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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
DB icon
126
Deutsche Bank
DB
$71.9B
$2.63M 0.17%
67,397
+10,949
+19% +$395K
CMI icon
127
Cummins
CMI
$87.6B
$2.6M 0.17%
5,071
-964
-16% -$451K
SPG icon
128
Simon Property Group
SPG
$72B
$2.57M 0.17%
13,803
-6,050
-30% -$1.1M
EXPD icon
129
Expeditors International
EXPD
$23.1B
$2.56M 0.17%
17,101
– –
ALNY icon
130
Alnylam Pharmaceuticals
ALNY
$29.3B
$2.5M 0.16%
6,254
+1,348
+27% +$597K
STT icon
131
State Street
STT
$51.6B
$2.49M 0.16%
19,242
-4,489
-19% -$538K
WAB icon
132
Wabtec
WAB
$49.9B
$2.47M 0.16%
11,520
-571
-5% -$117K
SYF icon
133
Synchrony
SYF
$25.6B
$2.46M 0.16%
29,393
– –
CDNS icon
134
Cadence Design Systems
CDNS
$90B
$2.41M 0.16%
7,681
– –
BNS icon
135
Scotiabank
BNS
$108B
$2.4M 0.16%
32,344
+6,311
+24% +$429K
USB icon
136
US Bancorp
USB
$100B
$2.34M 0.15%
43,733
+19,645
+82% +$966K
TRI icon
137
Thomson Reuters
TRI
$45.7B
$2.33M 0.15%
17,264
+16,979
+5,958% +$2.46M
TSM icon
138
TSMC
TSM
$2.18T
$2.33M 0.15%
7,615
-978
-11% -$287K
COP icon
139
ConocoPhillips
COP
$151B
$2.31M 0.15%
24,584
-1,303
-5% -$118K
EXC icon
140
Exelon
EXC
$46.3B
$2.3M 0.15%
52,573
-870
-2% -$39.7K
IQV icon
141
IQVIA
IQV
$40.2B
$2.3M 0.15%
10,150
-2,815
-22% -$612K
HIG icon
142
Hartford Financial Services
HIG
$38.4B
$2.3M 0.15%
16,593
– –
IT icon
143
Gartner
IT
$11.8B
$2.28M 0.15%
9,002
+6,714
+293% +$1.62M
PRU icon
144
Prudential Financial
PRU
$42.2B
$2.27M 0.15%
20,007
-1,742
-8% -$187K
PANW icon
145
Palo Alto Networks
PANW
$315B
$2.26M 0.15%
12,200
– –
CHRW icon
146
C.H. Robinson
CHRW
$17B
$2.26M 0.15%
13,974
– –
ED icon
147
Consolidated Edison
ED
$39.6B
$2.25M 0.15%
22,510
-1,106
-5% -$110K
BDX icon
148
Becton Dickinson
BDX
$49.2B
$2.24M 0.15%
11,485
-25
-0.2% -$4.76K
AME icon
149
Ametek
AME
$58.6B
$2.22M 0.15%
10,751
+47
+0.4% +$9.14K
CTVA icon
150
Corteva
CTVA
$50.8B
$2.2M 0.14%
32,598
– –
4 5
6
7 8

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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.