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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
LH icon
501
Labcorp
LH
$26.1B
$1.26K ﹤0.01%
5
– –
KWR icon
502
Quaker Houghton
KWR
$2.94B
$1.24K ﹤0.01%
9
– –
ZD icon
503
Ziff Davis
ZD
$1.97B
$1.24K ﹤0.01%
35
– –
COUR icon
504
Coursera
COUR
$1.5B
$1.2K ﹤0.01%
162
– –
ELS icon
505
Equity Lifestyle Properties
ELS
$12.4B
$1.03K ﹤0.01%
17
– –
SBH icon
506
Sally Beauty Holdings
SBH
$1.58B
$1K ﹤0.01%
70
– –
NTRS icon
507
Northern Trust
NTRS
$34.4B
$961 ﹤0.01%
7
– –
OVV icon
508
Ovintiv
OVV
$17.6B
$945 ﹤0.01%
24
– –
MANH icon
509
Manhattan Associates
MANH
$11.4B
$871 ﹤0.01%
5
– –
AGNT
510
AGNT Inc
AGNT
$714M
$646 ﹤0.01%
71
– –
FRSH icon
511
Freshworks
FRSH
$3.31B
$554 ﹤0.01%
45
– –
CSX icon
512
CSX Corp
CSX
$92.5B
$328 ﹤0.01%
9
– –
FOX icon
513
Fox Class B
FOX
$23.2B
$130 ﹤0.01%
2
– –
AIZ icon
514
Assurant
AIZ
$13.9B
– –
-126
Closed -$27.1K
AKAM icon
515
Akamai
AKAM
$16.8B
– –
-1,088
Closed -$81.8K
APAM icon
516
Artisan Partners
APAM
$3.08B
– –
-1,003
Closed -$43.2K
BALL icon
517
Ball Corp
BALL
$16.6B
– –
-309
Closed -$15.5K
BBWI icon
518
Bath & Body Works
BBWI
$3.81B
– –
-106
Closed -$2.71K
BXP icon
519
Boston Properties
BXP
$10.8B
– –
-3,141
Closed -$232K
CALM icon
520
Cal-Maine
CALM
$3.87B
– –
-1,932
Closed -$180K
COO icon
521
Cooper Companies
COO
$15B
– –
-3,827
Closed -$260K
DKS icon
522
Dick's Sporting Goods
DKS
$18.4B
– –
-358
Closed -$78.9K
DUK icon
523
Duke Energy
DUK
$96.1B
– –
-1,935
Closed -$238K
DUOL icon
524
Duolingo
DUOL
$6.34B
– –
-71
Closed -$22.7K
DVA icon
525
DaVita
DVA
$11.4B
– –
-2,729
Closed -$360K
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
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
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.