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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
BAH icon
451
Booz Allen Hamilton
BAH
$8.7B
$48.7K ﹤0.01%
624
– –
AWR icon
452
American States Water
AWR
$3.39B
$47.2K ﹤0.01%
624
– –
LSPD icon
453
Lightspeed Commerce
LSPD
$1.3B
$47.2K ﹤0.01%
5,292
– –
SAM icon
454
Boston Beer
SAM
$1.88B
$45.6K ﹤0.01%
198
– –
SOLV icon
455
Solventum
SOLV
$13.5B
$45.5K ﹤0.01%
696
– –
CSTM icon
456
Constellium
CSTM
$3.96B
$43.8K ﹤0.01%
+1,781
New +$42.4K
BWA icon
457
BorgWarner
BWA
$13.2B
$43.7K ﹤0.01%
+805
New +$42.4K
PINS icon
458
Pinterest
PINS
$12.4B
$36.1K ﹤0.01%
1,966
-22,634
-92% -$472K
IRDM icon
459
Iridium Communications
IRDM
$4.85B
$35.3K ﹤0.01%
1,270
– –
GAP
460
The Gap Inc
GAP
$6.84B
$26.5K ﹤0.01%
1,094
– –
LYFT icon
461
Lyft
LYFT
$5.39B
$24.8K ﹤0.01%
1,865
– –
BA icon
462
Boeing
BA
$165B
$24.3K ﹤0.01%
122
+19
+18% +$4.33K
FISV
463
Fiserv Inc
FISV
$27.2B
$24.3K ﹤0.01%
435
-5,735
-93% -$355K
ESTC icon
464
Elastic
ESTC
$6.1B
$23.8K ﹤0.01%
476
– –
GS icon
465
Goldman Sachs
GS
$313B
$17.8K ﹤0.01%
+21
New +$18.7K
BHC icon
466
Bausch Health
BHC
$1.65B
$15.9K ﹤0.01%
2,941
– –
NOC icon
467
Northrop Grumman
NOC
$77B
$15.7K ﹤0.01%
23
– –
EXR icon
468
Extra Space Storage
EXR
$31.2B
$15.5K ﹤0.01%
118
-975
-89% -$137K
NDSN icon
469
Nordson
NDSN
$16.5B
$12K ﹤0.01%
45
– –
DOCS icon
470
Doximity
DOCS
$3.67B
$10.7K ﹤0.01%
459
– –
TPC
471
Tutor Perini Cor
TPC
$4.57B
$9.11K ﹤0.01%
118
-4,338
-97% -$332K
RRC icon
472
Range Resources
RRC
$9.11B
$8.72K ﹤0.01%
193
– –
FANG icon
473
Diamondback Energy
FANG
$57.6B
$7.92K ﹤0.01%
+40
New +$6.8K
DD icon
474
DuPont de Nemours
DD
$18.6B
$7.2K ﹤0.01%
52
-3,445
-99% -$475K
AYI icon
475
Acuity Brands
AYI
$9.88B
$6.45K ﹤0.01%
23
– –
17 18
19
20 21

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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.