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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
451
WillScot Mobile Mini Holdings
WSC
$4.15B
$39.4K ﹤0.01%
1,879
-1,646
-47% -$42.4K
OR icon
452
OR Royalties Inc
OR
$6.31B
$38.1K ﹤0.01%
958
-323
-25% -$10.1K
PAY icon
453
Paymentus
PAY
$5.11B
$33.1K ﹤0.01%
+1,090
New +$36K
XRX icon
454
Xerox
XRX
$423M
$31.2K ﹤0.01%
8,350
– –
LEA icon
455
Lear
LEA
$8.12B
$30.4K ﹤0.01%
304
-594
-66% -$61.7K
AIZ icon
456
Assurant
AIZ
$13.9B
$27.1K ﹤0.01%
126
-850
-87% -$172K
DUOL icon
457
Duolingo
DUOL
$6.34B
$22.7K ﹤0.01%
71
-135
-66% -$45.1K
BA icon
458
Boeing
BA
$184B
$22.1K ﹤0.01%
+103
New +$23.2K
IRDM icon
459
Iridium Communications
IRDM
$5.23B
$22K ﹤0.01%
1,270
– –
FCX icon
460
Freeport-McMoran
FCX
$96.4B
$21.9K ﹤0.01%
563
-36,686
-98% -$1.59M
BHC icon
461
Bausch Health
BHC
$2.33B
$18.8K ﹤0.01%
2,941
– –
KMB icon
462
Kimberly-Clark
KMB
$36.1B
$17.6K ﹤0.01%
143
– –
BALL icon
463
Ball Corp
BALL
$16.6B
$15.5K ﹤0.01%
309
– –
CTRA
464
DELISTED
Coterra Energy
CTRA
$14.6K ﹤0.01%
623
– –
NOC icon
465
Northrop Grumman
NOC
$81.8B
$13.9K ﹤0.01%
23
– –
NJR icon
466
New Jersey Resources
NJR
$5.55B
$10.5K ﹤0.01%
219
– –
NDSN icon
467
Nordson
NDSN
$17.3B
$10.1K ﹤0.01%
45
– –
GDRX icon
468
GoodRx Holdings
GDRX
$1.3B
$10K ﹤0.01%
2,385
– –
EFXT
469
Enerflex
EFXT
$2.54B
$10K ﹤0.01%
934
– –
PATH icon
470
UiPath
PATH
$8.14B
$9.2K ﹤0.01%
693
– –
FTI icon
471
TechnipFMC
FTI
$29.5B
$9.08K ﹤0.01%
232
-107
-32% -$3.92K
OSK icon
472
Oshkosh
OSK
$9.62B
$8.24K ﹤0.01%
64
– –
AYI icon
473
Acuity Brands
AYI
$10.7B
$7.86K ﹤0.01%
23
– –
CVLT icon
474
Commault Systems
CVLT
$5.78B
$7.68K ﹤0.01%
41
– –
VMC icon
475
Vulcan Materials
VMC
$37.3B
$7.02K ﹤0.01%
23
– –
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 Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.