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 513 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Plato Investment Management has 513 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) 7.2 $110M 587k 187.41
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Apple (AAPL) 6.4 $98M 359k 273.19
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Microsoft Corporation (MSFT) 5.3 $81M 167k 485.98
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Amazon (AMZN) 3.3 $51M 221k 231.95
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Alphabet Inc Class A cs (GOOGL) 2.7 $42M -4% 133k 314.53
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Alphabet Inc Class C cs (GOOG) 2.5 $38M 122k 315.33
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Broadcom (AVGO) 2.5 $38M 110k 347.79
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Facebook Inc cl a (META) 2.2 $34M 51k 663.31
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Tesla Motors (TSLA) 1.9 $29M 63k 451.91
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Eli Lilly & Co. (LLY) 1.3 $20M +3% 18k 1079.92
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JPMorgan Chase & Co. (JPM) 1.3 $20M 60k 323.79
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Visa (V) 1.0 $15M 42k 352.42
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Johnson & Johnson (JNJ) 0.9 $14M -2% 68k 207.96
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MasterCard Incorporated (MA) 0.8 $12M 21k 573.66
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Abbvie (ABBV) 0.8 $12M -5% 51k 229.60
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Wal-Mart Stores (WMT) 0.7 $11M -2% 98k 111.95
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Coca-Cola Company (KO) 0.7 $11M -3% 152k 70.25
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Costco Wholesale Corporation (COST) 0.7 $11M 12k 866.54
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Bank of America Corporation (BAC) 0.7 $10M +5% 188k 55.27
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Berkshire Hathaway (BRK.B) 0.6 $9.7M 19k 505.10
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salesforce (CRM) 0.6 $9.5M -2% 36k 266.20
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General Electric (GE) 0.6 $9.5M 31k 309.53
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Netflix (NFLX) 0.6 $9.4M +801% 100k 94.22
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Lam Research (LRCX) 0.6 $9.3M +7% 54k 172.01
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Palantir Technologies (PLTR) 0.6 $9.3M -7% 52k 178.62
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Procter & Gamble Company (PG) 0.6 $9.2M 64k 144.01
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Pepsi (PEP) 0.6 $9.0M +2% 62k 144.22
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Cisco Systems (CSCO) 0.6 $9.0M +9% 116k 77.41
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Exxon Mobil Corporation (XOM) 0.6 $8.9M 74k 120.93
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Advanced Micro Devices (AMD) 0.6 $8.6M +8% 40k 215.20
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Rbc Cad (RY) 0.5 $8.3M +59% 48k 171.51
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Citigroup (C) 0.5 $8.2M +8% 70k 117.26
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Walt Disney Company (DIS) 0.5 $8.1M +13% 71k 114.32
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Booking Holdings (BKNG) 0.5 $8.1M -2% 1.5k 5381.43
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Micron Technology (MU) 0.5 $8.0M 28k 286.80
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Caterpillar (CAT) 0.5 $7.9M -4% 14k 575.66
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American Express Company (AXP) 0.5 $7.9M -2% 21k 371.75
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Home Depot (HD) 0.5 $7.6M -9% 22k 345.78
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Oracle Corporation (ORCL) 0.5 $7.3M -3% 37k 195.86
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Qualcomm (QCOM) 0.5 $7.2M -5% 42k 171.88
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Merck & Co (MRK) 0.5 $7.1M 68k 105.77
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Wheaton Precious Metals Corp (WPM) 0.5 $7.1M -10% 60k 118.29
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Wells Fargo & Company (WFC) 0.5 $7.1M +4% 75k 93.65
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Morgan Stanley (MS) 0.5 $7.0M +12% 39k 178.40
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KLA-Tencor Corporation (KLAC) 0.4 $6.8M -11% 5.5k 1221.00
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Amgen (AMGN) 0.4 $6.7M 20k 328.91
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Adobe Systems Incorporated (ADBE) 0.4 $6.7M 19k 351.70
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Intuit (INTU) 0.4 $6.5M 9.7k 665.65
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Comcast Corporation (CMCSA) 0.4 $6.5M +7% 215k 30.04
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UnitedHealth (UNH) 0.4 $6.4M +2% 19k 331.72
