Platt Investment Counsel, LLC
CIK 1859195 · View on SEC EDGAR ↗
- Portfolio value
- $149.3M
- Positions
- 14
- As of
- June 30, 2026
#7,403 of 9,443 by 13F value · top 78.4%
Portfolio value QoQ: +14.9% 13F does not disclose cash
- Top 10 holdings weight
- 99.14%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 8
- Effective number of positions
- 5.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.18% Est. buys $1,375,409 · sells $250,136
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 82.4% still held
- New positions
- 1
- Increased
- 9
- Decreased
- 2
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Consumer Discretionary
0.4%
Healthcare
0.3%
Communication Services
0.2%
Technology
0.2%
Other/Unmapped
98.9%
Full portfolio 14 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ESGV | $46,129,409 | 30.91% | 348,831 | $7,147,675 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $26,969,238 | 18.07% | 36,623 | $5,684,524 | Down ×3 | ||
| IJH | $22,060,041 | 14.78% | 286,085 | $2,759,002 | Up ×4 | ||
| BND Vanguard Total Bond Market ETF | $11,497,181 | 7.70% | 156,616 | $58,312 | Up ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $11,437,775 | 7.66% | 144,727 | $110,251 | Up ×3 | ||
| BLV | $11,370,969 | 7.62% | 164,964 | $222,831 | Up ×3 | ||
| IWM | $9,802,181 | 6.57% | 32,625 | $1,725,565 | Up ×2 | ||
| VEU | $7,652,740 | 5.13% | 91,376 | $852,886 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $567,810 | 0.38% | 1,350 | $10,185 | Down ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $491,211 | 0.33% | 8,525 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $331,639 | 0.22% | 928 | $124,596 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $321,479 | 0.22% | 1,111 | $84,185 | Up ×1 | ||
| VOO | $317,993 | 0.21% | 463 | $41,327 | |||
| ILCG | $308,699 | 0.21% | 2,638 | $56,823 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IJH | $22,060,041 | 14.78% | up ×4 |
| VCSH | $11,437,775 | 7.66% | up ×3 |
| BLV | $11,370,969 | 7.62% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| BMY | $491,211 | 8,525 | 0.33% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ESGV | Bought more | +2K | +$7.1M |
| QQQ | Trimmed | -254 | +$5.7M |
| IJH | Bought more | +271 | +$2.8M |
| IWM | Bought more | +58 | +$1.7M |
| VEU | Bought more | +832 | +$853K |
| BLV | Bought more | +3K | +$223K |
| GOOGL | Bought more | +208 | +$125K |
| VCSH | Bought more | +2K | +$110K |
| AAPL | Bought more | +176 | +$84K |
| BND | Bought more | +1K | +$58K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IWM | June 30, 2025 | 45,327 | $9,042,288 | No longer tracked |
| SCHP | Dec. 31, 2025 | 248,356 | $6,693,194 | No longer tracked |
| XLI | March 31, 2025 | 49,873 | $6,571,235 | No longer tracked |
| VTI | March 31, 2025 | 17,492 | $5,069,357 | No longer tracked |