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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
BVS icon
526
Bioventus
BVS
$1.17B
– –
-3,977
Closed -$36.8K
CACI icon
527
CACI
CACI
$14.3B
– –
-12
Closed -$4.45K
CGAU
528
Centerra Gold
CGAU
$4.17B
– –
-1,620
Closed -$10.4K
CIGI icon
529
Colliers International
CIGI
$5.11B
– –
-583
Closed -$71.3K
COMP icon
530
Compass
COMP
$9.52B
– –
-12,444
Closed -$110K
CRUS icon
531
Cirrus Logic
CRUS
$6.11B
– –
-973
Closed -$98K
CYBR
532
DELISTED
CyberArk
CYBR
– –
-118
Closed -$40.3K
DCBO
533
Docebo
DCBO
$594M
– –
-789
Closed -$22.9K
DFS
534
DELISTED
Discover Financial Services
DFS
– –
-1,108
Closed -$191K
DOO
535
Bombardier Recreational Products
DOO
$4.7B
– –
-217
Closed -$7.41K
DSGX icon
536
Descartes Systems
DSGX
$6.86B
– –
-17,377
Closed -$1.77M
ESLT icon
537
Elbit Systems
ESLT
$39.6B
– –
-225
Closed -$86.9K
FIX icon
538
Comfort Systems
FIX
$58.9B
– –
-11
Closed -$3.58K
FSV icon
539
FirstService
FSV
$6.27B
– –
-7,940
Closed -$1.33M
FVRR icon
540
Fiverr
FVRR
$327M
– –
-672
Closed -$16.1K
GIL icon
541
Gildan
GIL
$10.6B
– –
-4,619
Closed -$206K
HAS icon
542
Hasbro
HAS
$13.3B
– –
-1,879
Closed -$117K
IDCC icon
543
InterDigital
IDCC
$8.99B
– –
-916
Closed -$191K
JEF icon
544
Jefferies Financial Group
JEF
$12.8B
– –
-1,034
Closed -$56K
JWN
545
DELISTED
Nordstrom
JWN
– –
-4,040
Closed -$99.8K
KGC icon
546
Kinross Gold
KGC
$32.5B
– –
-210,351
Closed -$2.68M
LPLA icon
547
LPL Financial
LPLA
$29.3B
– –
-81
Closed -$26.8K
MOS icon
548
The Mosaic Company
MOS
$7.46B
– –
-917
Closed -$25K
NVMI
549
Nova
NVMI
$12.2B
– –
-1,130
Closed -$208K
OLED icon
550
Universal Display
OLED
$4.16B
– –
-169
Closed -$23.8K
19 20 21
22
23

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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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CGH
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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.