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Plato Investment Management Portfolio holdings
AUM
$1.75B
Turnover
22.14%
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
(+18%)
Cap. Flow
+$68.2M
Cap. Flow % of AUM
Cap. Flow %
3.89%
Top 10 Holdings %
Top 10 Hldgs %
33.09%
Holding
569
New
53
Increased
162
Reduced
164
Closed
73
Avg Time Held
1.8
years
Top 10 Avg Time Held
2.1
years
Top 20 Avg Time Held
1.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
VeriSign
VRSN
|
+$33.8M |
| 2 |
RTX Corp
RTX
|
+$10.1M |
| 3 |
TechnipFMC
FTI
|
+$4.57M |
| 4 |
Amazon
AMZN
|
+$4.47M |
| 5 |
Public Service Enterprise Group
PEG
|
+$3.76M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Costco
COST
|
+$12.5M |
| 2 |
Cisco
CSCO
|
+$9.25M |
| 3 |
Salesforce
CRM
|
+$6.98M |
| 4 |
Wheaton Precious Metals
WPM
|
+$5.28M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.09T
| $120M | 6.88% |
605,743
+7,589
| +1% | +$1.56M |
2023 Q4
10 quarters
|
|
2
Apple
AAPL
$5.07T
| $108M | 6.19% |
376,892
+11,537
| +3% | +$3.3M |
2023 Q4
10 quarters
|
|
3
Microsoft
MSFT
$3.89T
| $65.1M | 3.72% |
175,526
+4,799
| +3% | +$1.94M |
2023 Q4
10 quarters
|
|
|
4
Amazon
AMZN
$2.68T
| $58.3M | 3.33% |
245,991
+17,800
| +8% | +$4.47M |
2023 Q4
10 quarters
|
|
5
Alphabet (Google) Class A
GOOGL
$3.92T
| $50.9M | 2.91% |
143,346
+6,240
| +5% | +$2.25M |
2023 Q4
10 quarters
|
|
6
Broadcom
AVGO
$1.54T
| $43.4M | 2.48% |
115,497
+5
| +0% | +$2K |
2023 Q4
10 quarters
|
|
7
Alphabet (Google) Class C
GOOG
$3.88T
| $43.2M | 2.46% |
122,845
+40
| +0% | +$14.3K |
2023 Q4
10 quarters
|
|
8
Micron Technology
MU
$993B
| $33.9M | 1.93% |
29,519
-1,679
| -5% | -$1.26M |
2023 Q4
10 quarters
|
|
9
Meta Platforms (Facebook)
META
$1.64T
| $29.1M | 1.66% |
52,003
+1,186
| +2% | +$725K |
2023 Q4
10 quarters
|
|
10
Tesla
TSLA
$1.47T
| $27M | 1.54% |
64,537
+1,184
| +2% | +$471K |
2023 Q4
10 quarters
|
|
11
Advanced Micro Devices
AMD
$844B
| $25.1M | 1.43% |
43,401
+236
| +0.5% | +$96.8K |
2024 Q1
9 quarters
|
|
12
Eli Lilly
LLY
$1.14T
| $24.8M | 1.41% |
20,772
-27
| -0.1% | -$27.6K |
2023 Q4
10 quarters
|
|
13
JPMorgan Chase
JPM
$881B
| $20.3M | 1.16% |
62,447
+1,036
| +2% | +$322K |
2023 Q4
10 quarters
|
|
14
Johnson & Johnson
JNJ
$635B
| $18.3M | 1.04% |
72,416
+2,743
| +4% | +$639K |
2023 Q4
10 quarters
|
|
15
Lam Research
LRCX
$288B
| $16.9M | 0.97% |
39,281
-8,814
| -18% | -$2.68M |
2023 Q4
10 quarters
|
|
16
Intel
INTC
$460B
| $16.3M | 0.93% |
117,493
+26,610
| +29% | +$2.69M |
2023 Q4
10 quarters
|
|
17
Visa
V
$766B
| $15.5M | 0.88% |
45,340
+1,957
| +5% | +$628K |
2023 Q4
10 quarters
|
|
18
AbbVie
ABBV
$505B
| $15.4M | 0.88% |
61,586
+5,154
| +9% | +$1.11M |
2023 Q4
10 quarters
|
|
19
Caterpillar
CAT
$316B
| $14.7M | 0.84% |
13,863
-207
| -1% | -$182K |
2023 Q4
10 quarters
|
|
20
Applied Materials
AMAT
$299B
| $14.3M | 0.82% |
19,885
+17
| +0.1% | +$7.84K |
2023 Q4
10 quarters
|
|
|
21
VeriSign
VRSN
$27.1B
| $14.2M | 0.81% |
121,512
+121,506
| +2,025,100% | +$33.8M |
2025 Q2
4 quarters
|
|
22
Mastercard
MA
$546B
| $13.8M | 0.79% |
27,058
+5,417
| +25% | +$2.7M |
2023 Q4
10 quarters
|
|
23
Bank of America
BAC
$354B
| $13M | 0.74% |
230,368
+52,858
| +30% | +$2.81M |
2023 Q4
10 quarters
|
|
24
Edwards Lifesciences
EW
$51.3B
| $12.6M | 0.72% |
22,627
+12,607
| +126% | +$1.06M |
2023 Q4
10 quarters
|
|
25
GE Aerospace
GE
$296B
| $12.2M | 0.69% |
32,722
-61
| -0.2% | -$19.1K |
2023 Q4
10 quarters
|
|
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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.