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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
+14.51%
1 Year Est. Return
+28.65%
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
NVDA icon
1
NVIDIA
NVDA
$4.6T
$91.1M 6.85%
578,847
+9,087
+2% +$1.14M
MSFT icon
2
Microsoft
MSFT
$2.9T
$80.5M 6.05%
162,335
+4,949
+3% +$2.15M
AAPL icon
3
Apple
AAPL
$4.97T
$72.2M 5.43%
353,133
+11,295
+3% +$2.28M
AMZN icon
4
Amazon
AMZN
$2.44T
$46.7M 3.51%
213,680
+3,719
+2% +$736K
META icon
5
Meta Platforms (Facebook)
META
$1.49T
$37.1M 2.79%
50,429
+937
+2% +$579K
AVGO icon
6
Broadcom
AVGO
$1.76T
$28.8M 2.17%
104,984
+24,148
+30% +$5.24M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.12T
$23.1M 1.73%
131,412
+3,105
+2% +$508K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.11T
$21.3M 1.6%
120,309
+1,679
+1% +$277K
TSLA icon
9
Tesla
TSLA
$1.18T
$19.3M 1.45%
61,096
+510
+0.8% +$154K
JPM icon
10
JPMorgan Chase
JPM
$916B
$16.9M 1.27%
58,554
+1,391
+2% +$355K
V icon
11
Visa
V
$701B
$15M 1.13%
42,332
+378
+0.9% +$132K
NFLX icon
12
Netflix
NFLX
$307B
$14.7M 1.11%
110,440
+400
+0.4% +$45.2K
LLY icon
13
Eli Lilly
LLY
$1.08T
$13.6M 1.02%
17,492
+1,037
+6% +$806K
COST icon
14
Costco
COST
$432B
$12M 0.9%
12,204
+43
+0.4% +$42.7K
KO icon
15
Coca-Cola
KO
$383B
$10.9M 0.82%
154,608
+733
+0.5% +$52.2K
MA icon
16
Mastercard
MA
$498B
$10.7M 0.8%
19,022
+36
+0.2% +$19.9K
PG icon
17
Procter & Gamble
PG
$340B
$9.91M 0.74%
62,420
+92
+0.1% +$15K
JNJ icon
18
Johnson & Johnson
JNJ
$640B
$9.9M 0.74%
65,051
+4,363
+7% +$671K
WMT icon
19
Walmart Inc
WMT
$909B
$9.78M 0.73%
100,343
+3,165
+3% +$302K
ABBV icon
20
AbbVie
ABBV
$465B
$9.65M 0.73%
52,154
+410
+0.8% +$76.2K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.02M 0.68%
18,645
+3,880
+26% +$1.97M
CRM icon
22
Salesforce
CRM
$154B
$8.81M 0.66%
32,416
+5,583
+21% +$1.49M
ORCL icon
23
Oracle
ORCL
$339B
$8.47M 0.64%
38,864
+3,727
+11% +$602K
BKNG icon
24
Booking.com
BKNG
$156B
$8.38M 0.63%
36,300
+275
+0.8% +$56.3K
BAC icon
25
Bank of America
BAC
$429B
$8.37M 0.63%
177,604
+23,018
+15% +$968K
1
2 3 4 5

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RIM
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FAT
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OA
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AIA
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SB
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MCM
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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.