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Latest Platt Investment Counsel, LLC Stock Portfolio

$145Million | No. of Holdings #15

Platt Investment Counsel, LLC Performance

2026 Q3-1.88%
YTD+8.19%
2025+9.38%

About Platt Investment Counsel, LLC and 13F Hedge Fund Stock Holdings

On 2026-10-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $145.3 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 29.7% of it's portfolio in VANGUARD WORLD FD and 15.2% of portfolio in INVESCO QQQ TR. <br><br> They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), VANGUARD WORLD FD (EDV) and VANGUARD BD INDEX FDS (BIV). Platt Investment Counsel, LLC opened new stock positions in INVENTIVA SA (IVA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW).
Platt Investment Counsel, LLC Equity Portfolio Value
Last Reported on: 07 Oct, 2026
$145Million
  as of Oct 07, 2026

Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Platt Investment Counsel, LLC made a return of -1.88% in the last quarter. In trailing 12 months, it's portfolio return was 9.56%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
inventiva sa45,239
New stocks bought by Platt Investment Counsel, LLC

Additions

Ticker% Inc.
vanguard intl equity index f59.33
ishares tr25.64
vanguard scottsdale fds20.23
Additions to existing portfolio by Platt Investment Counsel, LLC

Reductions

Ticker% Reduced
invesco qqq tr-18.25
vanguard world fd-8.85
vanguard bd index fds-5.4
ishares tr-4.97
vanguard bd index fds-3.23
tesla inc-2.22
ishares tr-0.96
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 98.8% of it's holdings in Others sector.

  • Others
Sector%
Others98.8

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%
UNALLOCATED98.8

Stocks belong to which Index?

About 1.2% of the stocks held by Platt Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.8
S&P 5001.2
Top 5 Winners (%)%
AAPL
apple inc
15.1 %
BMY
bristol-myers squibb co
8.3 %
EDV
vanguard world fd
2.4 %
VB
vanguard index fds
2.0 %
QQQ
invesco qqq tr
0.4 %
Top 5 Winners ($)$
EDV
vanguard world fd
1.1 M
QQQ
invesco qqq tr
0.1 M
AAPL
apple inc
0.0 M
BMY
bristol-myers squibb co
0.0 M
VB
vanguard index fds
0.0 M
Top 5 Losers (%)%
TSLA
tesla inc
-15.5 %
BIV
vanguard bd index fds
-8.8 %
IJR
ishares tr
-6.8 %
IJR
ishares tr
-6.7 %
BIV
vanguard bd index fds
-4.3 %
Top 5 Losers ($)$
IJR
ishares tr
-1.5 M
BIV
vanguard bd index fds
-1.0 M
IJR
ishares tr
-0.8 M
BIV
vanguard bd index fds
-0.5 M
BNDW
vanguard scottsdale fds
-0.3 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 15 stocks in it's portfolio. About 99.1% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. EDV was the most profitable stock for Platt Investment Counsel, LLC last quarter.

$145.30MTotal Value
15.00Positions
07 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Platt Investment Counsel, LLC, last reported on 07 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Platt Investment Counsel, LLC's holding in Vanguard Bd Index Fds over time
7.15%148,151
$10.39M
7.15%
decreased 5.4 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
Platt Investment Counsel, LLC's holding in Vanguard Bd Index Fds over time
6.89%159,642
$10.01M
6.89%
decreased 3.23 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Platt Investment Counsel, LLC's holding in Vanguard Scottsdale Fds over time
9.25%174,010
$13.44M
9.25%
increased 20.23 percentadded
EDV
Vanguard World Fd

Vanguard World Fd

EDV
Platt Investment Counsel, LLC's holding in Vanguard World Fd over time
29.66%317,973
$43.09M
29.66%
decreased 8.85 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
Platt Investment Counsel, LLC's holding in Ishares Tr over time
14.03%283,339
$20.39M
14.03%
decreased 0.96 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
Platt Investment Counsel, LLC's holding in Ishares Tr over time
7.84%40,991
$11.39M
7.84%
increased 25.64 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Platt Investment Counsel, LLC's holding in Ishares Tr over time
0.2%2,507
$293.2K
0.2%
decreased 4.97 percentreduced
IVA
Inventiva Sa

Inventiva Sa

IVA
Platt Investment Counsel, LLC's holding in Inventiva Sa over time
0.03%12,260
$45.2K
0.03%
new position
QQQ
Invesco Qqq Tr

Invesco Qqq Tr

QQQ
Platt Investment Counsel, LLC's holding in Invesco Qqq Tr over time
15.24%29,938
$22.15M
15.24%
decreased 18.25 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Platt Investment Counsel, LLC's holding in Vanguard Index Fds over time
0.22%463
$324.5K
0.22%
unchanged 0 percentunchanged
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
Platt Investment Counsel, LLC's holding in Vanguard Intl Equity Index F over time
8.31%145,591
$12.08M
8.31%
increased 59.33 percentadded