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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
BKE icon
251
Buckle
BKE
$2.19B
$1.09M 0.07%
21,693
-126
-0.6% -$6.53K
MFC icon
252
Manulife Financial
MFC
$72.6B
$1.08M 0.07%
31,413
-15
-0% -$540
LMT icon
253
Lockheed Martin
LMT
$134B
$1.08M 0.07%
1,782
+652
+58% +$402K
CTAS icon
254
Cintas
CTAS
$82.4B
$1.06M 0.07%
6,282
– –
ATO icon
255
Atmos Energy
ATO
$29.9B
$1.06M 0.07%
5,732
+60
+1% +$10.6K
VICI icon
256
VICI Properties
VICI
$29.4B
$1.05M 0.07%
38,575
– –
CTSH icon
257
Cognizant
CTSH
$21.5B
$1.05M 0.07%
17,156
– –
DG icon
258
Dollar General
DG
$25.9B
$1.04M 0.07%
8,795
-508
-5% -$72.4K
HEI.A icon
259
HEICO Corp Class A
HEI.A
$35.4B
$1.02M 0.07%
4,832
– –
KHC icon
260
Kraft Heinz
KHC
$30.4B
$1.02M 0.07%
45,295
-16,757
-27% -$394K
BBY icon
261
Best Buy
BBY
$18B
$1.02M 0.07%
15,861
+7,651
+93% +$502K
CMG icon
262
Chipotle Mexican Grill
CMG
$40.8B
$1.02M 0.07%
31,801
-4,800
-13% -$177K
DVN icon
263
Devon Energy
DVN
$51.9B
$1M 0.07%
19,910
– –
LDOS icon
264
Leidos
LDOS
$14.1B
$1M 0.07%
6,435
-26
-0.4% -$4.67K
JBL icon
265
Jabil
JBL
$32.8B
$1M 0.07%
3,763
-393
-9% -$99K
COR icon
266
Cencora
COR
$60.3B
$996K 0.07%
3,168
+1,102
+53% +$385K
DECK icon
267
Deckers Outdoor
DECK
$13.3B
$990K 0.07%
9,884
+310
+3% +$33.2K
FERG icon
268
Ferguson
FERG
$44.7B
$985K 0.07%
4,220
– –
CHTR icon
269
Charter Communications
CHTR
$14.7B
$980K 0.07%
4,536
+28
+0.6% +$6.07K
PNFP icon
270
Pinnacle Financial Partners Inc
PNFP
$15.5B
$977K 0.07%
+11,339
New +$1.05M
GIB icon
271
CGI
GIB
$13.9B
$977K 0.07%
13,406
– –
NXPI icon
272
NXP Semiconductors
NXPI
$68B
$952K 0.06%
4,835
– –
TWLO icon
273
Twilio
TWLO
$29.1B
$942K 0.06%
7,484
-952
-11% -$117K
NVMI
274
Nova
NVMI
$13.9B
$922K 0.06%
+2,147
New +$946K
BIIB icon
275
Biogen
BIIB
$29.9B
$906K 0.06%
4,939
– –
9 10
11
12 13

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LFS
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NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.