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 585 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Plato Investment Management has 585 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $96M +7% 381k 251.33
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NVIDIA Corporation (NVDA) 6.4 $87M +6% 644k 134.78
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Microsoft Corporation (MSFT) 5.4 $73M +6% 173k 423.03
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Amazon (AMZN) 3.8 $51M +7% 232k 220.19
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Facebook Inc cl a (META) 2.4 $32M +6% 55k 587.64
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Alphabet Inc Class A cs (GOOGL) 2.0 $27M +6% 141k 189.99
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Tesla Motors (TSLA) 1.9 $26M 63k 405.31
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Broadcom (AVGO) 1.9 $25M -2% 108k 232.68
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Alphabet Inc Class C cs (GOOG) 1.8 $24M 128k 191.13
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JPMorgan Chase & Co. (JPM) 1.0 $14M +3% 59k 240.58
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Visa (V) 1.0 $14M +2% 44k 317.19
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Eli Lilly & Co. (LLY) 1.0 $13M +3% 17k 774.81
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Costco Wholesale Corporation (COST) 0.9 $12M 13k 919.60
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Abbvie (ABBV) 0.9 $12M +8% 66k 178.35
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UnitedHealth (UNH) 0.9 $12M 23k 507.70
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MasterCard Incorporated (MA) 0.8 $11M +6% 20k 528.48
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Procter & Gamble Company (PG) 0.8 $11M +2% 63k 168.26
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salesforce (CRM) 0.8 $10M +2% 31k 335.54
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Coca-Cola Company (KO) 0.7 $10M +3% 163k 62.49
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Netflix (NFLX) 0.7 $10M +4% 11k 894.56
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Home Depot (HD) 0.7 $9.8M +8% 25k 390.40
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Johnson & Johnson (JNJ) 0.7 $9.3M +5% 64k 145.15
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Wal-Mart Stores (WMT) 0.7 $9.0M +2% 100k 90.68
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Automatic Data Processing (ADP) 0.6 $8.5M +7% 29k 293.79
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Exxon Mobil Corporation (XOM) 0.6 $8.5M +4% 79k 107.96
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Pepsi (PEP) 0.6 $8.2M 54k 152.61
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Bank of America Corporation (BAC) 0.6 $7.6M 172k 44.11
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Booking Holdings (BKNG) 0.5 $7.4M +2% 1.5k 4986.47
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Qualcomm (QCOM) 0.5 $7.4M +30% 48k 154.18
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Berkshire Hathaway (BRK.B) 0.5 $7.3M +7% 16k 454.93
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Bristol Myers Squibb (BMY) 0.5 $6.9M +4% 122k 56.77
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Applied Materials (AMAT) 0.5 $6.9M 42k 163.22
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Adobe Systems Incorporated (ADBE) 0.5 $6.8M +15% 15k 446.30
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Intuit (INTU) 0.5 $6.7M +8% 11k 630.78
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Accenture (ACN) 0.5 $6.7M +3% 19k 353.07
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Deutsche Bank Ag-registered (DB) 0.5 $6.6M +53% 384k 17.29
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American Express Company (AXP) 0.5 $6.6M -5% 22k 297.87
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Progressive Corporation (PGR) 0.5 $6.6M +7% 27k 240.48
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Blackrock (BLK) 0.5 $6.6M NEW 6.4k 1028.84
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Oracle Corporation (ORCL) 0.5 $6.2M +2% 37k 167.25
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Chevron Corporation (CVX) 0.5 $6.2M 43k 145.37
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Eaton (ETN) 0.5 $6.2M +32% 19k 333.08
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Walt Disney Company (DIS) 0.4 $6.0M +10% 53k 111.75
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Cisco Systems (CSCO) 0.4 $5.9M +17% 100k 59.42
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Comcast Corporation (CMCSA) 0.4 $5.9M +31% 156k 37.67
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Motorola Solutions (MSI) 0.4 $5.9M +37% 13k 463.91
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Wells Fargo & Company (WFC) 0.4 $5.8M +11% 83k 70.50
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Gilead Sciences (GILD) 0.4 $5.7M +21% 62k 92.71
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Shopify Inc cl a (SHOP) 0.4 $5.6M +77% 52k 106.78
