We are live on ! Find out more
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
SHW icon
101
Sherwin-Williams
SHW
$88.1B
$3.63M 0.24%
11,151
-189
-2% -$63.2K
BKR icon
102
Baker Hughes
BKR
$63.6B
$3.6M 0.24%
78,713
– –
MSI icon
103
Motorola Solutions
MSI
$76.5B
$3.55M 0.23%
9,213
-273
-3% -$110K
LOW icon
104
Lowe's Companies
LOW
$123B
$3.49M 0.23%
14,386
– –
TMUS icon
105
T-Mobile US
TMUS
$191B
$3.47M 0.23%
17,007
+1,181
+7% +$250K
INTC icon
106
Intel
INTC
$492B
$3.33M 0.22%
89,812
+25,174
+39% +$951K
MCK icon
107
McKesson
MCK
$103B
$3.23M 0.21%
3,919
+21
+0.5% +$17.1K
MRSH
108
Marsh
MRSH
$91B
$3.13M 0.2%
16,779
– –
HWM icon
109
Howmet Aerospace
HWM
$113B
$3.02M 0.2%
14,652
-146
-1% -$29.1K
PH icon
110
Parker-Hannifin
PH
$134B
$3M 0.2%
3,396
+126
+4% +$103K
NKE icon
111
Nike
NKE
$62.5B
$2.99M 0.2%
46,781
+13,112
+39% +$855K
SHOP icon
112
Shopify
SHOP
$200B
$2.96M 0.19%
18,262
-12,572
-41% -$2.02M
CI icon
113
Cigna
CI
$73.6B
$2.93M 0.19%
10,582
+1,124
+12% +$315K
EIX icon
114
Edison International
EIX
$26.1B
$2.92M 0.19%
48,415
-21,605
-31% -$1.24M
ROP icon
115
Roper Technologies
ROP
$39.9B
$2.9M 0.19%
6,479
– –
INVH icon
116
Invitation Homes
INVH
$17.8B
$2.87M 0.19%
102,631
– –
AMT icon
117
American Tower
AMT
$78.8B
$2.79M 0.18%
15,802
+2,875
+22% +$523K
EXPE icon
118
Expedia Group
EXPE
$37.7B
$2.76M 0.18%
9,703
– –
MNST icon
119
Monster Beverage
MNST
$89.6B
$2.75M 0.18%
71,432
+5,822
+9% +$209K
REGN icon
120
Regeneron Pharmaceuticals
REGN
$83.2B
$2.73M 0.18%
3,519
+33
+0.9% +$22.4K
MDLZ icon
121
Mondelez International
MDLZ
$78.5B
$2.72M 0.18%
50,282
-1,398
-3% -$80.5K
CLS icon
122
Celestica
CLS
$39.7B
$2.72M 0.18%
9,138
-5,908
-39% -$1.78M
VRTX icon
123
Vertex Pharmaceuticals
VRTX
$133B
$2.7M 0.18%
5,935
-91
-2% -$39.2K
ICE icon
124
Intercontinental Exchange
ICE
$84.5B
$2.7M 0.18%
16,587
– –
CBRE icon
125
CBRE Group
CBRE
$41.7B
$2.67M 0.17%
16,537
– –
3 4
5
6 7

Similar funds

CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
DF
DNCA Finance Paris, France $1.75B AUM 38.18% 1-Year Est. Return
SFI
Siemens Fonds Invest Munich, Germany $1.75B AUM 26.24% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.74B AUM 64.05% 1-Year Est. Return
CGH
Contrarius Group Holdings Hamilton, Bermuda $1.77B AUM 83.15% 1-Year Est. Return

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.