2026 Q2 Portfolio Activity
In 2026 Q2, Plato Investment Management Ltd maintained a portfolio of 571 distinct positions. The most significant new addition was Public Service Enterprise Grou, now representing 0.22% of the total fund value. They heavily accumulated shares in Cisco Systems Inc, increasing the position by 2025100.0%. Conversely, Plato Investment Management Ltd completely exited their position in Costco Wholesale Corp.
Position History
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Total Positions
571
Quarter
2026 Q2
Top Holding
NVDA (6.9%)
Top 10 Concentration
33.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 571
Plato Investment Management Ltd Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA Corp
|
Technology | 6.88% | 7.01% |
#1
Prev: #1
|
5.3 |
—
|
7,589 | 1.3% |
P
S
|
605,743 | $120,495,984 |
$124.09
+77.9%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
AAPL
Apple Inc
|
Technology | 6.19% | 6.23% |
#2
Prev: #2
|
4.5 |
—
|
11,537 | 3.2% |
P
S
|
376,892 | $108,421,197 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
Microsoft Corp
|
Technology | 3.72% | 4.25% |
#3
Prev: #3
|
3.0 |
—
|
4,799 | 2.8% |
P
S
|
175,526 | $65,092,711 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 3.33% | 3.19% |
#4
Prev: #4
|
3.8 |
—
|
17,800 | 7.8% |
P
S
|
245,991 | $58,287,434 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOGL
Alphabet Inc
|
Communication Services | 2.91% | 2.65% |
#5
Prev: #5
|
2.2 |
—
|
6,240 | 4.6% |
P
S
|
143,346 | $50,928,684 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.48% | 2.40% |
#6
Prev: #6
|
1.5 |
—
|
5 | 0.0% |
P
S
|
115,497 | $43,374,448 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
Alphabet Inc
|
Communication Services | 2.46% | 2.37% |
#7
Prev: #7
|
1.5 |
—
|
40 | 0.0% |
P
S
|
122,845 | $43,151,588 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MU
Micron Technolo...
|
Technology | 1.93% | 0.71% |
#8
12
Prev: #20
|
1.3 |
—
|
-1,679 | -5.4% |
P
S
|
29,519 | $33,874,692 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.66% | 1.95% |
#9
1
Prev: #8
|
1.2 |
—
|
1,186 | 2.3% |
P
S
|
52,003 | $29,121,868 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSLA
Tesla Inc
|
Consumer Cyclical | 1.54% | 1.58% |
#10
1
Prev: #9
|
1.1 |
—
|
1,184 | 1.9% |
P
S
|
64,537 | $26,985,895 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMD
Advanced Micro ...
|
Technology | 1.43% | 0.59% |
#11
19
Prev: #30
|
1.1 |
—
|
236 | 0.5% |
P
S
|
43,401 | $25,064,981 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LLY
Eli Lilly & Co
|
Healthcare | 1.41% | 1.29% |
#12
2
Prev: #10
|
1.1 |
—
|
-27 | -0.1% |
P
S
|
20,772 | $24,769,201 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 1.16% | 1.21% |
#13
2
Prev: #11
|
1.0 |
—
|
1,036 | 1.7% |
P
S
|
62,447 | $20,321,519 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.04% | 1.14% |
#14
2
Prev: #12
|
0.9 |
—
|
2,743 | 3.9% |
P
S
|
72,416 | $18,284,190 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LRCX
Lam Research Co...
|
Technology | 0.97% | 0.69% |
#15
6
Prev: #21
|
0.9 |
—
|
-8,814 | -18.3% |
P
S
|
39,281 | $16,922,327 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INTC
Intel Corp
|
Technology | 0.93% | 0.27% |
#16
73
Prev: #89
|
2.9 |
—
|
26,610 | 29.3% |
P
S
|
117,493 | $16,309,833 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
V
Visa Inc
|
Financial Services | 0.88% | 0.88% |
#17
4
Prev: #13
|
0.9 |
—
|
1,957 | 4.5% |
P
S
|
45,340 | $15,464,944 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ABBV
AbbVie Inc
|
Healthcare | 0.88% | 0.82% |
#18
2
Prev: #16
|
2.4 |
—
|
5,154 | 9.1% |
P
S
|
61,586 | $15,407,084 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CAT
Caterpillar Inc
|
Industrials | 0.84% | 0.67% |
#19
3
Prev: #22
|
0.8 |
—
|
-207 | -1.5% |
P
S
|
13,863 | $14,676,579 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMAT
Applied Materia...
|
Technology | 0.82% | 0.46% |
#20
27
Prev: #47
|
0.8 |
—
|
17 | 0.1% |
P
S
|
19,885 | $14,292,976 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VRSN
Cisco Systems I...
|
Technology | 0.81% | 0.00% |
#21
480
Prev: #501
|
3.3 |
—
|
121,506 | 2025100.0% |
P
S
|
121,512 | $14,190,328 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MA
Mastercard Inc
|
Financial Services | 0.79% | 0.73% |
#22
4
Prev: #18
|
2.8 |
—
|
5,417 | 25.0% |
P
S
|
27,058 | $13,815,910 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BAC
Bank of America...
|
Financial Services | 0.74% | 0.58% |
#23
9
Prev: #32
|
2.8 |
—
|
52,858 | 29.8% |
P
S
|
230,368 | $13,049,786 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EW
Costco Wholesal...
|
Healthcare | 0.72% | 0.05% |
#24
265
Prev: #289
|
3.3 |
—
|
12,607 | 125.8% |
P
S
|
22,627 | $12,572,860 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GE
General Electri...
