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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
PFE icon
76
Pfizer
PFE
$140B
$4.47M 0.3%
159,237
-68,362
-30% -$1.82M
TD icon
77
Toronto Dominion Bank
TD
$198B
$4.46M 0.3%
47,932
+7,007
+17% +$666K
INTU icon
78
Intuit
INTU
$79.5B
$4.39M 0.29%
10,150
+438
+5% +$209K
PLD icon
79
Prologis
PLD
$138B
$4.35M 0.29%
32,911
+924
+3% +$123K
QCOM icon
80
Qualcomm
QCOM
$177B
$4.29M 0.29%
33,313
-8,591
-21% -$1.25M
EOG icon
81
EOG Resources
EOG
$78B
$4.25M 0.29%
29,410
-9,746
-25% -$1.18M
BNY
82
Bank of New York Mellon
BNY
$108B
$4.25M 0.29%
35,811
– –
UBS icon
83
UBS Group
UBS
$170B
$4.16M 0.28%
108,726
-12,194
-10% -$522K
SPGI icon
84
S&P Global
SPGI
$126B
$4.15M 0.28%
9,761
-1,599
-14% -$742K
AWK icon
85
American Water Works
AWK
$26.3B
$4.1M 0.28%
30,129
+658
+2% +$87K
MGA icon
86
Magna International
MGA
$18B
$4.07M 0.27%
73,045
+3,293
+5% +$188K
MSI icon
87
Motorola Solutions
MSI
$68.4B
$4.04M 0.27%
9,302
+89
+1% +$38.5K
MDT icon
88
Medtronic
MDT
$106B
$4.02M 0.27%
46,424
-664
-1% -$63.6K
INTC icon
89
Intel
INTC
$483B
$4.01M 0.27%
90,883
+1,071
+1% +$49.1K
TMUS icon
90
T-Mobile US
TMUS
$193B
$4M 0.27%
19,048
+2,041
+12% +$419K
ES icon
91
Eversource Energy
ES
$28.1B
$3.98M 0.27%
57,396
+2,025
+4% +$143K
VRT icon
92
Vertiv
VRT
$114B
$3.98M 0.27%
15,868
+7,406
+88% +$1.64M
SYK icon
93
Stryker
SYK
$126B
$3.98M 0.27%
12,092
+754
+7% +$271K
TT icon
94
Trane Technologies
TT
$107B
$3.84M 0.26%
9,211
-283
-3% -$120K
ITW icon
95
Illinois Tool Works
ITW
$81.1B
$3.8M 0.26%
14,584
-2,400
-14% -$653K
SHW icon
96
Sherwin-Williams
SHW
$78.5B
$3.64M 0.24%
11,342
+191
+2% +$65.8K
BLK icon
97
Blackrock
BLK
$163B
$3.62M 0.24%
3,767
+282
+8% +$297K
UBER icon
98
Uber
UBER
$141B
$3.59M 0.24%
49,911
-473
-0.9% -$36.4K
CVS icon
99
CVS Health
CVS
$137B
$3.49M 0.23%
48,563
-907
-2% -$69.9K
MCK icon
100
McKesson
MCK
$97.9B
$3.47M 0.23%
4,004
+85
+2% +$75.9K
2 3
4
5 6

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NAM
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RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
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OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
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SB
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MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return

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.