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 March 2026 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) 7.0 $104M 598k 174.50
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Apple (AAPL) 6.2 $93M 365k 253.94
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Microsoft Corporation (MSFT) 4.2 $63M +2% 171k 370.39
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Amazon (AMZN) 3.2 $48M +3% 228k 208.39
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Alphabet Inc Class A cs (GOOGL) 2.6 $39M +2% 137k 287.73
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Broadcom (AVGO) 2.4 $36M +5% 116k 309.69
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Alphabet Inc Class C cs (GOOG) 2.4 $35M 123k 287.03
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Facebook Inc cl a (META) 2.0 $29M 51k 572.46
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Tesla Motors (TSLA) 1.6 $24M 63k 371.97
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Eli Lilly & Co. (LLY) 1.3 $19M +14% 21k 920.31
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JPMorgan Chase & Co. (JPM) 1.2 $18M 61k 294.33
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Johnson & Johnson (JNJ) 1.1 $17M +2% 70k 244.58
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Visa (V) 0.9 $13M +2% 43k 302.42
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Exxon Mobil Corporation (XOM) 0.8 $13M 74k 169.76
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Costco Wholesale Corporation (COST) 0.8 $13M +2% 13k 997.01
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Abbvie (ABBV) 0.8 $12M +11% 56k 217.62
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Wal-Mart Stores (WMT) 0.8 $12M 98k 124.35
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MasterCard Incorporated (MA) 0.7 $11M +3% 22k 499.95
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Coca-Cola Company (KO) 0.7 $11M -8% 140k 76.09
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Micron Technology (MU) 0.7 $11M +11% 31k 338.04
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Lam Research (LRCX) 0.7 $10M -11% 48k 213.78
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Caterpillar (CAT) 0.7 $10M 14k 708.87
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Pepsi (PEP) 0.7 $9.9M +2% 64k 155.38
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Netflix (NFLX) 0.7 $9.7M 101k 96.21
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Procter & Gamble Company (PG) 0.6 $9.7M +4% 67k 144.52
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General Electric (GE) 0.6 $9.3M +7% 33k 283.94
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Cisco Systems (CSCO) 0.6 $9.2M +2% 119k 77.64
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Berkshire Hathaway (BRK.B) 0.6 $9.2M 19k 479.48
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Ge Vernova (GEV) 0.6 $9.2M +35% 11k 873.41
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Advanced Micro Devices (AMD) 0.6 $8.8M +7% 43k 203.55
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Verizon Communications (VZ) 0.6 $8.7M +19% 174k 50.23
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Bank of America Corporation (BAC) 0.6 $8.7M -5% 178k 48.78
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Palantir Technologies (PLTR) 0.6 $8.3M +9% 57k 146.37
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Chevron Corporation (CVX) 0.6 $8.2M -3% 40k 207.02
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KLA-Tencor Corporation (KLAC) 0.5 $7.9M -3% 5.4k 1473.27
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Rbc Cad (RY) 0.5 $7.9M 49k 161.19
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Merck & Co (MRK) 0.5 $7.8M -4% 64k 120.36
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Citigroup (C) 0.5 $7.7M -2% 68k 113.48
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Amgen (AMGN) 0.5 $7.7M +6% 22k 352.06
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Morgan Stanley (MS) 0.5 $7.5M +16% 46k 164.67
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Home Depot (HD) 0.5 $7.2M 22k 329.08
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Gilead Sciences (GILD) 0.5 $7.2M +4% 51k 139.45
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Walt Disney Company (DIS) 0.5 $7.0M +3% 73k 96.44
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Analog Devices (ADI) 0.5 $7.0M +23% 22k 318.33
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salesforce (CRM) 0.5 $7.0M +4% 37k 186.78
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American Express Company (AXP) 0.5 $6.9M +7% 23k 302.66
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Applied Materials (AMAT) 0.5 $6.8M +38% 20k 341.99
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Booking Holdings (BKNG) 0.4 $6.2M -2% 1.5k 4212.78
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Astrazeneca Plc Ord (AZN) 0.4 $6.2M NEW 32k 193.90
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Wheaton Precious Metals Corp (WPM) 0.4 $6.0M -22% 46k 130.89
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Bristol Myers Squibb (BMY) 0.4 $6.0M +4% 99k 60.69
