We are live on ! Find out more
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
MKC icon
276
McCormick & Company Non-Voting
MKC
$13.4B
$906K 0.06%
17,945
– –
NVR icon
277
NVR
NVR
$17.2B
$903K 0.06%
137
– –
ULTA icon
278
Ulta Beauty
ULTA
$20.4B
$900K 0.06%
1,721
– –
STE icon
279
Steris
STE
$20.9B
$891K 0.06%
4,026
– –
L icon
280
Loews
L
$24.3B
$885K 0.06%
8,289
– –
PFG icon
281
Principal Financial Group
PFG
$23.6B
$879K 0.06%
9,747
– –
OMC icon
282
Omnicom Group
OMC
$22.7B
$860K 0.06%
11,419
+575
+5% +$44.6K
ENB icon
283
Enbridge
ENB
$124B
$854K 0.06%
+15,806
New +$805K
OKTA icon
284
Okta
OKTA
$24.1B
$843K 0.06%
10,709
– –
YUM icon
285
Yum! Brands
YUM
$41B
$841K 0.06%
5,408
– –
DASH icon
286
DoorDash
DASH
$75.3B
$839K 0.06%
5,583
-1,578
-22% -$292K
TW icon
287
Tradeweb Markets
TW
$21.3B
$815K 0.05%
6,921
+605
+10% +$69.2K
CNC icon
288
Centene
CNC
$31.3B
$810K 0.05%
24,715
– –
EW icon
289
Edwards Lifesciences
EW
$47.6B
$803K 0.05%
10,020
+1,511
+18% +$125K
FITB
290
Fifth Third Bancorp
FITB
$52B
$798K 0.05%
17,174
– –
O icon
291
Realty Income
O
$61.2B
$794K 0.05%
12,965
+10,261
+379% +$642K
SYY icon
292
Sysco
SYY
$39.7B
$791K 0.05%
11,077
– –
FUTU icon
293
Futu Holdings
FUTU
$13.9B
$789K 0.05%
5,765
– –
ZM icon
294
Zoom
ZM
$25.8B
$784K 0.05%
9,741
-9,731
-50% -$815K
AFL icon
295
Aflac
AFL
$63.9B
$774K 0.05%
7,053
– –
RMD icon
296
ResMed
RMD
$28.3B
$774K 0.05%
3,446
– –
RBLX icon
297
Roblox
RBLX
$34B
$773K 0.05%
13,661
– –
ILMN icon
298
Illumina
ILMN
$29.4B
$768K 0.05%
6,228
– –
DT icon
299
Dynatrace
DT
$12.1B
$765K 0.05%
20,688
-275
-1% -$10.5K
CINF icon
300
Cincinnati Financial
CINF
$28.3B
$763K 0.05%
4,844
– –
10 11
12
13 14

Similar funds

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
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.