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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
TDG icon
201
TransDigm Group
TDG
$68.5B
$1.55M 0.1%
1,163
-267
-19% -$350K
RS icon
202
Reliance Steel & Aluminium
RS
$21.8B
$1.53M 0.1%
5,265
– –
RTX icon
203
RTX Corp
RTX
$301B
$1.52M 0.1%
8,242
+1,365
+20% +$237K
KHC icon
204
Kraft Heinz
KHC
$29.2B
$1.51M 0.1%
62,052
– –
DDOG icon
205
Datadog
DDOG
$89.6B
$1.5M 0.1%
10,988
+5,991
+120% +$947K
PWR icon
206
Quanta Services
PWR
$100B
$1.5M 0.1%
3,525
– –
JCI icon
207
Johnson Controls International
JCI
$93.3B
$1.49M 0.1%
12,399
+394
+3% +$45.2K
MCO icon
208
Moody's
MCO
$82.5B
$1.48M 0.1%
2,892
– –
VEEV icon
209
Veeva Systems
VEEV
$38.5B
$1.47M 0.1%
6,565
-1,793
-21% -$476K
MRVL icon
210
Marvell Technology
MRVL
$188B
$1.45M 0.09%
16,959
-6,817
-29% -$597K
HSY icon
211
Hershey
HSY
$36.6B
$1.45M 0.09%
7,913
– –
EME icon
212
Emcor
EME
$35.9B
$1.44M 0.09%
2,344
– –
FAST icon
213
Fastenal
FAST
$60.2B
$1.43M 0.09%
35,550
-8,197
-19% -$345K
CTSH icon
214
Cognizant
CTSH
$26.3B
$1.43M 0.09%
17,156
+65
+0.4% +$4.86K
PSA icon
215
Public Storage
PSA
$60.7B
$1.43M 0.09%
5,477
-386
-7% -$108K
TRV icon
216
Travelers Companies
TRV
$78.7B
$1.41M 0.09%
4,839
-226
-4% -$63.6K
SBAC icon
217
SBA Communications
SBAC
$19.3B
$1.41M 0.09%
7,256
– –
ROK icon
218
Rockwell Automation
ROK
$49.7B
$1.39M 0.09%
3,556
– –
XYL icon
219
Xylem
XYL
$28.7B
$1.39M 0.09%
10,122
+566
+6% +$81.4K
SE icon
220
Sea Limited
SE
$80.2B
$1.38M 0.09%
10,788
-122
-1% -$18.1K
VRT icon
221
Vertiv
VRT
$107B
$1.38M 0.09%
8,462
-363
-4% -$63K
STZ icon
222
Constellation Brands
STZ
$22.7B
$1.37M 0.09%
9,908
– –
CMG icon
223
Chipotle Mexican Grill
CMG
$40.6B
$1.36M 0.09%
36,601
– –
ALL icon
224
Allstate
ALL
$66.8B
$1.36M 0.09%
6,499
-183
-3% -$37.5K
CCJ icon
225
Cameco
CCJ
$42.8B
$1.32M 0.09%
14,316
-6,287
-31% -$566K
7 8
9
10 11

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NM
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NMC
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VCM
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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.