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TJX Companies (TJX) 0.4 $5.9M 37k 159.79
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Wells Fargo & Company (WFC) 0.4 $5.9M -2% 74k 79.66
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McDonald's Corporation (MCD) 0.4 $5.9M +3% 19k 310.97
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Cibc Cad (CM) 0.4 $5.7M +42% 60k 94.50
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Amphenol Corporation (APH) 0.4 $5.6M 45k 126.42
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At&t (T) 0.4 $5.6M +19% 194k 29.01
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Schlumberger (SLB) 0.4 $5.5M +11% 108k 51.42
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Charles Schwab Corporation (SCHW) 0.4 $5.4M 57k 94.03
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Eaton (ETN) 0.3 $5.2M -4% 15k 357.88
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Accenture (ACN) 0.3 $5.2M +44% 26k 198.41
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Baker Hughes A Ge Company (BKR) 0.3 $5.1M +7% 84k 61.09
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International Business Machines (IBM) 0.3 $5.1M +20% 21k 242.53
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Comcast Corporation (CMCSA) 0.3 $5.1M -17% 177k 28.73
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Intuitive Surgical (ISRG) 0.3 $5.0M 11k 461.26
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UnitedHealth (UNH) 0.3 $5.0M -4% 18k 270.75
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Oracle Corporation (ORCL) 0.3 $4.9M -10% 34k 147.20
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Cme (CME) 0.3 $4.9M +7% 17k 295.52
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Automatic Data Processing (ADP) 0.3 $4.8M 23k 203.30
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Adobe Systems Incorporated (ADBE) 0.3 $4.7M +2% 20k 243.22
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Ecolab (ECL) 0.3 $4.7M +6% 18k 266.18
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Thermo Fisher Scientific (TMO) 0.3 $4.6M 9.4k 491.82
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Abbott Laboratories (ABT) 0.3 $4.6M +4% 44k 102.73
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Progressive Corporation (PGR) 0.3 $4.5M -7% 23k 198.36
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Howmet Aerospace (HWM) 0.3 $4.5M +33% 20k 230.59
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Pfizer (PFE) 0.3 $4.5M -30% 159k 28.10
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Tor Dom Bk Cad (TD) 0.3 $4.5M +17% 48k 93.13
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Intuit (INTU) 0.3 $4.4M +4% 10k 432.63
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Prologis (PLD) 0.3 $4.4M +2% 33k 132.26
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Qualcomm (QCOM) 0.3 $4.3M -20% 33k 128.86
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EOG Resources (EOG) 0.3 $4.3M -24% 29k 144.65
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Bank of New York Mellon Corporation (BK) 0.3 $4.3M 36k 118.70
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Ubs Group (UBS) 0.3 $4.2M -10% 109k 38.30
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S&p Global (SPGI) 0.3 $4.2M -14% 9.8k 425.59
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American Water Works (AWK) 0.3 $4.1M +2% 30k 136.17
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Magna Intl Inc cl a (MGA) 0.3 $4.1M +4% 73k 55.69
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Motorola Solutions (MSI) 0.3 $4.0M 9.3k 434.22
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Medtronic (MDT) 0.3 $4.0M 46k 86.70
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Intel Corporation (INTC) 0.3 $4.0M 91k 44.16
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Metropcs Communications (TMUS) 0.3 $4.0M +12% 19k 210.15
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Eversource Energy (ES) 0.3 $4.0M +3% 57k 69.32
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Vertiv Holdings Llc vertiv holdings (VRT) 0.3 $4.0M +87% 16k 250.73
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Stryker Corporation (SYK) 0.3 $4.0M +6% 12k 328.78
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Trane Technologies (TT) 0.3 $3.8M -2% 9.2k 416.98
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Illinois Tool Works (ITW) 0.3 $3.8M -14% 15k 260.44
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Sherwin-Williams Company (SHW) 0.2 $3.6M 11k 320.74
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Blackrock (BLK) 0.2 $3.6M +8% 3.8k 962.27
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Uber Technologies (UBER) 0.2 $3.6M 50k 71.97
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CVS Caremark Corporation (CVS) 0.2 $3.5M 49k 71.86
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McKesson Corporation (MCK) 0.2 $3.5M +2% 4.0k 865.87
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Colgate-Palmolive Company (CL) 0.2 $3.4M +57% 40k 85.28
