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PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+25.69%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.75B
AUM Growth
+$263M
Cap. Flow
+$68.2M
Cap. Flow %
3.89%
Top 10 Hldgs %
33.09%
Holding
569
New
53
Increased
162
Reduced
164
Closed
73

Top Buys

Rank Stock Value
1
VRSN icon
VeriSign
VRSN
+$33.8M
2
RTX icon
RTX Corp
RTX
+$10.1M
3
FTI icon
TechnipFMC
FTI
+$4.57M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
PEG icon
Public Service Enterprise Group
PEG
+$3.76M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$12.5M
2
CSCO icon
Cisco
CSCO
+$9.25M
3
CRM icon
Salesforce
CRM
+$6.98M
4
WPM icon
Wheaton Precious Metals
WPM
+$5.28M
5
CVX icon
Chevron
CVX
+$4.57M

Sector Composition

Rank Sector Weight
1 Technology 37.59%
2 Financials 13.45%
3 Healthcare 11.17%
4 Communication Services 10.05%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.56T
$120M 6.88%
605,743
+7,589
+1% +$1.56M
AAPL icon
2
Apple
AAPL
$4.67T
$108M 6.19%
376,892
+11,537
+3% +$3.3M
MSFT icon
3
Microsoft
MSFT
$3.71T
$65.1M 3.72%
175,526
+4,799
+3% +$1.94M
AMZN icon
4
Amazon
AMZN
$2.79T
$58.3M 3.33%
245,991
+17,800
+8% +$4.47M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.14T
$50.9M 2.91%
143,346
+6,240
+5% +$2.25M
AVGO icon
6
Broadcom
AVGO
$1.7T
$43.4M 2.48%
115,497
+5
+0% +$2K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.1T
$43.2M 2.46%
122,845
+40
+0% +$14.3K
MU icon
8
Micron Technology
MU
$1.15T
$33.9M 1.93%
29,519
-1,679
-5% -$1.26M
META icon
9
Meta Platforms (Facebook)
META
$1.57T
$29.1M 1.66%
52,003
+1,186
+2% +$725K
TSLA icon
10
Tesla
TSLA
$1.4T
$27M 1.54%
64,537
+1,184
+2% +$471K
AMD icon
11
Advanced Micro Devices
AMD
$780B
$25.1M 1.43%
43,401
+236
+0.5% +$96.8K
LLY icon
12
Eli Lilly
LLY
$1.02T
$24.8M 1.41%
20,772
-27
-0.1% -$27.6K
JPM icon
13
JPMorgan Chase
JPM
$953B
$20.3M 1.16%
62,447
+1,036
+2% +$322K
JNJ icon
14
Johnson & Johnson
JNJ
$663B
$18.3M 1.04%
72,416
+2,743
+4% +$639K
LRCX icon
15
Lam Research
LRCX
$385B
$16.9M 0.97%
39,281
-8,814
-18% -$2.68M
INTC icon
16
Intel
INTC
$506B
$16.3M 0.93%
117,493
+26,610
+29% +$2.69M
V icon
17
Visa
V
$700B
$15.5M 0.88%
45,340
+1,957
+5% +$628K
ABBV icon
18
AbbVie
ABBV
$453B
$15.4M 0.88%
61,586
+5,154
+9% +$1.11M
CAT icon
19
Caterpillar
CAT
$374B
$14.7M 0.84%
13,863
-207
-1% -$182K
AMAT icon
20
Applied Materials
AMAT
$361B
$14.3M 0.82%
19,885
+17
+0.1% +$7.84K
VRSN icon
21
VeriSign
VRSN
$26.4B
$14.2M 0.81%
121,512
+121,506
+2,025,100% +$33.8M
MA icon
22
Mastercard
MA
$507B
$13.8M 0.79%
27,058
+5,417
+25% +$2.7M
BAC icon
23
Bank of America
BAC
$438B
$13M 0.74%
230,368
+52,858
+30% +$2.81M
EW icon
24
Edwards Lifesciences
EW
$51.8B
$12.6M 0.72%
22,627
+12,607
+126% +$1.06M
GE icon
25
GE Aerospace
GE
$350B
$12.2M 0.69%
32,722
-61
-0.2% -$19.1K
1
2 3 4 5

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Plato Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Plato Investment Management held 569 positions worth $1.75B, up 18% from $1.49B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $68.2M of net new capital in Q2 2026, opening 53 new positions and adding to 162 existing holdings. Its largest new stake was Public Service Enterprise Group: 47,045 shares worth $3.8M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 34% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Wheaton Precious Metals, an estimated $5.28M trimmed.

  • Plato Investment Management's largest Q2 2026 buy was Public Service Enterprise Group: 47,045 shares worth $3.8M.
  • Plato Investment Management added most to VeriSign in Q2 2026, an estimated $33.8M increase.
  • Plato Investment Management's biggest Q2 2026 reduction was Wheaton Precious Metals, cutting an estimated $5.28M.
  • Plato Investment Management fully exited Costco in Q2 2026, selling an estimated $12.5M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.75B portfolio in Q2 2026.
  • Plato Investment Management opened 53 new positions and closed 73 in Q2 2026.
  • Plato Investment Management's portfolio value rose 18% quarter-over-quarter to $1.75B.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.