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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
SBAC icon
176
SBA Communications
SBAC
$19.2B
$1.7M 0.13%
7,256
+1
+0% +$229
FTNT icon
177
Fortinet
FTNT
$120B
$1.69M 0.13%
16,068
+3,259
+25% +$329K
AON icon
178
Aon
AON
$75.7B
$1.67M 0.13%
4,706
-5
-0.1% -$1.81K
IDXX icon
179
Idexx Laboratories
IDXX
$46.9B
$1.65M 0.12%
3,089
+2
+0.1% +$956
RS icon
180
Reliance Steel & Aluminium
RS
$21.9B
$1.65M 0.12%
5,265
+3
+0.1% +$886
PCG icon
181
PG&E
PCG
$37.5B
$1.64M 0.12%
118,430
+31,765
+37% +$517K
EXPE icon
182
Expedia Group
EXPE
$37.7B
$1.63M 0.12%
9,703
+5
+0.1% +$811
FCX icon
183
Freeport-McMoran
FCX
$98.7B
$1.61M 0.12%
37,249
+26,007
+231% +$988K
CHRW icon
184
C.H. Robinson
CHRW
$17.3B
$1.59M 0.12%
16,655
+2
+0% +$187
EMR icon
185
Emerson Electric
EMR
$88.5B
$1.57M 0.12%
11,797
+10
+0.1% +$1.15K
CRWD icon
186
CrowdStrike
CRWD
$229B
$1.52M 0.11%
12,008
+592
+5% +$64.2K
VRSK icon
187
Verisk Analytics
VRSK
$23.6B
$1.51M 0.11%
4,877
+61
+1% +$18.5K
CEG icon
188
Constellation Energy
CEG
$95.8B
$1.51M 0.11%
4,704
+3,067
+187% +$812K
RBLX icon
189
Roblox
RBLX
$26.5B
$1.51M 0.11%
14,416
+292
+2% +$22.9K
URI icon
190
United Rentals
URI
$70.8B
$1.5M 0.11%
2,003
+2
+0.1% +$1.34K
KR icon
191
Kroger
KR
$34.6B
$1.49M 0.11%
20,870
+223
+1% +$15.4K
HCA icon
192
HCA Healthcare
HCA
$89.6B
$1.48M 0.11%
3,886
+2
+0.1% +$721
TXT icon
193
Textron
TXT
$15.3B
$1.48M 0.11%
18,505
+2
+0% +$145
PNC icon
194
PNC Financial Services
PNC
$100B
$1.47M 0.11%
7,936
+2
+0% +$338
SNOW icon
195
Snowflake
SNOW
$116B
$1.46M 0.11%
6,570
+782
+14% +$141K
GIB icon
196
CGI
GIB
$15.6B
$1.45M 0.11%
13,914
+11,894
+589% +$1.25M
COF icon
197
Capital One
COF
$134B
$1.45M 0.11%
6,838
+1,999
+41% +$373K
MCO icon
198
Moody's
MCO
$82.8B
$1.45M 0.11%
2,892
+1,312
+83% +$608K
INTC icon
199
Intel
INTC
$492B
$1.44M 0.11%
64,638
+12,042
+23% +$250K
WDAY icon
200
Workday
WDAY
$45.5B
$1.42M 0.11%
5,918
+23
+0.4% +$5.6K
6 7
8
9 10

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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.