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 547 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Plato Investment Management has 547 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $83M 356k 232.76
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NVIDIA Corporation (NVDA) 6.0 $73M 605k 121.32
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Microsoft Corporation (MSFT) 5.7 $70M +2% 163k 429.87
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Amazon (AMZN) 3.2 $40M +2% 215k 186.14
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Facebook Inc cl a (META) 2.4 $30M +2% 52k 571.86
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Alphabet Inc Class A cs (GOOGL) 1.8 $22M 133k 165.68
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Alphabet Inc Class C cs (GOOG) 1.7 $21M 126k 167.02
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Broadcom (AVGO) 1.5 $19M +881% 111k 172.33
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Tesla Motors (TSLA) 1.3 $16M +7% 62k 261.37
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Eli Lilly & Co. (LLY) 1.2 $15M +9% 17k 885.05
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UnitedHealth (UNH) 1.1 $14M +4% 23k 584.09
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Abbvie (ABBV) 1.0 $12M 61k 197.28
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JPMorgan Chase & Co. (JPM) 1.0 $12M 57k 210.65
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Visa (V) 1.0 $12M 43k 274.67
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Costco Wholesale Corporation (COST) 0.9 $12M 13k 885.63
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Coca-Cola Company (KO) 0.9 $11M 157k 71.79
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Procter & Gamble Company (PG) 0.9 $11M 62k 173.03
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Johnson & Johnson (JNJ) 0.8 $9.8M 60k 161.90
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MasterCard Incorporated (MA) 0.8 $9.4M 19k 493.30
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Home Depot (HD) 0.8 $9.3M 23k 404.79
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Pepsi (PEP) 0.7 $9.1M 54k 169.88
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Exxon Mobil Corporation (XOM) 0.7 $8.8M 75k 117.10
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Applied Materials (AMAT) 0.7 $8.4M 42k 201.85
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salesforce (CRM) 0.7 $8.2M +2% 30k 273.43
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Wal-Mart Stores (WMT) 0.6 $7.9M 97k 80.67
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Netflix (NFLX) 0.6 $7.7M +14% 11k 708.55
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Automatic Data Processing (ADP) 0.6 $7.5M 27k 276.45
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Berkshire Hathaway (BRK.B) 0.6 $6.9M 15k 459.80
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Adobe Systems Incorporated (ADBE) 0.5 $6.8M 13k 517.26
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Bank of America Corporation (BAC) 0.5 $6.7M +16% 169k 39.64
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Accenture (ACN) 0.5 $6.5M NEW 18k 353.12
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Progressive Corporation (PGR) 0.5 $6.4M +6% 25k 253.50
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Chevron Corporation (CVX) 0.5 $6.4M 44k 147.12
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American Express Company (AXP) 0.5 $6.3M +4% 23k 270.93
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Qualcomm (QCOM) 0.5 $6.3M +7% 37k 169.88
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Oracle Corporation (ORCL) 0.5 $6.2M +8% 37k 170.23
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Booking Holdings (BKNG) 0.5 $6.1M -6% 1.5k 4207.87
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Bristol Myers Squibb (BMY) 0.5 $6.1M +12% 117k 51.69
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Intuit (INTU) 0.5 $6.1M +6% 9.8k 620.37
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Amgen (AMGN) 0.5 $6.0M +4% 19k 321.88
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Merck & Co (MRK) 0.5 $5.7M 51k 113.45
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Caterpillar (CAT) 0.5 $5.7M 15k 390.73
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General Electric (GE) 0.5 $5.6M 30k 188.39
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BlackRock (BLK) 0.5 $5.6M 5.9k 948.55
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McDonald's Corporation (MCD) 0.4 $5.3M 18k 304.20
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American Water Works (AWK) 0.4 $5.2M 36k 146.09
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Sherwin-Williams Company (SHW) 0.4 $5.1M -4% 14k 381.29
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Verizon Communications (VZ) 0.4 $5.1M +3% 114k 44.86
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Cigna Corp (CI) 0.4 $5.1M +4% 15k 346.09
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Abbott Laboratories (ABT) 0.4 $5.1M 45k 113.89
