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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
CL icon
101
Colgate-Palmolive
CL
$72.6B
$3.45M 0.23%
40,430
+14,702
+57% +$1.31M
GM icon
102
General Motors
GM
$74.7B
$3.44M 0.23%
46,091
– –
LOW icon
103
Lowe's Companies
LOW
$116B
$3.35M 0.23%
14,168
-218
-2% -$56.9K
NOW icon
104
ServiceNow
NOW
$102B
$3.34M 0.22%
31,935
+7,130
+29% +$839K
DHR icon
105
Danaher
DHR
$135B
$3.25M 0.22%
17,157
– –
FIX icon
106
Comfort Systems
FIX
$61B
$3.21M 0.22%
2,327
+147
+7% +$187K
PH icon
107
Parker-Hannifin
PH
$125B
$3.18M 0.21%
3,555
+159
+5% +$150K
TXN icon
108
Texas Instruments
TXN
$255B
$3.11M 0.21%
16,018
+4,865
+44% +$985K
EIX icon
109
Edison International
EIX
$30.7B
$3.11M 0.21%
42,413
-6,002
-12% -$405K
ANET icon
110
Arista Networks
ANET
$219B
$3.04M 0.2%
24,755
-3,081
-11% -$412K
EXC icon
111
Exelon
EXC
$48.6B
$3.03M 0.2%
61,876
+9,303
+18% +$433K
TSM icon
112
TSMC
TSM
$2.09T
$3.02M 0.2%
8,934
+1,319
+17% +$454K
MRSH
113
Marsh
MRSH
$86.3B
$2.99M 0.2%
17,248
+469
+3% +$84.3K
TEL icon
114
TE Connectivity
TEL
$58.8B
$2.97M 0.2%
14,222
-6,317
-31% -$1.39M
WAB icon
115
Wabtec
WAB
$51.1B
$2.92M 0.2%
11,680
+160
+1% +$38.7K
MDLZ icon
116
Mondelez International
MDLZ
$77.7B
$2.9M 0.19%
50,222
-60
-0.1% -$3.48K
BNS icon
117
Scotiabank
BNS
$106B
$2.9M 0.19%
41,863
+9,519
+29% +$698K
ED icon
118
Consolidated Edison
ED
$41.6B
$2.85M 0.19%
25,187
+2,677
+12% +$290K
F icon
119
Ford
F
$57.3B
$2.85M 0.19%
246,404
+162,534
+194% +$2.14M
CI icon
120
Cigna
CI
$76.6B
$2.82M 0.19%
10,561
-21
-0.2% -$5.81K
HCA icon
121
HCA Healthcare
HCA
$84.8B
$2.79M 0.19%
5,901
+1,993
+51% +$1M
CMI icon
122
Cummins
CMI
$91.7B
$2.79M 0.19%
5,187
+116
+2% +$65.6K
WDC icon
123
Western Digital
WDC
$179B
$2.78M 0.19%
10,279
-1,759
-15% -$459K
AMT icon
124
American Tower
AMT
$77.7B
$2.73M 0.18%
15,802
– –
REGN icon
125
Regeneron Pharmaceuticals
REGN
$68.8B
$2.72M 0.18%
3,519
– –
3 4
5
6 7

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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.