We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
-2.32%
1 Year Est. Return
+28.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.49B
AUM Growth
-$41.2M
Cap. Flow
+$48.3M
Cap. Flow %
3.25%
Top 10 Hldgs %
32.92%
Holding
554
New
41
Increased
178
Reduced
118
Closed
38

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$6.12M
2
LLY icon
Eli Lilly
LLY
+$2.71M
3
STX icon
Seagate
STX
+$2.44M
4
GEV icon
GE Vernova
GEV
+$2.16M
5
F icon
Ford
F
+$2.14M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$3.49M
2
LOGI icon
Logitech
LOGI
+$1.93M
3
WPM icon
Wheaton Precious Metals
WPM
+$1.89M
4
PFE icon
Pfizer
PFE
+$1.82M
5
TRI icon
Thomson Reuters
TRI
+$1.61M

Sector Composition

Rank Sector Weight
1 Technology 34.04%
2 Financials 13.47%
3 Healthcare 11.21%
4 Communication Services 10.38%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$104M 7.01%
598,154
+10,718
+2% +$1.97M
AAPL icon
2
Apple
AAPL
$4.82T
$92.8M 6.23%
365,355
+6,630
+2% +$1.73M
MSFT icon
3
Microsoft
MSFT
$2.97T
$63.2M 4.25%
170,727
+3,727
+2% +$1.56M
AMZN icon
4
Amazon
AMZN
$2.66T
$47.6M 3.19%
228,191
+7,499
+3% +$1.65M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.26T
$39.4M 2.65%
137,106
+3,852
+3% +$1.21M
AVGO icon
6
Broadcom
AVGO
$1.83T
$35.8M 2.4%
115,492
+5,875
+5% +$1.93M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.25T
$35.2M 2.37%
122,805
+1,170
+1% +$368K
META icon
8
Meta Platforms (Facebook)
META
$1.64T
$29.1M 1.95%
50,817
+94
+0.2% +$60.2K
TSLA icon
9
Tesla
TSLA
$1.42T
$23.6M 1.58%
63,353
+84
+0.1% +$34.6K
LLY icon
10
Eli Lilly
LLY
$1.04T
$19.1M 1.29%
20,799
+2,674
+15% +$2.71M
JPM icon
11
JPMorgan Chase
JPM
$915B
$18.1M 1.21%
61,411
+1,101
+2% +$334K
JNJ icon
12
Johnson & Johnson
JNJ
$602B
$17M 1.14%
69,673
+1,856
+3% +$432K
V icon
13
Visa
V
$679B
$13.1M 0.88%
43,383
+1,172
+3% +$377K
XOM icon
14
ExxonMobil
XOM
$627B
$12.6M 0.85%
74,305
+604
+0.8% +$88.1K
COST icon
15
Costco
COST
$412B
$12.5M 0.84%
12,533
+246
+2% +$240K
ABBV icon
16
AbbVie
ABBV
$452B
$12.3M 0.82%
56,432
+5,811
+11% +$1.29M
WMT icon
17
Walmart Inc
WMT
$880B
$12.2M 0.82%
97,998
– –
MA icon
18
Mastercard
MA
$476B
$10.8M 0.73%
21,641
+779
+4% +$410K
KO icon
19
Coca-Cola
KO
$353B
$10.6M 0.71%
139,650
-12,656
-8% -$957K
MU icon
20
Micron Technology
MU
$1.09T
$10.5M 0.71%
31,198
+3,181
+11% +$1.25M
LRCX icon
21
Lam Research
LRCX
$403B
$10.3M 0.69%
48,095
-6,202
-11% -$1.39M
CAT icon
22
Caterpillar
CAT
$409B
$9.97M 0.67%
14,070
+271
+2% +$188K
PEP icon
23
PepsiCo
PEP
$184B
$9.94M 0.67%
63,981
+1,595
+3% +$249K
NFLX icon
24
Netflix
NFLX
$283B
$9.75M 0.65%
101,340
+1,335
+1% +$118K
PG icon
25
Procter & Gamble
PG
$345B
$9.67M 0.65%
66,927
+2,949
+5% +$447K
1
2 3 4 5

Similar funds

UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return

Plato Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Plato Investment Management held 554 positions worth $1.49B, down 2.7% from $1.53B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $48.3M of net new capital in Q1 2026, opening 41 new positions and adding to 178 existing holdings. Its largest new stake was AstraZeneca: 31,725 shares worth $6.15M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 36% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Kinross Gold, an estimated $3.49M trimmed.

  • Plato Investment Management's largest Q1 2026 buy was AstraZeneca: 31,725 shares worth $6.15M.
  • Plato Investment Management added most to Eli Lilly in Q1 2026, an estimated $2.71M increase.
  • Plato Investment Management's biggest Q1 2026 reduction was Kinross Gold, cutting an estimated $3.49M.
  • Plato Investment Management fully exited Old Republic International in Q1 2026, selling an estimated $1.14M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.49B portfolio in Q1 2026.
  • Plato Investment Management opened 41 new positions and closed 38 in Q1 2026.
  • Plato Investment Management's portfolio value fell 2.7% quarter-over-quarter to $1.49B.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.