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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PDD icon
401
Pinduoduo
PDD
$129B
$202K 0.02%
1,940
– –
SWKS icon
402
Skyworks Solutions
SWKS
$10.4B
$197K 0.01%
2,652
+2,444
+1,175% +$163K
PAGP icon
403
Plains GP Holdings
PAGP
$4.99B
$196K 0.01%
10,132
-5,071
-33% -$94.4K
AIZ icon
404
Assurant
AIZ
$14B
$192K 0.01%
976
– –
FLEX icon
405
Flex
FLEX
$44.6B
$185K 0.01%
3,725
– –
ZIM icon
406
ZIM Integrated Shipping Services
ZIM
$2.99B
$182K 0.01%
+11,354
New +$179K
EXR icon
407
Extra Space Storage
EXR
$30.8B
$161K 0.01%
1,093
+999
+1,063% +$145K
ZBH icon
408
Zimmer Biomet
ZBH
$18.7B
$159K 0.01%
1,752
+1
+0.1% +$97
SEZL
409
Sezzle
SEZL
$4.28B
$156K 0.01%
+874
New +$77.4K
O icon
410
Realty Income
O
$58.6B
$155K 0.01%
2,704
– –
Z icon
411
Zillow
Z
$7.76B
$153K 0.01%
2,190
– –
CHWY icon
412
Chewy
CHWY
$9.31B
$145K 0.01%
3,423
+5
+0.1% +$199
TRI icon
413
Thomson Reuters
TRI
$45.5B
$128K 0.01%
632
-12,663
-95% -$2.41M
RRC icon
414
Range Resources
RRC
$9.44B
$127K 0.01%
3,143
+15
+0.5% +$565
WMB icon
415
Williams Companies
WMB
$88.2B
$126K 0.01%
2,016
– –
GAP
416
The Gap Inc
GAP
$7.58B
$126K 0.01%
5,793
+4
+0.1% +$89
CRBG icon
417
Corebridge Financial
CRBG
$14.8B
$123K 0.01%
3,484
– –
VTR icon
418
Ventas
VTR
$45.5B
$118K 0.01%
1,870
– –
CVAC
419
DELISTED
CureVac
CVAC
$117K 0.01%
21,715
-7,780
-26% -$30.9K
BAH icon
420
Booz Allen Hamilton
BAH
$9.55B
$117K 0.01%
1,123
-8,857
-89% -$992K
DPZ icon
421
Domino's
DPZ
$11.7B
$114K 0.01%
254
-11
-4% -$5.16K
CHD icon
422
Church & Dwight Co
CHD
$24.3B
$108K 0.01%
1,128
+1
+0.1% +$99
PSX icon
423
Phillips 66
PSX
$88.7B
$105K 0.01%
880
– –
GRAB icon
424
Grab
GRAB
$15.6B
$104K 0.01%
+20,831
New +$97.2K
TYL icon
425
Tyler Technologies
TYL
$13.2B
$104K 0.01%
176
– –
15 16
17
18 19

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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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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.