Plato Investment Management

Latest statistics and disclosures from Plato Investment Management's latest quarterly 13F-HR filing:

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Positions held by Plato Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Plato Investment Management

Plato Investment Management holds 516 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Plato Investment Management has 516 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.4 $109M 590k 185.16
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Apple (AAPL) 6.2 $91M 360k 252.69
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Microsoft Corporation (MSFT) 5.8 $86M +3% 167k 514.00
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Amazon (AMZN) 3.2 $48M +2% 220k 217.90
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Facebook Inc cl a (META) 2.5 $38M 51k 728.78
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Broadcom (AVGO) 2.4 $36M +3% 109k 327.40
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Alphabet Inc Class A cs (GOOGL) 2.3 $34M +5% 139k 241.25
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Alphabet Inc Class C cs (GOOG) 2.0 $29M 120k 241.69
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Tesla Motors (TSLA) 1.9 $28M +3% 63k 441.33
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JPMorgan Chase & Co. (JPM) 1.3 $19M 59k 313.03
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Visa (V) 1.0 $14M 43k 338.78
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Eli Lilly & Co. (LLY) 0.9 $13M 18k 757.18
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Netflix (NFLX) 0.9 $13M 11k 1189.78
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Johnson & Johnson (JNJ) 0.9 $13M +6% 70k 184.01
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Abbvie (ABBV) 0.8 $12M +2% 54k 229.78
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MasterCard Incorporated (MA) 0.8 $12M +10% 21k 564.47
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Costco Wholesale Corporation (COST) 0.8 $11M 12k 918.58
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Oracle Corporation (ORCL) 0.7 $11M 39k 279.10
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Coca-Cola Company (KO) 0.7 $10M +2% 158k 65.81
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Wal-Mart Stores (WMT) 0.7 $10M 100k 102.27
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Palantir Technologies (PLTR) 0.7 $10M 56k 181.03
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Home Depot (HD) 0.7 $9.8M +9% 24k 402.10
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Berkshire Hathaway (BRK.B) 0.7 $9.7M +3% 19k 498.91
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Procter & Gamble Company (PG) 0.7 $9.6M 63k 152.48
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General Electric (GE) 0.6 $9.2M 31k 298.53
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Bank of America Corporation (BAC) 0.6 $9.1M 178k 51.20
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salesforce (CRM) 0.6 $8.6M +13% 37k 235.19
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Chevron Corporation (CVX) 0.6 $8.5M +21% 55k 154.11
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Pepsi (PEP) 0.6 $8.5M +16% 61k 139.37
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Exxon Mobil Corporation (XOM) 0.6 $8.4M 75k 111.89
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Booking Holdings (BKNG) 0.6 $8.2M +5% 1.5k 5358.12
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Wheaton Precious Metals Corp (WPM) 0.5 $7.4M 67k 111.09
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Qualcomm (QCOM) 0.5 $7.3M +2% 44k 165.09
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Automatic Data Processing (ADP) 0.5 $7.3M 25k 291.26
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Cisco Systems (CSCO) 0.5 $7.2M +4% 106k 67.90
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American Express Company (AXP) 0.5 $7.2M 22k 329.63
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Walt Disney Company (DIS) 0.5 $7.1M +2% 62k 113.63
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Caterpillar (CAT) 0.5 $6.8M +4% 14k 473.51
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Adobe Systems Incorporated (ADBE) 0.5 $6.7M +22% 19k 350.06
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KLA-Tencor Corporation (KLAC) 0.5 $6.7M -5% 6.3k 1070.38
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Lam Research (LRCX) 0.5 $6.7M 50k 132.88
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Intuit (INTU) 0.5 $6.7M +7% 9.9k 677.71
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Citigroup (C) 0.4 $6.5M 65k 100.73
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UnitedHealth (UNH) 0.4 $6.5M -2% 19k 342.67
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Comcast Corporation (CMCSA) 0.4 $6.2M +55% 200k 31.18
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Verizon Communications (VZ) 0.4 $6.0M +9% 138k 43.62
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Wells Fargo & Company (WFC) 0.4 $6.0M 72k 83.18
