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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
GPN icon
301
Global Payments
GPN
$22.7B
$770K 0.05%
9,896
– –
TER icon
302
Teradyne
TER
$59.3B
$767K 0.05%
+3,942
New +$676K
GDDY icon
303
GoDaddy
GDDY
$11.5B
$763K 0.05%
6,122
+857
+16% +$111K
MNDY icon
304
monday.com
MNDY
$3.7B
$762K 0.05%
5,142
+2,883
+128% +$486K
RJF icon
305
Raymond James Financial
RJF
$34.6B
$736K 0.05%
4,559
– –
BABA icon
306
Alibaba
BABA
$306B
$735K 0.05%
4,987
-641
-11% -$104K
DVN icon
307
Devon Energy
DVN
$49.9B
$733K 0.05%
+19,910
New +$695K
EW icon
308
Edwards Lifesciences
EW
$54B
$729K 0.05%
8,509
+4,084
+92% +$335K
ACM icon
309
Aecom
ACM
$8.62B
$728K 0.05%
7,604
– –
VLO icon
310
Valero Energy
VLO
$93.3B
$715K 0.05%
4,368
+676
+18% +$115K
IOT icon
311
Samsara
IOT
$23.5B
$709K 0.05%
19,896
-766
-4% -$29.6K
COR icon
312
Cencora
COR
$63.7B
$701K 0.05%
2,066
– –
WST icon
313
West Pharmaceutical
WST
$24.7B
$701K 0.05%
2,535
– –
DELL icon
314
Dell
DELL
$285B
$700K 0.05%
5,530
– –
HPQ icon
315
HP
HPQ
$26.6B
$698K 0.05%
31,177
– –
CRDO icon
316
Credo Technology Group
CRDO
$46.2B
$688K 0.05%
+4,758
New +$732K
SNOW icon
317
Snowflake
SNOW
$116B
$683K 0.04%
3,100
-2,668
-46% -$651K
TW icon
318
Tradeweb Markets
TW
$22B
$683K 0.04%
6,316
– –
AXON
319
Axon Enterprise
AXON
$51.7B
$682K 0.04%
1,195
– –
PODD icon
320
Insulet
PODD
$10B
$673K 0.04%
2,356
– –
WSM icon
321
Williams-Sonoma
WSM
$29.5B
$659K 0.04%
3,674
-480
-12% -$89.9K
ESS icon
322
Essex Property Trust
ESS
$18.2B
$651K 0.04%
2,475
-258
-9% -$66.8K
BR icon
323
Broadridge
BR
$19.5B
$646K 0.04%
2,879
– –
RF icon
324
Regions Financial
RF
$26.9B
$644K 0.04%
23,648
– –
PINS icon
325
Pinterest
PINS
$13.4B
$640K 0.04%
24,600
– –
11 12
13
14 15

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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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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.