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
+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
CLX icon
326
Clorox
CLX
$13.1B
$631K 0.04%
6,228
-197
-3% -$21.4K
FOXA icon
327
Fox Class A
FOXA
$26.1B
$604K 0.04%
8,227
– –
REG icon
328
Regency Centers
REG
$13.9B
$601K 0.04%
8,659
– –
HUBB icon
329
Hubbell
HUBB
$27.5B
$597K 0.04%
1,338
+9
+0.7% +$3.94K
AVY icon
330
Avery Dennison
AVY
$13.6B
$593K 0.04%
3,244
+1,593
+96% +$276K
CARR icon
331
Carrier Global
CARR
$52.4B
$593K 0.04%
11,159
-1,190
-10% -$66.2K
SUI icon
332
Sun Communities
SUI
$14.5B
$582K 0.04%
4,674
-299
-6% -$37.4K
CSGP icon
333
CoStar Group
CSGP
$12.6B
$579K 0.04%
8,565
+4,096
+92% +$290K
UTHR icon
334
United Therapeutics
UTHR
$22.1B
$574K 0.04%
1,172
-94
-7% -$43.8K
NBIX icon
335
Neurocrine Biosciences
NBIX
$16.5B
$567K 0.04%
3,981
+1,672
+72% +$242K
BF.B icon
336
Brown-Forman Class B
BF.B
$12.9B
$563K 0.04%
21,517
– –
AVB icon
337
AvalonBay Communities
AVB
$26B
$555K 0.04%
3,045
-323
-10% -$58.6K
BBY icon
338
Best Buy
BBY
$17.6B
$552K 0.04%
8,210
– –
CAE icon
339
CAE Inc. Common Shares
CAE
$8.74B
$552K 0.04%
18,052
-19,852
-52% -$557K
LMT icon
340
Lockheed Martin
LMT
$138B
$549K 0.04%
1,130
-421
-27% -$201K
MAS icon
341
Masco
MAS
$15B
$536K 0.04%
8,410
– –
MMM icon
342
3M
MMM
$94.4B
$528K 0.03%
3,284
– –
FICO icon
343
Fair Isaac
FICO
$22.4B
$476K 0.03%
280
– –
ZBRA icon
344
Zebra Technologies
ZBRA
$18.1B
$469K 0.03%
1,921
– –
Q
345
Qnity Electronics Inc
Q
$28.9B
$459K 0.03%
+5,599
New +$476K
CHD icon
346
Church & Dwight Co
CHD
$24.4B
$457K 0.03%
5,428
+4,300
+381% +$367K
ACI icon
347
Albertsons Companies
ACI
$5.95B
$456K 0.03%
+26,435
New +$471K
WTW icon
348
Willis Towers Watson
WTW
$31.8B
$449K 0.03%
1,359
– –
WBD icon
349
Warner Bros
WBD
$67.9B
$448K 0.03%
15,457
-8,645
-36% -$202K
COIN icon
350
Coinbase
COIN
$39.2B
$444K 0.03%
1,956
-143
-7% -$42.6K
12 13
14
15 16

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 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.