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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
AMP icon
176
Ameriprise Financial
AMP
$46.8B
$1.81M 0.12%
4,070
+26
+0.6% +$12.5K
BDX icon
177
Becton Dickinson
BDX
$43.1B
$1.81M 0.12%
11,485
– –
RPM icon
178
RPM International
RPM
$13.7B
$1.79M 0.12%
18,004
– –
WELL icon
179
Welltower
WELL
$178B
$1.77M 0.12%
8,947
+4,555
+104% +$900K
MELI icon
180
Mercado Libre
MELI
$91.3B
$1.76M 0.12%
1,017
-44
-4% -$84.9K
MET icon
181
MetLife
MET
$61B
$1.76M 0.12%
24,807
+50
+0.2% +$3.74K
JCI icon
182
Johnson Controls International
JCI
$87.5B
$1.74M 0.12%
13,285
+886
+7% +$114K
IDXX icon
183
Idexx Laboratories
IDXX
$42.9B
$1.74M 0.12%
3,089
– –
PNC icon
184
PNC Financial Services
PNC
$100B
$1.74M 0.12%
8,338
-1,670
-17% -$364K
EME icon
185
Emcor
EME
$33.1B
$1.73M 0.12%
2,344
– –
CAH icon
186
Cardinal Health
CAH
$53.4B
$1.73M 0.12%
8,185
+184
+2% +$39.6K
MTB icon
187
M&T Bank
MTB
$36.2B
$1.72M 0.12%
8,322
– –
CFG icon
188
Citizens Financial Group
CFG
$30.4B
$1.72M 0.12%
+28,670
New +$1.76M
ROST icon
189
Ross Stores
ROST
$76.6B
$1.7M 0.11%
7,828
+889
+13% +$177K
BCE icon
190
BCE
BCE
$19.9B
$1.69M 0.11%
67,350
– –
MTD icon
191
Mettler-Toledo International
MTD
$26.8B
$1.69M 0.11%
1,341
– –
KGC icon
192
Kinross Gold
KGC
$28.5B
$1.69M 0.11%
55,348
-106,647
-66% -$3.49M
AER icon
193
AerCap
AER
$23.9B
$1.66M 0.11%
12,115
+11,052
+1,040% +$1.58M
GDDY icon
194
GoDaddy
GDDY
$12.3B
$1.66M 0.11%
20,061
+13,939
+228% +$1.32M
RTX icon
195
RTX Corp
RTX
$287B
$1.65M 0.11%
8,562
+320
+4% +$63.6K
FAST icon
196
Fastenal
FAST
$54B
$1.65M 0.11%
35,550
– –
TXT icon
197
Textron
TXT
$16.6B
$1.62M 0.11%
18,505
– –
PAYX icon
198
Paychex
PAYX
$40.4B
$1.59M 0.11%
17,200
-802
-4% -$79.4K
COF icon
199
Capital One
COF
$124B
$1.58M 0.11%
8,644
-70
-0.8% -$14.6K
DHI icon
200
D.R. Horton
DHI
$41.2B
$1.58M 0.11%
11,472
+451
+4% +$68.1K
6 7
8
9 10

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RIM
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FAT
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OA
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AIA
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SB
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MCM
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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.