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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMI icon
526
Kinder Morgan
KMI
$70.1B
– –
-9,383
Closed -$275K
LUMN icon
527
Lumen
LUMN
$6.58B
– –
-12,193
Closed -$53.2K
MOH icon
528
Molina Healthcare
MOH
$10.2B
– –
-65
Closed -$19.3K
NGD
529
DELISTED
New Gold Inc
NGD
– –
-108,318
Closed -$535K
ODFL icon
530
Old Dominion Freight Line
ODFL
$43.4B
– –
-6
Closed -$970
OMF icon
531
OneMain Financial
OMF
$7.32B
– –
-1,154
Closed -$65.5K
POWI icon
532
Power Integrations
POWI
$3.54B
– –
-704
Closed -$39.2K
SEZL
533
Sezzle
SEZL
$4.32B
– –
-874
Closed -$156K
STRL icon
534
Sterling Infrastructure
STRL
$16.3B
– –
-218
Closed -$50.1K
SWK icon
535
Stanley Black & Decker
SWK
$15.7B
– –
-5,932
Closed -$400K
SWKS icon
536
Skyworks Solutions
SWKS
$10.3B
– –
-2,652
Closed -$197K
TECH icon
537
Bio-Techne
TECH
$11.2B
– –
-4,739
Closed -$243K
VET icon
538
Vermilion Energy
VET
$1.73B
– –
-1,052
Closed -$7.64K
VFC icon
539
VF Corp
VFC
$5.81B
– –
-4,421
Closed -$51.8K
VRNT
540
DELISTED
Verint Systems
VRNT
– –
-1,571
Closed -$30.8K
WBA
541
DELISTED
Walgreens Boots Alliance
WBA
– –
-60,393
Closed -$691K
ZIM icon
542
ZIM Integrated Shipping Services
ZIM
$2.96B
– –
-11,354
Closed -$182K
DAY
543
DELISTED
Dayforce
DAY
– –
-3,865
Closed -$213K
GAP
544
The Gap Inc
GAP
$7.55B
– –
-5,793
Closed -$126K
EXE
545
Expand Energy Corp
EXE
$22.7B
– –
-4,466
Closed -$520K
RAL
546
Ralliant Corp
RAL
$7.91B
– –
-5,740
Closed -$277K
18 19 20 21
22

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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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Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.