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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
CVAC
526
DELISTED
CureVac
CVAC
– –
-7,062
Closed -$30.2K
CVNA icon
527
Carvana
CVNA
$43.3B
– –
-5,240
Closed -$444K
EPAM icon
528
EPAM Systems
EPAM
$4.69B
– –
-8
Closed -$1.65K
GOOS
529
Canada Goose Holdings
GOOS
$868M
– –
-6,455
Closed -$84.2K
HOOD icon
530
Robinhood
HOOD
$85.2B
– –
-9,262
Closed -$1.05M
INDV icon
531
Indivior Pharmaceuticals
INDV
$4.79B
– –
-2,183
Closed -$78.7K
KMB icon
532
Kimberly-Clark
KMB
$36.4B
– –
-143
Closed -$14.5K
LEA icon
533
Lear
LEA
$7.19B
– –
-304
Closed -$35K
LEN icon
534
Lennar Class A
LEN
$20.4B
– –
-7,648
Closed -$790K
LNG icon
535
Cheniere Energy
LNG
$56.5B
– –
-15
Closed -$2.93K
NLY icon
536
Annaly Capital Management
NLY
$16.9B
– –
-10,891
Closed -$245K
ORI icon
537
Old Republic International
ORI
$10.3B
– –
-24,958
Closed -$1.14M
OVV icon
538
Ovintiv
OVV
$17.5B
– –
-24
Closed -$945
PAY icon
539
Paymentus
PAY
$3.63B
– –
-1,090
Closed -$34.6K
PAYC icon
540
Paycom
PAYC
$6.78B
– –
-879
Closed -$141K
PEGA icon
541
Pegasystems
PEGA
$4.41B
– –
-867
Closed -$52K
RYN icon
542
Rayonier
RYN
$6.49B
– –
-576
Closed -$12.5K
SNAP icon
543
Snap
SNAP
$7.32B
– –
-33,969
Closed -$275K
TAP icon
544
Molson Coors Class B
TAP
$7.68B
– –
-48
Closed -$2.25K
TSCO icon
545
Tractor Supply
TSCO
$16.3B
– –
-2,622
Closed -$132K
TTD icon
546
Trade Desk
TTD
$8.13B
– –
-4,004
Closed -$153K
UNP icon
547
Union Pacific
UNP
$183B
– –
-586
Closed -$136K
UPS icon
548
United Parcel Service
UPS
$97.6B
– –
-57
Closed -$5.68K
VC icon
549
Visteon
VC
$2.77B
– –
-401
Closed -$38.3K
VMC icon
550
Vulcan Materials
VMC
$36.3B
– –
-23
Closed -$6.59K
19 20 21
22
23

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RIM
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FAT
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OA
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AIA
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SB
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MCM
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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.