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General Motors Company (GM) 0.2 $3.4M 46k 74.54
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Lowe's Companies (LOW) 0.2 $3.3M 14k 236.42
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Servicenow (NOW) 0.2 $3.3M +28% 32k 104.61
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Danaher Corporation (DHR) 0.2 $3.3M 17k 189.71
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Comfort Systems USA (FIX) 0.2 $3.2M +6% 2.3k 1379.80
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Parker-Hannifin Corporation (PH) 0.2 $3.2M +4% 3.6k 895.76
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Texas Instruments Incorporated (TXN) 0.2 $3.1M +43% 16k 194.25
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Edison International (EIX) 0.2 $3.1M -12% 42k 73.22
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Arista Networks (ANET) 0.2 $3.0M -11% 25k 122.85
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Exelon Corporation (EXC) 0.2 $3.0M +17% 62k 49.05
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Taiwan Semiconductor Manufactu Adr (TSM) 0.2 $3.0M +17% 8.9k 338.15
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Marsh & McLennan Companies (MRSH) 0.2 $3.0M +2% 17k 173.55
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Te Connectivity (TEL) 0.2 $3.0M -30% 14k 209.14
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Wabtec Corporation (WAB) 0.2 $2.9M 12k 250.06
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Mondelez Int (MDLZ) 0.2 $2.9M 50k 57.67
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Bk Nova Cad (BNS) 0.2 $2.9M +29% 42k 69.16
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Consolidated Edison (ED) 0.2 $2.9M +11% 25k 113.25
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Ford Motor Company (F) 0.2 $2.8M +193% 246k 11.55
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Cigna Corp (CI) 0.2 $2.8M 11k 266.91
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Hca Holdings (HCA) 0.2 $2.8M +50% 5.9k 473.52
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Cummins (CMI) 0.2 $2.8M +2% 5.2k 538.33
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Western Digital (WDC) 0.2 $2.8M -14% 10k 270.65
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American Tower Reit (AMT) 0.2 $2.7M 16k 172.68
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Regeneron Pharmaceuticals (REGN) 0.2 $2.7M 3.5k 773.09
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Boston Scientific Corporation (BSX) 0.2 $2.7M 43k 62.79
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Monster Beverage Corp (MNST) 0.2 $2.7M +3% 37k 72.50
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Texas Pacific Land Corp (TPL) 0.2 $2.7M +38% 5.7k 474.84
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Corteva (CTVA) 0.2 $2.7M -2% 32k 83.76
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Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $2.7M 5.9k 446.80
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Intercontinental Exchange (ICE) 0.2 $2.6M 17k 157.37
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Deere & Company (DE) 0.2 $2.6M +9% 4.5k 563.63
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Seagate Technology (STX) 0.2 $2.5M NEW 6.4k 391.99
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Teradyne (TER) 0.2 $2.5M +113% 8.4k 296.63
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Expeditors International of Washington (EXPD) 0.2 $2.5M 17k 143.31
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Keysight Technologies (KEYS) 0.2 $2.4M -11% 8.6k 282.54
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Simon Property (SPG) 0.2 $2.4M -8% 13k 186.64
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Expedia (EXPE) 0.2 $2.4M +5% 10k 231.02
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Total Sa New Ord F (TTE) 0.2 $2.3M NEW 25k 93.24
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Ametek (AME) 0.2 $2.3M 11k 214.49
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State Street Corporation (STT) 0.2 $2.3M -7% 18k 126.63
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Airbnb (ABNB) 0.2 $2.2M +13% 18k 126.35
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Hartford Financial Services (HIG) 0.2 $2.2M 17k 135.31
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Cbre Group Inc Cl A (CBRE) 0.2 $2.2M 17k 135.54
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Hershey Company (HSY) 0.1 $2.2M +34% 11k 208.01
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Target Corporation (TGT) 0.1 $2.2M -3% 18k 121.27
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PG&E Corporation (PCG) 0.1 $2.2M +8% 126k 17.58
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Shopify Inc cl a (SHOP) 0.1 $2.2M +2% 19k 118.32
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Agnico (AEM) 0.1 $2.2M -7% 11k 202.40
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LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.1 $2.2M -46% 24k 90.18
