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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
COIN icon
276
Coinbase
COIN
$39.2B
$898K 0.07%
2,571
-4,264
-62% -$997K
FTV icon
277
Fortive
FTV
$18.6B
$894K 0.07%
17,222
-5,626
-25% -$295K
RMD icon
278
ResMed
RMD
$31.9B
$886K 0.07%
3,446
+4
+0.1% +$954
KMX icon
279
CarMax
KMX
$8.34B
$867K 0.07%
+12,942
New +$870K
ACM icon
280
Aecom
ACM
$9.42B
$855K 0.06%
7,604
+4
+0.1% +$415
APTV icon
281
Aptiv
APTV
$10.3B
$850K 0.06%
12,509
+7
+0.1% +$433
OKE icon
282
Oneok
OKE
$56.9B
$848K 0.06%
10,431
+2,169
+26% +$181K
CTSH icon
283
Cognizant
CTSH
$26.3B
$846K 0.06%
10,877
+9,817
+926% +$752K
SYY icon
284
Sysco
SYY
$40.1B
$836K 0.06%
11,077
+10
+0.1% +$726
A icon
285
Agilent Technologies
A
$42B
$830K 0.06%
7,057
+1,819
+35% +$202K
ULTA icon
286
Ulta Beauty
ULTA
$23.6B
$802K 0.06%
1,721
– –
HEI.A icon
287
HEICO Corp Class A
HEI.A
$37B
$793K 0.06%
3,075
– –
GDDY icon
288
GoDaddy
GDDY
$11.6B
$791K 0.06%
4,409
-2,070
-32% -$371K
GPN icon
289
Global Payments
GPN
$22.8B
$789K 0.06%
9,896
+64
+0.7% +$5.07K
DHI icon
290
D.R. Horton
DHI
$41B
$777K 0.06%
6,046
+587
+11% +$72.3K
OMC icon
291
Omnicom Group
OMC
$23.2B
$772K 0.06%
10,769
-2,321
-18% -$171K
ESS icon
292
Essex Property Trust
ESS
$18.2B
$772K 0.06%
2,733
+1,060
+63% +$298K
APO icon
293
Apollo Global Management
APO
$76B
$768K 0.06%
5,436
+5,401
+15,431% +$716K
CLX icon
294
Clorox
CLX
$13B
$763K 0.06%
6,382
+1,545
+32% +$206K
SSNC icon
295
SS&C Technologies
SSNC
$18.7B
$763K 0.06%
9,248
-8,075
-47% -$635K
HPQ icon
296
HP
HPQ
$27.3B
$760K 0.06%
31,177
+147
+0.5% +$3.75K
L icon
297
Loews
L
$23.3B
$757K 0.06%
8,289
– –
PODD icon
298
Insulet
PODD
$9.91B
$737K 0.06%
2,356
+1
+0% +$289
LHX icon
299
L3Harris
LHX
$54B
$731K 0.05%
2,924
-5,494
-65% -$1.26M
CINF icon
300
Cincinnati Financial
CINF
$26.7B
$719K 0.05%
4,844
+1
+0% +$143
10 11
12
13 14

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DF
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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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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.