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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
ECL icon
76
Ecolab
ECL
$79.8B
$4.33M 0.28%
16,417
– –
APP icon
77
Applovin
APP
$107B
$4.29M 0.28%
6,334
-1,502
-19% -$946K
CME icon
78
CME Group
CME
$93.4B
$4.22M 0.28%
15,383
-534
-3% -$145K
ITW icon
79
Illinois Tool Works
ITW
$83.6B
$4.2M 0.27%
16,984
+1,436
+9% +$358K
BNY
80
Bank of New York Mellon
BNY
$109B
$4.18M 0.27%
35,811
– –
UBER icon
81
Uber
UBER
$160B
$4.14M 0.27%
50,384
-807
-2% -$72.7K
EOG icon
82
EOG Resources
EOG
$75.1B
$4.13M 0.27%
39,156
-4,592
-10% -$493K
PLD icon
83
Prologis
PLD
$133B
$4.1M 0.27%
31,987
+2,444
+8% +$305K
BSX icon
84
Boston Scientific
BSX
$74.4B
$4.09M 0.27%
42,706
+14,144
+50% +$1.39M
T icon
85
AT&T
T
$167B
$4.04M 0.26%
162,024
– –
SYK icon
86
Stryker
SYK
$134B
$4M 0.26%
11,338
-262
-2% -$95.5K
DHR icon
87
Danaher
DHR
$146B
$3.95M 0.26%
17,157
-1,067
-6% -$235K
CVS icon
88
CVS Health
CVS
$119B
$3.95M 0.26%
49,470
-439
-0.9% -$34.6K
TD icon
89
Toronto Dominion Bank
TD
$201B
$3.88M 0.25%
40,925
– –
AWK icon
90
American Water Works
AWK
$27B
$3.86M 0.25%
29,471
– –
CM icon
91
Canadian Imperial Bank of Commerce
CM
$109B
$3.83M 0.25%
42,022
– –
NOW icon
92
ServiceNow
NOW
$132B
$3.82M 0.25%
24,805
+30
+0.1% +$5.15K
GM icon
93
General Motors
GM
$78.2B
$3.77M 0.25%
46,091
+2,586
+6% +$182K
BLK icon
94
Blackrock
BLK
$177B
$3.75M 0.25%
3,485
-96
-3% -$105K
ES icon
95
Eversource Energy
ES
$26.8B
$3.75M 0.24%
55,371
-596
-1% -$41.8K
MGA icon
96
Magna International
MGA
$18.7B
$3.74M 0.24%
69,752
+29,785
+75% +$1.46M
SLB icon
97
SLB Ltd
SLB
$79.3B
$3.74M 0.24%
97,002
+1,475
+2% +$53.5K
TT icon
98
Trane Technologies
TT
$106B
$3.71M 0.24%
9,494
-225
-2% -$93.1K
AMAT icon
99
Applied Materials
AMAT
$418B
$3.7M 0.24%
14,309
-9,121
-39% -$2.19M
ANET icon
100
Arista Networks
ANET
$248B
$3.67M 0.24%
27,836
-1,416
-5% -$195K
2 3
4
5 6

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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.