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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
A icon
301
Agilent Technologies
A
$39.1B
$754K 0.05%
6,614
– –
CCI icon
302
Crown Castle
CCI
$32.7B
$748K 0.05%
9,189
-12,847
-58% -$1.11M
GEHC icon
303
GE HealthCare
GEHC
$27.6B
$745K 0.05%
10,458
– –
MDB icon
304
MongoDB
MDB
$24B
$743K 0.05%
3,035
+196
+7% +$65.6K
GIS icon
305
General Mills
GIS
$19.2B
$742K 0.05%
19,913
-18,194
-48% -$790K
GPN icon
306
Global Payments
GPN
$22.1B
$738K 0.05%
10,952
+1,056
+11% +$77.9K
BABA icon
307
Alibaba
BABA
$269B
$734K 0.05%
5,851
+864
+17% +$130K
DXCM icon
308
DexCom
DXCM
$27.6B
$734K 0.05%
11,681
-2,683
-19% -$187K
TEAM icon
309
Atlassian
TEAM
$22B
$720K 0.05%
10,542
-791
-7% -$78K
FFIV icon
310
F5
FFIV
$22.1B
$714K 0.05%
+2,466
New +$684K
NDAQ icon
311
Nasdaq
NDAQ
$51.5B
$705K 0.05%
8,299
+8,245
+15,269% +$739K
WTW icon
312
Willis Towers Watson
WTW
$27.9B
$695K 0.05%
2,391
+1,032
+76% +$317K
UTHR icon
313
United Therapeutics
UTHR
$26.3B
$695K 0.05%
1,172
– –
WDAY icon
314
Workday
WDAY
$33.4B
$692K 0.05%
5,320
-598
-10% -$94.9K
LVS icon
315
Las Vegas Sands
LVS
$30.5B
$682K 0.05%
12,650
– –
WSM icon
316
Williams-Sonoma
WSM
$26.7B
$670K 0.05%
3,674
– –
WAT icon
317
Waters Corp
WAT
$36.8B
$670K 0.05%
2,248
+1,553
+223% +$531K
SLF icon
318
Sun Life Financial
SLF
$45.6B
$669K 0.05%
+10,716
New +$685K
RJF icon
319
Raymond James Financial
RJF
$32.5B
$660K 0.04%
4,559
– –
EL icon
320
Estee Lauder
EL
$29B
$660K 0.04%
9,194
– –
GEN icon
321
Gen Digital
GEN
$15.6B
$657K 0.04%
34,883
– –
HUBB icon
322
Hubbell
HUBB
$25.7B
$657K 0.04%
1,338
– –
VLO icon
323
Valero Energy
VLO
$89.8B
$656K 0.04%
2,653
-1,715
-39% -$354K
REG icon
324
Regency Centers
REG
$15B
$656K 0.04%
8,659
– –
CLX icon
325
Clorox
CLX
$11.6B
$646K 0.04%
6,228
– –
11 12
13
14 15

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RIM
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FAT
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OA
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AIA
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SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
MCM
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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.