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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
TYL icon
426
Tyler Technologies
TYL
$12.2B
$123K 0.01%
358
– –
FCX icon
427
Freeport-McMoran
FCX
$90B
$121K 0.01%
2,062
+1,499
+266% +$90.6K
BMRN icon
428
BioMarin Pharmaceuticals
BMRN
$11.5B
$114K 0.01%
2,024
– –
VNOM icon
429
Viper Energy
VNOM
$8.81B
$107K 0.01%
+2,278
New +$97.7K
DUK icon
430
Duke Energy
DUK
$102B
$104K 0.01%
+795
New +$99.4K
MCHP icon
431
Microchip Technology
MCHP
$42.8B
$102K 0.01%
1,578
– –
HALO icon
432
Halozyme
HALO
$9.72B
$101K 0.01%
1,555
-702
-31% -$49.5K
TTWO icon
433
Take-Two Interactive
TTWO
$43B
$96.2K 0.01%
+487
New +$106K
MNDY icon
434
monday.com
MNDY
$3.27B
$90K 0.01%
1,301
-3,841
-75% -$369K
CASY icon
435
Casey's General Stores
CASY
$31.9B
$88.9K 0.01%
+122
New +$79.5K
CRBG icon
436
Corebridge Financial
CRBG
$14.1B
$86.2K 0.01%
3,609
+125
+4% +$3.5K
GRAB icon
437
Grab
GRAB
$13.5B
$78.6K 0.01%
21,468
– –
Z icon
438
Zillow
Z
$7.04B
$76.6K 0.01%
1,849
-341
-16% -$18.1K
WFRD icon
439
Weatherford International
WFRD
$6.36B
$76.5K 0.01%
+808
New +$76K
SWKS icon
440
Skyworks Solutions
SWKS
$9.06B
$75.6K 0.01%
+1,411
New +$82.1K
FSM icon
441
Fortuna Silver Mines
FSM
$2.59B
$74.7K 0.01%
7,537
– –
ROKU icon
442
Roku
ROKU
$21.1B
$74.7K 0.01%
789
+754
+2,154% +$73.4K
YOU icon
443
Clear Secure
YOU
$5.26B
$71.2K ﹤0.01%
1,470
+1,416
+2,622% +$56.4K
NJR icon
444
New Jersey Resources
NJR
$6.06B
$58.9K ﹤0.01%
1,071
– –
SII
445
Sprott
SII
$2.65B
$57.6K ﹤0.01%
+405
New +$54.2K
CGNX icon
446
Cognex
CGNX
$10.3B
$57.4K ﹤0.01%
+1,171
New +$54.7K
GWRE icon
447
Guidewire Software
GWRE
$11.5B
$56K ﹤0.01%
+374
New +$56.9K
FTI icon
448
TechnipFMC
FTI
$30.6B
$53.2K ﹤0.01%
769
+537
+231% +$32.3K
ALGN icon
449
Align Technology
ALGN
$12B
$52.5K ﹤0.01%
306
– –
UNFI icon
450
United Natural Foods
UNFI
$3.01B
$48.9K ﹤0.01%
1,084
-7,770
-88% -$298K
16 17
18
19 20

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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.