We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.75B
1-Year Est. Return 41.21%
This Fund
S&P 500
This Quarter Est. Return
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
301
Lockheed Martin
LMT
$138B
$768K 0.05%
1,551
+358
+30% +$162K
IOT icon
302
Samsara
IOT
$23.5B
$764K 0.05%
20,662
+5,366
+35% +$199K
OKE icon
303
Oneok
OKE
$57.7B
$762K 0.05%
10,526
+95
+0.9% +$7.28K
CINF icon
304
Cincinnati Financial
CINF
$26.6B
$760K 0.05%
4,844
– –
FITB
305
Fifth Third Bancorp
FITB
$52.2B
$759K 0.05%
17,174
– –
CARR icon
306
Carrier Global
CARR
$52.4B
$732K 0.05%
12,349
– –
ESS icon
307
Essex Property Trust
ESS
$18.2B
$726K 0.05%
2,733
– –
KVUE icon
308
Kenvue
KVUE
$36.6B
$725K 0.05%
44,994
– –
PODD icon
309
Insulet
PODD
$10B
$722K 0.05%
2,356
– –
GDDY icon
310
GoDaddy
GDDY
$11.5B
$715K 0.05%
5,265
+856
+19% +$132K
DDOG icon
311
Datadog
DDOG
$88.6B
$706K 0.05%
4,997
– –
COIN icon
312
Coinbase
COIN
$39.2B
$703K 0.05%
2,099
-472
-18% -$160K
PFG icon
313
Principal Financial Group
PFG
$24.2B
$699K 0.05%
8,500
+2,832
+50% +$226K
TW icon
314
Tradeweb Markets
TW
$22B
$696K 0.05%
6,316
– –
BIIB icon
315
Biogen
BIIB
$30.1B
$687K 0.05%
4,939
– –
BR icon
316
Broadridge
BR
$19.5B
$680K 0.05%
2,879
– –
LVS icon
317
Las Vegas Sands
LVS
$29.6B
$675K 0.05%
+12,650
New +$665K
ALGN icon
318
Align Technology
ALGN
$12.3B
$666K 0.05%
5,357
– –
WST icon
319
West Pharmaceutical
WST
$24.7B
$660K 0.04%
+2,535
New +$616K
AVB icon
320
AvalonBay Communities
AVB
$26B
$646K 0.04%
3,368
– –
COR icon
321
Cencora
COR
$63.7B
$641K 0.04%
2,066
– –
SUI icon
322
Sun Communities
SUI
$14.5B
$637K 0.04%
4,973
-4,342
-47% -$549K
REG icon
323
Regency Centers
REG
$13.9B
$626K 0.04%
8,659
– –
BAH icon
324
Booz Allen Hamilton
BAH
$9.45B
$626K 0.04%
6,308
+5,185
+462% +$554K
VLO icon
325
Valero Energy
VLO
$93.3B
$624K 0.04%
3,692
– –
11 12
13
14 15

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.