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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
ENB icon
526
Enbridge
ENB
$113B
– –
-80
Closed -$4.01K
EQIX icon
527
Equinix
EQIX
$102B
– –
-4
Closed -$3.11K
FNV icon
528
Franco-Nevada
FNV
$46.4B
– –
-574
Closed -$127K
FWONK icon
529
Liberty Media Series C
FWONK
$25.7B
– –
-3,518
Closed -$365K
HBM icon
530
Hudbay
HBM
$12.3B
– –
-20,117
Closed -$302K
HPE icon
531
Hewlett Packard
HPE
$72B
– –
-2,743
Closed -$66.9K
HWC icon
532
Hancock Whitney
HWC
$6.28B
– –
-86
Closed -$5.34K
KMX icon
533
CarMax
KMX
$8.26B
– –
-57
Closed -$2.54K
LII icon
534
Lennox International
LII
$14.9B
– –
-6
Closed -$3.15K
LULU icon
535
lululemon athletica
LULU
$14.3B
– –
-3,030
Closed -$535K
M icon
536
Macy's
M
$6.45B
– –
-10,181
Closed -$181K
NTNX icon
537
Nutanix
NTNX
$17.4B
– –
-5,377
Closed -$397K
OR icon
538
OR Royalties Inc
OR
$6.31B
– –
-958
Closed -$38.1K
PAAS icon
539
Pan American Silver
PAAS
$21.8B
– –
-21,133
Closed -$813K
PTCT icon
540
PTC Therapeutics
PTCT
$6.15B
– –
-917
Closed -$55.8K
REVG
541
DELISTED
REV Group
REVG
– –
-4,495
Closed -$253K
SO icon
542
Southern Company
SO
$106B
– –
-876
Closed -$82.4K
STWD icon
543
Starwood Property Trust
STWD
$6.17B
– –
-11,443
Closed -$220K
TIGO icon
544
Millicom
TIGO
$15.9B
– –
-18,163
Closed -$875K
TSN icon
545
Tyson Foods
TSN
$19.9B
– –
-881
Closed -$47.5K
WMB icon
546
Williams Companies
WMB
$88.4B
– –
-2,016
Closed -$127K
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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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.