:$53.1K

% of Portfolio:0.0% ($53.1K/$1.2B)

Albertsons Companies, Inc.

ACI|013091103

Shares:2.4K

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$1.2B)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:1.1K

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$1.2B)

Lumen Technologies, Inc.

LUMN|550241103

Shares:12.2K

Value:$48.3K

% of Portfolio:0.0% ($48.3K/$1.2B)

Marathon Petroleum Corp

MPC|56585A102

Shares:300

Value:$44.2K

% of Portfolio:0.0% ($44.2K/$1.2B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:251

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$1.2B)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:2.7K

Value:$42.8K

% of Portfolio:0.0% ($42.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DuPont de Nemours, Inc.(DDcusip26614N102)	970	QoQ +31.79% (+234) YoY -54.96% (-1.2K)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$1.2B)	QoQ +30.00% (+$16.9K) YoY -55.66% (-$91.9K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	358	QoQ 0.00% (-0) YoY NEW(+358)	All Managers (Combined)	$72.9K	0.0% ($72.9K/$1.2B)	QoQ -11.28% (-$9.3K) YoY NEW(+$72.9K)
Colliers International Group Inc.(CIGIcusip194693107)	583	QoQ -31.89% (-273) YoY NEW(+583)	All Managers (Combined)	$71.3K	0.0% ($71.3K/$1.2B)	QoQ -38.93% (-$45.5K) YoY NEW(+$71.3K)
Adient plc(ADNTcusipG0084W101)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$67.2K	0.0% ($67.2K/$1.2B)	QoQ NEW(+$67.2K) YoY NEW(+$67.2K)
SUN LIFE FINANCIAL INC(SLFcusip866796105)	1.1K	QoQ -34.21% (-597) YoY NEW(+1.1K)	All Managers (Combined)	$66.4K	0.0% ($66.4K/$1.2B)	QoQ -36.11% (-$37.5K) YoY NEW(+$66.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	434	QoQ 0.00% (+0) YoY NEW(+434)	All Managers (Combined)	$62.4K	0.0% ($62.4K/$1.2B)	QoQ +9.31% (+$5.3K) YoY NEW(+$62.4K)
Coterra Energy Inc.(CTRAcusip127097103)	2.1K	QoQ +22.94% (+387) YoY NEW(+2.1K)	All Managers (Combined)	$60.6K	0.0% ($60.6K/$1.2B)	QoQ +40.11% (+$17.3K) YoY NEW(+$60.6K)
Restaurant Brands International Inc.(QSRcusip76131D103)	849	QoQ 0.00% (+0) YoY NEW(+849)	All Managers (Combined)	$57.2K	0.0% ($57.2K/$1.2B)	QoQ +3.04% (+$1.7K) YoY NEW(+$57.2K)
TYSON FOODS, INC.(TSNcusip902494103)	881	QoQ +325.60% (+674) YoY NEW(+881)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$1.2B)	QoQ +376.20% (+$44.9K) YoY NEW(+$56.8K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	1.0K	QoQ -89.66% (-9.0K) YoY NEW(+1.0K)	All Managers (Combined)	$56.0K	0.0% ($56.0K/$1.2B)	QoQ -92.89% (-$731.6K) YoY NEW(+$56.0K)
W. P. Carey Inc.(WPCcusip92936U109)	877	QoQ 0.00% (+0) YoY NEW(+877)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$1.2B)	QoQ +16.67% (+$8.0K) YoY NEW(+$55.9K)
Osisko Gold Royalties LTD(ORcusip68827L101)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$55.9K	0.0% ($55.9K/$1.2B)	QoQ NEW(+$55.9K) YoY NEW(+$55.9K)
Solventum Corp(SOLVcusip83444M101)	696	QoQ -76.87% (-2.3K) YoY NEW(+696)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$1.2B)	QoQ -73.19% (-$146.1K) YoY NEW(+$53.5K)
Ferrari N.V.(RACEcusipN3167Y103)	124	QoQ 0.00% (-0) YoY NEW(+124)	All Managers (Combined)	$53.1K	0.0% ($53.1K/$1.2B)	QoQ -0.09% (-$50) YoY NEW(+$53.1K)
Albertsons Companies, Inc.(ACIcusip013091103)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$1.2B)	QoQ NEW(+$52.6K) YoY NEW(+$52.6K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	1.1K	QoQ -89.63% (-9.3K) YoY NEW(+1.1K)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$1.2B)	QoQ -90.67% (-$511.6K) YoY NEW(+$52.6K)
Lumen Technologies, Inc.(LUMNcusip550241103)	12.2K	QoQ -62.09% (-20.0K) YoY NEW(+12.2K)	All Managers (Combined)	$48.3K	0.0% ($48.3K/$1.2B)	QoQ -71.81% (-$123.0K) YoY NEW(+$48.3K)
Marathon Petroleum Corp(MPCcusip56585A102)	300	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$44.2K	0.0% ($44.2K/$1.2B)	QoQ +5.18% (+$2.2K) YoY -26.91% (-$16.3K)
EPAM Systems, Inc.(EPAMcusip29414B104)	251	QoQ -68.74% (-552) YoY NEW(+251)	All Managers (Combined)	$42.8K	0.0% ($42.8K/$1.2B)	QoQ -77.26% (-$145.6K) YoY NEW(+$42.8K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	2.7K	QoQ -93.91% (-42.3K) YoY -86.59% (-17.7K)	All Managers (Combined)	$42.8K	0.0% ($42.8K/$1.2B)	QoQ -95.56% (-$922.6K) YoY -88.21% (-$320.1K)