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KLA-Tencor Corporation (KLAC) 0.4 $5.0M +2% 6.5k 773.63
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Comcast Corporation (CMCSA) 0.4 $4.9M 118k 41.73
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Advanced Micro Devices (AMD) 0.4 $4.8M 29k 163.91
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Bank of New York Mellon Corporation (BK) 0.4 $4.8M +17% 66k 71.79
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Thermo Fisher Scientific (TMO) 0.4 $4.7M +7% 7.5k 617.95
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Walt Disney Company (DIS) 0.4 $4.6M 48k 96.09
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Eaton (ETN) 0.4 $4.6M +21% 14k 331.11
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Trane Technologies (TT) 0.4 $4.6M NEW 12k 388.34
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Pfizer (PFE) 0.4 $4.6M +11% 158k 28.91
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Baker Hughes A Ge Company (BKR) 0.4 $4.6M -7% 127k 36.11
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Lam Research 0.4 $4.5M NEW 5.6k 815.26
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Cisco Systems (CSCO) 0.4 $4.5M 85k 53.17
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TJX Companies (TJX) 0.4 $4.5M 38k 117.42
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Stryker Corporation (SYK) 0.4 $4.4M 12k 360.90
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Thomson Reuters Corp. (TRI) 0.4 $4.4M NEW 26k 170.58
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Deutsche Bank Ag-registered (DB) 0.4 $4.3M NEW 250k 17.33
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Marsh & McLennan Companies (MMC) 0.3 $4.3M +16% 19k 222.86
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Gilead Sciences (GILD) 0.3 $4.3M +5% 51k 83.76
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Illinois Tool Works (ITW) 0.3 $4.2M 16k 261.81
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Wells Fargo & Company (WFC) 0.3 $4.2M +2% 75k 56.43
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Motorola Solutions (MSI) 0.3 $4.1M +7% 9.2k 449.18
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Ecolab (ECL) 0.3 $4.1M -16% 16k 255.07
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Servicenow (NOW) 0.3 $4.1M +7% 4.5k 893.49
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Devon Energy Corporation (DVN) 0.3 $4.0M +44% 102k 39.08
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Morgan Stanley (MS) 0.3 $3.9M +32% 38k 104.13
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Citigroup (C) 0.3 $3.9M 62k 62.54
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At&t (T) 0.3 $3.9M +25% 176k 21.98
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Fiserv (FI) 0.3 $3.9M +3% 22k 179.47
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Prologis (PLD) 0.3 $3.8M 30k 126.15
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Edison International (EIX) 0.3 $3.8M -2% 44k 87.00
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Eversource Energy (ES) 0.3 $3.8M -43% 55k 67.98
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Intuitive Surgical (ISRG) 0.3 $3.7M 7.6k 490.77
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Mondelez Int (MDLZ) 0.3 $3.7M 50k 73.60
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Invitation Homes (INVH) 0.3 $3.6M 103k 35.22
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Danaher Corporation (DHR) 0.3 $3.5M 13k 277.74
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Medtronic (MDT) 0.3 $3.4M NEW 38k 89.94
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Schlumberger (SLB) 0.3 $3.4M +32% 81k 41.91
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Cme (CME) 0.3 $3.4M +2% 15k 220.43
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Target Corporation (TGT) 0.3 $3.3M 22k 155.70
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Anthem (ELV) 0.3 $3.3M +6% 6.4k 519.48
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Ameriprise Financial (AMP) 0.3 $3.3M +2% 7.0k 469.34
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Cibc Cad (CM) 0.3 $3.2M NEW 53k 61.34
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Analog Devices (ADI) 0.3 $3.2M 14k 229.94
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Ubs Group (UBS) 0.3 $3.2M NEW 103k 30.87
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PPG Industries (PPG) 0.3 $3.2M 24k 132.33
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Cbre Group Inc Cl A (CBRE) 0.3 $3.2M +39% 25k 124.35
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Prudential Financial (PRU) 0.3 $3.1M +27% 26k 120.98
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S&p Global (SPGI) 0.3 $3.1M +11% 6.0k 516.10
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Rbc Cad (RY) 0.3 $3.1M NEW 25k 124.82
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Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.1M 6.6k 464.61
