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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
+14.51%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.33B
AUM Growth
+$143M
Cap. Flow
+$32.2M
Cap. Flow %
2.42%
Top 10 Hldgs %
32.85%
Holding
560
New
33
Increased
318
Reduced
101
Closed
44

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$5.24M
2
TD icon
Toronto Dominion Bank
TD
+$2.67M
3
AAPL icon
Apple
AAPL
+$2.28M
4
MSFT icon
Microsoft
MSFT
+$2.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.97M

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.68M
2
TRI icon
Thomson Reuters
TRI
+$2.41M
3
SHOP icon
Shopify
SHOP
+$2.01M
4
DSGX icon
Descartes Systems
DSGX
+$1.77M
5
FSV icon
FirstService
FSV
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 35.31%
2 Financials 13.12%
3 Healthcare 10.52%
4 Communication Services 10.3%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KDP icon
126
Keurig Dr Pepper
KDP
$39.9B
$2.33M 0.18%
70,768
+59
+0.1% +$2K
CL icon
127
Colgate-Palmolive
CL
$74.3B
$2.33M 0.18%
25,728
+21
+0.1% +$1.92K
ABNB icon
128
Airbnb
ABNB
$111B
$2.32M 0.17%
17,623
-1,351
-7% -$171K
COP icon
129
ConocoPhillips
COP
$148B
$2.31M 0.17%
25,887
-732
-3% -$65.9K
EXC icon
130
Exelon
EXC
$45.8B
$2.31M 0.17%
53,443
+44
+0.1% +$1.96K
ROP icon
131
Roper Technologies
ROP
$39.9B
$2.31M 0.17%
4,092
+5
+0.1% +$2.83K
CBRE icon
132
CBRE Group
CBRE
$41.7B
$2.31M 0.17%
16,537
+14
+0.1% +$1.77K
TXN icon
133
Texas Instruments
TXN
$256B
$2.31M 0.17%
11,153
-303
-3% -$53.8K
ANSS
134
DELISTED
Ansys
ANSS
$2.3M 0.17%
6,586
+6
+0.1% +$1.97K
ED icon
135
Consolidated Edison
ED
$39.3B
$2.29M 0.17%
22,954
+24
+0.1% +$2.54K
PH icon
136
Parker-Hannifin
PH
$134B
$2.28M 0.17%
3,270
-240
-7% -$152K
MU icon
137
Micron Technology
MU
$972B
$2.26M 0.17%
18,387
+1,006
+6% +$94K
MRVL icon
138
Marvell Technology
MRVL
$187B
$2.26M 0.17%
29,250
-2,364
-7% -$148K
MSCI icon
139
MSCI
MSCI
$40.9B
$2.23M 0.17%
3,880
+2
+0.1% +$1.11K
SE icon
140
Sea Limited
SE
$70.3B
$2.23M 0.17%
13,972
+4,780
+52% +$692K
ADSK icon
141
Autodesk
ADSK
$54.1B
$2.22M 0.17%
7,211
+1,642
+29% +$466K
DE icon
142
Deere & Co
DE
$164B
$2.19M 0.16%
4,318
+893
+26% +$437K
PPG icon
143
PPG Industries
PPG
$25.7B
$2.18M 0.16%
19,215
+9
+0% +$973
PRU icon
144
Prudential Financial
PRU
$42.1B
$2.17M 0.16%
20,236
+22
+0.1% +$2.28K
AMP icon
145
Ameriprise Financial
AMP
$49.2B
$2.15M 0.16%
4,044
-1,723
-30% -$851K
GM icon
146
General Motors
GM
$77.2B
$2.13M 0.16%
43,505
-2,230
-5% -$106K
HIG icon
147
Hartford Financial Services
HIG
$38.7B
$2.1M 0.16%
16,593
+140
+0.9% +$17.4K
MNST icon
148
Monster Beverage
MNST
$89.6B
$2.04M 0.15%
32,705
+15
+0% +$917
IQV icon
149
IQVIA
IQV
$39.8B
$2.04M 0.15%
12,965
+4,840
+60% +$729K
ELV icon
150
Elevance Health
ELV
$86.2B
$2.03M 0.15%
5,227
+4
+0.1% +$1.61K
4 5
6
7 8

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DF
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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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CGH
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Plato Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Plato Investment Management held 560 positions worth $1.33B, up 12% from $1.19B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Plato Investment Management's Q2 2025 filing shows 33 new, 318 increased, 101 reduced and 44 closed positions. Its largest new stake was Toronto Dominion Bank: 40,872 shares worth $2.99M. The largest sale was Kinross Gold, an estimated $2.68M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.

  • Plato Investment Management's largest Q2 2025 buy was Toronto Dominion Bank: 40,872 shares worth $2.99M.
  • Plato Investment Management added most to Broadcom in Q2 2025, an estimated $5.24M increase.
  • Plato Investment Management's biggest Q2 2025 reduction was Thomson Reuters, cutting an estimated $2.41M.
  • Plato Investment Management fully exited Kinross Gold in Q2 2025, selling an estimated $2.68M.
  • Plato Investment Management's ten largest holdings make up 33% of its $1.33B portfolio in Q2 2025.
  • Plato Investment Management opened 33 new positions and closed 44 in Q2 2025.
  • Plato Investment Management's portfolio value rose 12% quarter-over-quarter to $1.33B.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.