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Quanta Services (PWR) 0.1 $2.2M +11% 3.9k 549.34
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Chubb (CB) 0.1 $2.1M -3% 6.6k 326.12
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Cadence Design Systems (CDNS) 0.1 $2.1M 7.7k 278.03
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Dell Technologies (DELL) 0.1 $2.1M +131% 13k 164.23
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Marvell Technology (MRVL) 0.1 $2.1M +25% 21k 99.11
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Alnylam Pharmaceuticals (ALNY) 0.1 $2.1M 6.2k 331.06
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PPG Industries (PPG) 0.1 $2.1M 19k 106.94
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ConocoPhillips (COP) 0.1 $2.0M -36% 16k 132.08
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Msci (MSCI) 0.1 $2.0M 3.8k 539.32
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Palo Alto Networks (PANW) 0.1 $2.0M +3% 13k 160.41
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Truist Financial Corp equities (TFC) 0.1 $2.0M +475% 44k 46.00
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Nike (NKE) 0.1 $2.0M -18% 38k 52.85
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Synchrony Financial (SYF) 0.1 $2.0M 29k 68.06
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Deutsche Bank Ag-registered (DB) 0.1 $2.0M 67k 29.67
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Applovin Corp Class A (APP) 0.1 $2.0M -21% 5.0k 398.23
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Invitation Homes (INVH) 0.1 $2.0M -23% 79k 24.86
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Prudential Financial (PRU) 0.1 $2.0M 20k 97.75
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Keurig Dr Pepper (KDP) 0.1 $1.9M +4% 74k 26.35
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Bank Of Montreal Cadcom (BMO) 0.1 $1.9M +2950% 14k 135.06
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C.H. Robinson Worldwide (CHRW) 0.1 $1.9M -17% 12k 166.17
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U.S. Bancorp (USB) 0.1 $1.9M -16% 36k 52.04
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Zoetis Inc Cl A (ZTS) 0.1 $1.9M +2% 16k 118.28
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Moody's Corporation (MCO) 0.1 $1.9M +48% 4.3k 436.50
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Autodesk (ADSK) 0.1 $1.9M +8% 7.8k 239.54
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Emerson Electric (EMR) 0.1 $1.8M 14k 131.10
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Ameriprise Financial (AMP) 0.1 $1.8M 4.1k 444.66
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Becton, Dickinson and (BDX) 0.1 $1.8M 12k 157.32
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RPM International (RPM) 0.1 $1.8M 18k 99.46
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Welltower Inc Com reit (WELL) 0.1 $1.8M +103% 8.9k 197.83
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MercadoLibre (MELI) 0.1 $1.8M -4% 1.0k 1730.03
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MetLife (MET) 0.1 $1.8M 25k 70.76
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Johnson Controls International Plc equity (JCI) 0.1 $1.7M +7% 13k 131.03
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IDEXX Laboratories (IDXX) 0.1 $1.7M 3.1k 562.22
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PNC Financial Services (PNC) 0.1 $1.7M -16% 8.3k 208.21
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Emcor (EME) 0.1 $1.7M 2.3k 738.74
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Cardinal Health (CAH) 0.1 $1.7M +2% 8.2k 211.43
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M&T Bank Corporation (MTB) 0.1 $1.7M 8.3k 206.84
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Citizens Financial (CFG) 0.1 $1.7M NEW 29k 60.01
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Ross Stores (ROST) 0.1 $1.7M +12% 7.8k 216.76
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Bce (BCE) 0.1 $1.7M 67k 25.16
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Mettler-Toledo International (MTD) 0.1 $1.7M 1.3k 1261.94
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Kinross Gold Corp (KGC) 0.1 $1.7M -65% 55k 30.49
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Aercap Holdings Nv Ord Cmn (AER) 0.1 $1.7M +1039% 12k 137.26
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Godaddy Inc cl a (GDDY) 0.1 $1.7M +227% 20k 82.72
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Raytheon Technologies Corp (RTX) 0.1 $1.7M +3% 8.6k 193.01
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Fastenal Company (FAST) 0.1 $1.7M 36k 46.43
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Textron (TXT) 0.1 $1.6M 19k 87.61
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Paychex (PAYX) 0.1 $1.6M -4% 17k 92.17
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Capital One Financial (COF) 0.1 $1.6M 8.6k 182.54
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D.R. Horton (DHI) 0.1 $1.6M +4% 12k 137.30