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Pfizer (PFE) 0.4 $5.5M +30% 206k 26.63
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TJX Companies (TJX) 0.4 $5.4M +17% 45k 121.25
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General Electric (GE) 0.4 $5.4M +7% 32k 167.40
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Caterpillar (CAT) 0.4 $5.3M 15k 364.08
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Morgan Stanley (MS) 0.4 $5.3M +11% 42k 126.18
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Amgen (AMGN) 0.4 $5.3M +7% 20k 261.59
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Fiserv (FI) 0.4 $5.2M +18% 25k 206.17
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KLA-Tencor Corporation (KLAC) 0.4 $5.2M +26% 8.2k 632.41
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McDonald's Corporation (MCD) 0.4 $5.1M 18k 290.94
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Merck & Co (MRK) 0.4 $5.1M 51k 99.84
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Abbott Laboratories (ABT) 0.4 $5.1M 45k 113.52
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Servicenow (NOW) 0.4 $4.8M 4.5k 1063.97
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Cigna Corp (CI) 0.3 $4.7M +15% 17k 277.14
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Bank of New York Mellon Corporation (BK) 0.3 $4.7M -8% 61k 77.11
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Marsh & McLennan Companies (MMC) 0.3 $4.7M +14% 22k 213.18
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Thermo Fisher Scientific (TMO) 0.3 $4.6M +15% 8.7k 522.12
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American Water Works (AWK) 0.3 $4.5M 36k 124.94
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Stryker Corporation (SYK) 0.3 $4.4M 12k 361.36
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Verizon Communications (VZ) 0.3 $4.4M -2% 111k 40.14
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Citigroup (C) 0.3 $4.4M 63k 70.65
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Trane Technologies (TT) 0.3 $4.4M 12k 370.69
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Arista Networks (ANET) 0.3 $4.4M NEW 40k 110.93
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Sherwin-Williams Company (SHW) 0.3 $4.4M -5% 13k 341.17
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Applovin Corp Class A (APP) 0.3 $4.3M -43% 13k 325.01
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EOG Resources (EOG) 0.3 $4.3M +46% 35k 123.03
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Marvell Technology (MRVL) 0.3 $4.2M +131% 38k 110.85
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Palantir Technologies (PLTR) 0.3 $4.2M -8% 55k 75.90
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Intuitive Surgical (ISRG) 0.3 $4.1M +3% 7.8k 523.86
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Illinois Tool Works (ITW) 0.3 $4.1M 16k 254.48
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Baker Hughes A Ge Company (BKR) 0.3 $4.0M -23% 98k 41.17
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Amphenol Corporation (APH) 0.3 $4.0M +84% 58k 69.70
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Lam Research (LRCX) 0.3 $4.0M +882% 55k 72.49
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Ge Vernova (GEV) 0.3 $3.9M +800% 12k 330.13
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Ecolab (ECL) 0.3 $3.8M 16k 235.17
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Ameriprise Financial (AMP) 0.3 $3.7M 7.0k 534.36
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Cibc Cad (CM) 0.3 $3.7M +10% 59k 63.46
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Metropcs Communications (TMUS) 0.3 $3.7M +17% 17k 221.53
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Cme (CME) 0.3 $3.7M +3% 16k 233.07
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S&p Global (SPGI) 0.3 $3.7M +22% 7.4k 499.84
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Simon Property (SPG) 0.3 $3.6M +23% 21k 172.84
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Edison International (EIX) 0.3 $3.5M 44k 80.13
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At&t (T) 0.3 $3.4M -15% 149k 22.85
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Ubs Group (UBS) 0.2 $3.3M +4% 108k 30.72
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Invitation Homes (INVH) 0.2 $3.3M 103k 32.09
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Prologis (PLD) 0.2 $3.2M 30k 106.08
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Eversource Energy (ES) 0.2 $3.2M 56k 57.64
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International Business Machines (IBM) 0.2 $3.2M +3% 15k 220.63
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Medtronic (MDT) 0.2 $3.1M +2% 39k 80.17
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Schlumberger (SLB) 0.2 $3.1M 81k 38.48
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Mondelez Int (MDLZ) 0.2 $3.1M +3% 52k 59.95
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Prudential Financial (PRU) 0.2 $3.1M 26k 118.96