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Chevron Corporation (CVX) 0.4 $6.3M -25% 41k 153.15
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Intuitive Surgical (ISRG) 0.4 $6.1M 11k 569.12
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Automatic Data Processing (ADP) 0.4 $6.0M -6% 23k 258.48
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Gilead Sciences (GILD) 0.4 $6.0M -4% 49k 123.34
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Amphenol Corporation (APH) 0.4 $6.0M +25% 44k 135.80
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S&p Global (SPGI) 0.4 $6.0M +5% 11k 525.14
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Verizon Communications (VZ) 0.4 $6.0M +5% 145k 40.93
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Charles Schwab Corporation (SCHW) 0.4 $5.7M 57k 100.40
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Pfizer (PFE) 0.4 $5.7M +3% 228k 25.02
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Ubs Group (UBS) 0.4 $5.7M 121k 46.88
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TJX Companies (TJX) 0.4 $5.7M +2% 37k 154.36
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Progressive Corporation (PGR) 0.4 $5.6M +16% 25k 228.83
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McDonald's Corporation (MCD) 0.4 $5.6M 18k 307.12
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Thermo Fisher Scientific (TMO) 0.4 $5.5M -2% 9.5k 582.27
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Abbott Laboratories (ABT) 0.4 $5.4M 43k 125.90
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International Business Machines (IBM) 0.3 $5.2M 18k 297.65
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Bristol Myers Squibb (BMY) 0.3 $5.2M +2% 95k 54.20
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Ge Vernova (GEV) 0.3 $5.1M -21% 7.7k 656.76
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Accenture (ACN) 0.3 $4.9M 18k 269.61
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Analog Devices (ADI) 0.3 $4.9M 18k 272.52
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Eaton (ETN) 0.3 $4.9M 15k 320.06
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Te Connectivity (TEL) 0.3 $4.7M 21k 228.62
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.3 $4.6M +65% 45k 103.42
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Kinross Gold Corp (KGC) 0.3 $4.6M +135% 162k 28.34
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Medtronic (MDT) 0.3 $4.5M +10% 47k 96.53
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Ecolab (ECL) 0.3 $4.3M 16k 263.80
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Applovin Corp Class A (APP) 0.3 $4.3M -19% 6.3k 677.10
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Cme (CME) 0.3 $4.2M -3% 15k 274.41
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Illinois Tool Works (ITW) 0.3 $4.2M +9% 17k 247.50
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Bank of New York Mellon Corporation (BK) 0.3 $4.2M 36k 116.66
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Uber Technologies (UBER) 0.3 $4.1M 50k 82.11
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EOG Resources (EOG) 0.3 $4.1M -10% 39k 105.52
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Prologis (PLD) 0.3 $4.1M +8% 32k 128.28
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Boston Scientific Corporation (BSX) 0.3 $4.1M +49% 43k 95.81
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At&t (T) 0.3 $4.0M 162k 24.96
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Stryker Corporation (SYK) 0.3 $4.0M -2% 11k 353.18
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Danaher Corporation (DHR) 0.3 $3.9M -5% 17k 230.04
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CVS Caremark Corporation (CVS) 0.3 $3.9M 50k 79.75
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Tor Dom Bk Cad (TD) 0.3 $3.9M 41k 94.83
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American Water Works (AWK) 0.3 $3.9M 30k 131.14
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Cibc Cad (CM) 0.3 $3.8M 42k 91.21
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Servicenow (NOW) 0.2 $3.8M +400% 25k 153.94
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General Motors Company (GM) 0.2 $3.8M +5% 46k 81.72
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Blackrock (BLK) 0.2 $3.7M -2% 3.5k 1075.56
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Eversource Energy (ES) 0.2 $3.7M 55k 67.66
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Magna Intl Inc cl a (MGA) 0.2 $3.7M +74% 70k 53.64
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Schlumberger (SLB) 0.2 $3.7M 97k 38.57
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Trane Technologies (TT) 0.2 $3.7M -2% 9.5k 391.10
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Applied Materials (AMAT) 0.2 $3.7M -38% 14k 258.24
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Arista Networks (ANET) 0.2 $3.7M -4% 28k 131.67
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Sherwin-Williams Company (SHW) 0.2 $3.6M 11k 325.61
