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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
LSPD icon
426
Lightspeed Commerce
LSPD
$1.35B
$64.2K ﹤0.01%
5,292
+4,752
+880% +$56.3K
ARE icon
427
Alexandria Real Estate Equities
ARE
$8.28B
$63.7K ﹤0.01%
1,295
– –
CBOE icon
428
Cboe Global Markets
CBOE
$29.5B
$62.8K ﹤0.01%
249
– –
BMO icon
429
Bank of Montreal
BMO
$127B
$61.3K ﹤0.01%
469
-411
-47% -$52K
SOLV icon
430
Solventum
SOLV
$14.3B
$55.4K ﹤0.01%
696
– –
PSX icon
431
Phillips 66
PSX
$89.5B
$55K ﹤0.01%
424
-456
-52% -$61.4K
HAS icon
432
Hasbro
HAS
$13.7B
$54.5K ﹤0.01%
662
-443
-40% -$34.7K
BAH icon
433
Booz Allen Hamilton
BAH
$9.45B
$52.9K ﹤0.01%
624
-5,684
-90% -$509K
PEGA icon
434
Pegasystems
PEGA
$5.44B
$52K ﹤0.01%
+867
New +$50.8K
NJR icon
435
New Jersey Resources
NJR
$5.55B
$49.6K ﹤0.01%
1,071
+852
+389% +$39.4K
MPC icon
436
Marathon Petroleum
MPC
$94.5B
$49K ﹤0.01%
300
– –
ALGN icon
437
Align Technology
ALGN
$12.3B
$48K ﹤0.01%
306
-5,051
-94% -$724K
RNG icon
438
RingCentral
RNG
$5.3B
$47.6K ﹤0.01%
1,641
– –
RACE icon
439
Ferrari
RACE
$72.1B
$46.6K ﹤0.01%
124
– –
AWR icon
440
American States Water
AWR
$3.47B
$45.4K ﹤0.01%
+624
New +$45.9K
NOG icon
441
Northern Oil and Gas
NOG
$2.58B
$42.9K ﹤0.01%
+1,989
New +$44.6K
KSS icon
442
Kohl's
KSS
$2.1B
$42.5K ﹤0.01%
+2,070
New +$38.8K
SAM icon
443
Boston Beer
SAM
$1.85B
$38.8K ﹤0.01%
198
– –
VC icon
444
Visteon
VC
$2.83B
$38.3K ﹤0.01%
401
– –
LYFT icon
445
Lyft
LYFT
$6.64B
$36.3K ﹤0.01%
1,865
-1,236
-40% -$25.7K
ESTC icon
446
Elastic
ESTC
$7.94B
$36.1K ﹤0.01%
476
– –
WSC icon
447
WillScot Mobile Mini Holdings
WSC
$4.15B
$35.6K ﹤0.01%
1,879
– –
LEA icon
448
Lear
LEA
$8.12B
$35K ﹤0.01%
304
– –
JXN icon
449
Jackson Financial
JXN
$8.75B
$34.8K ﹤0.01%
+325
New +$32.3K
PAY icon
450
Paymentus
PAY
$5.11B
$34.6K ﹤0.01%
1,090
– –
16 17
18
19 20

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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.