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International Business Machines (IBM) 0.2 $3.1M +2% 14k 220.86
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Freeport-McMoRan Copper & Gold (FCX) 0.2 $3.1M +22% 61k 49.87
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Applovin Corp Class A (APP) 0.2 $3.1M -10% 23k 130.42
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Willis Towers Watson (WTW) 0.2 $3.0M NEW 10k 294.23
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EOG Resources (EOG) 0.2 $2.9M +1375% 24k 122.81
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Metropcs Communications (TMUS) 0.2 $2.9M 14k 206.15
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Paychex (PAYX) 0.2 $2.9M 22k 134.05
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Simon Property (SPG) 0.2 $2.9M +19% 17k 168.85
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MercadoLibre (MELI) 0.2 $2.9M NEW 1.4k 2049.89
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American Tower Reit (AMT) 0.2 $2.8M +10% 12k 232.33
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Uber Technologies (UBER) 0.2 $2.8M 38k 75.08
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ConocoPhillips (COP) 0.2 $2.8M +18% 27k 105.17
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Regeneron Pharmaceuticals (REGN) 0.2 $2.7M +3% 2.6k 1050.18
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Kinross Gold Corp (KGC) 0.2 $2.7M NEW 288k 9.37
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Micron Technology (MU) 0.2 $2.6M +22% 25k 103.61
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Brookfield Renewable Corp (BEPC) 0.2 $2.6M +772% 79k 32.65
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Nike (NKE) 0.2 $2.5M -17% 28k 88.31
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Msci (MSCI) 0.2 $2.5M 4.3k 582.34
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State Street Corporation (STT) 0.2 $2.5M +19% 28k 88.38
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Intercontinental Exchange (ICE) 0.2 $2.4M 15k 160.48
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Paypal Holdings (PYPL) 0.2 $2.4M 31k 77.95
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Hess (HES) 0.2 $2.4M 18k 135.66
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D.R. Horton (DHI) 0.2 $2.4M -3% 13k 190.58
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Shopify Inc cl a (SHOP) 0.2 $2.4M NEW 30k 80.12
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Otis Worldwide Corp (OTIS) 0.2 $2.4M 23k 103.84
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Consolidated Edison (ED) 0.2 $2.4M +127% 23k 104.02
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Agnico (AEM) 0.2 $2.3M NEW 29k 80.56
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Descartes Sys Grp (DSGX) 0.2 $2.3M NEW 22k 102.91
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Arista Networks (ANET) 0.2 $2.3M 6.0k 383.43
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Vertiv Holdings Llc vertiv holdings (VRT) 0.2 $2.3M -4% 23k 99.39
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Synopsys (SNPS) 0.2 $2.3M -7% 4.5k 505.88
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CVS Caremark Corporation (CVS) 0.2 $2.3M +3% 36k 62.82
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Trade Desk (TTD) 0.2 $2.2M 21k 109.54
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Palantir Technologies (PLTR) 0.2 $2.2M 60k 37.16
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Parker-Hannifin Corporation (PH) 0.2 $2.2M 3.5k 631.18
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United Rentals (URI) 0.2 $2.2M +35% 2.7k 808.91
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Public Storage (PSA) 0.2 $2.2M 6.0k 363.50
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Hartford Financial Services (HIG) 0.2 $2.2M 19k 117.49
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General Mills (GIS) 0.2 $2.2M 29k 73.78
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Expeditors International of Washington (EXPD) 0.2 $2.2M 17k 131.27
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C.H. Robinson Worldwide (CHRW) 0.2 $2.2M -19% 20k 110.26
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NVR (NVR) 0.2 $2.2M 220.00 9801.90
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Howmet Aerospace (HWM) 0.2 $2.1M +20% 21k 100.15
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General Motors Company (GM) 0.2 $2.1M -18% 47k 44.79
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RPM International (RPM) 0.2 $2.1M 17k 120.88
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Wabtec Corporation (WAB) 0.2 $2.1M 12k 181.59
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Colgate-Palmolive Company (CL) 0.2 $2.1M 20k 103.71
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Honeywell International (HON) 0.2 $2.1M +346% 10k 206.50
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MetLife (MET) 0.2 $2.0M +31% 25k 82.40
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Amphenol Corporation (APH) 0.2 $2.0M +632% 31k 65.09
