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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
FERG icon
276
Ferguson
FERG
$48.8B
$944K 0.06%
4,220
– –
OKTA icon
277
Okta
OKTA
$26.1B
$931K 0.06%
10,709
– –
DT icon
278
Dynatrace
DT
$14.4B
$913K 0.06%
20,963
– –
A icon
279
Agilent Technologies
A
$42.2B
$904K 0.06%
6,614
– –
TPR icon
280
Tapestry
TPR
$32.4B
$890K 0.06%
6,933
– –
OMC icon
281
Omnicom Group
OMC
$23.6B
$880K 0.06%
10,844
– –
L icon
282
Loews
L
$23.1B
$877K 0.06%
8,289
– –
BIIB icon
283
Biogen
BIIB
$30.1B
$873K 0.06%
4,939
– –
GRMN
284
Garmin
GRMN
$59.7B
$870K 0.06%
4,268
+3,913
+1,102% +$851K
PFG icon
285
Principal Financial Group
PFG
$24.2B
$864K 0.06%
9,747
+1,247
+15% +$105K
GEHC icon
286
GE HealthCare
GEHC
$32.9B
$862K 0.06%
10,458
– –
DOCU
287
DocuSign
DOCU
$11.3B
$862K 0.06%
12,534
-298
-2% -$20.6K
RMD icon
288
ResMed
RMD
$32.6B
$834K 0.05%
3,446
– –
LHX icon
289
L3Harris
LHX
$53.3B
$828K 0.05%
2,806
-118
-4% -$34.1K
LVS icon
290
Las Vegas Sands
LVS
$29.6B
$827K 0.05%
12,650
– –
YUM icon
291
Yum! Brands
YUM
$39.5B
$822K 0.05%
5,408
-792
-13% -$117K
ILMN icon
292
Illumina
ILMN
$29.1B
$821K 0.05%
6,228
– –
SYY icon
293
Sysco
SYY
$40.3B
$820K 0.05%
11,077
– –
WELL icon
294
Welltower
WELL
$163B
$819K 0.05%
4,392
– –
SSNC icon
295
SS&C Technologies
SSNC
$18.7B
$812K 0.05%
9,248
– –
FITB
296
Fifth Third Bancorp
FITB
$52.2B
$808K 0.05%
17,174
– –
CINF icon
297
Cincinnati Financial
CINF
$26.6B
$795K 0.05%
4,844
– –
LEN icon
298
Lennar Class A
LEN
$21.1B
$790K 0.05%
7,648
-609
-7% -$73.5K
AFL icon
299
Aflac
AFL
$60.7B
$782K 0.05%
7,053
+3,710
+111% +$409K
OKE icon
300
Oneok
OKE
$57.7B
$777K 0.05%
10,526
– –
10 11
12
13 14

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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
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NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
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VCM
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PAIM
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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.