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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
LITE icon
226
Lumentum
LITE
$59.4B
$1.33M 0.09%
+1,889
New +$1.04M
CLS icon
227
Celestica
CLS
$35.1B
$1.33M 0.09%
4,711
-4,427
-48% -$1.28M
CEG icon
228
Constellation Energy
CEG
$98B
$1.32M 0.09%
4,729
+14
+0.3% +$4.25K
ACM icon
229
Aecom
ACM
$9.07B
$1.31M 0.09%
15,481
+7,877
+104% +$747K
SBUX icon
230
Starbucks
SBUX
$118B
$1.3M 0.09%
14,510
– –
ROK icon
231
Rockwell Automation
ROK
$51.4B
$1.28M 0.09%
3,556
– –
HAL icon
232
Halliburton
HAL
$27.9B
$1.27M 0.09%
32,533
+25,170
+342% +$871K
NET icon
233
Cloudflare
NET
$93B
$1.27M 0.09%
6,147
– –
ORLY icon
234
O'Reilly Automotive
ORLY
$72.4B
$1.25M 0.08%
13,546
– –
SBAC icon
235
SBA Communications
SBAC
$18.4B
$1.25M 0.08%
7,256
– –
KR icon
236
Kroger
KR
$34.8B
$1.25M 0.08%
17,225
+877
+5% +$59.3K
PCAR icon
237
PACCAR
PCAR
$69.6B
$1.23M 0.08%
10,621
-809
-7% -$97.8K
APO icon
238
Apollo Global Management
APO
$70.7B
$1.23M 0.08%
10,994
+74
+0.7% +$9.17K
EBAY icon
239
eBay
EBAY
$48.6B
$1.22M 0.08%
13,398
+43
+0.3% +$3.86K
XYL icon
240
Xylem
XYL
$28.5B
$1.21M 0.08%
10,122
– –
GD icon
241
General Dynamics
GD
$105B
$1.2M 0.08%
3,506
– –
GWW icon
242
W.W. Grainger
GWW
$65.3B
$1.18M 0.08%
1,083
+72
+7% +$78.7K
KVUE icon
243
Kenvue
KVUE
$37B
$1.18M 0.08%
68,363
– –
CCJ icon
244
Cameco
CCJ
$38.3B
$1.18M 0.08%
10,881
-3,435
-24% -$393K
NTAP icon
245
NetApp
NTAP
$32.9B
$1.17M 0.08%
11,404
– –
ROP icon
246
Roper Technologies
ROP
$36.3B
$1.16M 0.08%
3,270
-3,209
-50% -$1.18M
APTV icon
247
Aptiv
APTV
$12B
$1.15M 0.08%
16,566
+3,980
+32% +$307K
VEEV icon
248
Veeva Systems
VEEV
$30.3B
$1.14M 0.08%
6,502
-63
-1% -$12.4K
EA icon
249
Electronic Arts
EA
$52.4B
$1.13M 0.08%
5,538
-19
-0.3% -$3.83K
RS icon
250
Reliance Steel & Aluminium
RS
$20.8B
$1.12M 0.08%
3,683
-1,582
-30% -$503K
8 9
10
11 12

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NAM
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RIM
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FAT
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OA
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AIA
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SB
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MCM
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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.