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Baker Hughes A Ge Company (BKR) 0.2 $3.6M 79k 45.76
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Motorola Solutions (MSI) 0.2 $3.5M -2% 9.2k 385.19
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Lowe's Companies (LOW) 0.2 $3.5M 14k 242.34
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Metropcs Communications (TMUS) 0.2 $3.5M +7% 17k 204.03
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Intel Corporation (INTC) 0.2 $3.3M +38% 90k 37.08
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McKesson Corporation (MCK) 0.2 $3.2M 3.9k 824.29
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Marsh & McLennan Companies 0.2 $3.1M 17k 186.42
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Howmet Aerospace (HWM) 0.2 $3.0M 15k 206.02
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Parker-Hannifin Corporation (PH) 0.2 $3.0M +3% 3.4k 883.24
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Nike (NKE) 0.2 $3.0M +38% 47k 64.02
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Shopify Inc cl a (SHOP) 0.2 $3.0M -40% 18k 162.01
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Cigna Corp (CI) 0.2 $2.9M +11% 11k 276.57
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Edison International (EIX) 0.2 $2.9M -30% 48k 60.31
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Roper Industries (ROP) 0.2 $2.9M 6.5k 447.30
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Invitation Homes (INVH) 0.2 $2.9M 103k 27.93
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American Tower Reit (AMT) 0.2 $2.8M +22% 16k 176.43
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Expedia (EXPE) 0.2 $2.8M 9.7k 284.69
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Monster Beverage Corp (MNST) 0.2 $2.8M +8% 36k 77.04
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Regeneron Pharmaceuticals (REGN) 0.2 $2.7M 3.5k 775.63
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Mondelez Int (MDLZ) 0.2 $2.7M -2% 50k 54.09
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Celestica (CLS) 0.2 $2.7M -39% 9.1k 297.63
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.7M 5.9k 455.57
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Intercontinental Exchange (ICE) 0.2 $2.7M 17k 162.75
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Cbre Group Inc Cl A (CBRE) 0.2 $2.7M 17k 161.57
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Deutsche Bank Ag-registered (DB) 0.2 $2.6M +19% 67k 39.07
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Cummins (CMI) 0.2 $2.6M -15% 5.1k 512.94
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Simon Property (SPG) 0.2 $2.6M -30% 14k 186.01
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Expeditors International of Washington (EXPD) 0.2 $2.6M 17k 149.74
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Alnylam Pharmaceuticals (ALNY) 0.2 $2.5M +27% 6.3k 399.59
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State Street Corporation (STT) 0.2 $2.5M -18% 19k 129.64
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Wabtec Corporation (WAB) 0.2 $2.5M -4% 12k 214.49
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Synchrony Financial (SYF) 0.2 $2.5M 29k 83.84
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Cadence Design Systems (CDNS) 0.2 $2.4M 7.7k 314.10
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Bk Nova Cad (BNS) 0.2 $2.4M +24% 32k 74.21
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U.S. Bancorp (USB) 0.2 $2.3M +81% 44k 53.62
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Thomson Reuters Corp. (TRI) 0.2 $2.3M +5967% 18k 132.78
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Taiwan Semiconductor Manufactu Adr (TSM) 0.2 $2.3M -11% 7.6k 305.37
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ConocoPhillips (COP) 0.2 $2.3M -5% 25k 94.07
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Exelon Corporation (EXC) 0.2 $2.3M 53k 43.80
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Iqvia Holdings (IQV) 0.2 $2.3M -21% 10k 226.51
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Hartford Financial Services (HIG) 0.2 $2.3M 17k 138.47
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Gartner (IT) 0.1 $2.3M +293% 9.0k 253.51
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Prudential Financial (PRU) 0.1 $2.3M -8% 20k 113.43
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Palo Alto Networks (PANW) 0.1 $2.3M 12k 185.10
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C.H. Robinson Worldwide (CHRW) 0.1 $2.3M 14k 161.54
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Consolidated Edison (ED) 0.1 $2.2M -4% 23k 99.80
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Becton, Dickinson and (BDX) 0.1 $2.2M 12k 195.02
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Ametek (AME) 0.1 $2.2M 11k 206.31
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Corteva (CTVA) 0.1 $2.2M 33k 67.36
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Msci (MSCI) 0.1 $2.2M -2% 3.8k 576.53