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Ge Vernova (GEV) 0.4 $6.0M +2% 9.8k 610.21
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Advanced Micro Devices (AMD) 0.4 $5.9M +3% 37k 160.56
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Amgen (AMGN) 0.4 $5.7M +12% 20k 280.05
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Abbott Laboratories (ABT) 0.4 $5.7M 43k 132.92
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Merck & Co (MRK) 0.4 $5.7M +7% 68k 83.29
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Eaton (ETN) 0.4 $5.6M +2% 15k 371.40
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Gilead Sciences (GILD) 0.4 $5.6M +15% 51k 110.15
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Applovin Corp Class A (APP) 0.4 $5.6M +4% 7.8k 713.06
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McDonald's Corporation (MCD) 0.4 $5.6M +2% 18k 301.57
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Pfizer (PFE) 0.4 $5.5M +3% 219k 25.29
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Morgan Stanley (MS) 0.4 $5.5M +5% 35k 157.75
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Charles Schwab Corporation (SCHW) 0.4 $5.4M +66% 57k 94.74
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S&p Global (SPGI) 0.4 $5.2M +5% 11k 483.00
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Progressive Corporation (PGR) 0.4 $5.2M 21k 245.07
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TJX Companies (TJX) 0.3 $5.2M 36k 143.44
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International Business Machines (IBM) 0.3 $5.0M 18k 280.01
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Uber Technologies (UBER) 0.3 $5.0M 51k 97.22
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Ubs Group (UBS) 0.3 $4.9M +43% 121k 40.57
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EOG Resources (EOG) 0.3 $4.9M +23% 44k 111.27
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Applied Materials (AMAT) 0.3 $4.8M -25% 23k 203.18
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Micron Technology (MU) 0.3 $4.7M +55% 29k 166.04
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Intuitive Surgical (ISRG) 0.3 $4.7M +3% 11k 443.82
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Thermo Fisher Scientific (TMO) 0.3 $4.7M 9.7k 481.32
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Shopify Inc cl a (SHOP) 0.3 $4.5M +44% 31k 147.49
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At&t (T) 0.3 $4.5M 162k 28.02
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Te Connectivity (TEL) 0.3 $4.5M 21k 217.86
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Servicenow (NOW) 0.3 $4.5M +19% 5.0k 913.27
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Ecolab (ECL) 0.3 $4.5M 16k 271.77
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Accenture (ACN) 0.3 $4.4M 18k 244.72
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Rbc Cad (RY) 0.3 $4.4M 30k 146.32
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Analog Devices (ADI) 0.3 $4.3M +4% 18k 243.83
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Amphenol Corporation (APH) 0.3 $4.3M -9% 35k 122.81
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Motorola Solutions (MSI) 0.3 $4.3M 9.5k 453.80
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Cme (CME) 0.3 $4.3M +5% 16k 268.13
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Stryker Corporation (SYK) 0.3 $4.3M 12k 366.85
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Arista Networks (ANET) 0.3 $4.2M -12% 29k 144.60
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Bristol Myers Squibb (BMY) 0.3 $4.2M +13% 94k 44.76
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Blackrock (BLK) 0.3 $4.1M +3% 3.6k 1156.98
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American Water Works (AWK) 0.3 $4.1M 30k 138.13
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Trane Technologies (TT) 0.3 $4.1M -13% 9.7k 418.74
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Medtronic (MDT) 0.3 $4.0M +5% 43k 94.51
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Illinois Tool Works (ITW) 0.3 $4.0M 16k 258.77
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Eversource Energy (ES) 0.3 $4.0M 56k 70.60
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Sherwin-Williams Company (SHW) 0.3 $3.9M 11k 343.62
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Bank of New York Mellon Corporation (BK) 0.3 $3.9M 36k 108.13
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Edison International (EIX) 0.3 $3.8M -10% 70k 54.86
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Baker Hughes A Ge Company (BKR) 0.3 $3.8M 79k 48.35
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Metropcs Communications (TMUS) 0.3 $3.8M 16k 237.56
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CVS Caremark Corporation (CVS) 0.3 $3.7M +22% 50k 74.82
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Simon Property (SPG) 0.3 $3.7M +10% 20k 186.24
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Celestica (CLS) 0.2 $3.7M +154% 15k 244.29
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Lowe's Companies (LOW) 0.2 $3.6M +9% 14k 249.39
