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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
URI icon
176
United Rentals
URI
$71.2B
$1.89M 0.13%
1,998
-5
-0.2% -$4.46K
MGA icon
177
Magna International
MGA
$18.8B
$1.88M 0.13%
+39,967
New +$1.76M
TDG icon
178
TransDigm Group
TDG
$68.7B
$1.87M 0.13%
1,430
+267
+23% +$382K
MTD icon
179
Mettler-Toledo International
MTD
$28.8B
$1.86M 0.13%
1,524
– –
TROW icon
180
T. Rowe Price
TROW
$24.3B
$1.85M 0.13%
18,189
+4,796
+36% +$504K
PCG icon
181
PG&E
PCG
$38.1B
$1.85M 0.13%
123,526
+5,096
+4% +$74.3K
CHRW icon
182
C.H. Robinson
CHRW
$17B
$1.84M 0.12%
13,974
-2,681
-16% -$315K
EMR icon
183
Emerson Electric
EMR
$91.7B
$1.83M 0.12%
14,053
+2,256
+19% +$308K
DB icon
184
Deutsche Bank
DB
$71.8B
$1.8M 0.12%
56,448
+16,448
+41% +$561K
KDP icon
185
Keurig Dr Pepper
KDP
$39.7B
$1.79M 0.12%
70,768
– –
PNC icon
186
PNC Financial Services
PNC
$101B
$1.79M 0.12%
8,955
+1,019
+13% +$202K
OTIS icon
187
Otis Worldwide
OTIS
$27.8B
$1.73M 0.12%
19,033
– –
CCJ icon
188
Cameco
CCJ
$43B
$1.72M 0.12%
20,603
+2,402
+13% +$186K
TGT icon
189
Target
TGT
$69.2B
$1.69M 0.11%
19,009
-982
-5% -$96.7K
KGC icon
190
Kinross Gold
KGC
$32.3B
$1.69M 0.11%
+68,684
New +$1.32M
PSA icon
191
Public Storage
PSA
$60.7B
$1.68M 0.11%
5,863
– –
BNS icon
192
Scotiabank
BNS
$108B
$1.67M 0.11%
26,033
+9,354
+56% +$551K
TPL icon
193
Texas Pacific Land
TPL
$25.2B
$1.66M 0.11%
5,382
+2,184
+68% +$688K
AON icon
194
Aon
AON
$75.6B
$1.66M 0.11%
4,697
-9
-0.2% -$3.26K
HCA icon
195
HCA Healthcare
HCA
$89.1B
$1.64M 0.11%
3,886
– –
AMH icon
196
American Homes 4 Rent
AMH
$12.2B
$1.64M 0.11%
49,658
– –
MTB icon
197
M&T Bank
MTB
$36.4B
$1.62M 0.11%
8,251
+2,905
+54% +$570K
KHC icon
198
Kraft Heinz
KHC
$29.2B
$1.6M 0.11%
62,052
+43,073
+227% +$1.17M
ZM icon
199
Zoom
ZM
$31.1B
$1.59M 0.11%
19,472
+3,145
+19% +$245K
TXT icon
200
Textron
TXT
$15.2B
$1.55M 0.11%
18,505
– –
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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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.