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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
STN icon
201
Stantec
STN
$7.69B
$1.57M 0.11%
18,248
– –
AON icon
202
Aon
AON
$77.3B
$1.56M 0.1%
4,832
+135
+3% +$44.9K
VRSK icon
203
Verisk Analytics
VRSK
$26.4B
$1.56M 0.1%
8,192
-626
-7% -$127K
OTIS icon
204
Otis Worldwide
OTIS
$27.6B
$1.52M 0.1%
19,718
+685
+4% +$59.9K
GRMN
205
Garmin
GRMN
$46.9B
$1.52M 0.1%
6,544
+2,276
+53% +$509K
URI icon
206
United Rentals
URI
$71.1B
$1.5M 0.1%
2,053
+65
+3% +$54.6K
INCY icon
207
Incyte
INCY
$23.5B
$1.49M 0.1%
15,852
+3,272
+26% +$326K
IQV icon
208
IQVIA
IQV
$34.7B
$1.49M 0.1%
8,742
-1,408
-14% -$275K
TROW icon
209
T. Rowe Price
TROW
$25B
$1.48M 0.1%
16,450
– –
PSA icon
210
Public Storage
PSA
$60.2B
$1.48M 0.1%
5,458
-19
-0.3% -$5.45K
MPWR icon
211
Monolithic Power Systems
MPWR
$65.5B
$1.46M 0.1%
1,337
+300
+29% +$328K
SPOT icon
212
Spotify
SPOT
$99.2B
$1.45M 0.1%
2,987
+8
+0.3% +$4.01K
BX icon
213
Blackstone
BX
$104B
$1.44M 0.1%
12,530
– –
CIEN icon
214
Ciena
CIEN
$55.3B
$1.44M 0.1%
3,702
+2,436
+192% +$745K
IT icon
215
Gartner
IT
$9.41B
$1.43M 0.1%
9,002
– –
FTV icon
216
Fortive
FTV
$19B
$1.41M 0.09%
25,545
+8,323
+48% +$467K
TRV icon
217
Travelers Companies
TRV
$80.8B
$1.41M 0.09%
4,839
– –
AMH icon
218
American Homes 4 Rent
AMH
$12B
$1.39M 0.09%
49,658
– –
CRWD icon
219
CrowdStrike
CRWD
$187B
$1.36M 0.09%
13,944
– –
TPR icon
220
Tapestry
TPR
$28.8B
$1.36M 0.09%
9,609
+2,676
+39% +$379K
STZ icon
221
Constellation Brands
STZ
$22.2B
$1.35M 0.09%
9,000
-908
-9% -$140K
TDG icon
222
TransDigm Group
TDG
$69.2B
$1.35M 0.09%
1,163
– –
ALL icon
223
Allstate
ALL
$66.9B
$1.35M 0.09%
6,499
– –
FTNT icon
224
Fortinet
FTNT
$112B
$1.35M 0.09%
16,452
+1,051
+7% +$84.9K
LHX icon
225
L3Harris
LHX
$55.9B
$1.33M 0.09%
3,859
+1,053
+38% +$368K
7 8
9
10 11

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FAT
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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.