We are live on ! Find out more
PIM

Plato Investment Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 28.65%
This Fund
S&P 500
This Quarter Est. Return
+10.2%
1 Year Est. Return
+28.65%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.48B
AUM Growth
+$146M
Cap. Flow
+$45.4M
Cap. Flow %
3.08%
Top 10 Hldgs %
35%
Holding
546
New
30
Increased
162
Reduced
82
Closed
30

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$2.55M
2
CMCSA icon
Comcast
CMCSA
+$2.4M
3
SCHW
Charles Schwab
SCHW
+$2.16M
4
NVDA icon
NVIDIA
NVDA
+$2.01M
5
CLS icon
Celestica
CLS
+$1.84M

Top Sells

Rank Stock Value
1
SNPS icon
Synopsys
SNPS
+$2.62M
2
HES
Hess
HES
+$2.33M
3
ANSS
Ansys
ANSS
+$2.3M
4
FCX icon
Freeport-McMoran
FCX
+$1.59M
5
AMAT icon
Applied Materials
AMAT
+$1.48M

Sector Composition

Rank Sector Weight
1 Technology 36.11%
2 Financials 13.19%
3 Communication Services 10.69%
4 Consumer Discretionary 10.29%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.86T
$109M 7.41%
590,392
+11,545
+2% +$2.01M
AAPL icon
2
Apple
AAPL
$4.54T
$90.9M 6.16%
359,781
+6,648
+2% +$1.5M
MSFT icon
3
Microsoft
MSFT
$3.45T
$86M 5.83%
167,329
+4,994
+3% +$2.55M
AMZN icon
4
Amazon
AMZN
$2.92T
$47.9M 3.25%
219,935
+6,255
+3% +$1.42M
META icon
5
Meta Platforms (Facebook)
META
$1.42T
$37.5M 2.54%
51,425
+996
+2% +$741K
AVGO icon
6
Broadcom
AVGO
$1.85T
$35.7M 2.42%
108,962
+3,978
+4% +$1.22M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.36T
$33.5M 2.27%
139,063
+7,651
+6% +$1.6M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.36T
$29.1M 1.97%
120,309
– –
TSLA icon
9
Tesla
TSLA
$1.23T
$28M 1.9%
63,412
+2,316
+4% +$803K
JPM icon
10
JPMorgan Chase
JPM
$935B
$18.6M 1.26%
59,440
+886
+2% +$264K
V icon
11
Visa
V
$684B
$14.4M 0.98%
42,589
+257
+0.6% +$88.9K
LLY icon
12
Eli Lilly
LLY
$1.02T
$13.2M 0.9%
17,492
– –
NFLX icon
13
Netflix
NFLX
$299B
$13.2M 0.89%
110,960
+520
+0.5% +$63.5K
JNJ icon
14
Johnson & Johnson
JNJ
$618B
$12.8M 0.87%
69,456
+4,405
+7% +$755K
ABBV icon
15
AbbVie
ABBV
$443B
$12.3M 0.83%
53,479
+1,325
+3% +$270K
MA icon
16
Mastercard
MA
$506B
$11.8M 0.8%
20,966
+1,944
+10% +$1.12M
COST icon
17
Costco
COST
$422B
$11.3M 0.76%
12,287
+83
+0.7% +$79.6K
ORCL icon
18
Oracle
ORCL
$374B
$10.8M 0.73%
38,683
-181
-0.5% -$46.1K
KO icon
19
Coca-Cola
KO
$377B
$10.4M 0.7%
157,754
+3,146
+2% +$217K
WMT icon
20
Walmart Inc
WMT
$885B
$10.3M 0.7%
100,343
– –
PLTR icon
21
Palantir
PLTR
$295B
$10.1M 0.68%
55,780
-1,011
-2% -$164K
HD icon
22
Home Depot
HD
$331B
$9.82M 0.67%
24,426
+2,043
+9% +$803K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.67M 0.66%
19,390
+745
+4% +$361K
PG icon
24
Procter & Gamble
PG
$336B
$9.6M 0.65%
62,929
+509
+0.8% +$79.5K
GE icon
25
GE Aerospace
GE
$374B
$9.25M 0.63%
30,973
+367
+1% +$100K
1
2 3 4 5

Similar funds

LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
OA
Oak Associates Akron, Ohio $1.49B AUM 34.25% 1-Year Est. Return
AIA
Ally Invest Advisors Charlotte, North Carolina $1.49B AUM 14.08% 1-Year Est. Return
MCM
Maple Capital Management Montpelier, Vermont $1.49B AUM 23.46% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Plato Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Plato Investment Management held 546 positions worth $1.48B, up 11% from $1.33B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Plato Investment Management deployed $45.4M of net new capital in Q3 2025, opening 30 new positions and adding to 162 existing holdings. Its largest new stake was Magna International: 39,967 shares worth $1.88M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Synopsys, an estimated $2.62M trimmed.

  • Plato Investment Management's largest Q3 2025 buy was Magna International: 39,967 shares worth $1.88M.
  • Plato Investment Management added most to Microsoft in Q3 2025, an estimated $2.55M increase.
  • Plato Investment Management's biggest Q3 2025 reduction was Synopsys, cutting an estimated $2.62M.
  • Plato Investment Management fully exited Hess in Q3 2025, selling an estimated $2.33M.
  • Plato Investment Management's ten largest holdings make up 35% of its $1.48B portfolio in Q3 2025.
  • Plato Investment Management opened 30 new positions and closed 30 in Q3 2025.
  • Plato Investment Management's portfolio value rose 11% quarter-over-quarter to $1.48B.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.