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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
PG icon
26
Procter & Gamble
PG
$340B
$9.21M 0.6%
63,978
+1,049
+2% +$155K
PEP icon
27
PepsiCo
PEP
$188B
$9M 0.59%
62,386
+1,697
+3% +$249K
CSCO icon
28
Cisco
CSCO
$483B
$8.97M 0.59%
115,836
+9,896
+9% +$734K
XOM icon
29
ExxonMobil
XOM
$662B
$8.91M 0.58%
73,701
-1,355
-2% -$157K
AMD icon
30
Advanced Micro Devices
AMD
$767B
$8.6M 0.56%
39,972
+3,278
+9% +$736K
RY icon
31
Royal Bank of Canada
RY
$293B
$8.25M 0.54%
48,128
+18,016
+60% +$2.77M
C icon
32
Citigroup
C
$227B
$8.24M 0.54%
70,298
+5,506
+8% +$572K
DIS icon
33
Walt Disney
DIS
$178B
$8.09M 0.53%
70,785
+8,394
+13% +$924K
BKNG icon
34
Booking.com
BKNG
$160B
$8.07M 0.53%
37,500
-775
-2% -$159K
MU icon
35
Micron Technology
MU
$972B
$8.04M 0.53%
28,017
-557
-2% -$128K
CAT icon
36
Caterpillar
CAT
$385B
$7.94M 0.52%
13,799
-648
-4% -$360K
AXP icon
37
American Express
AXP
$229B
$7.92M 0.52%
21,313
-486
-2% -$174K
HD icon
38
Home Depot
HD
$350B
$7.6M 0.5%
21,993
-2,433
-10% -$891K
ORCL icon
39
Oracle
ORCL
$435B
$7.29M 0.48%
37,211
-1,472
-4% -$350K
QCOM icon
40
Qualcomm
QCOM
$170B
$7.2M 0.47%
41,904
-2,453
-6% -$420K
MRK icon
41
Merck
MRK
$323B
$7.14M 0.47%
67,529
-525
-0.8% -$49.3K
WPM icon
42
Wheaton Precious Metals
WPM
$60.6B
$7.07M 0.46%
59,810
-6,996
-10% -$749K
WFC icon
43
Wells Fargo
WFC
$265B
$7.06M 0.46%
75,416
+3,487
+5% +$303K
MS icon
44
Morgan Stanley
MS
$338B
$6.96M 0.45%
39,016
+4,421
+13% +$737K
KLAC icon
45
KLA
KLAC
$252B
$6.77M 0.44%
55,410
-7,360
-12% -$863K
AMGN icon
46
Amgen
AMGN
$226B
$6.72M 0.44%
20,425
+121
+0.6% +$38.4K
ADBE icon
47
Adobe
ADBE
$109B
$6.68M 0.44%
18,982
-238
-1% -$80.9K
INTU icon
48
Intuit
INTU
$91.5B
$6.46M 0.42%
9,712
-142
-1% -$93.8K
CMCSA icon
49
Comcast
CMCSA
$89.4B
$6.46M 0.42%
215,029
+14,907
+7% +$425K
UNH icon
50
UnitedHealth
UNH
$371B
$6.39M 0.42%
19,276
+399
+2% +$135K
1
2
3 4 5

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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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CGH
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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.