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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
JLL icon
401
Jones Lang LaSalle
JLL
$15.1B
$222K 0.01%
729
– –
NEE icon
402
NextEra Energy
NEE
$187B
$202K 0.01%
+2,170
New +$193K
PDD icon
403
Pinduoduo
PDD
$118B
$198K 0.01%
1,940
– –
FNF icon
404
Fidelity National Financial
FNF
$13.9B
$195K 0.01%
+4,203
New +$218K
BN icon
405
Brookfield
BN
$102B
$192K 0.01%
4,763
+502
+12% +$22.2K
EAT icon
406
Brinker International
EAT
$8.02B
$183K 0.01%
+1,281
New +$195K
TRI icon
407
Thomson Reuters
TRI
$39.4B
$181K 0.01%
1,979
-15,285
-89% -$1.61M
FIS icon
408
Fidelity National Information Services
FIS
$21.5B
$178K 0.01%
3,792
+1,838
+94% +$98.9K
RDDT icon
409
Reddit
RDDT
$32.5B
$178K 0.01%
1,321
– –
PTC icon
410
PTC
PTC
$13.7B
$173K 0.01%
1,211
– –
MPC icon
411
Marathon Petroleum
MPC
$90.3B
$171K 0.01%
699
+399
+133% +$80.6K
RNG icon
412
RingCentral
RNG
$4.05B
$167K 0.01%
4,499
+2,858
+174% +$92.1K
HUM icon
413
Humana
HUM
$46.7B
$166K 0.01%
956
-598
-38% -$123K
AEO icon
414
American Eagle Outfitters
AEO
$2.85B
$164K 0.01%
9,789
-1,336
-12% -$30K
ZBH icon
415
Zimmer Biomet
ZBH
$17.7B
$162K 0.01%
1,790
– –
EXEL icon
416
Exelixis
EXEL
$13.9B
$153K 0.01%
3,565
-5,852
-62% -$252K
ZS icon
417
Zscaler
ZS
$23B
$152K 0.01%
1,080
– –
KSS icon
418
Kohl's
KSS
$2.03B
$149K 0.01%
11,538
+9,468
+457% +$160K
ACI icon
419
Albertsons Companies
ACI
$5.4B
$147K 0.01%
8,615
-17,820
-67% -$309K
PSX icon
420
Phillips 66
PSX
$82.9B
$144K 0.01%
789
+365
+86% +$57.2K
ALAB icon
421
Astera Labs
ALAB
$50B
$139K 0.01%
1,268
-397
-24% -$56.5K
BF.B icon
422
Brown-Forman Class B
BF.B
$12B
$137K 0.01%
5,171
-16,346
-76% -$439K
OTEX icon
423
Open Text
OTEX
$5.43B
$135K 0.01%
6,086
+3,241
+114% +$84.2K
TRGP icon
424
Targa Resources
TRGP
$60.4B
$129K 0.01%
+516
New +$112K
HAS icon
425
Hasbro
HAS
$12.6B
$125K 0.01%
1,340
+678
+102% +$63.3K
15 16
17
18 19

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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.