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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
+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
CVNA icon
351
Carvana
CVNA
$79.2B
$444K 0.03%
5,240
-13,495
-72% -$1M
CPRT icon
352
Copart
CPRT
$27.2B
$439K 0.03%
11,153
-1,154
-9% -$47.9K
AJG icon
353
Arthur J. Gallagher & Co
AJG
$65B
$430K 0.03%
1,652
– –
DD icon
354
DuPont de Nemours
DD
$19.5B
$424K 0.03%
3,497
-7,583
-68% -$853K
DOO
355
Bombardier Recreational Products
DOO
$4.79B
$422K 0.03%
5,932
+3,711
+167% +$253K
FISV
356
Fiserv Inc
FISV
$28B
$416K 0.03%
6,170
-13,208
-68% -$1.11M
EXEL icon
357
Exelixis
EXEL
$12.7B
$415K 0.03%
9,417
– –
AFRM icon
358
Affirm
AFRM
$25.7B
$407K 0.03%
5,440
– –
HUM icon
359
Humana
HUM
$44.8B
$400K 0.03%
1,554
– –
AIG icon
360
American International
AIG
$40.4B
$395K 0.03%
4,589
– –
P
361
Everpure Inc
P
$36.4B
$386K 0.03%
5,739
-3,565
-38% -$298K
RBA icon
362
RB Global
RBA
$16.6B
$381K 0.02%
+3,677
New +$374K
TFC icon
363
Truist Financial
TFC
$63.9B
$379K 0.02%
7,660
-18,097
-70% -$833K
TRMB icon
364
Trimble
TRMB
$13.5B
$369K 0.02%
4,693
– –
BSY icon
365
Bentley Systems
BSY
$11B
$369K 0.02%
9,626
– –
AZO icon
366
AutoZone
AZO
$49.7B
$361K 0.02%
106
-215
-67% -$812K
IR icon
367
Ingersoll Rand
IR
$33B
$360K 0.02%
4,521
– –
WIX icon
368
WIX.com
WIX
$2.79B
$353K 0.02%
3,383
– –
PHM icon
369
Pultegroup
PHM
$25.2B
$352K 0.02%
2,991
– –
HOLX
370
DELISTED
Hologic
HOLX
$351K 0.02%
4,693
– –
CHKP icon
371
Check Point Software Technologies
CHKP
$13.2B
$349K 0.02%
1,874
– –
DLTR icon
372
Dollar Tree
DLTR
$24.6B
$330K 0.02%
2,673
+953
+55% +$102K
WPC icon
373
W.P. Carey
WPC
$15.9B
$314K 0.02%
4,853
+3,976
+453% +$265K
HON icon
374
Honeywell
HON
$72.9B
$312K 0.02%
1,594
-97
-6% -$19K
RDDT icon
375
Reddit
RDDT
$30.1B
$305K 0.02%
1,321
– –
13 14
15
16 17

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CIP
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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 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.