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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VET icon
476
Vermilion Energy
VET
$1.73B
$7.64K ﹤0.01%
1,052
-485
-32% -$3.31K
EFXT
477
Enerflex
EFXT
$2.54B
$7.33K ﹤0.01%
934
-24,002
-96% -$172K
OSK icon
478
Oshkosh
OSK
$9.62B
$7.24K ﹤0.01%
64
+5
+8% +$486
CVLT icon
479
Commault Systems
CVLT
$5.78B
$7.12K ﹤0.01%
41
+3
+8% +$512
AYI icon
480
Acuity Brands
AYI
$10.7B
$6.84K ﹤0.01%
23
+2
+10% +$518
NTRS icon
481
Northern Trust
NTRS
$34.4B
$6.57K ﹤0.01%
52
-12,957
-100% -$1.32M
LSPD icon
482
Lightspeed Commerce
LSPD
$1.35B
$6.3K ﹤0.01%
+540
New +$5.56K
KKR icon
483
KKR & Co
KKR
$99.6B
$6.23K ﹤0.01%
47
+4
+9% +$468
FOX icon
484
Fox Class B
FOX
$23.2B
$6.02K ﹤0.01%
+117
New +$5.7K
VMC icon
485
Vulcan Materials
VMC
$37.3B
$5.98K ﹤0.01%
23
+2
+10% +$514
RDWR icon
486
Radware
RDWR
$1.2B
$5.95K ﹤0.01%
203
-1,352
-87% -$32K
TPC
487
Tutor Perini Cor
TPC
$5.13B
$5.5K ﹤0.01%
+118
New +$3.76K
NRG icon
488
NRG Energy
NRG
$25.2B
$5.28K ﹤0.01%
+33
New +$4.35K
HWC icon
489
Hancock Whitney
HWC
$6.28B
$4.92K ﹤0.01%
86
+7
+9% +$373
GLPI icon
490
Gaming and Leisure Properties
GLPI
$12.4B
$4.09K ﹤0.01%
88
-16,445
-99% -$777K
PVH icon
491
PVH
PVH
$3.91B
$3.9K ﹤0.01%
+57
New +$4.14K
ENB icon
492
Enbridge
ENB
$113B
$3.61K ﹤0.01%
80
+6
+8% +$272
CCEP icon
493
Coca-Cola Europacific Partners
CCEP
$47.1B
$3.6K ﹤0.01%
39
+3
+8% +$269
PD icon
494
PagerDuty
PD
$915M
$3.59K ﹤0.01%
+236
New +$3.67K
ON icon
495
ON Semiconductor
ON
$31.6B
$3.55K ﹤0.01%
68
-780
-92% -$33.9K
AFRM icon
496
Affirm
AFRM
$25.7B
$3.24K ﹤0.01%
47
+4
+9% +$207
EQIX icon
497
Equinix
EQIX
$102B
$3.17K ﹤0.01%
4
– –
BBWI icon
498
Bath & Body Works
BBWI
$3.81B
$3.16K ﹤0.01%
+106
New +$3.1K
ESI icon
499
Element Solutions
ESI
$9.17B
$3.16K ﹤0.01%
140
+11
+9% +$231
TDOC icon
500
Teladoc Health
TDOC
$1.24B
$3.03K ﹤0.01%
349
+27
+8% +$196
18 19
20
21 22

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CIP
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DF
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SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
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 Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.