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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
+4.36%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
-$4.11M
Cap. Flow %
-0.27%
Top 10 Hldgs %
35.33%
Holding
546
New
30
Increased
98
Reduced
168
Closed
33

Top Buys

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$2.77M
2
TRI icon
Thomson Reuters
TRI
+$2.46M
3
KGC icon
Kinross Gold
KGC
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$2.19M
2
CVX icon
Chevron
CVX
+$2.11M
3
SHOP icon
Shopify
SHOP
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WDAY icon
226
Workday
WDAY
$44.8B
$1.28M 0.08%
5,918
– –
PCAR icon
227
PACCAR
PCAR
$69.8B
$1.26M 0.08%
11,430
– –
ROST icon
228
Ross Stores
ROST
$80.8B
$1.26M 0.08%
6,939
-705
-9% -$118K
INCY icon
229
Incyte
INCY
$24.5B
$1.25M 0.08%
12,580
+3,383
+37% +$327K
GIB icon
230
CGI
GIB
$15.5B
$1.25M 0.08%
13,406
-508
-4% -$45.3K
ORLY icon
231
O'Reilly Automotive
ORLY
$74.9B
$1.24M 0.08%
13,546
-393
-3% -$38.4K
DG icon
232
Dollar General
DG
$26.5B
$1.24M 0.08%
9,303
+7,112
+325% +$793K
FTNT icon
233
Fortinet
FTNT
$119B
$1.23M 0.08%
15,401
-667
-4% -$55.3K
MKC icon
234
McCormick & Company Non-Voting
MKC
$14.2B
$1.23M 0.08%
17,945
-716
-4% -$47.6K
SBUX icon
235
Starbucks
SBUX
$122B
$1.23M 0.08%
14,510
– –
NTAP icon
236
NetApp
NTAP
$38.9B
$1.23M 0.08%
11,404
– –
HEI.A icon
237
HEICO Corp Class A
HEI.A
$37B
$1.23M 0.08%
4,832
– –
NET icon
238
Cloudflare
NET
$109B
$1.22M 0.08%
6,147
+745
+14% +$158K
TWLO icon
239
Twilio
TWLO
$39.3B
$1.21M 0.08%
8,436
-1,666
-16% -$206K
MDB icon
240
MongoDB
MDB
$35.3B
$1.2M 0.08%
2,839
+1,152
+68% +$419K
CTAS icon
241
Cintas
CTAS
$82.1B
$1.19M 0.08%
6,282
– –
GD icon
242
General Dynamics
GD
$106B
$1.19M 0.08%
3,506
+2,139
+156% +$729K
KVUE icon
243
Kenvue
KVUE
$36.6B
$1.19M 0.08%
68,363
+23,369
+52% +$382K
TPL icon
244
Texas Pacific Land
TPL
$25.2B
$1.18M 0.08%
4,089
-1,293
-24% -$395K
BKE icon
245
Buckle
BKE
$2.37B
$1.17M 0.08%
+21,819
New +$1.22M
LDOS icon
246
Leidos
LDOS
$17.7B
$1.17M 0.08%
6,461
– –
EBAY icon
247
eBay
EBAY
$47.2B
$1.17M 0.08%
13,355
-2,743
-17% -$237K
MFC icon
248
Manulife Financial
MFC
$72.7B
$1.15M 0.08%
31,428
-11,521
-27% -$391K
ORI icon
249
Old Republic International
ORI
$10.2B
$1.14M 0.07%
+24,958
New +$1.08M
EA
250
DELISTED
Electronic Arts
EA
$1.14M 0.07%
5,557
-2,173
-28% -$439K
8 9
10
11 12

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NMC
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Plato Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Plato Investment Management held 546 positions worth $1.53B, up 3.7% from $1.48B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management's Q4 2025 filing shows 30 new, 98 increased, 168 reduced and 33 closed positions. Its largest new stake was Comfort Systems: 2,180 shares worth $2.04M. The largest sale was Applied Materials, an estimated $2.19M.

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

  • Plato Investment Management's largest Q4 2025 buy was Comfort Systems: 2,180 shares worth $2.04M.
  • Plato Investment Management added most to Royal Bank of Canada in Q4 2025, an estimated $2.77M increase.
  • Plato Investment Management's biggest Q4 2025 reduction was Applied Materials, cutting an estimated $2.19M.
  • Plato Investment Management fully exited Millicom in Q4 2025, selling an estimated $875K.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.53B portfolio in Q4 2025.
  • Plato Investment Management opened 30 new positions and closed 33 in Q4 2025.
  • Plato Investment Management's portfolio value rose 3.7% quarter-over-quarter to $1.53B.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.