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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
CVX icon
51
Chevron
CVX
$382B
$6.3M 0.41%
41,110
-13,845
-25% -$2.11M
ISRG icon
52
Intuitive Surgical
ISRG
$139B
$6.07M 0.4%
10,670
– –
ADP icon
53
Automatic Data Processing
ADP
$109B
$6.04M 0.4%
23,383
-1,520
-6% -$405K
GILD icon
54
Gilead Sciences
GILD
$165B
$6.03M 0.39%
48,855
-2,227
-4% -$271K
APH icon
55
Amphenol
APH
$207B
$5.99M 0.39%
44,124
+9,014
+26% +$1.21M
SPGI icon
56
S&P Global
SPGI
$121B
$5.97M 0.39%
11,360
+541
+5% +$268K
VZ icon
57
Verizon
VZ
$195B
$5.95M 0.39%
145,415
+7,028
+5% +$285K
SCHW
58
Charles Schwab
SCHW
$187B
$5.73M 0.37%
57,039
– –
PFE icon
59
Pfizer
PFE
$154B
$5.69M 0.37%
227,599
+8,329
+4% +$210K
UBS icon
60
UBS Group
UBS
$177B
$5.67M 0.37%
120,920
– –
TJX icon
61
TJX Companies
TJX
$175B
$5.67M 0.37%
36,702
+759
+2% +$112K
PGR icon
62
Progressive
PGR
$124B
$5.64M 0.37%
24,663
+3,542
+17% +$800K
MCD icon
63
McDonald's
MCD
$194B
$5.58M 0.36%
18,165
-281
-2% -$86.1K
TMO icon
64
Thermo Fisher Scientific
TMO
$222B
$5.53M 0.36%
9,495
-239
-2% -$135K
ABT icon
65
Abbott
ABT
$188B
$5.37M 0.35%
42,681
– –
IBM icon
66
IBM
IBM
$223B
$5.25M 0.34%
17,635
-261
-1% -$78.2K
BMY icon
67
Bristol-Myers Squibb
BMY
$132B
$5.17M 0.34%
95,353
+1,883
+2% +$90.6K
GEV icon
68
GE Vernova
GEV
$264B
$5.07M 0.33%
7,721
-2,064
-21% -$1.26M
ACN icon
69
Accenture
ACN
$109B
$4.88M 0.32%
18,112
– –
ADI icon
70
Analog Devices
ADI
$187B
$4.85M 0.32%
17,802
-18
-0.1% -$4.52K
ETN icon
71
Eaton
ETN
$173B
$4.85M 0.32%
15,154
– –
TEL icon
72
TE Connectivity
TEL
$62B
$4.7M 0.31%
20,539
-245
-1% -$56.7K
LOGI icon
73
Logitech
LOGI
$15B
$4.64M 0.3%
44,871
+17,796
+66% +$2M
KGC icon
74
Kinross Gold
KGC
$32.5B
$4.59M 0.3%
161,995
+93,311
+136% +$2.42M
MDT icon
75
Medtronic
MDT
$114B
$4.55M 0.3%
47,088
+4,503
+11% +$437K
1 2
3
4 5

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DF
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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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CGH
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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.