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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
+25.69%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.75B
AUM Growth
+$263M
Cap. Flow
+$68.2M
Cap. Flow %
3.89%
Top 10 Hldgs %
33.09%
Holding
569
New
53
Increased
162
Reduced
164
Closed
73

Top Buys

Rank Stock Value
1
VRSN icon
VeriSign
VRSN
+$33.8M
2
RTX icon
RTX Corp
RTX
+$10.1M
3
FTI icon
TechnipFMC
FTI
+$4.57M
4
AMZN icon
Amazon
AMZN
+$4.47M
5
PEG icon
Public Service Enterprise Group
PEG
+$3.76M

Top Sells

Rank Stock Value
1
COST icon
Costco
COST
+$12.5M
2
CSCO icon
Cisco
CSCO
+$9.25M
3
CRM icon
Salesforce
CRM
+$6.98M
4
WPM icon
Wheaton Precious Metals
WPM
+$5.28M
5
CVX icon
Chevron
CVX
+$4.57M

Sector Composition

Rank Sector Weight
1 Technology 37.59%
2 Financials 13.45%
3 Healthcare 11.17%
4 Communication Services 10.05%
5 Consumer Discretionary 9.08%

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NM
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NMC
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Plato Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Plato Investment Management held 569 positions worth $1.75B, up 18% from $1.49B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management deployed $68.2M of net new capital in Q2 2026, opening 53 new positions and adding to 162 existing holdings. Its largest new stake was Public Service Enterprise Group: 47,045 shares worth $3.8M.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 34% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Wheaton Precious Metals, an estimated $5.28M trimmed.

  • Plato Investment Management's largest Q2 2026 buy was Public Service Enterprise Group: 47,045 shares worth $3.8M.
  • Plato Investment Management added most to VeriSign in Q2 2026, an estimated $33.8M increase.
  • Plato Investment Management's biggest Q2 2026 reduction was Wheaton Precious Metals, cutting an estimated $5.28M.
  • Plato Investment Management fully exited Costco in Q2 2026, selling an estimated $12.5M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.75B portfolio in Q2 2026.
  • Plato Investment Management opened 53 new positions and closed 73 in Q2 2026.
  • Plato Investment Management's portfolio value rose 18% quarter-over-quarter to $1.75B.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.