Latest Platt Investment Counsel, LLC Stock Portfolio
$149Million | No. of Holdings #14
Platt Investment Counsel, LLC Performance
2026 Q2+13.91%
YTD+10.26%
2025+9.38%
About Platt Investment Counsel, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $149.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 30.9% of it's portfolio in VANGUARD WORLD FD and 18.1% of portfolio in INVESCO QQQ TR. <br><br> They significantly reduced their stock positions in TESLA INC (TSLA) and INVESCO QQQ TR (QQQ). Platt Investment Counsel, LLC opened new stock positions in BRISTOL-MYERS SQUIBB CO (BMY). The fund showed a lot of confidence in some stocks as they added substantially to ALPHABET INC (GOOG), APPLE INC (AAPL) and VANGUARD BD INDEX FDS (BIV).
Platt Investment Counsel, LLC Equity Portfolio Value
Last Reported on: 08 Jul, 2026
$149Million
as of Jul 08, 2026Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Platt Investment Counsel, LLC made a return of 13.91% in the last quarter. In trailing 12 months, it's portfolio return was 17.62%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| bristol-myers squibb co | 491,211 |
New stocks bought by Platt Investment Counsel, LLC
Additions
| Ticker | % Inc. |
|---|---|
| alphabet inc | 28.89 |
| apple inc | 18.82 |
| vanguard bd index fds | 1.78 |
| vanguard scottsdale fds | 1.28 |
| vanguard intl equity index f | 0.92 |
| vanguard bd index fds | 0.82 |
| vanguard world fd | 0.47 |
| ishares tr | 0.18 |
Additions to existing portfolio by Platt Investment Counsel, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| tesla inc | -10.00 |
| invesco qqq tr | -0.69 |
Platt Investment Counsel, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Platt Investment Counsel, LLC
Sector Distribution
Platt Investment Counsel, LLC has about 98.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.9 |
Market Cap. Distribution
Platt Investment Counsel, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 98.9 |
Stocks belong to which Index?
About 1.1% of the stocks held by Platt Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 98.9 |
| S&P 500 | 1.1 |
| Top 5 Winners (%) | % | |
|---|---|---|
| QQQ | invesco qqq tr | 27.5 % |
| IJR | ishares tr | 22.6 % |
| IJR | ishares tr | 21.1 % |
| GOOG | alphabet inc | 21.0 % |
| EDV | vanguard world fd | 17.7 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| EDV | vanguard world fd | 6.9 M |
| QQQ | invesco qqq tr | 5.9 M |
| IJR | ishares tr | 2.7 M |
| IJR | ishares tr | 1.7 M |
| VEU | vanguard intl equity index f | 0.8 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| BIV | vanguard bd index fds | -0.3 % |
| BNDW | vanguard scottsdale fds | -0.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| BIV | vanguard bd index fds | 0.0 M |
| BNDW | vanguard scottsdale fds | 0.0 M |
Platt Investment Counsel, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Platt Investment Counsel, LLC
Platt Investment Counsel, LLC has 14 stocks in it's portfolio. About 99.1% of the portfolio is in top 10 stocks. BIV proved to be the most loss making stock for the portfolio. EDV was the most profitable stock for Platt Investment Counsel, LLC last quarter.
$149.26MTotal Value
14.00Positions
08 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.22% | 1,111 | $321.5K 0.22% | 18.82%increased 18.82 percentadded | ||
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 7.7% | 156,616 | $11.50M 7.7% | 0.82%increased 0.82 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 7.62% | 164,964 | $11.37M 7.62% | 1.78%increased 1.78 percentadded | |
 Bristol-Myers Squibb Co Platt Investment Counsel, LLC's holding in Bristol-Myers Squibb Co over time | 0.33% | 8,525 | $491.2K 0.33% | Newnew position | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 7.66% | 144,727 | $11.44M 7.66% | 1.28%increased 1.28 percentadded | |
 EDV Vanguard World FdVanguard World FdEDV | 30.91% | 348,831 | $46.13M 30.91% | 0.47%increased 0.47 percentadded | |
 Alphabet Inc Alphabet IncGOOG Platt Investment Counsel, LLC's holding in Alphabet Inc over time | 0.22% | 928 | $331.6K 0.22% | 28.89%increased 28.89 percentadded | |
 IJR Ishares TrIshares TrIJR | 14.78% | 286,085 | $22.06M 14.78% | 0.09%increased 0.09 percentadded | |
IJR Ishares TrIshares TrIJR | 6.57% | 32,625 | $9.80M 6.57% | 0.18%increased 0.18 percentadded | |
IJR Ishares TrIshares TrIJR | 0.21% | 2,638 | $308.7K 0.21% | 0%unchanged 0 percentunchanged | |
 QQQ Invesco Qqq TrInvesco Qqq TrQQQ | 18.07% | 36,623 | $26.97M 18.07% | 0.69%decreased 0.69 percentreduced | |
| 0.38% | 1,350 | $567.8K 0.38% | 10%decreased 10 percentreduced | ||
 VB Vanguard Index FdsVanguard Index FdsVB | 0.21% | 463 | $318.0K 0.21% | 0%unchanged 0 percentunchanged | |
 VEU Vanguard Intl Equity Index FVanguard Intl Equity Index FVEU | 5.13% | 91,376 | $7.65M 5.13% | 0.92%increased 0.92 percentadded | |