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MercadoLibre (MELI) 0.1 $2.1M -10% 1.1k 2024.08
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Autodesk (ADSK) 0.1 $2.1M 7.2k 297.45
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Airbnb (ABNB) 0.1 $2.1M -10% 16k 136.38
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Chubb (CB) 0.1 $2.1M 6.8k 313.64
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Capital One Financial (COF) 0.1 $2.1M +27% 8.7k 243.54
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IDEXX Laboratories (IDXX) 0.1 $2.1M 3.1k 679.83
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PNC Financial Services (PNC) 0.1 $2.1M +11% 10k 209.75
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Western Digital (WDC) 0.1 $2.1M NEW 12k 173.11
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Comfort Systems USA (FIX) 0.1 $2.0M NEW 2.2k 937.84
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Colgate-Palmolive Company (CL) 0.1 $2.0M 26k 79.41
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Paychex (PAYX) 0.1 $2.0M 18k 112.73
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Keysight Technologies (KEYS) 0.1 $2.0M -15% 9.8k 204.18
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Ameriprise Financial (AMP) 0.1 $2.0M 4.0k 492.73
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Keurig Dr Pepper (KDP) 0.1 $2.0M 71k 28.15
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PPG Industries (PPG) 0.1 $2.0M 19k 102.96
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Paypal Holdings (PYPL) 0.1 $2.0M 34k 58.66
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Verisk Analytics (VRSK) 0.1 $2.0M 8.8k 224.78
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Crown Castle Intl (CCI) 0.1 $2.0M 22k 89.30
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Agnico (AEM) 0.1 $2.0M -40% 12k 170.63
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MetLife (MET) 0.1 $2.0M 25k 79.32
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Zoetis Inc Cl A (ZTS) 0.1 $2.0M 15k 126.43
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Texas Instruments Incorporated (TXN) 0.1 $1.9M 11k 174.34
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.9M 13k 154.89
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Deere & Company (DE) 0.1 $1.9M -4% 4.1k 467.84
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PG&E Corporation (PCG) 0.1 $1.9M -5% 117k 16.15
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RPM International (RPM) 0.1 $1.9M 18k 104.51
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Mettler-Toledo International (MTD) 0.1 $1.9M -12% 1.3k 1400.99
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Emerson Electric (EMR) 0.1 $1.9M 14k 133.37
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Target Corporation (TGT) 0.1 $1.9M 19k 98.23
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Atlassian Corporation Cl A (TEAM) 0.1 $1.8M +24% 11k 162.93
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Hca Holdings (HCA) 0.1 $1.8M 3.9k 469.14
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General Mills (GIS) 0.1 $1.8M 38k 46.73
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Spotify Technology Sa (SPOT) 0.1 $1.7M -3% 3.0k 583.54
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Stantec (STN) 0.1 $1.7M 18k 94.95
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T. Rowe Price (TROW) 0.1 $1.7M -9% 17k 102.88
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Zoom Video Communications In cl a (ZM) 0.1 $1.7M 20k 86.71
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M&T Bank Corporation (MTB) 0.1 $1.7M 8.3k 202.46
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Constellation Energy (CEG) 0.1 $1.7M 4.7k 354.99
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Otis Worldwide Corp (OTIS) 0.1 $1.7M 19k 87.78
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Aon (AON) 0.1 $1.7M 4.7k 354.60
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Cardinal Health (CAH) 0.1 $1.7M -5% 8.0k 206.50
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Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $1.6M +16% 3.5k 471.05
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Doordash (DASH) 0.1 $1.6M -24% 7.2k 227.58
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Textron (TXT) 0.1 $1.6M 19k 87.59
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United Rentals (URI) 0.1 $1.6M 2.0k 813.27
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Bce (BCE) 0.1 $1.6M NEW 67k 24.00
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American Homes 4 Rent-a reit (AMH) 0.1 $1.6M 50k 32.26
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D.R. Horton (DHI) 0.1 $1.6M +82% 11k 144.73
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Apollo Global Mgmt (APO) 0.1 $1.6M 11k 145.47
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TransDigm Group Incorporated (TDG) 0.1 $1.6M -18% 1.2k 1336.33
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Reliance Steel & Aluminum (RS) 0.1 $1.5M 5.3k 290.28
