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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FISERV INC

FI|337738108

Shares:19.9K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:8.8K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

Motorola Solutions, Inc.

MSI|620076307

Shares:9.9K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:35.4K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:12.9K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

STRYKER CORP

SYK|863667101

Shares:11.4K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

T-Mobile US, Inc.

TMUS|872590104

Shares:15.8K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

Baker Hughes Co

BKR|05722G100

Shares:95.1K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:17.1K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.2B)

ECOLAB INC.

ECL|278865100

Shares:16.0K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

Bank of New York Mellon Corp

BK|064058100

Shares:48.0K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

Eaton Corp plc

ETN|G29183103

Shares:14.8K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.2B)

CME GROUP INC.

CME|12572Q105

Shares:15.1K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:41.5K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.2B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.6K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:11.0K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:15.5K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

MORGAN STANLEY

MS|617446448

Shares:32.7K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

S&P Global Inc.

SPGI|78409V104

Shares:7.5K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

Trane Technologies plc

TT|G8994E103

Shares:11.1K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	19.9K	QoQ -21.42% (-5.4K) YoY -2.74% (-563)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ -14.92% (-$781.0K) YoY +35.83% (-$1.2M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	8.8K	QoQ +0.41% (-36) YoY +30.29% (+2.0K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ -3.26% (-$148.9K) YoY +12.75% (+$498.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	9.9K	QoQ -21.92% (-2.8K) YoY +20.96% (+1.7K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ -25.51% (-$1.5M) YoY +50.80% (+$1.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	35.4K	QoQ -20.63% (-9.2K) YoY +2.78% (+958)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ -19.41% (-$1.1M) YoY +24.77% (+$865.7K)
CATERPILLAR INC(CATcusip149123101)	12.9K	QoQ -11.40% (-1.7K) YoY -3.98% (-536)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -18.88% (-$1.0M) YoY -12.64% (-$623.8K)
STRYKER CORP(SYKcusip863667101)	11.4K	QoQ -7.00% (-861) YoY -2.75% (-324)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -3.16% (-$140.5K) YoY +2.24% (-$94.6K)
T-Mobile US, Inc.(TMUScusip872590104)	15.8K	QoQ -5.49% (-920) YoY +66.21% (+6.3K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +15.01% (-$556.7K) YoY +174.54% (+$2.7M)
Baker Hughes Co(BKRcusip05722G100)	95.1K	QoQ -2.40% (-2.3K) YoY -29.51% (-39.8K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.2B)	QoQ +5.31% (-$213.5K) YoY -6.52% (-$294.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	17.1K	QoQ -21.78% (-4.8K) YoY +5.98% (+967)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.2B)	QoQ -9.49% (-$443.5K) YoY +26.91% (+$896.4K)
ECOLAB INC.(ECLcusip278865100)	16.0K	QoQ -1.23% (-200) YoY -15.45% (-2.9K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ +7.62% (-$291.4K) YoY -6.16% (-$270.2K)
Bank of New York Mellon Corp(BKcusip064058100)	48.0K	QoQ -20.84% (-12.6K) YoY -14.98% (-8.5K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ -12.96% (-$606.4K) YoY +25.09% (-$816.4K)
Eaton Corp plc(ETNcusipG29183103)	14.8K	QoQ -20.81% (-3.9K) YoY +24.39% (+2.9K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.2B)	QoQ -34.67% (-$2.2M) YoY +9.31% (+$345.4K)
CME GROUP INC.(CMEcusip12572Q105)	15.1K	QoQ -4.85% (-770) YoY +3.43% (+501)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ +9.46% (-$350.1K) YoY +28.83% (+$905.7K)
SHOPIFY INC.(SHOPcusip82509L107)	41.5K	QoQ -20.64% (-10.8K) YoY NEW(+41.5K)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.2B)	QoQ -28.33% (-$1.6M) YoY NEW(+$4.0M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.6K	QoQ +8.21% (+1.2K) YoY +14.81% (+2.0K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ +23.28% (+$742.9K) YoY +51.12% (+$1.3M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	11.0K	QoQ -13.92% (-1.8K) YoY -11.54% (-1.4K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ -10.94% (-$478.6K) YoY -10.10% (-$437.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	15.5K	QoQ -3.62% (-585) YoY +45.87% (+4.9K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ -5.06% (-$207.6K) YoY +36.28% (+$1.0M)
MORGAN STANLEY(MScusip617446448)	32.7K	QoQ -21.94% (-9.2K) YoY +583.84% (+27.9K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ -27.04% (-$1.4M) YoY +756.50% (+$3.4M)
S&P Global Inc.(SPGIcusip78409V104)	7.5K	QoQ +0.97% (+72) YoY +74.70% (+3.2K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ +3.75% (+$138.7K) YoY +110.90% (+$2.0M)
Trane Technologies plc(TTcusipG8994E103)	11.1K	QoQ -6.61% (-789) YoY NEW(+11.1K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ -14.20% (-$627.9K) YoY NEW(+$3.8M)