We are live on ! Find out more
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
BR icon
351
Broadridge
BR
$17.2B
$468K 0.03%
2,879
– –
CW icon
352
Curtiss-Wright
CW
$27.7B
$465K 0.03%
+683
New +$454K
CRDO icon
353
Credo Technology Group
CRDO
$39.7B
$447K 0.03%
4,758
– –
HON icon
354
Honeywell
HON
$77.1B
$446K 0.03%
1,971
+377
+24% +$86.1K
FICO icon
355
Fair Isaac
FICO
$28.7B
$442K 0.03%
414
+134
+48% +$184K
GLW icon
356
Corning
GLW
$126B
$439K 0.03%
+3,227
New +$389K
SNDK
357
Sandisk
SNDK
$213B
$431K 0.03%
+678
New +$383K
WBD icon
358
Warner Bros
WBD
$64.6B
$425K 0.03%
15,457
– –
SUNB
359
Sunbelt Rentals Holdings
SUNB
$31B
$424K 0.03%
+6,768
New +$475K
CHD icon
360
Church & Dwight Co
CHD
$23.1B
$420K 0.03%
4,496
-932
-17% -$89.6K
MMM icon
361
3M
MMM
$89B
$419K 0.03%
2,882
-402
-12% -$64K
ZBRA icon
362
Zebra Technologies
ZBRA
$12.4B
$406K 0.03%
1,940
+19
+1% +$4.46K
SE icon
363
Sea Limited
SE
$61.2B
$404K 0.03%
4,878
-5,910
-55% -$633K
IR icon
364
Ingersoll Rand
IR
$33B
$362K 0.02%
4,521
– –
CBOE icon
365
Cboe Global Markets
CBOE
$29.8B
$360K 0.02%
1,279
+1,030
+414% +$287K
DSGX icon
366
Descartes Systems
DSGX
$5.84B
$359K 0.02%
+5,025
New +$371K
AZO icon
367
AutoZone
AZO
$48.3B
$358K 0.02%
106
– –
AJG icon
368
Arthur J. Gallagher & Co
AJG
$63.7B
$358K 0.02%
1,652
– –
OKE icon
369
Oneok
OKE
$58.7B
$356K 0.02%
3,931
-6,595
-63% -$543K
FTAI icon
370
FTAI Aviation
FTAI
$22.2B
$355K 0.02%
+1,447
New +$383K
HOLX
371
DELISTED
Hologic
HOLX
$353K 0.02%
4,668
-25
-0.5% -$1.88K
PHM icon
372
Pultegroup
PHM
$24.5B
$352K 0.02%
2,991
– –
RBA icon
373
RB Global
RBA
$20.8B
$352K 0.02%
3,677
– –
CSGP icon
374
CoStar Group
CSGP
$11.3B
$346K 0.02%
8,565
– –
CCEP icon
375
Coca-Cola Europacific Partners
CCEP
$46.5B
$340K 0.02%
3,753
+3,714
+9,523% +$357K
13 14
15
16 17

Similar funds

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.