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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEN icon
226
Lennar Class A
LEN
$20.6B
$1.23M 0.09%
11,164
+6,710
+151% +$727K
CVNA icon
227
Carvana
CVNA
$81.5B
$1.22M 0.09%
18,200
-1,635
-8% -$89.7K
STZ icon
228
Constellation Brands
STZ
$22.8B
$1.21M 0.09%
7,494
+4
+0.1% +$717
ORLY icon
229
O'Reilly Automotive
ORLY
$74.6B
$1.21M 0.09%
13,485
– –
NTAP icon
230
NetApp
NTAP
$39B
$1.21M 0.09%
11,404
+5
+0% +$474
EBAY icon
231
eBay
EBAY
$47.9B
$1.19M 0.09%
16,098
+3
+0% +$213
AZO icon
232
AutoZone
AZO
$50.1B
$1.19M 0.09%
321
– –
ROK icon
233
Rockwell Automation
ROK
$48.3B
$1.18M 0.09%
3,556
+3,550
+59,167% +$1.01M
SUI icon
234
Sun Communities
SUI
$14.4B
$1.17M 0.09%
+9,315
New +$1.16M
DB icon
235
Deutsche Bank
DB
$71.9B
$1.16M 0.09%
40,000
+1,230
+3% +$32.5K
USB icon
236
US Bancorp
USB
$100B
$1.16M 0.09%
25,678
+22
+0.1% +$925
DT icon
237
Dynatrace
DT
$14.6B
$1.15M 0.09%
20,963
+15,600
+291% +$781K
FNV icon
238
Franco-Nevada
FNV
$46.5B
$1.15M 0.09%
7,034
– –
CHTR icon
239
Charter Communications
CHTR
$18.3B
$1.14M 0.09%
2,794
+241
+9% +$92.2K
CNC icon
240
Centene
CNC
$32.9B
$1.13M 0.09%
20,928
+11
+0.1% +$645
TPL icon
241
Texas Pacific Land
TPL
$24.2B
$1.12M 0.08%
3,198
-969
-23% -$396K
EL icon
242
Estee Lauder
EL
$31.5B
$1.11M 0.08%
13,827
+8,462
+158% +$544K
HUBS icon
243
HubSpot
HUBS
$10.8B
$1.11M 0.08%
1,999
+1,427
+249% +$836K
RTX icon
244
RTX Corp
RTX
$302B
$1.11M 0.08%
7,611
-351
-4% -$46.8K
CAE icon
245
CAE Inc. Common Shares
CAE
$8.64B
$1.1M 0.08%
37,762
+16
+0% +$403
PCAR icon
246
PACCAR
PCAR
$69.1B
$1.08M 0.08%
11,381
-6,636
-37% -$613K
OKTA icon
247
Okta
OKTA
$26.2B
$1.07M 0.08%
10,709
-18
-0.2% -$1.92K
DELL icon
248
Dell
DELL
$296B
$1.06M 0.08%
8,660
-1,536
-15% -$157K
NXPI icon
249
NXP Semiconductors
NXPI
$58.9B
$1.06M 0.08%
4,851
-143
-3% -$27.9K
GWW icon
250
W.W. Grainger
GWW
$61.1B
$1.05M 0.08%
1,011
+1
+0.1% +$1.04K
8 9
10
11 12

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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
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SLF
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VCM
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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.