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
PWR icon
151
Quanta Services
PWR
$93.9B
$2.16M 0.14%
3,926
+401
+11% +$207K
CB icon
152
Chubb
CB
$140B
$2.14M 0.14%
6,573
-247
-4% -$79.2K
CDNS icon
153
Cadence Design Systems
CDNS
$90B
$2.14M 0.14%
7,681
– –
DELL icon
154
Dell
DELL
$283B
$2.1M 0.14%
12,812
+7,282
+132% +$970K
MRVL icon
155
Marvell Technology
MRVL
$174B
$2.1M 0.14%
21,228
+4,269
+25% +$359K
ALNY icon
156
Alnylam Pharmaceuticals
ALNY
$36.3B
$2.07M 0.14%
6,249
-5
-0.1% -$1.7K
PPG icon
157
PPG Industries
PPG
$25.9B
$2.07M 0.14%
19,315
– –
COP icon
158
ConocoPhillips
COP
$147B
$2.05M 0.14%
15,511
-9,073
-37% -$1M
MSCI icon
159
MSCI
MSCI
$40B
$2.05M 0.14%
3,798
– –
PANW icon
160
Palo Alto Networks
PANW
$264B
$2.03M 0.14%
12,666
+466
+4% +$78.3K
TFC icon
161
Truist Financial
TFC
$63.2B
$2.03M 0.14%
44,054
+36,394
+475% +$1.8M
NKE icon
162
Nike
NKE
$61.9B
$2.01M 0.14%
38,072
-8,709
-19% -$528K
SYF icon
163
Synchrony
SYF
$23.7B
$2M 0.13%
29,393
– –
DB icon
164
Deutsche Bank
DB
$66.3B
$2M 0.13%
67,397
– –
APP icon
165
Applovin
APP
$132B
$1.98M 0.13%
4,975
-1,359
-21% -$657K
INVH icon
166
Invitation Homes
INVH
$17.7B
$1.96M 0.13%
78,945
-23,686
-23% -$620K
PRU icon
167
Prudential Financial
PRU
$41.7B
$1.96M 0.13%
20,007
– –
KDP icon
168
Keurig Dr Pepper
KDP
$40.4B
$1.94M 0.13%
73,661
+2,893
+4% +$81.1K
BMO icon
169
Bank of Montreal
BMO
$125B
$1.93M 0.13%
14,305
+13,836
+2,950% +$1.92M
CHRW icon
170
C.H. Robinson
CHRW
$22B
$1.91M 0.13%
11,482
-2,492
-18% -$446K
USB icon
171
US Bancorp
USB
$99.6B
$1.9M 0.13%
36,425
-7,308
-17% -$402K
ZTS icon
172
Zoetis
ZTS
$31.6B
$1.87M 0.13%
15,838
+389
+3% +$48.1K
MCO icon
173
Moody's
MCO
$82.4B
$1.87M 0.13%
4,281
+1,389
+48% +$657K
ADSK icon
174
Autodesk
ADSK
$44.3B
$1.87M 0.13%
7,799
+588
+8% +$148K
EMR icon
175
Emerson Electric
EMR
$82.9B
$1.84M 0.12%
14,053
– –
5 6
7
8 9

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.