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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
VLTO icon
376
Veralto
VLTO
$23.9B
$301K 0.02%
3,005
– –
TPC
377
Tutor Perini Cor
TPC
$5.13B
$300K 0.02%
4,456
-2,510
-36% -$165K
UNFI icon
378
United Natural Foods
UNFI
$2.86B
$300K 0.02%
+8,854
New +$329K
CIEN icon
379
Ciena
CIEN
$54.9B
$298K 0.02%
+1,266
New +$246K
SNPS icon
380
Synopsys
SNPS
$78.7B
$297K 0.02%
629
+536
+576% +$238K
AEO icon
381
American Eagle Outfitters
AEO
$2.91B
$295K 0.02%
+11,125
New +$220K
DRI icon
382
Darden Restaurants
DRI
$25B
$283K 0.02%
1,530
– –
ALAB icon
383
Astera Labs
ALAB
$54.1B
$278K 0.02%
1,665
+795
+91% +$133K
SNAP icon
384
Snap
SNAP
$9.32B
$275K 0.02%
+33,969
New +$269K
EQR icon
385
Equity Residential
EQR
$24.4B
$268K 0.02%
4,236
– –
WAT icon
386
Waters Corp
WAT
$40.7B
$265K 0.02%
695
– –
JLL icon
387
Jones Lang LaSalle
JLL
$16.7B
$246K 0.02%
729
-896
-55% -$281K
NLY icon
388
Annaly Capital Management
NLY
$17.4B
$245K 0.02%
10,891
-29,146
-73% -$635K
ZS icon
389
Zscaler
ZS
$28.9B
$244K 0.02%
1,080
– –
PDD icon
390
Pinduoduo
PDD
$129B
$221K 0.01%
1,940
– –
NEM icon
391
Newmont
NEM
$124B
$221K 0.01%
+2,198
New +$199K
BEN icon
392
Franklin Resources
BEN
$16.9B
$217K 0.01%
9,029
– –
PTC icon
393
PTC
PTC
$16.3B
$212K 0.01%
1,211
+18
+2% +$3.35K
HAL icon
394
Halliburton
HAL
$28.2B
$209K 0.01%
+7,363
New +$194K
XYZ
395
Block Inc
XYZ
$47.5B
$203K 0.01%
3,102
– –
BN icon
396
Brookfield
BN
$110B
$197K 0.01%
4,261
-16,081
-79% -$733K
PAGP icon
397
Plains GP Holdings
PAGP
$4.97B
$195K 0.01%
10,132
– –
TYL icon
398
Tyler Technologies
TYL
$13.2B
$163K 0.01%
358
– –
VISN
399
Vistance Networks Inc
VISN
$2.7B
$163K 0.01%
8,960
– –
ZBH icon
400
Zimmer Biomet
ZBH
$18.5B
$162K 0.01%
1,790
– –
14 15
16
17 18

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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.