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Intercontinental Exchange (ICE) 0.2 $3.0M +33% 20k 149.55
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Rbc Cad (RY) 0.2 $3.0M 25k 120.97
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Agnico (AEM) 0.2 $3.0M +32% 38k 78.49
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State Street Corporation (STT) 0.2 $3.0M +8% 31k 98.51
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Danaher Corporation (DHR) 0.2 $3.0M +2% 13k 230.38
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McKesson Corporation (MCK) 0.2 $3.0M +40% 5.2k 571.98
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PPG Industries (PPG) 0.2 $2.9M 24k 119.88
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Howmet Aerospace (HWM) 0.2 $2.9M +23% 26k 109.77
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Analog Devices (ADI) 0.2 $2.9M -3% 14k 213.23
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Paychex (PAYX) 0.2 $2.9M -6% 20k 140.73
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Target Corporation (TGT) 0.2 $2.9M -2% 21k 135.67
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Kinross Gold Corp (KGC) 0.2 $2.8M +2% 295k 9.32
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Cadence Design Systems (CDNS) 0.2 $2.7M +48% 9.0k 301.55
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.7M 6.6k 404.16
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ConocoPhillips (COP) 0.2 $2.6M 27k 99.53
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Msci (MSCI) 0.2 $2.6M +2% 4.4k 602.19
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Uber Technologies (UBER) 0.2 $2.6M +14% 43k 60.54
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Cbre Group Inc Cl A (CBRE) 0.2 $2.6M -21% 20k 131.77
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Becton, Dickinson and (BDX) 0.2 $2.6M +86% 11k 227.69
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Descartes Sys Grp (DSGX) 0.2 $2.6M 22k 114.04
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General Motors Company (GM) 0.2 $2.5M 48k 53.46
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General Mills (GIS) 0.2 $2.5M +32% 39k 64.00
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Synopsys (SNPS) 0.2 $2.5M +12% 5.0k 487.12
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Synchrony Financial (SYF) 0.2 $2.4M +26% 37k 65.24
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Paypal Holdings (PYPL) 0.2 $2.4M -9% 28k 85.66
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Hess (HES) 0.2 $2.3M 18k 133.49
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Raytheon Technologies Corp (RTX) 0.2 $2.3M +75% 20k 116.14
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Colgate-Palmolive Company (CL) 0.2 $2.3M +26% 26k 91.24
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Ansys (ANSS) 0.2 $2.3M +269% 6.8k 338.56
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American Tower Reit (AMT) 0.2 $2.3M +2% 13k 184.08
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Exelon Corporation (EXC) 0.2 $2.3M +104% 61k 37.78
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Keurig Dr Pepper (KDP) 0.2 $2.3M +39% 70k 32.24
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Monolithic Power Systems (MPWR) 0.2 $2.2M +257% 3.8k 593.85
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Parker-Hannifin Corporation (PH) 0.2 $2.2M 3.5k 638.34
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Vertiv Holdings Llc vertiv holdings (VRT) 0.2 $2.2M -15% 20k 114.02
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Aon (AON) 0.2 $2.2M +27% 6.1k 360.47
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Cintas Corporation (CTAS) 0.2 $2.2M +33% 12k 183.36
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Wabtec Corporation (WAB) 0.2 $2.2M 12k 190.28
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Paccar (PCAR) 0.2 $2.2M +11% 21k 104.40
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Thomson Reuters Corp. (TRI) 0.2 $2.2M -47% 14k 161.10
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RPM International (RPM) 0.2 $2.2M 18k 123.51
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Nike (NKE) 0.2 $2.1M 28k 75.94
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Otis Worldwide Corp (OTIS) 0.2 $2.1M 23k 92.95
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Roper Industries (ROP) 0.2 $2.1M +41% 4.0k 521.74
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Cummins (CMI) 0.2 $2.1M 6.0k 349.87
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Anthem (ELV) 0.2 $2.1M -11% 5.6k 370.24
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Autodesk (ADSK) 0.2 $2.1M +16% 7.0k 296.64
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Trade Desk (TTD) 0.2 $2.1M -14% 17k 117.96
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Micron Technology (MU) 0.2 $2.1M -2% 24k 84.47
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NVR (NVR) 0.1 $2.0M +12% 248.00 8208.62
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Consolidated Edison (ED) 0.1 $2.0M 23k 89.55
