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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
+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
RF icon
326
Regions Financial
RF
$26.9B
$619K 0.04%
23,648
+23,590
+40,672% +$613K
BBY icon
327
Best Buy
BBY
$17.6B
$616K 0.04%
8,210
+2,471
+43% +$177K
IT icon
328
Gartner
IT
$11.8B
$597K 0.04%
2,288
– –
WIX icon
329
WIX.com
WIX
$2.79B
$596K 0.04%
3,383
-25
-0.7% -$3.76K
MAS icon
330
Masco
MAS
$15B
$587K 0.04%
8,410
– –
ILMN icon
331
Illumina
ILMN
$29.1B
$587K 0.04%
6,228
-4,498
-42% -$446K
BF.B icon
332
Brown-Forman Class B
BF.B
$12.9B
$578K 0.04%
21,517
+12,090
+128% +$350K
HUBB icon
333
Hubbell
HUBB
$27.5B
$568K 0.04%
1,329
– –
ZBRA icon
334
Zebra Technologies
ZBRA
$18.1B
$566K 0.04%
1,921
– –
CPRT icon
335
Copart
CPRT
$27.2B
$549K 0.04%
12,307
– –
LULU icon
336
lululemon athletica
LULU
$14.3B
$535K 0.04%
3,030
-888
-23% -$178K
UTHR icon
337
United Therapeutics
UTHR
$22.1B
$527K 0.04%
1,266
-520
-29% -$175K
CNC icon
338
Centene
CNC
$32.1B
$527K 0.04%
14,871
-6,057
-29% -$183K
MDB icon
339
MongoDB
MDB
$35.3B
$520K 0.04%
1,687
– –
FOXA icon
340
Fox Class A
FOXA
$26.1B
$515K 0.03%
8,227
– –
AJG icon
341
Arthur J. Gallagher & Co
AJG
$65B
$508K 0.03%
1,652
– –
MMM icon
342
3M
MMM
$94.4B
$506K 0.03%
3,284
– –
TAP icon
343
Molson Coors Class B
TAP
$7.83B
$496K 0.03%
11,052
– –
BSY icon
344
Bentley Systems
BSY
$11B
$492K 0.03%
9,626
– –
JLL icon
345
Jones Lang LaSalle
JLL
$16.7B
$481K 0.03%
1,625
-705
-30% -$201K
WBD icon
346
Warner Bros
WBD
$67.9B
$467K 0.03%
24,102
-26,947
-53% -$367K
WTW icon
347
Willis Towers Watson
WTW
$31.8B
$466K 0.03%
1,359
– –
GD icon
348
General Dynamics
GD
$106B
$463K 0.03%
1,367
+1,297
+1,853% +$409K
TPC
349
Tutor Perini Cor
TPC
$5.13B
$453K 0.03%
6,966
+6,848
+5,803% +$381K
RVTY icon
350
Revvity
RVTY
$12.9B
$452K 0.03%
5,191
– –
12 13
14
15 16

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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 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.