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Raytheon Technologies Corp (RTX) 0.1 $1.5M +19% 8.2k 184.29
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Kraft Heinz (KHC) 0.1 $1.5M 62k 24.37
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Datadog Inc Cl A (DDOG) 0.1 $1.5M +119% 11k 136.65
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Quanta Services (PWR) 0.1 $1.5M 3.5k 424.12
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Johnson Controls International Plc equity (JCI) 0.1 $1.5M +3% 12k 120.33
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Moody's Corporation (MCO) 0.1 $1.5M 2.9k 513.34
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Veeva Sys Inc cl a (VEEV) 0.1 $1.5M -21% 6.6k 224.32
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Marvell Technology (MRVL) 0.1 $1.4M -28% 17k 85.39
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Hershey Company (HSY) 0.1 $1.4M 7.9k 182.87
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Emcor (EME) 0.1 $1.4M 2.3k 614.77
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Fastenal Company (FAST) 0.1 $1.4M -18% 36k 40.33
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Cognizant Technology Solutions (CTSH) 0.1 $1.4M 17k 83.40
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Public Storage (PSA) 0.1 $1.4M -6% 5.5k 260.76
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Travelers Companies (TRV) 0.1 $1.4M -4% 4.8k 291.47
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Sba Communications Corp (SBAC) 0.1 $1.4M 7.3k 194.37
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Rockwell Automation (ROK) 0.1 $1.4M 3.6k 390.97
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Xylem (XYL) 0.1 $1.4M +5% 10k 136.84
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Sea Adr (SE) 0.1 $1.4M 11k 128.19
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Vertiv Holdings Llc vertiv holdings (VRT) 0.1 $1.4M -4% 8.5k 162.80
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Constellation Brands (STZ) 0.1 $1.4M 9.9k 138.63
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Chipotle Mexican Grill (CMG) 0.1 $1.4M 37k 37.18
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Allstate Corporation (ALL) 0.1 $1.4M -2% 6.5k 209.16
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Cameco Corporation (CCJ) 0.1 $1.3M -30% 14k 92.13
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Workday Inc cl a (WDAY) 0.1 $1.3M 5.9k 215.83
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Paccar (PCAR) 0.1 $1.3M 11k 110.04
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Ross Stores (ROST) 0.1 $1.3M -9% 6.9k 181.02
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Incyte Corporation (INCY) 0.1 $1.2M +36% 13k 99.25
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Cgi Inc Cl A Sub Vtg (GIB) 0.1 $1.2M -3% 13k 92.94
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O'reilly Automotive (ORLY) 0.1 $1.2M -2% 14k 91.65
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Dollar General (DG) 0.1 $1.2M +324% 9.3k 133.42
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Fortinet (FTNT) 0.1 $1.2M -4% 15k 79.80
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McCormick & Company, Incorporated (MKC) 0.1 $1.2M -3% 18k 68.44
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Starbucks Corporation (SBUX) 0.1 $1.2M 15k 84.62
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NetApp (NTAP) 0.1 $1.2M 11k 107.61
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HEICO Corporation (HEI.A) 0.1 $1.2M 4.8k 253.66
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Network Associates Inc cl a (NET) 0.1 $1.2M +13% 6.1k 198.11
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Twilio Inc cl a (TWLO) 0.1 $1.2M -16% 8.4k 142.93
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Mongodb Inc. Class A (MDB) 0.1 $1.2M +68% 2.8k 421.74
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Cintas Corporation (CTAS) 0.1 $1.2M 6.3k 188.99
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General Dynamics Corporation (GD) 0.1 $1.2M +156% 3.5k 338.30
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Kenvue (KVUE) 0.1 $1.2M +51% 68k 17.33
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Texas Pacific Land Corp (TPL) 0.1 $1.2M +127% 4.1k 288.62
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Buckle (BKE) 0.1 $1.2M NEW 22k 53.68
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Leidos Holdings (LDOS) 0.1 $1.2M 6.5k 181.28
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eBay (EBAY) 0.1 $1.2M -17% 13k 87.52
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Manulife Finl Corp (MFC) 0.1 $1.2M -26% 31k 36.62
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Old Republic International Corporation (ORI) 0.1 $1.1M NEW 25k 45.86
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Electronic Arts (EA) 0.1 $1.1M -28% 5.6k 205.33
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Past Filings by Plato Investment Management

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