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Danaher Corporation (DHR) 0.2 $3.6M 18k 196.75
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Prologis (PLD) 0.2 $3.4M 30k 113.65
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Marsh & McLennan Companies (MMC) 0.2 $3.4M 17k 199.99
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Cibc Cad (CM) 0.2 $3.3M -2% 42k 79.33
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Agnico (AEM) 0.2 $3.3M +27% 20k 167.20
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Schlumberger (SLB) 0.2 $3.3M +3% 96k 34.11
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Tor Dom Bk Cad (TD) 0.2 $3.2M 41k 79.38
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Roper Industries (ROP) 0.2 $3.2M +58% 6.5k 494.89
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Mondelez Int (MDLZ) 0.2 $3.2M 52k 61.99
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McKesson Corporation (MCK) 0.2 $3.0M 3.9k 766.65
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Invitation Homes (INVH) 0.2 $3.0M 103k 29.11
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.2 $2.9M +166% 27k 108.28
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Howmet Aerospace (HWM) 0.2 $2.9M 15k 194.73
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Intercontinental Exchange (ICE) 0.2 $2.8M 17k 167.20
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Boston Scientific Corporation (BSX) 0.2 $2.8M +29% 29k 96.89
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MercadoLibre (MELI) 0.2 $2.7M 1.2k 2319.13
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State Street Corporation (STT) 0.2 $2.7M 24k 115.13
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Cigna Corp (CI) 0.2 $2.7M 9.5k 286.05
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Cadence Design Systems (CDNS) 0.2 $2.7M 7.7k 348.58
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General Motors Company (GM) 0.2 $2.6M 44k 60.51
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Cbre Group Inc Cl A (CBRE) 0.2 $2.6M 17k 156.36
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Doordash (DASH) 0.2 $2.6M 9.5k 269.92
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Cummins (CMI) 0.2 $2.5M 6.0k 419.15
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Robinhood Mkts (HOOD) 0.2 $2.5M +323% 18k 142.09
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Fiserv (FI) 0.2 $2.5M +5% 19k 127.95
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Veeva Sys Inc cl a (VEEV) 0.2 $2.5M +18% 8.4k 295.64
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American Tower Reit (AMT) 0.2 $2.5M +2% 13k 190.85
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Palo Alto Networks (PANW) 0.2 $2.5M 12k 202.07
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Parker-Hannifin Corporation (PH) 0.2 $2.5M 3.3k 752.37
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Iqvia Holdings (IQV) 0.2 $2.4M 13k 188.49
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ConocoPhillips (COP) 0.2 $2.4M 26k 93.87
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Wabtec Corporation (WAB) 0.2 $2.4M 12k 198.94
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Exelon Corporation (EXC) 0.2 $2.4M 53k 44.67
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Taiwan Semiconductor Manufactu Adr (TSM) 0.2 $2.4M 8.6k 277.16
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Consolidated Edison (ED) 0.2 $2.4M +2% 24k 99.75
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.3M +3% 6.0k 388.66
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Nike (NKE) 0.2 $2.3M 34k 69.20
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Paypal Holdings (PYPL) 0.2 $2.3M +25% 34k 66.55
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Autodesk (ADSK) 0.2 $2.3M 7.2k 315.25
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Paychex (PAYX) 0.2 $2.3M +2% 18k 125.79
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Zoetis Inc Cl A (ZTS) 0.2 $2.2M +22% 15k 145.20
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Prudential Financial (PRU) 0.2 $2.2M +7% 22k 102.95
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Alnylam Pharmaceuticals (ALNY) 0.2 $2.2M +19% 4.9k 452.52
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Verisk Analytics (VRSK) 0.2 $2.2M +81% 8.9k 249.59
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Hartford Financial Services (HIG) 0.1 $2.2M 17k 132.37
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Monster Beverage Corp (MNST) 0.1 $2.2M 33k 66.80
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Msci (MSCI) 0.1 $2.2M 3.9k 563.09
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Corteva (CTVA) 0.1 $2.2M 33k 67.11
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Intel Corporation (INTC) 0.1 $2.2M 65k 33.29
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Spotify Technology Sa (SPOT) 0.1 $2.1M -33% 3.1k 692.68
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Becton, Dickinson and (BDX) 0.1 $2.1M 12k 185.74
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Fastenal Company (FAST) 0.1 $2.1M 44k 48.67
