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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
+4.36%
1 Year Est. Return
+41.21%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.53B
AUM Growth
+$54.2M
Cap. Flow
-$4.11M
Cap. Flow %
-0.27%
Top 10 Hldgs %
35.33%
Holding
546
New
30
Increased
98
Reduced
168
Closed
33

Top Buys

Rank Stock Value
1
RY icon
Royal Bank of Canada
RY
+$2.77M
2
TRI icon
Thomson Reuters
TRI
+$2.46M
3
KGC icon
Kinross Gold
KGC
+$2.42M
4
FIX icon
Comfort Systems
FIX
+$2.01M
5
LOGI icon
Logitech
LOGI
+$2M

Top Sells

Rank Stock Value
1
AMAT icon
Applied Materials
AMAT
+$2.19M
2
CVX icon
Chevron
CVX
+$2.11M
3
SHOP icon
Shopify
SHOP
+$2.02M
4
CLS icon
Celestica
CLS
+$1.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Financials 13.82%
3 Communication Services 10.83%
4 Healthcare 10.8%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCG icon
176
PG&E
PCG
$37.7B
$1.88M 0.12%
116,547
-6,979
-6% -$111K
RPM icon
177
RPM International
RPM
$14.9B
$1.88M 0.12%
18,004
– –
MTD icon
178
Mettler-Toledo International
MTD
$28.8B
$1.88M 0.12%
1,341
-183
-12% -$256K
EMR icon
179
Emerson Electric
EMR
$90.8B
$1.87M 0.12%
14,053
– –
TGT icon
180
Target
TGT
$69B
$1.87M 0.12%
19,009
– –
TEAM icon
181
Atlassian
TEAM
$39.2B
$1.85M 0.12%
11,333
+2,257
+25% +$354K
HCA icon
182
HCA Healthcare
HCA
$89B
$1.83M 0.12%
3,908
+22
+0.6% +$10.2K
GIS icon
183
General Mills
GIS
$20.1B
$1.78M 0.12%
38,107
– –
SPOT icon
184
Spotify
SPOT
$103B
$1.74M 0.11%
2,979
-115
-4% -$71.9K
STN icon
185
Stantec
STN
$8.53B
$1.73M 0.11%
18,248
– –
TROW icon
186
T. Rowe Price
TROW
$24.3B
$1.69M 0.11%
16,450
-1,739
-10% -$179K
ZM icon
187
Zoom
ZM
$31.1B
$1.69M 0.11%
19,472
– –
MTB icon
188
M&T Bank
MTB
$36.6B
$1.68M 0.11%
8,322
+71
+0.9% +$13.6K
CEG icon
189
Constellation Energy
CEG
$98.5B
$1.67M 0.11%
4,715
+11
+0.2% +$4K
OTIS icon
190
Otis Worldwide
OTIS
$27.9B
$1.67M 0.11%
19,033
– –
AON icon
191
Aon
AON
$76.1B
$1.67M 0.11%
4,697
– –
CAH icon
192
Cardinal Health
CAH
$55.7B
$1.65M 0.11%
8,001
-436
-5% -$82.1K
CRWD icon
193
CrowdStrike
CRWD
$226B
$1.64M 0.11%
13,944
+1,936
+16% +$246K
DASH icon
194
DoorDash
DASH
$92.5B
$1.63M 0.11%
7,161
-2,342
-25% -$549K
TXT icon
195
Textron
TXT
$15.2B
$1.62M 0.11%
18,505
– –
URI icon
196
United Rentals
URI
$71.4B
$1.62M 0.11%
1,988
-10
-0.5% -$8.68K
BCE icon
197
BCE
BCE
$21.7B
$1.62M 0.11%
+67,350
New +$1.57M
AMH icon
198
American Homes 4 Rent
AMH
$12.3B
$1.6M 0.1%
49,658
– –
DHI icon
199
D.R. Horton
DHI
$42B
$1.6M 0.1%
11,021
+4,975
+82% +$757K
APO icon
200
Apollo Global Management
APO
$80.8B
$1.59M 0.1%
10,920
+32
+0.3% +$4.25K
6 7
8
9 10

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Plato Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Plato Investment Management held 546 positions worth $1.53B, up 3.7% from $1.48B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management's Q4 2025 filing shows 30 new, 98 increased, 168 reduced and 33 closed positions. Its largest new stake was Comfort Systems: 2,180 shares worth $2.04M. The largest sale was Applied Materials, an estimated $2.19M.

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

  • Plato Investment Management's largest Q4 2025 buy was Comfort Systems: 2,180 shares worth $2.04M.
  • Plato Investment Management added most to Royal Bank of Canada in Q4 2025, an estimated $2.77M increase.
  • Plato Investment Management's biggest Q4 2025 reduction was Applied Materials, cutting an estimated $2.19M.
  • Plato Investment Management fully exited Millicom in Q4 2025, selling an estimated $875K.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.53B portfolio in Q4 2025.
  • Plato Investment Management opened 30 new positions and closed 33 in Q4 2025.
  • Plato Investment Management's portfolio value rose 3.7% quarter-over-quarter to $1.53B.

Based on Plato Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.