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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
BMY icon
51
Bristol-Myers Squibb
BMY
$127B
$6.03M 0.41%
99,440
+4,087
+4% +$238K
TJX icon
52
TJX Companies
TJX
$171B
$5.95M 0.4%
37,217
+515
+1% +$80.2K
WFC icon
53
Wells Fargo
WFC
$262B
$5.86M 0.39%
73,531
-1,885
-2% -$162K
MCD icon
54
McDonald's
MCD
$189B
$5.85M 0.39%
18,828
+663
+4% +$211K
CM icon
55
Canadian Imperial Bank of Commerce
CM
$107B
$5.66M 0.38%
59,922
+17,900
+43% +$1.71M
APH icon
56
Amphenol
APH
$192B
$5.64M 0.38%
44,582
+458
+1% +$64.5K
T icon
57
AT&T
T
$162B
$5.62M 0.38%
193,587
+31,563
+19% +$843K
SLB icon
58
SLB Ltd
SLB
$77.4B
$5.54M 0.37%
107,688
+10,686
+11% +$519K
SCHW
59
Charles Schwab
SCHW
$177B
$5.36M 0.36%
57,039
– –
ETN icon
60
Eaton
ETN
$160B
$5.18M 0.35%
14,478
-676
-4% -$241K
ACN icon
61
Accenture
ACN
$88.8B
$5.18M 0.35%
26,100
+7,988
+44% +$1.86M
BKR icon
62
Baker Hughes
BKR
$57.5B
$5.15M 0.35%
84,290
+5,577
+7% +$322K
IBM icon
63
IBM
IBM
$203B
$5.13M 0.34%
21,166
+3,531
+20% +$955K
CMCSA icon
64
Comcast
CMCSA
$79.2B
$5.09M 0.34%
177,213
-37,816
-18% -$1.13M
ISRG icon
65
Intuitive Surgical
ISRG
$121B
$5.01M 0.34%
10,851
+181
+2% +$91.6K
UNH icon
66
UnitedHealth
UNH
$382B
$4.96M 0.33%
18,315
-961
-5% -$286K
ORCL icon
67
Oracle
ORCL
$342B
$4.93M 0.33%
33,487
-3,724
-10% -$605K
CME icon
68
CME Group
CME
$91.1B
$4.88M 0.33%
16,505
+1,122
+7% +$333K
ADP icon
69
Automatic Data Processing
ADP
$99B
$4.75M 0.32%
23,365
-18
-0.1% -$4.13K
ADBE icon
70
Adobe
ADBE
$88.3B
$4.74M 0.32%
19,471
+489
+3% +$135K
ECL icon
71
Ecolab
ECL
$75.4B
$4.67M 0.31%
17,538
+1,121
+7% +$316K
TMO icon
72
Thermo Fisher Scientific
TMO
$207B
$4.64M 0.31%
9,440
-55
-0.6% -$29.8K
ABT icon
73
Abbott
ABT
$181B
$4.57M 0.31%
44,449
+1,768
+4% +$200K
PGR icon
74
Progressive
PGR
$124B
$4.54M 0.3%
22,880
-1,783
-7% -$368K
HWM icon
75
Howmet Aerospace
HWM
$116B
$4.5M 0.3%
19,517
+4,865
+33% +$1.13M
1 2
3
4 5

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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.