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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MFC icon
226
Manulife Financial
MFC
$72.7B
$1.33M 0.09%
42,949
-27
-0.1% -$833
STZ icon
227
Constellation Brands
STZ
$22.9B
$1.32M 0.09%
9,908
+2,414
+32% +$384K
VRT icon
228
Vertiv
VRT
$108B
$1.32M 0.09%
8,825
+6,457
+273% +$861K
CAH icon
229
Cardinal Health
CAH
$56.3B
$1.31M 0.09%
8,437
– –
JCI icon
230
Johnson Controls International
JCI
$93.7B
$1.31M 0.09%
12,005
– –
SNOW icon
231
Snowflake
SNOW
$116B
$1.29M 0.09%
5,768
-802
-12% -$172K
MPWR icon
232
Monolithic Power Systems
MPWR
$68.9B
$1.28M 0.09%
1,405
-297
-17% -$241K
CTAS icon
233
Cintas
CTAS
$82.1B
$1.28M 0.09%
6,282
– –
HUBS icon
234
HubSpot
HUBS
$11B
$1.26M 0.09%
2,708
+709
+35% +$357K
VICI icon
235
VICI Properties
VICI
$28.6B
$1.25M 0.08%
38,575
-2,409
-6% -$79.4K
MKC icon
236
McCormick & Company Non-Voting
MKC
$14.2B
$1.24M 0.08%
18,661
– –
ROK icon
237
Rockwell Automation
ROK
$49.6B
$1.23M 0.08%
3,556
– –
GIB icon
238
CGI
GIB
$15.5B
$1.23M 0.08%
13,914
– –
HEI.A icon
239
HEICO Corp Class A
HEI.A
$37B
$1.22M 0.08%
4,832
+1,757
+57% +$439K
SBUX icon
240
Starbucks
SBUX
$122B
$1.22M 0.08%
14,510
– –
FLUT icon
241
Flutter Entertainment
FLUT
$17.2B
$1.22M 0.08%
4,822
– –
LDOS icon
242
Leidos
LDOS
$17.7B
$1.21M 0.08%
6,461
– –
TFC icon
243
Truist Financial
TFC
$63.9B
$1.17M 0.08%
25,757
+4,575
+22% +$206K
ROST icon
244
Ross Stores
ROST
$80.8B
$1.16M 0.08%
7,644
– –
USB icon
245
US Bancorp
USB
$100B
$1.16M 0.08%
24,088
-1,590
-6% -$75.2K
NET icon
246
Cloudflare
NET
$109B
$1.15M 0.08%
5,402
+341
+7% +$69.6K
RTX icon
247
RTX Corp
RTX
$302B
$1.14M 0.08%
6,877
-734
-10% -$114K
CTSH icon
248
Cognizant
CTSH
$26.4B
$1.14M 0.08%
17,091
+6,214
+57% +$449K
CHTR icon
249
Charter Communications
CHTR
$18.8B
$1.13M 0.08%
4,141
+1,347
+48% +$407K
PCAR icon
250
PACCAR
PCAR
$69.8B
$1.12M 0.08%
11,430
+49
+0.4% +$4.83K
8 9
10
11 12

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SFI
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NM
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NMC
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SLF
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VCM
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PAIM
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Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.