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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
+10.2%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FAST icon
151
Fastenal
FAST
$60.1B
$2.13M 0.14%
43,747
+114
+0.3% +$5.39K
BX icon
152
Blackstone
BX
$118B
$2.12M 0.14%
12,530
+5,877
+88% +$1.01M
ABNB icon
153
Airbnb
ABNB
$111B
$2.12M 0.14%
17,623
– –
CCI icon
154
Crown Castle
CCI
$31.3B
$2.11M 0.14%
22,036
+17,631
+400% +$1.78M
RPM icon
155
RPM International
RPM
$14.9B
$2.11M 0.14%
18,004
+409
+2% +$49.1K
EXPD icon
156
Expeditors International
EXPD
$23B
$2.08M 0.14%
17,101
+49
+0.3% +$5.83K
SYF icon
157
Synchrony
SYF
$25.5B
$2.07M 0.14%
29,393
– –
EXPE icon
158
Expedia Group
EXPE
$38.5B
$2.06M 0.14%
9,703
– –
CL icon
159
Colgate-Palmolive
CL
$73.6B
$2.04M 0.14%
25,728
– –
TXN icon
160
Texas Instruments
TXN
$257B
$2.03M 0.14%
11,153
– –
JBL icon
161
Jabil
JBL
$37.4B
$2.03M 0.14%
9,422
+3,067
+48% +$668K
MET icon
162
MetLife
MET
$61.5B
$2.02M 0.14%
24,757
– –
KEYS icon
163
Keysight
KEYS
$58.7B
$2.02M 0.14%
11,623
-13
-0.1% -$2.17K
PPG icon
164
PPG Industries
PPG
$25.8B
$2.01M 0.14%
19,315
+100
+0.5% +$11.1K
AME icon
165
Ametek
AME
$58.8B
$2M 0.14%
10,704
– –
MRVL icon
166
Marvell Technology
MRVL
$191B
$1.98M 0.13%
23,776
-5,474
-19% -$403K
RBLX icon
167
Roblox
RBLX
$25.9B
$1.98M 0.13%
14,390
-26
-0.2% -$3.23K
AMP icon
168
Ameriprise Financial
AMP
$49.7B
$1.97M 0.13%
4,044
– –
DE icon
169
Deere & Co
DE
$167B
$1.96M 0.13%
4,318
– –
IDXX icon
170
Idexx Laboratories
IDXX
$46.2B
$1.96M 0.13%
3,089
– –
STN icon
171
Stantec
STN
$8.5B
$1.95M 0.13%
18,248
– –
REGN icon
172
Regeneron Pharmaceuticals
REGN
$82.1B
$1.95M 0.13%
3,486
-293
-8% -$166K
SE icon
173
Sea Limited
SE
$80.5B
$1.94M 0.13%
10,910
-3,062
-22% -$525K
CB icon
174
Chubb
CB
$134B
$1.91M 0.13%
6,820
– –
GIS icon
175
General Mills
GIS
$20.2B
$1.91M 0.13%
38,107
– –
5 6
7
8 9

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.