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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
BAC icon
26
Bank of America
BAC
$447B
$9.09M 0.62%
177,604
– –
CRM icon
27
Salesforce
CRM
$162B
$8.64M 0.59%
36,747
+4,331
+13% +$1.09M
CVX icon
28
Chevron
CVX
$382B
$8.47M 0.57%
54,955
+9,887
+22% +$1.53M
PEP icon
29
PepsiCo
PEP
$188B
$8.46M 0.57%
60,689
+8,814
+17% +$1.26M
XOM icon
30
ExxonMobil
XOM
$662B
$8.4M 0.57%
75,056
– –
BKNG icon
31
Booking.com
BKNG
$160B
$8.2M 0.56%
38,275
+1,975
+5% +$441K
WPM icon
32
Wheaton Precious Metals
WPM
$60.6B
$7.42M 0.5%
66,806
+449
+0.7% +$43.9K
QCOM icon
33
Qualcomm
QCOM
$170B
$7.32M 0.5%
44,357
+927
+2% +$147K
ADP icon
34
Automatic Data Processing
ADP
$109B
$7.25M 0.49%
24,903
– –
CSCO icon
35
Cisco
CSCO
$483B
$7.19M 0.49%
105,940
+4,786
+5% +$326K
AXP icon
36
American Express
AXP
$229B
$7.19M 0.49%
21,799
-17
-0.1% -$5.41K
DIS icon
37
Walt Disney
DIS
$178B
$7.09M 0.48%
62,391
+1,590
+3% +$187K
CAT icon
38
Caterpillar
CAT
$385B
$6.84M 0.46%
14,447
+679
+5% +$290K
ADBE icon
39
Adobe
ADBE
$109B
$6.73M 0.46%
19,220
+3,518
+22% +$1.26M
KLAC icon
40
KLA
KLAC
$252B
$6.72M 0.46%
62,770
-3,960
-6% -$369K
LRCX icon
41
Lam Research
LRCX
$383B
$6.68M 0.45%
50,308
+930
+2% +$98.5K
INTU icon
42
Intuit
INTU
$91.5B
$6.68M 0.45%
9,854
+680
+7% +$490K
C icon
43
Citigroup
C
$227B
$6.53M 0.44%
64,792
– –
UNH icon
44
UnitedHealth
UNH
$371B
$6.47M 0.44%
18,877
-397
-2% -$120K
CMCSA icon
45
Comcast
CMCSA
$89.4B
$6.24M 0.42%
200,122
+71,565
+56% +$2.4M
VZ icon
46
Verizon
VZ
$195B
$6.04M 0.41%
138,387
+11,687
+9% +$506K
WFC icon
47
Wells Fargo
WFC
$265B
$5.98M 0.41%
71,929
– –
GEV icon
48
GE Vernova
GEV
$264B
$5.97M 0.4%
9,785
+260
+3% +$158K
AMD icon
49
Advanced Micro Devices
AMD
$767B
$5.89M 0.4%
36,694
+1,347
+4% +$217K
AMGN icon
50
Amgen
AMGN
$226B
$5.69M 0.39%
20,304
+2,258
+13% +$655K
1
2
3 4 5

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NM
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NMC
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SLF
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VCM
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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.