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MetLife (MET) 0.1 $2.0M 25k 82.18
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Hartford Financial Services (HIG) 0.1 $2.0M 19k 109.80
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W.W. Grainger (GWW) 0.1 $2.0M +83% 1.9k 1057.88
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Freeport-McMoRan Copper & Gold (FCX) 0.1 $2.0M -14% 53k 38.22
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Ametek (AME) 0.1 $1.9M 11k 180.91
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Lowe's Companies (LOW) 0.1 $1.9M +19% 7.8k 247.70
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United Rentals (URI) 0.1 $1.9M 2.7k 707.00
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Regeneron Pharmaceuticals (REGN) 0.1 $1.9M 2.7k 714.92
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Chubb (CB) 0.1 $1.9M 6.8k 277.30
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CVS Caremark Corporation (CVS) 0.1 $1.9M +16% 42k 45.05
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American Homes 4 Rent-a reit (AMH) 0.1 $1.9M 50k 37.56
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Public Storage (PSA) 0.1 $1.9M +2% 6.2k 300.53
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Corteva (CTVA) 0.1 $1.9M +3% 33k 57.17
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Expeditors International of Washington (EXPD) 0.1 $1.8M 17k 111.17
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Fastenal Company (FAST) 0.1 $1.8M 25k 72.17
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Illumina (ILMN) 0.1 $1.8M 14k 134.12
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Willis Towers Watson (WTW) 0.1 $1.8M -44% 5.7k 314.38
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Te Connectivity (TEL) 0.1 $1.8M 12k 143.49
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Palo Alto Networks (PANW) 0.1 $1.8M +100% 9.6k 182.62
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Franco-Nevada Corporation (FNV) 0.1 $1.8M 15k 117.90
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C.H. Robinson Worldwide (CHRW) 0.1 $1.7M -14% 17k 103.70
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Workday Inc cl a (WDAY) 0.1 $1.7M +8% 6.6k 258.97
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Monster Beverage Corp (MNST) 0.1 $1.7M 33k 52.75
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L3harris Technologies (LHX) 0.1 $1.7M 8.1k 211.04
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Boston Scientific Corporation (BSX) 0.1 $1.7M 19k 89.64
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Emcor (EME) 0.1 $1.7M +31% 3.7k 455.55
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T. Rowe Price (TROW) 0.1 $1.7M 15k 113.50
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Constellation Brands (STZ) 0.1 $1.7M +4% 7.5k 221.80
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PNC Financial Services (PNC) 0.1 $1.7M 8.6k 193.55
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Airbnb (ABNB) 0.1 $1.6M +36% 12k 131.89
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MercadoLibre (MELI) 0.1 $1.6M -31% 955.00 1706.62
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M&T Bank Corporation (MTB) 0.1 $1.6M +5032% 8.6k 188.69
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Charles Schwab Corporation (SCHW) 0.1 $1.6M +4% 22k 74.28
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Taiwan Semiconductor Manufactu Adr (TSM) 0.1 $1.6M NEW 8.0k 198.21
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Chipotle Mexican Grill (CMG) 0.1 $1.5M +51% 26k 60.52
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Allstate Corporation (ALL) 0.1 $1.5M 7.9k 193.49
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Ford Motor Company (F) 0.1 $1.5M +27% 153k 9.94
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Hca Holdings (HCA) 0.1 $1.5M +5% 5.0k 301.24
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Sba Communications Corp (SBAC) 0.1 $1.5M 7.4k 204.54
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Doordash (DASH) 0.1 $1.5M 8.9k 168.36
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Neurocrine Biosciences (NBIX) 0.1 $1.5M 11k 137.00
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Lockheed Martin Corporation (LMT) 0.1 $1.5M +64% 3.0k 487.71
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Jones Lang LaSalle Incorporated (JLL) 0.1 $1.5M +185% 5.8k 254.06
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TransDigm Group Incorporated (TDG) 0.1 $1.5M +18% 1.2k 1271.89
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Texas Pacific Land Corp (TPL) 0.1 $1.5M NEW 1.3k 1109.98
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Emerson Electric (EMR) 0.1 $1.5M 12k 124.38
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Deere & Company (DE) 0.1 $1.5M 3.4k 425.24
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Firstservice Corp (FSV) 0.1 $1.4M 7.9k 181.74
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Godaddy Inc cl a (GDDY) 0.1 $1.4M +11% 7.2k 198.09