|
Industrials | 0.69% | 0.63% |
#25
1
Prev: #26
|
0.8 |
—
|
-61 | -0.2% |
P
S
|
32,722 | $12,157,845 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KLAC
KLA Corp
|
Technology | 0.69% | 0.53% |
#26
9
Prev: #35
|
3.3 |
—
|
35,122 | 655.4% |
P
S
|
40,481 | $12,142,265 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GEV
GE Vernova Inc
|
Industrials | 0.69% | 0.62% |
#27
2
Prev: #29
|
0.8 |
—
|
-149 | -1.4% |
P
S
|
10,345 | $12,083,017 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
C
Citigroup Inc
|
Financial Services | 0.68% | 0.52% |
#28
10
Prev: #38
|
2.8 |
—
|
17,652 | 25.9% |
P
S
|
85,879 | $11,949,499 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KO
Coca-Cola Co/Th...
|
Consumer Defensive | 0.65% | 0.71% |
#29
10
Prev: #19
|
0.8 |
—
|
1,027 | 0.7% |
P
S
|
140,677 | $11,366,118 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 0.62% | 0.82% |
#30
13
Prev: #17
|
0.7 |
—
|
-1,059 | -1.1% |
P
S
|
96,939 | $10,915,255 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RTX
Salesforce Inc
|
Industrials | 0.59% | 0.11% |
#31
164
Prev: #195
|
3.2 |
—
|
54,884 | 641.0% |
P
S
|
63,446 | $10,257,476 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MS
Morgan Stanley
|
Financial Services | 0.57% | 0.50% |
#32
8
Prev: #40
|
2.2 |
—
|
2,733 | 6.0% |
P
S
|
48,226 | $10,022,347 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.57% | 0.65% |
#33
8
Prev: #25
|
0.7 |
—
|
1,738 | 2.6% |
P
S
|
68,665 | $10,010,290 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RY
Royal Bank of C...
|
Financial Services | 0.56% | 0.53% |
#34
2
Prev: #36
|
0.7 |
—
|
-1,210 | -2.5% |
P
S
|
47,573 | $9,789,771 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
UNH
UnitedHealth Gr...
|
Healthcare | 0.55% | 0.33% |
#35
31
Prev: #66
|
2.7 |
—
|
4,863 | 26.6% |
P
S
|
23,178 | $9,577,268 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PEP
PepsiCo Inc
|
Consumer Defensive | 0.54% | 0.67% |
#36
13
Prev: #23
|
2.2 |
—
|
6,553 | 10.2% |
P
S
|
70,534 | $9,494,584 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MRK
Merck & Co Inc
|
Healthcare | 0.54% | 0.52% |
#37
Prev: #37
|
2.2 |
—
|
9,877 | 15.3% |
P
S
|
74,299 | $9,491,719 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
APH
Amphenol Corp
|
Technology | 0.50% | 0.38% |
#38
18
Prev: #56
|
2.2 |
—
|
5,052 | 11.3% |
P
S
|
49,634 | $8,700,408 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VZ
Verizon Communi...
|
Communication Services | 0.48% | 0.59% |
#39
8
Prev: #31
|
2.2 |
—
|
27,706 | 15.9% |
P
S
|
201,623 | $8,486,912 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ADI
Analog Devices ...
|
Technology | 0.48% | 0.47% |
#40
4
Prev: #44
|
0.7 |
—
|
-538 | -2.4% |
P
S
|
21,489 | $8,484,992 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NFLX
Netflix Inc
|
Communication Services | 0.48% | 0.65% |
#41
17
Prev: #24
|
2.2 |
—
|
17,674 | 17.4% |
P
S
|
119,014 | $8,448,022 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMGN
Amgen Inc
|
Healthcare | 0.46% | 0.52% |
#42
3
Prev: #39
|
0.7 |
—
|
599 | 2.7% |
P
S
|
22,412 | $8,068,483 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TXN
Texas Instrumen...
|
Technology | 0.45% | 0.21% |
#43
65
Prev: #108
|
3.2 |
—
|
10,694 | 66.8% |
P
S
|
26,712 | $7,915,593 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HD
Home Depot Inc/...
|
Consumer Cyclical | 0.45% | 0.49% |
#44
3
Prev: #41
|
0.7 |
—
|
266 | 1.2% |
P
S
|
22,240 | $7,797,841 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AXP
American Expres...
|
Financial Services | 0.44% | 0.47% |
#45
1
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
22,911 | $7,704,432 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DIS
Walt Disney Co/...
|
Communication Services | 0.43% | 0.47% |
#46
3
Prev: #43
|
2.2 |
—
|
6,443 | 8.8% |
P
S
|
79,394 | $7,597,089 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TD
Toronto-Dominio...
|
Financial Services | 0.43% | 0.30% |
#47
30
Prev: #77
|
2.7 |
—
|
14,598 | 30.5% |
P
S
|
62,530 | $7,555,515 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MGA
Magna Internati...
|
Consumer Cyclical | 0.43% | 0.27% |
#48
38
Prev: #86
|
3.2 |
—
|
41,311 | 56.6% |
P
S
|
114,356 | $7,472,948 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CM
Canadian Imperi...
|
Financial Services | 0.39% | 0.38% |
#49
6
Prev: #55
|
1.2 |
—
|
no change | no change |
P
S
|
59,922 | $6,857,460 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 0.39% | 0.85% |
#50
36
Prev: #14
|
0.2 |
—
|
-24,617 | -33.1% |
P
S
|
49,688 | $6,753,709 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 571 holdings