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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
GE icon
26
GE Aerospace
GE
$362B
$9.31M 0.63%
32,783
+2,221
+7% +$698K
CSCO icon
27
Cisco
CSCO
$444B
$9.25M 0.62%
119,126
+3,290
+3% +$258K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.18M 0.62%
19,147
– –
GEV icon
29
GE Vernova
GEV
$275B
$9.17M 0.62%
10,494
+2,773
+36% +$2.16M
AMD icon
30
Advanced Micro Devices
AMD
$880B
$8.79M 0.59%
43,165
+3,193
+8% +$682K
VZ icon
31
Verizon
VZ
$183B
$8.74M 0.59%
173,917
+28,502
+20% +$1.32M
BAC icon
32
Bank of America
BAC
$430B
$8.66M 0.58%
177,510
-9,995
-5% -$516K
PLTR icon
33
Palantir
PLTR
$296B
$8.32M 0.56%
56,825
+4,991
+10% +$763K
CVX icon
34
Chevron
CVX
$387B
$8.22M 0.55%
39,718
-1,392
-3% -$254K
KLAC icon
35
KLA
KLAC
$286B
$7.9M 0.53%
53,590
-1,820
-3% -$266K
RY icon
36
Royal Bank of Canada
RY
$290B
$7.86M 0.53%
48,783
+655
+1% +$110K
MRK icon
37
Merck
MRK
$322B
$7.75M 0.52%
64,422
-3,107
-5% -$359K
C icon
38
Citigroup
C
$221B
$7.74M 0.52%
68,227
-2,071
-3% -$236K
AMGN icon
39
Amgen
AMGN
$201B
$7.68M 0.52%
21,813
+1,388
+7% +$495K
MS icon
40
Morgan Stanley
MS
$338B
$7.49M 0.5%
45,493
+6,477
+17% +$1.12M
HD icon
41
Home Depot
HD
$324B
$7.23M 0.49%
21,974
-19
-0.1% -$6.92K
GILD icon
42
Gilead Sciences
GILD
$162B
$7.15M 0.48%
51,281
+2,426
+5% +$340K
DIS icon
43
Walt Disney
DIS
$161B
$7.04M 0.47%
72,951
+2,166
+3% +$229K
ADI icon
44
Analog Devices
ADI
$185B
$7.01M 0.47%
22,027
+4,225
+24% +$1.34M
CRM icon
45
Salesforce
CRM
$129B
$6.98M 0.47%
37,384
+1,635
+5% +$339K
AXP icon
46
American Express
AXP
$233B
$6.93M 0.47%
22,911
+1,598
+7% +$536K
AMAT icon
47
Applied Materials
AMAT
$447B
$6.79M 0.46%
19,868
+5,559
+39% +$1.87M
BKNG icon
48
Booking.com
BKNG
$134B
$6.15M 0.41%
36,525
-975
-3% -$179K
AZN icon
49
AstraZeneca
AZN
$261B
$6.15M 0.41%
+31,725
New +$6.12M
WPM icon
50
Wheaton Precious Metals
WPM
$50B
$6.05M 0.41%
46,190
-13,620
-23% -$1.89M
1
2
3 4 5

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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.