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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
CAH icon
201
Cardinal Health
CAH
$55.5B
$1.41M 0.11%
8,437
+3,197
+61% +$474K
MKC icon
202
McCormick & Company Non-Voting
MKC
$14.3B
$1.41M 0.11%
18,661
+3
+0% +$225
CMG icon
203
Chipotle Mexican Grill
CMG
$40.7B
$1.4M 0.11%
25,017
+20
+0.1% +$1.02K
CTAS icon
204
Cintas
CTAS
$81.1B
$1.39M 0.1%
6,282
+100
+2% +$21.5K
JBL icon
205
Jabil
JBL
$35.3B
$1.38M 0.1%
6,355
+3,299
+108% +$535K
FLUT icon
206
Flutter Entertainment
FLUT
$16.4B
$1.37M 0.1%
4,822
+744
+18% +$183K
MFC icon
207
Manulife Financial
MFC
$73.3B
$1.37M 0.1%
42,976
+25,716
+149% +$792K
TRV icon
208
Travelers Companies
TRV
$78.3B
$1.35M 0.1%
5,065
+3
+0.1% +$791
CCJ icon
209
Cameco
CCJ
$42.4B
$1.35M 0.1%
18,201
– –
ALL icon
210
Allstate
ALL
$68.2B
$1.34M 0.1%
6,682
+2
+0% +$399
ALNY icon
211
Alnylam Pharmaceuticals
ALNY
$29B
$1.34M 0.1%
4,113
-546
-12% -$151K
VICI icon
212
VICI Properties
VICI
$28.7B
$1.33M 0.1%
40,984
+58
+0.1% +$1.85K
BN icon
213
Brookfield
BN
$109B
$1.33M 0.1%
32,391
-233
-0.7% -$8.63K
SBUX icon
214
Starbucks
SBUX
$119B
$1.32M 0.1%
14,510
+8
+0.1% +$693
HSY icon
215
Hershey
HSY
$36.7B
$1.3M 0.1%
7,883
+2
+0% +$330
TROW icon
216
T. Rowe Price
TROW
$24.3B
$1.29M 0.1%
13,393
+6
+0% +$551
PWR icon
217
Quanta Services
PWR
$99.4B
$1.28M 0.1%
3,399
-6
-0.2% -$1.93K
ZM icon
218
Zoom
ZM
$31.4B
$1.27M 0.1%
16,327
+6,334
+63% +$490K
JCI icon
219
Johnson Controls International
JCI
$91.3B
$1.26M 0.1%
12,005
+5
+0% +$460
TWLO icon
220
Twilio
TWLO
$38B
$1.25M 0.09%
10,102
+2
+0% +$213
EME icon
221
Emcor
EME
$35.7B
$1.25M 0.09%
2,344
-497
-17% -$219K
DXCM icon
222
DexCom
DXCM
$33.1B
$1.25M 0.09%
14,320
+3
+0% +$235
MPWR icon
223
Monolithic Power Systems
MPWR
$67.9B
$1.24M 0.09%
1,702
-2,030
-54% -$1.29M
XYL icon
224
Xylem
XYL
$28.3B
$1.23M 0.09%
9,556
+2
+0% +$242
EA
225
DELISTED
Electronic Arts
EA
$1.23M 0.09%
7,737
+7,069
+1,058% +$1.05M
7 8
9
10 11

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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.