We are live on ! Find out more
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
BSX icon
126
Boston Scientific
BSX
$65.8B
$2.71M 0.18%
43,172
+466
+1% +$37.3K
MNST icon
127
Monster Beverage
MNST
$91.4B
$2.69M 0.18%
37,129
+1,413
+4% +$111K
TPL icon
128
Texas Pacific Land
TPL
$28.9B
$2.69M 0.18%
5,656
+1,567
+38% +$673K
CTVA icon
129
Corteva
CTVA
$59.7B
$2.66M 0.18%
31,729
-869
-3% -$65.5K
VRTX icon
130
Vertex Pharmaceuticals
VRTX
$121B
$2.65M 0.18%
5,935
– –
ICE icon
131
Intercontinental Exchange
ICE
$82.4B
$2.61M 0.18%
16,587
– –
DE icon
132
Deere & Co
DE
$170B
$2.55M 0.17%
4,528
+411
+10% +$232K
STX icon
133
Seagate
STX
$193B
$2.5M 0.17%
+6,385
New +$2.44M
TER icon
134
Teradyne
TER
$54.8B
$2.49M 0.17%
8,406
+4,464
+113% +$1.24M
EXPD icon
135
Expeditors International
EXPD
$22.9B
$2.45M 0.16%
17,101
– –
KEYS icon
136
Keysight
KEYS
$54.5B
$2.44M 0.16%
8,630
-1,140
-12% -$286K
SPG icon
137
Simon Property Group
SPG
$74.5B
$2.37M 0.16%
12,683
-1,120
-8% -$214K
EXPE icon
138
Expedia Group
EXPE
$31.2B
$2.37M 0.16%
10,246
+543
+6% +$133K
TTE icon
139
TotalEnergies
TTE
$193B
$2.33M 0.16%
+24,959
New +$1.91M
AME icon
140
Ametek
AME
$55.5B
$2.31M 0.15%
10,751
– –
STT icon
141
State Street
STT
$50.9B
$2.26M 0.15%
17,833
-1,409
-7% -$180K
ABNB icon
142
Airbnb
ABNB
$83.7B
$2.25M 0.15%
17,798
+2,087
+13% +$271K
HIG icon
143
Hartford Financial Services
HIG
$38.5B
$2.25M 0.15%
16,593
– –
CBRE icon
144
CBRE Group
CBRE
$40.8B
$2.24M 0.15%
16,498
-39
-0.2% -$5.93K
HSY icon
145
Hershey
HSY
$35.4B
$2.22M 0.15%
10,668
+2,755
+35% +$581K
TGT icon
146
Target
TGT
$62.1B
$2.22M 0.15%
18,293
-716
-4% -$80.7K
PCG icon
147
PG&E
PCG
$47.8B
$2.21M 0.15%
125,938
+9,391
+8% +$160K
SHOP icon
148
Shopify
SHOP
$148B
$2.21M 0.15%
18,703
+441
+2% +$57.9K
AEM icon
149
Agnico Eagle Mines
AEM
$72.6B
$2.16M 0.15%
10,696
-814
-7% -$169K
LOGI icon
150
Logitech
LOGI
$15.2B
$2.16M 0.14%
23,934
-20,937
-47% -$1.93M
4 5
6
7 8

Similar funds

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
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.