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Crown Castle Intl (CCI) 0.2 $2.0M +46% 17k 118.51
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Chubb (CB) 0.2 $2.0M NEW 6.8k 288.10
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Cummins (CMI) 0.2 $1.9M 6.0k 323.46
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Hca Holdings (HCA) 0.2 $1.9M +51% 4.8k 406.02
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L3harris Technologies (LHX) 0.2 $1.9M -3% 8.1k 237.63
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American Homes 4 Rent-a reit (AMH) 0.2 $1.9M 50k 38.35
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Keurig Dr Pepper (KDP) 0.2 $1.9M 50k 37.44
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Cintas Corporation (CTAS) 0.2 $1.9M +326% 9.0k 205.67
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Franco-Nevada Corporation (FNV) 0.2 $1.8M NEW 15k 124.21
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Paccar (PCAR) 0.1 $1.8M 19k 98.58
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Corteva (CTVA) 0.1 $1.8M 31k 58.73
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McKesson Corporation (MCK) 0.1 $1.8M 3.7k 493.92
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Constellation Brands (STZ) 0.1 $1.8M 7.1k 257.43
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Ametek (AME) 0.1 $1.8M 11k 171.54
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Te Connectivity 0.1 $1.8M NEW 12k 150.84
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Fastenal Company (FAST) 0.1 $1.8M -26% 25k 71.35
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Illumina (ILMN) 0.1 $1.8M +238% 14k 130.28
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Sba Communications Corp (SBAC) 0.1 $1.8M 7.4k 240.46
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Lowe's Companies (LOW) 0.1 $1.8M 6.5k 270.58
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Monster Beverage Corp (MNST) 0.1 $1.7M 33k 52.12
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $1.7M NEW 8.6k 192.62
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Aon (AON) 0.1 $1.7M -43% 4.8k 345.64
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Cadence Design Systems (CDNS) 0.1 $1.6M -19% 6.1k 270.76
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Autodesk (ADSK) 0.1 $1.6M 6.0k 275.20
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Palo Alto Networks (PANW) 0.1 $1.6M 4.8k 341.46
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Textron (TXT) 0.1 $1.6M 19k 88.49
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Dell Technologies (DELL) 0.1 $1.6M -20% 14k 118.42
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T. Rowe Price (TROW) 0.1 $1.6M 15k 108.82
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Centene Corporation (CNC) 0.1 $1.6M 22k 75.20
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Roper Industries (ROP) 0.1 $1.6M 2.9k 555.88
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PNC Financial Services (PNC) 0.1 $1.6M +6% 8.6k 184.66
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Zoetis Inc Cl A (ZTS) 0.1 $1.6M +13% 8.1k 195.18
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Boston Scientific Corporation (BSX) 0.1 $1.6M 19k 83.72
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McCormick & Company, Incorporated (MKC) 0.1 $1.5M -15% 19k 82.22
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Hershey Company (HSY) 0.1 $1.5M 7.9k 191.59
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Workday Inc cl a (WDAY) 0.1 $1.5M +91% 6.1k 244.16
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3M Company (MMM) 0.1 $1.5M +2% 11k 136.56
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Omni (OMC) 0.1 $1.5M 15k 103.29
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Allstate Corporation (ALL) 0.1 $1.5M 7.9k 189.46
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Becton, Dickinson and (BDX) 0.1 $1.5M 6.1k 240.86
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Docusign (DOCU) 0.1 $1.5M 24k 62.03
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Synchrony Financial (SYF) 0.1 $1.5M 29k 49.83
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Firstservice Corp (FSV) 0.1 $1.5M NEW 7.9k 182.72
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eBay (EBAY) 0.1 $1.5M -50% 22k 65.04
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Deere & Company (DE) 0.1 $1.4M 3.4k 416.91
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Starbucks Corporation (SBUX) 0.1 $1.4M +2% 15k 97.39
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TransDigm Group Incorporated (TDG) 0.1 $1.4M +16% 983.00 1425.69
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Raytheon Technologies Corp (RTX) 0.1 $1.4M +45% 12k 121.04
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Fortive (FTV) 0.1 $1.4M 17k 78.85
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Kenvue (KVUE) 0.1 $1.4M 59k 23.11
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Charles Schwab Corporation (SCHW) 0.1 $1.3M -4% 21k 64.74