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Blackstone Group Inc Com Cl A (BX) 0.1 $2.1M +88% 13k 169.55
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Airbnb (ABNB) 0.1 $2.1M 18k 120.49
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Crown Castle Intl (CCI) 0.1 $2.1M +400% 22k 95.75
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RPM International (RPM) 0.1 $2.1M +2% 18k 116.98
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Expeditors International of Washington (EXPD) 0.1 $2.1M 17k 121.66
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Synchrony Financial (SYF) 0.1 $2.1M 29k 70.51
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Expedia (EXPE) 0.1 $2.1M 9.7k 212.12
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Colgate-Palmolive Company (CL) 0.1 $2.0M 26k 79.33
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Texas Instruments Incorporated (TXN) 0.1 $2.0M 11k 182.33
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Jabil Circuit (JBL) 0.1 $2.0M +48% 9.4k 215.51
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MetLife (MET) 0.1 $2.0M 25k 81.74
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Keysight Technologies (KEYS) 0.1 $2.0M 12k 173.59
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PPG Industries (PPG) 0.1 $2.0M 19k 104.31
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Ametek (AME) 0.1 $2.0M 11k 186.57
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Marvell Technology (MRVL) 0.1 $2.0M -18% 24k 83.43
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Roblox Corp (RBLX) 0.1 $2.0M 14k 137.46
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Ameriprise Financial (AMP) 0.1 $2.0M 4.0k 487.51
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Deere & Company (DE) 0.1 $2.0M 4.3k 453.77
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IDEXX Laboratories (IDXX) 0.1 $2.0M 3.1k 634.02
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Stantec (STN) 0.1 $2.0M 18k 107.06
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Regeneron Pharmaceuticals (REGN) 0.1 $1.9M -7% 3.5k 557.98
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Sea Adr (SE) 0.1 $1.9M -21% 11k 177.37
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Chubb (CB) 0.1 $1.9M 6.8k 280.10
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General Mills (GIS) 0.1 $1.9M 38k 50.04
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United Rentals (URI) 0.1 $1.9M 2.0k 947.38
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Magna Intl Inc cl a (MGA) 0.1 $1.9M NEW 40k 47.04
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TransDigm Group Incorporated (TDG) 0.1 $1.9M +22% 1.4k 1307.97
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Mettler-Toledo International (MTD) 0.1 $1.9M 1.5k 1218.25
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T. Rowe Price (TROW) 0.1 $1.9M +35% 18k 101.86
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PG&E Corporation (PCG) 0.1 $1.8M +4% 124k 14.97
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C.H. Robinson Worldwide (CHRW) 0.1 $1.8M -16% 14k 131.39
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Emerson Electric (EMR) 0.1 $1.8M +19% 14k 130.18
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Deutsche Bank Ag-registered (DB) 0.1 $1.8M +41% 56k 31.88
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Keurig Dr Pepper (KDP) 0.1 $1.8M 71k 25.32
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PNC Financial Services (PNC) 0.1 $1.8M +12% 9.0k 199.40
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Otis Worldwide Corp (OTIS) 0.1 $1.7M 19k 90.73
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Cameco Corporation (CCJ) 0.1 $1.7M +13% 21k 83.32
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Target Corporation (TGT) 0.1 $1.7M -4% 19k 89.02
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Kinross Gold Corp (KGC) 0.1 $1.7M NEW 69k 24.63
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Public Storage (PSA) 0.1 $1.7M 5.9k 286.65
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Bk Nova Cad (BNS) 0.1 $1.7M +56% 26k 64.19
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Texas Pacific Land Corp (TPL) 0.1 $1.7M +68% 1.8k 926.52
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Aon (AON) 0.1 $1.7M 4.7k 353.86
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Hca Holdings (HCA) 0.1 $1.6M 3.9k 422.95
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American Homes 4 Rent-a reit (AMH) 0.1 $1.6M 50k 33.00
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M&T Bank Corporation (MTB) 0.1 $1.6M +54% 8.3k 196.11
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Kraft Heinz (KHC) 0.1 $1.6M +226% 62k 25.84
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Zoom Video Communications In cl a (ZM) 0.1 $1.6M +19% 20k 81.87
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Textron (TXT) 0.1 $1.6M 19k 83.85
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Electronic Arts (EA) 0.1 $1.5M 7.7k 200.16
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Kroger (KR) 0.1 $1.5M +10% 23k 66.90
