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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
-2.32%
1 Year Est. Return
+41.21%
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
$19.5B
$468K 0.03%
2,879
– –
CW icon
352
Curtiss-Wright
CW
$26.1B
$465K 0.03%
+683
New +$454K
CRDO icon
353
Credo Technology Group
CRDO
$46.2B
$447K 0.03%
4,758
– –
HON icon
354
Honeywell
HON
$72.9B
$446K 0.03%
1,971
+377
+24% +$86.1K
FICO icon
355
Fair Isaac
FICO
$22.4B
$442K 0.03%
414
+134
+48% +$184K
GLW icon
356
Corning
GLW
$137B
$439K 0.03%
+3,227
New +$389K
SNDK
357
Sandisk
SNDK
$186B
$431K 0.03%
+678
New +$383K
WBD icon
358
Warner Bros
WBD
$67.9B
$425K 0.03%
15,457
– –
SUNB
359
Sunbelt Rentals Holdings
SUNB
$33B
$424K 0.03%
+6,768
New +$475K
CHD icon
360
Church & Dwight Co
CHD
$24.4B
$420K 0.03%
4,496
-932
-17% -$89.6K
MMM icon
361
3M
MMM
$94.4B
$419K 0.03%
2,882
-402
-12% -$64K
ZBRA icon
362
Zebra Technologies
ZBRA
$18.1B
$406K 0.03%
1,940
+19
+1% +$4.46K
SE icon
363
Sea Limited
SE
$80.5B
$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
$29.5B
$360K 0.02%
1,279
+1,030
+414% +$287K
DSGX icon
366
Descartes Systems
DSGX
$6.78B
$359K 0.02%
+5,025
New +$371K
AZO icon
367
AutoZone
AZO
$49.7B
$358K 0.02%
106
– –
AJG icon
368
Arthur J. Gallagher & Co
AJG
$65B
$358K 0.02%
1,652
– –
OKE icon
369
Oneok
OKE
$57.7B
$356K 0.02%
3,931
-6,595
-63% -$543K
FTAI icon
370
FTAI Aviation
FTAI
$23.2B
$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
$25.2B
$352K 0.02%
2,991
– –
RBA icon
373
RB Global
RBA
$16.6B
$352K 0.02%
3,677
– –
CSGP icon
374
CoStar Group
CSGP
$12.6B
$346K 0.02%
8,565
– –
CCEP icon
375
Coca-Cola Europacific Partners
CCEP
$47.1B
$340K 0.02%
3,753
+3,714
+9,523% +$357K
13 14
15
16 17

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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 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.