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Veeva Sys Inc cl a (VEEV) 0.1 $1.3M 6.3k 209.66
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Lennar Corporation (LEN) 0.1 $1.3M -17% 7.1k 187.29
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Alnylam Pharmaceuticals (ALNY) 0.1 $1.3M +33% 4.7k 274.75
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Xylem (XYL) 0.1 $1.3M 9.6k 134.89
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Ss&c Technologies Holding (SSNC) 0.1 $1.3M 17k 74.14
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Emerson Electric (EMR) 0.1 $1.3M 12k 109.26
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Ford Motor Company (F) 0.1 $1.3M 120k 10.55
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Neurocrine Biosciences (NBIX) 0.1 $1.3M +2481% 11k 115.10
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Intel Corporation (INTC) 0.1 $1.3M -35% 54k 23.44
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NetApp (NTAP) 0.1 $1.3M 10k 123.39
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Travelers Companies (TRV) 0.1 $1.3M 5.4k 233.88
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Doordash (DASH) 0.1 $1.3M -29% 8.8k 142.59
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Verisk Analytics (VRSK) 0.1 $1.2M 4.7k 267.69
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Atlassian Corporation Cl A (TEAM) 0.1 $1.2M NEW 7.8k 158.65
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Square Inc cl a (SQ) 0.1 $1.2M +19% 19k 67.06
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Global Payments (GPN) 0.1 $1.2M -3% 12k 102.32
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Cincinnati Financial Corporation (CINF) 0.1 $1.2M -31% 9.0k 135.98
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Emcor (EME) 0.1 $1.2M NEW 2.8k 430.10
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Exelon Corporation (EXC) 0.1 $1.2M +67163% 30k 40.51
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Marvell Technology (MRVL) 0.1 $1.2M +2% 17k 72.05
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Kroger (KR) 0.1 $1.2M +2% 21k 57.24
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Tradeweb Markets (TW) 0.1 $1.2M 9.5k 123.55
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Northern Trust Corporation (NTRS) 0.1 $1.2M 13k 89.94
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Airbnb (ABNB) 0.1 $1.2M -32% 9.1k 126.68
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Hp (HPQ) 0.1 $1.1M -53% 32k 35.83
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Ross Stores (ROST) 0.1 $1.1M 7.6k 150.36
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Teva Pharmaceutical Industries Adr (TEVA) 0.1 $1.1M NEW 64k 18.00
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Burlington Stores (BURL) 0.1 $1.1M 4.2k 263.21
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Gartner (IT) 0.1 $1.1M 2.2k 506.25
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Twilio Inc cl a (TWLO) 0.1 $1.1M 17k 65.15
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $1.1M NEW 12k 89.49
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Royalty Pharma (RPRX) 0.1 $1.1M 38k 28.26
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W.W. Grainger (GWW) 0.1 $1.1M 1.0k 1037.76
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Lockheed Martin Corporation (LMT) 0.1 $1.1M +65% 1.9k 583.97
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Lululemon Athletica (LULU) 0.1 $1.1M NEW 3.9k 271.08
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CoStar (CSGP) 0.1 $1.0M 14k 75.36
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O'reilly Automotive (ORLY) 0.1 $1.0M 899.00 1150.44
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Godaddy Inc cl a (GDDY) 0.1 $1.0M 6.5k 156.62
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Samsara (IOT) 0.1 $1.0M -9% 21k 48.07
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AutoZone (AZO) 0.1 $1.0M -13% 321.00 3146.86
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Quanta Services (PWR) 0.1 $1.0M +67200% 3.4k 297.85
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Leidos Holdings (LDOS) 0.1 $997k 6.1k 162.84
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Steris Plc Ord equities (STE) 0.1 $996k 4.1k 242.30
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U.S. Bancorp (USB) 0.1 $995k 22k 45.68
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Vici Pptys (VICI) 0.1 $990k 30k 33.28
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Monolithic Power Systems (MPWR) 0.1 $978k +12% 1.1k 923.57
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Iqvia Holdings (IQV) 0.1 $973k 4.1k 236.73
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Chipotle Mexican Grill (CMG) 0.1 $969k +3% 17k 57.56
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Pulte (PHM) 0.1 $951k -25% 6.6k 143.39
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Past Filings by Plato Investment Management

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