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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
AER icon
401
AerCap
AER
$23.5B
$154K 0.01%
1,063
– –
O icon
402
Realty Income
O
$58.6B
$153K 0.01%
2,704
– –
TTD icon
403
Trade Desk
TTD
$6.37B
$153K 0.01%
4,004
+2,245
+128% +$99.5K
HALO icon
404
Halozyme
HALO
$11.6B
$153K 0.01%
+2,257
New +$152K
Z icon
405
Zillow
Z
$7.68B
$150K 0.01%
2,190
– –
VTR icon
406
Ventas
VTR
$44.6B
$145K 0.01%
1,870
– –
EXR icon
407
Extra Space Storage
EXR
$31B
$143K 0.01%
1,093
– –
PAYC icon
408
Paycom
PAYC
$9.57B
$141K 0.01%
879
– –
UNP icon
409
Union Pacific
UNP
$174B
$136K 0.01%
586
-975
-62% -$223K
TSCO icon
410
Tractor Supply
TSCO
$18.4B
$132K 0.01%
+2,622
New +$141K
FIS icon
411
Fidelity National Information Services
FIS
$22.1B
$130K 0.01%
1,954
-1,132
-37% -$74.6K
MICC
412
The Magnum Ice Cream Company N.V.
MICC
$11.9B
$127K 0.01%
+8,012
New +$126K
BMRN icon
413
BioMarin Pharmaceuticals
BMRN
$13.5B
$121K 0.01%
2,024
-24,793
-92% -$1.35M
GRAB icon
414
Grab
GRAB
$15.3B
$108K 0.01%
21,468
– –
NRG icon
415
NRG Energy
NRG
$25.2B
$107K 0.01%
668
-1,044
-61% -$173K
DPZ icon
416
Domino's
DPZ
$11.8B
$106K 0.01%
254
– –
CRBG icon
417
Corebridge Financial
CRBG
$14.9B
$106K 0.01%
3,484
– –
DAN icon
418
Dana Inc
DAN
$3.27B
$106K 0.01%
+4,422
New +$93.6K
MCHP icon
419
Microchip Technology
MCHP
$44B
$101K 0.01%
1,578
-4,649
-75% -$287K
OTEX icon
420
Open Text
OTEX
$5.81B
$93.2K 0.01%
2,845
– –
TEVA icon
421
Teva Pharmaceuticals
TEVA
$42.5B
$90.6K 0.01%
2,889
-86
-3% -$2.12K
GOOS
422
Canada Goose Holdings
GOOS
$856M
$84.2K 0.01%
6,455
– –
INDV icon
423
Indivior Pharmaceuticals
INDV
$4.54B
$78.7K 0.01%
2,183
– –
FSM icon
424
Fortuna Silver Mines
FSM
$3.21B
$74.3K ﹤0.01%
+7,537
New +$67.8K
EFXT
425
Enerflex
EFXT
$2.54B
$72.3K ﹤0.01%
4,664
+3,730
+399% +$49.6K
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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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.