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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
+4.36%
1 Year Est. Return
+28.65%
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
NVDA icon
1
NVIDIA
NVDA
$4.86T
$110M 7.19%
587,436
-2,956
-0.5% -$550K
AAPL icon
2
Apple
AAPL
$4.54T
$98M 6.4%
358,725
-1,056
-0.3% -$283K
MSFT icon
3
Microsoft
MSFT
$3.45T
$81.2M 5.3%
167,000
-329
-0.2% -$165K
AMZN icon
4
Amazon
AMZN
$2.92T
$51.2M 3.35%
220,692
+757
+0.3% +$173K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.36T
$41.9M 2.74%
133,254
-5,809
-4% -$1.66M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.36T
$38.4M 2.51%
121,635
+1,326
+1% +$380K
AVGO icon
7
Broadcom
AVGO
$1.85T
$38.1M 2.49%
109,617
+655
+0.6% +$234K
META icon
8
Meta Platforms (Facebook)
META
$1.42T
$33.6M 2.2%
50,723
-702
-1% -$469K
TSLA icon
9
Tesla
TSLA
$1.23T
$28.6M 1.87%
63,269
-143
-0.2% -$63.4K
LLY icon
10
Eli Lilly
LLY
$1.02T
$19.6M 1.28%
18,125
+633
+4% +$605K
JPM icon
11
JPMorgan Chase
JPM
$935B
$19.5M 1.28%
60,310
+870
+1% +$269K
V icon
12
Visa
V
$684B
$14.9M 0.97%
42,211
-378
-0.9% -$129K
JNJ icon
13
Johnson & Johnson
JNJ
$618B
$14.1M 0.92%
67,817
-1,639
-2% -$324K
MA icon
14
Mastercard
MA
$506B
$12M 0.78%
20,862
-104
-0.5% -$58.1K
ABBV icon
15
AbbVie
ABBV
$443B
$11.6M 0.76%
50,621
-2,858
-5% -$651K
WMT icon
16
Walmart Inc
WMT
$885B
$11M 0.72%
97,998
-2,345
-2% -$252K
KO icon
17
Coca-Cola
KO
$377B
$10.7M 0.7%
152,306
-5,448
-3% -$380K
COST icon
18
Costco
COST
$422B
$10.6M 0.7%
12,287
– –
BAC icon
19
Bank of America
BAC
$435B
$10.4M 0.68%
187,505
+9,901
+6% +$523K
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$9.67M 0.63%
19,147
-243
-1% -$121K
CRM icon
21
Salesforce
CRM
$151B
$9.52M 0.62%
35,749
-998
-3% -$248K
GE icon
22
GE Aerospace
GE
$374B
$9.46M 0.62%
30,562
-411
-1% -$124K
NFLX icon
23
Netflix
NFLX
$299B
$9.42M 0.62%
100,005
-10,955
-10% -$1.18M
LRCX icon
24
Lam Research
LRCX
$367B
$9.34M 0.61%
54,297
+3,989
+8% +$620K
PLTR icon
25
Palantir
PLTR
$295B
$9.26M 0.61%
51,834
-3,946
-7% -$714K
1
2 3 4 5

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NAM
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RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
FAT
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OA
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AIA
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MCM
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CPA
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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.