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McCormick & Company, Incorporated (MKC) 0.1 $1.4M 19k 76.52
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NetApp (NTAP) 0.1 $1.4M +19% 12k 116.50
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Textron (TXT) 0.1 $1.4M 19k 76.77
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Veeva Sys Inc cl a (VEEV) 0.1 $1.4M +5% 6.7k 211.01
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Crown Castle Intl (CCI) 0.1 $1.4M -8% 15k 91.09
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eBay (EBAY) 0.1 $1.4M 22k 62.18
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Spotify Technology Sa (SPOT) 0.1 $1.4M NEW 3.1k 449.01
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Dell Technologies (DELL) 0.1 $1.4M -12% 12k 115.66
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Iqvia Holdings (IQV) 0.1 $1.4M +69% 6.9k 197.22
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Global Payments (GPN) 0.1 $1.4M 12k 112.47
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Square Inc cl a (XYZ) 0.1 $1.3M -14% 16k 85.30
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Mettler-Toledo International (MTD) 0.1 $1.3M +87% 1.1k 1228.13
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Atlassian Corporation Cl A (TEAM) 0.1 $1.3M -29% 5.5k 244.26
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Hershey Company (HSY) 0.1 $1.3M 7.9k 169.97
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Centene Corporation (CNC) 0.1 $1.3M +2% 22k 60.80
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Northern Trust Corporation (NTRS) 0.1 $1.3M 13k 102.87
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Verisk Analytics (VRSK) 0.1 $1.3M +3% 4.8k 276.43
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Fortinet (FTNT) 0.1 $1.3M +39% 14k 94.82
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Burlington Stores (BURL) 0.1 $1.3M +9% 4.6k 286.10
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Starbucks Corporation (SBUX) 0.1 $1.3M 15k 91.58
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Zoetis Inc Cl A (ZTS) 0.1 $1.3M 8.1k 163.52
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Ss&c Technologies Holding (SSNC) 0.1 $1.3M 17k 76.06
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Lululemon Athletica (LULU) 0.1 $1.3M -11% 3.4k 383.80
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Axon Enterprise (AXON) 0.1 $1.3M 2.2k 596.48
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Alnylam Pharmaceuticals (ALNY) 0.1 $1.3M +17% 5.5k 236.17
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Travelers Companies (TRV) 0.1 $1.3M 5.4k 241.77
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Fortive (FTV) 0.1 $1.3M 17k 75.27
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Texas Instruments Incorporated (TXN) 0.1 $1.3M +61% 6.8k 188.19
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Kroger (KR) 0.1 $1.3M 21k 61.37
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Kenvue (KVUE) 0.1 $1.3M 59k 21.43
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Omni (OMC) 0.1 $1.3M 15k 86.35
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $1.2M +162% 22k 57.66
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Dex (DXCM) 0.1 $1.2M +103% 16k 78.05
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Ross Stores (ROST) 0.1 $1.2M 7.6k 151.82
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3M Company (MMM) 0.1 $1.1M -19% 8.9k 129.56
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Intel Corporation (INTC) 0.1 $1.1M +4% 56k 20.12
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Snowflake Inc Cl A (SNOW) 0.1 $1.1M +34% 7.2k 154.97
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Xylem (XYL) 0.1 $1.1M 9.6k 116.44
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D.R. Horton (DHI) 0.1 $1.1M -37% 7.8k 140.33
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CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.1 $1.1M -31% 5.9k 187.38
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $1.1M +7% 13k 83.13
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O'reilly Automotive (ORLY) 0.1 $1.1M 899.00 1190.11
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Gartner (IT) 0.1 $1.1M 2.2k 486.23
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Quanta Services (PWR) 0.1 $1.1M 3.4k 317.20
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Carvana Co cl a (CVNA) 0.1 $1.1M +135% 5.2k 204.10
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U.S. Bancorp (USB) 0.1 $1.0M 22k 48.00
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Twilio Inc cl a (TWLO) 0.1 $1.0M -43% 9.6k 108.47
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AutoZone (AZO) 0.1 $1.0M 321.00 3213.64
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Vici Pptys (VICI) 0.1 $1.0M +17% 35k 29.32
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Teva Pharmaceutical Industries Adr (TEVA) 0.1 $1.0M -27% 46k 22.12
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Past Filings by Plato Investment Management

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