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Stantec (STN) 0.1 $1.6M 18k 86.20
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Aon (AON) 0.1 $1.6M +2% 4.8k 322.97
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Verisk Analytics (VRSK) 0.1 $1.6M -7% 8.2k 189.86
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Otis Worldwide Corp (OTIS) 0.1 $1.5M +3% 20k 77.12
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Garmin (GRMN) 0.1 $1.5M +53% 6.5k 232.15
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United Rentals (URI) 0.1 $1.5M +3% 2.1k 728.99
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Incyte Corporation (INCY) 0.1 $1.5M +26% 16k 94.17
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Iqvia Holdings (IQV) 0.1 $1.5M -13% 8.7k 170.64
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T. Rowe Price (TROW) 0.1 $1.5M 17k 90.19
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Public Storage (PSA) 0.1 $1.5M 5.5k 271.04
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Monolithic Power Systems (MPWR) 0.1 $1.5M +28% 1.3k 1093.99
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Spotify Technology Sa (SPOT) 0.1 $1.4M 3.0k 485.19
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.4M 13k 115.06
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Ciena Corporation (CIEN) 0.1 $1.4M +192% 3.7k 388.46
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Gartner (IT) 0.1 $1.4M 9.0k 158.43
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Fortive (FTV) 0.1 $1.4M +48% 26k 55.31
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Travelers Companies (TRV) 0.1 $1.4M 4.8k 291.85
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American Homes 4 Rent-a reit (AMH) 0.1 $1.4M 50k 27.94
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Crowdstrike Hldgs Inc cl a (CRWD) 0.1 $1.4M 3.5k 390.64
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Tapestry (TPR) 0.1 $1.4M +38% 9.6k 141.19
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Constellation Brands (STZ) 0.1 $1.4M -9% 9.0k 150.09
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TransDigm Group Incorporated (TDG) 0.1 $1.3M 1.2k 1159.64
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Allstate Corporation (ALL) 0.1 $1.3M 6.5k 207.46
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Fortinet (FTNT) 0.1 $1.3M +6% 17k 81.77
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L3harris Technologies (LHX) 0.1 $1.3M +37% 3.9k 345.35
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Lumentum Hldgs (LITE) 0.1 $1.3M NEW 1.9k 703.17
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Celestica (CLS) 0.1 $1.3M -48% 4.7k 281.29
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Constellation Energy (CEG) 0.1 $1.3M 4.7k 279.41
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AECOM Technology Corporation (ACM) 0.1 $1.3M +103% 16k 84.87
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Starbucks Corporation (SBUX) 0.1 $1.3M 15k 89.64
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Rockwell Automation (ROK) 0.1 $1.3M 3.6k 359.09
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Halliburton Company (HAL) 0.1 $1.3M +341% 33k 39.01
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Network Associates Inc cl a (NET) 0.1 $1.3M 6.1k 206.46
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O'reilly Automotive (ORLY) 0.1 $1.3M 14k 92.36
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Sba Communications Corp (SBAC) 0.1 $1.2M 7.3k 172.21
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Kroger (KR) 0.1 $1.2M +5% 17k 72.40
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Paccar (PCAR) 0.1 $1.2M -7% 11k 115.57
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Apollo Global Mgmt (APO) 0.1 $1.2M 11k 111.49
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eBay (EBAY) 0.1 $1.2M 13k 91.07
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Xylem (XYL) 0.1 $1.2M 10k 119.57
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General Dynamics Corporation (GD) 0.1 $1.2M 3.5k 343.42
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W.W. Grainger (GWW) 0.1 $1.2M +7% 1.1k 1091.45
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Kenvue (KVUE) 0.1 $1.2M 68k 17.25
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Cameco Corporation (CCJ) 0.1 $1.2M -23% 11k 108.22
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NetApp (NTAP) 0.1 $1.2M 11k 102.45
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Roper Industries (ROP) 0.1 $1.2M -49% 3.3k 354.07
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Aptiv Holdings (APTV) 0.1 $1.2M +31% 17k 69.48
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Veeva Sys Inc cl a (VEEV) 0.1 $1.1M 6.5k 175.76
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Electronic Arts (EA) 0.1 $1.1M 5.5k 203.99
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Reliance Steel & Aluminum (RS) 0.1 $1.1M -30% 3.7k 304.10
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Past Filings by Plato Investment Management

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