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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
WST icon
326
West Pharmaceutical
WST
$23.1B
$636K 0.04%
2,535
– –
AIG icon
327
American International
AIG
$41.9B
$634K 0.04%
8,421
+3,832
+84% +$293K
HUBS icon
328
HubSpot
HUBS
$10.5B
$632K 0.04%
2,587
– –
IOT icon
329
Samsara
IOT
$19.3B
$631K 0.04%
19,896
– –
CARR icon
330
Carrier Global
CARR
$57.2B
$629K 0.04%
11,159
– –
SSNC icon
331
SS&C Technologies
SSNC
$17.8B
$625K 0.04%
9,248
– –
RF icon
332
Regions Financial
RF
$26.3B
$618K 0.04%
23,648
– –
WIX icon
333
WIX.com
WIX
$2.15B
$618K 0.04%
6,855
+3,472
+103% +$290K
DDOG icon
334
Datadog
DDOG
$87.9B
$604K 0.04%
5,113
-5,875
-53% -$725K
ESS icon
335
Essex Property Trust
ESS
$18.9B
$599K 0.04%
2,475
– –
HPQ icon
336
HP
HPQ
$23.5B
$599K 0.04%
31,177
– –
DAN icon
337
Dana Inc
DAN
$2.91B
$597K 0.04%
17,730
+13,308
+301% +$416K
DOCU
338
DocuSign
DOCU
$9.63B
$595K 0.04%
12,534
– –
SUI icon
339
Sun Communities
SUI
$15B
$589K 0.04%
4,674
– –
AVY icon
340
Avery Dennison
AVY
$12.3B
$561K 0.04%
3,244
– –
TEVA icon
341
Teva Pharmaceuticals
TEVA
$35.9B
$535K 0.04%
17,768
+14,879
+515% +$479K
NEM icon
342
Newmont
NEM
$98.2B
$533K 0.04%
4,919
+2,721
+124% +$314K
NBIX icon
343
Neurocrine Biosciences
NBIX
$17.7B
$525K 0.04%
3,981
– –
MAS icon
344
Masco
MAS
$16B
$508K 0.03%
8,410
– –
AXON
345
Axon Enterprise
AXON
$40.5B
$508K 0.03%
1,195
– –
VTR icon
346
Ventas
VTR
$48.9B
$498K 0.03%
6,091
+4,221
+226% +$346K
PODD icon
347
Insulet
PODD
$11.3B
$495K 0.03%
2,356
– –
AVB icon
348
AvalonBay Communities
AVB
$27.1B
$491K 0.03%
3,004
-41
-1% -$7.16K
FOXA icon
349
Fox Class A
FOXA
$23.2B
$481K 0.03%
8,227
– –
XYZ
350
Block Inc
XYZ
$45.9B
$472K 0.03%
7,835
+4,733
+153% +$288K
12 13
14
15 16

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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
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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.