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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ROKU icon
351
Roku
ROKU
$22.4B
$457K 0.03%
5,218
-4,445
-46% -$311K
CCI icon
352
Crown Castle
CCI
$31.4B
$451K 0.03%
4,405
-9,601
-69% -$972K
PFG icon
353
Principal Financial Group
PFG
$24.3B
$449K 0.03%
5,668
+3
+0.1% +$230
RDDT icon
354
Reddit
RDDT
$30.3B
$446K 0.03%
2,970
+1,621
+120% +$184K
MCHP icon
355
Microchip Technology
MCHP
$44B
$437K 0.03%
6,227
+1,667
+37% +$91.6K
WTW icon
356
Willis Towers Watson
WTW
$32B
$415K 0.03%
1,359
-2,122
-61% -$658K
CHKP icon
357
Check Point Software Technologies
CHKP
$13.1B
$413K 0.03%
1,874
-4,115
-69% -$905K
NTNX icon
358
Nutanix
NTNX
$17.4B
$410K 0.03%
5,377
– –
FWONK icon
359
Liberty Media Series C
FWONK
$25.8B
$407K 0.03%
3,908
– –
MANH icon
360
Manhattan Associates
MANH
$11.4B
$404K 0.03%
2,054
-869
-30% -$158K
SWK icon
361
Stanley Black & Decker
SWK
$15.8B
$400K 0.03%
+5,932
New +$383K
XYZ
362
Block Inc
XYZ
$47.4B
$392K 0.03%
5,789
-11,461
-66% -$667K
AIG icon
363
American International
AIG
$40.6B
$391K 0.03%
4,589
+5
+0.1% +$416
HOOD icon
364
Robinhood
HOOD
$84B
$389K 0.03%
4,167
-2,840
-41% -$168K
DVA icon
365
DaVita
DVA
$11.5B
$387K 0.03%
2,729
– –
BBY icon
366
Best Buy
BBY
$17.7B
$384K 0.03%
5,739
-2,582
-31% -$175K
HUM icon
367
Humana
HUM
$45B
$379K 0.03%
1,554
– –
IR icon
368
Ingersoll Rand
IR
$33B
$375K 0.03%
4,521
– –
HST icon
369
Host Hotels & Resorts
HST
$15.4B
$373K 0.03%
24,391
– –
HON icon
370
Honeywell
HON
$73.5B
$370K 0.03%
1,691
+8
+0.5% +$1.62K
OVV icon
371
Ovintiv
OVV
$17.6B
$367K 0.03%
9,676
+2
+0% +$73
CSGP icon
372
CoStar Group
CSGP
$12.7B
$358K 0.03%
4,469
-3,004
-40% -$234K
TRMB icon
373
Trimble
TRMB
$13.4B
$355K 0.03%
4,693
+1
+0% +$67
MDB icon
374
MongoDB
MDB
$34.7B
$353K 0.03%
+1,687
New +$312K
AFL icon
375
Aflac
AFL
$61B
$351K 0.03%
3,343
+5
+0.1% +$525
13 14
15
16 17

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.