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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
MPC icon
451
Marathon Petroleum
MPC
$93.5B
$49.6K ﹤0.01%
300
– –
TSN icon
452
Tyson Foods
TSN
$19.9B
$49.1K ﹤0.01%
881
– –
RNG icon
453
RingCentral
RNG
$5.31B
$46.4K ﹤0.01%
1,641
+121
+8% +$3.12K
XRX icon
454
Xerox
XRX
$424M
$43.8K ﹤0.01%
+8,350
New +$40.7K
ESTC icon
455
Elastic
ESTC
$7.94B
$40K ﹤0.01%
+476
New +$40.2K
POWI icon
456
Power Integrations
POWI
$3.53B
$39.2K ﹤0.01%
704
-1,233
-64% -$63.3K
IRDM icon
457
Iridium Communications
IRDM
$5.18B
$38.2K ﹤0.01%
1,270
+13
+1% +$338
SAM icon
458
Boston Beer
SAM
$1.83B
$37.6K ﹤0.01%
198
-232
-54% -$53.4K
RJF icon
459
Raymond James Financial
RJF
$34.8B
$33.2K ﹤0.01%
217
– –
OR icon
460
OR Royalties Inc
OR
$6.28B
$32.7K ﹤0.01%
1,281
-1,339
-51% -$32.3K
VRNT
461
DELISTED
Verint Systems
VRNT
$30.8K ﹤0.01%
1,571
– –
EAT icon
462
Brinker International
EAT
$9.61B
$26.1K ﹤0.01%
145
-360
-71% -$56.5K
GD icon
463
General Dynamics
GD
$107B
$20.3K ﹤0.01%
70
+5
+8% +$1.38K
BHC icon
464
Bausch Health
BHC
$2.32B
$19.5K ﹤0.01%
2,941
– –
MOH icon
465
Molina Healthcare
MOH
$10.2B
$19.3K ﹤0.01%
65
-1,678
-96% -$527K
UNP icon
466
Union Pacific
UNP
$174B
$19K ﹤0.01%
83
+25
+43% +$5.55K
KMB icon
467
Kimberly-Clark
KMB
$35.8B
$18.4K ﹤0.01%
143
-291
-67% -$39.5K
BALL icon
468
Ball Corp
BALL
$16.7B
$17.3K ﹤0.01%
309
– –
CTRA
469
DELISTED
Coterra Energy
CTRA
$15.8K ﹤0.01%
623
-1,451
-70% -$36.8K
GDRX icon
470
GoodRx Holdings
GDRX
$1.3B
$11.8K ﹤0.01%
2,385
+13
+0.5% +$56
FTI icon
471
TechnipFMC
FTI
$29.2B
$11.6K ﹤0.01%
339
-211
-38% -$6.37K
NOC icon
472
Northrop Grumman
NOC
$81.8B
$11.5K ﹤0.01%
23
-30
-57% -$14.7K
NJR icon
473
New Jersey Resources
NJR
$5.51B
$9.78K ﹤0.01%
219
+17
+8% +$797
NDSN icon
474
Nordson
NDSN
$17.4B
$9.61K ﹤0.01%
+45
New +$8.95K
PATH icon
475
UiPath
PATH
$8.04B
$8.84K ﹤0.01%
+693
New +$8.31K
17 18
19
20 21

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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 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.