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Constellation Energy (CEG) 0.1 $1.5M 4.7k 326.56
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Emcor (EME) 0.1 $1.5M 2.3k 644.59
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O'reilly Automotive (ORLY) 0.1 $1.5M +3% 14k 106.99
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Hershey Company (HSY) 0.1 $1.5M 7.9k 185.62
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Reliance Steel & Aluminum (RS) 0.1 $1.5M 5.3k 278.69
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Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $1.5M 3.0k 486.64
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eBay (EBAY) 0.1 $1.5M 16k 90.26
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Quanta Services (PWR) 0.1 $1.4M +3% 3.5k 411.26
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Capital One Financial (COF) 0.1 $1.4M 6.8k 210.96
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BioMarin Pharmaceutical (BMRN) 0.1 $1.4M +59% 27k 53.75
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Apollo Global Mgmt (APO) 0.1 $1.4M +100% 11k 132.25
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Atlassian Corporation Cl A (TEAM) 0.1 $1.4M +8% 9.1k 158.48
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Chipotle Mexican Grill (CMG) 0.1 $1.4M +46% 37k 38.89
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Allstate Corporation (ALL) 0.1 $1.4M 6.7k 213.01
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Workday Inc cl a (WDAY) 0.1 $1.4M 5.9k 238.90
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Travelers Companies (TRV) 0.1 $1.4M 5.1k 277.09
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Carvana Co cl a (CVNA) 0.1 $1.4M +2% 3.7k 374.36
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Xylem (XYL) 0.1 $1.4M 9.6k 146.38
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Sba Communications Corp (SBAC) 0.1 $1.4M 7.3k 191.88
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Moody's Corporation (MCO) 0.1 $1.4M 2.9k 472.85
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AutoZone (AZO) 0.1 $1.4M 321.00 4257.54
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Fortinet (FTNT) 0.1 $1.3M 16k 83.44
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NetApp (NTAP) 0.1 $1.3M 11k 117.56
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Manulife Finl Corp (MFC) 0.1 $1.3M 43k 30.93
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Constellation Brands (STZ) 0.1 $1.3M +32% 9.9k 133.64
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Vertiv Holdings Llc vertiv holdings (VRT) 0.1 $1.3M +272% 8.8k 149.71
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Cardinal Health (CAH) 0.1 $1.3M 8.4k 155.76
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Johnson Controls International Plc equity (JCI) 0.1 $1.3M 12k 109.11
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Snowflake Inc Cl A (SNOW) 0.1 $1.3M -12% 5.8k 223.83
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Monolithic Power Systems (MPWR) 0.1 $1.3M -17% 1.4k 913.62
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Cintas Corporation (CTAS) 0.1 $1.3M 6.3k 203.70
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Hubspot (HUBS) 0.1 $1.3M +35% 2.7k 464.23
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Vici Pptys (VICI) 0.1 $1.2M -5% 39k 32.36
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McCormick & Company, Incorporated (MKC) 0.1 $1.2M 19k 66.40
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Rockwell Automation (ROK) 0.1 $1.2M 3.6k 346.87
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Cgi Inc Cl A Sub Vtg (GIB) 0.1 $1.2M 14k 88.42
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HEICO Corporation (HEI.A) 0.1 $1.2M +57% 4.8k 252.15
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Starbucks Corporation (SBUX) 0.1 $1.2M 15k 83.96
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Flutter Entertainment (FLUT) 0.1 $1.2M 4.8k 252.06
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Leidos Holdings (LDOS) 0.1 $1.2M 6.5k 187.52
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Truist Financial Corp equities (TFC) 0.1 $1.2M +21% 26k 45.37
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Ross Stores (ROST) 0.1 $1.2M 7.6k 151.23
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U.S. Bancorp (USB) 0.1 $1.2M -6% 24k 47.96
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Network Associates Inc cl a (NET) 0.1 $1.2M +6% 5.4k 212.95
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Raytheon Technologies Corp (RTX) 0.1 $1.1M -9% 6.9k 166.05
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Cognizant Technology Solutions (CTSH) 0.1 $1.1M +57% 17k 66.56
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Charter Communications Inc New Cl A cl a (CHTR) 0.1 $1.1M +48% 4.1k 273.01
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Paccar (PCAR) 0.1 $1.1M 11k 97.57
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Past Filings by Plato Investment Management

SEC 13F filings are viewable for Plato Investment Management going back to 2024