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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
BSY icon
376
Bentley Systems
BSY
$9.54B
$338K 0.02%
9,626
– –
WPC icon
377
W.P. Carey
WPC
$17.1B
$330K 0.02%
4,853
– –
NOG icon
378
Northern Oil and Gas
NOG
$2.3B
$326K 0.02%
11,157
+9,168
+461% +$237K
JKHY icon
379
Jack Henry & Associates
JKHY
$10.7B
$318K 0.02%
+2,013
New +$345K
SNOW icon
380
Snowflake
SNOW
$92.9B
$317K 0.02%
2,102
-998
-32% -$185K
PYPL icon
381
PayPal
PYPL
$49.5B
$315K 0.02%
6,957
-26,887
-79% -$1.3M
TRMB icon
382
Trimble
TRMB
$12.3B
$306K 0.02%
4,693
– –
DRI icon
383
Darden Restaurants
DRI
$22.5B
$300K 0.02%
1,530
– –
DLTR icon
384
Dollar Tree
DLTR
$23.1B
$293K 0.02%
2,673
– –
EFXT
385
Enerflex
EFXT
$2.78B
$288K 0.02%
13,795
+9,131
+196% +$174K
IBKR icon
386
Interactive Brokers
IBKR
$40.9B
$273K 0.02%
+4,070
New +$291K
CHKP icon
387
Check Point Software Technologies
CHKP
$13.3B
$266K 0.02%
1,862
-12
-0.6% -$2.01K
VLTO icon
388
Veralto
VLTO
$22.6B
$266K 0.02%
3,005
– –
VSNT
389
Versant Media Group
VSNT
$5.01B
$255K 0.02%
+6,882
New +$232K
RACE icon
390
Ferrari
RACE
$63.3B
$253K 0.02%
761
+637
+514% +$223K
AR icon
391
Antero Resources
AR
$10.9B
$251K 0.02%
+5,911
New +$216K
EQR icon
392
Equity Residential
EQR
$25.4B
$251K 0.02%
4,236
– –
SNPS icon
393
Synopsys
SNPS
$71.5B
$250K 0.02%
629
– –
AFRM icon
394
Affirm
AFRM
$23.5B
$249K 0.02%
5,440
– –
P
395
Everpure Inc
P
$24.8B
$249K 0.02%
4,208
-1,531
-27% -$104K
PAGP icon
396
Plains GP Holdings
PAGP
$5.23B
$246K 0.02%
10,132
– –
DOO
397
Bombardier Recreational Products
DOO
$4.43B
$245K 0.02%
3,413
-2,519
-42% -$185K
ELV icon
398
Elevance Health
ELV
$81.9B
$235K 0.02%
803
-2,107
-72% -$692K
DPZ icon
399
Domino's
DPZ
$11B
$233K 0.02%
648
+394
+155% +$156K
JXN icon
400
Jackson Financial
JXN
$8.32B
$225K 0.02%
2,126
+1,801
+554% +$201K
14 15
16
17 18

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RIM
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FAT
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OA
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AIA
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SB
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MCM
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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.