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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
CVAC
451
DELISTED
CureVac
CVAC
$30.2K ﹤0.01%
7,062
-14,653
-67% -$75.1K
FCX icon
452
Freeport-McMoran
FCX
$96.4B
$28.7K ﹤0.01%
563
– –
GAP
453
The Gap Inc
GAP
$7.55B
$28.1K ﹤0.01%
+1,094
New +$26.5K
BA icon
454
Boeing
BA
$184B
$22.5K ﹤0.01%
103
– –
IRDM icon
455
Iridium Communications
IRDM
$5.23B
$22.2K ﹤0.01%
1,270
– –
RCL icon
456
Royal Caribbean
RCL
$82.1B
$21K ﹤0.01%
75
-707
-90% -$200K
BHC icon
457
Bausch Health
BHC
$2.33B
$20.5K ﹤0.01%
2,941
– –
DOCS icon
458
Doximity
DOCS
$4.65B
$20.4K ﹤0.01%
459
-1,057
-70% -$59.3K
XRX icon
459
Xerox
XRX
$423M
$19.9K ﹤0.01%
8,350
– –
CTRA
460
DELISTED
Coterra Energy
CTRA
$16.5K ﹤0.01%
623
– –
KMB icon
461
Kimberly-Clark
KMB
$36.1B
$14.5K ﹤0.01%
143
– –
NOC icon
462
Northrop Grumman
NOC
$81.8B
$13.2K ﹤0.01%
23
– –
RYN icon
463
Rayonier
RYN
$6.45B
$12.5K ﹤0.01%
+576
New +$13K
NDSN icon
464
Nordson
NDSN
$17.3B
$10.9K ﹤0.01%
45
– –
FTI icon
465
TechnipFMC
FTI
$29.5B
$10.4K ﹤0.01%
232
– –
AYI icon
466
Acuity Brands
AYI
$10.7B
$8.32K ﹤0.01%
23
– –
OSK icon
467
Oshkosh
OSK
$9.62B
$8.08K ﹤0.01%
64
– –
AXTA icon
468
Axalta
AXTA
$7.98B
$6.98K ﹤0.01%
215
-2,023
-90% -$59.3K
RRC icon
469
Range Resources
RRC
$9.5B
$6.84K ﹤0.01%
193
-2,950
-94% -$110K
RVTY icon
470
Revvity
RVTY
$12.9B
$6.71K ﹤0.01%
69
-5,122
-99% -$492K
VMC icon
471
Vulcan Materials
VMC
$37.3B
$6.59K ﹤0.01%
23
– –
GDRX icon
472
GoodRx Holdings
GDRX
$1.3B
$6.5K ﹤0.01%
2,385
– –
KKR icon
473
KKR & Co
KKR
$99.6B
$6.02K ﹤0.01%
47
– –
UPS icon
474
United Parcel Service
UPS
$88.8B
$5.68K ﹤0.01%
57
-2,741
-98% -$256K
NDAQ icon
475
Nasdaq
NDAQ
$53.1B
$5.27K ﹤0.01%
54
– –
17 18
19
20 21

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DF
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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 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.