Plato-Investment-Management

Filing Details

13F-HR2025-03-31
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
Manager Name
Plato-Investment-Management
Data Enrichment
99% identified
520 identified7 unidentified

Holdings

527 positions • $1.2B total value
Manager:
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INTUIT INC.
Shares:8.6K
Value:$5.4M
% of Portfolio:0.5% ($5.4M/$1.2B)
GILEAD SCIENCES, INC.
Shares:46.5K
Value:$5.3M
% of Portfolio:0.4% ($5.3M/$1.2B)
Accenture plc
Shares:16.6K
Value:$5.2M
% of Portfolio:0.4% ($5.2M/$1.2B)
WELLS FARGO & COMPANY/MN
Shares:71.6K
Value:$5.2M
% of Portfolio:0.4% ($5.2M/$1.2B)
INTUITIVE SURGICAL INC
Shares:10.3K
Value:$5.2M
% of Portfolio:0.4% ($5.2M/$1.2B)
ADOBE INC.
Shares:13.3K
Value:$5.1M
% of Portfolio:0.4% ($5.1M/$1.2B)
ORACLE CORP
Shares:35.1K
Value:$5.0M
% of Portfolio:0.4% ($5.0M/$1.2B)
American Water Works Company, Inc.
Shares:32.7K
Value:$4.9M
% of Portfolio:0.4% ($4.9M/$1.2B)
BRISTOL MYERS SQUIBB CO
Shares:78.6K
Value:$4.8M
% of Portfolio:0.4% ($4.8M/$1.2B)
PFIZER INC
Shares:188.9K
Value:$4.8M
% of Portfolio:0.4% ($4.8M/$1.2B)
Wheaton Precious Metals Corp.
Shares:61.4K
Value:$4.8M
% of Portfolio:0.4% ($4.8M/$1.2B)
COMCAST CORP
Shares:128.5K
Value:$4.8M
% of Portfolio:0.4% ($4.8M/$1.2B)
Palantir Technologies Inc.
Shares:56.0K
Value:$4.8M
% of Portfolio:0.4% ($4.8M/$1.2B)
EDISON INTERNATIONAL
Shares:78.6K
Value:$4.7M
% of Portfolio:0.4% ($4.7M/$1.2B)
AT&T INC.
Shares:162.0K
Value:$4.6M
% of Portfolio:0.4% ($4.6M/$1.2B)
Walt Disney Co
Shares:46.3K
Value:$4.6M
% of Portfolio:0.4% ($4.6M/$1.2B)
APPLIED MATERIALS INC /DE
Shares:31.4K
Value:$4.6M
% of Portfolio:0.4% ($4.6M/$1.2B)
EOG RESOURCES INC
Shares:35.3K
Value:$4.6M
% of Portfolio:0.4% ($4.6M/$1.2B)
KLA CORP
Shares:6.6K
Value:$4.6M
% of Portfolio:0.4% ($4.6M/$1.2B)
CITIGROUP INC
Shares:62.9K
Value:$4.5M
% of Portfolio:0.4% ($4.5M/$1.2B)