Latest Platt Investment Counsel, LLC Stock Portfolio
Platt Investment Counsel, LLC Performance:
2025 Q2: 4.62%YTD: 0.11%2024: -1.63%
Performance for 2025 Q2 is 4.62%, and YTD is 0.11%, and 2024 is -1.63%.
About Platt Investment Counsel, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $105.2 Millions as of 30 Jun, 2025.
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, BNDW. The fund has invested 40% of it's portfolio in VANGUARD WORLD FD and 20.5% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD WORLD FD (EDV) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).
The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, BNDW. The fund has invested 40% of it's portfolio in VANGUARD WORLD FD and 20.5% of portfolio in INVESCO QQQ TR.
The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), VANGUARD WORLD FD (EDV) and INVESCO QQQ TR (QQQ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).
Platt Investment Counsel, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Platt Investment Counsel, LLC made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 4.58%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 47.1 |
| vanguard scottsdale fds | 20.08 |
Additions to existing portfolio by Platt Investment Counsel, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -8.42 |
| vanguard world fd | -2.48 |
| invesco qqq tr | -1.66 |
| ishares tr | -1.19 |
Platt Investment Counsel, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -9,042,290 |
Platt Investment Counsel, LLC got rid off the above stocks
Sector Distribution
Platt Investment Counsel, LLC has about 99.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 99.3 |
Market Cap. Distribution
Platt Investment Counsel, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 99.3 |
Stocks belong to which Index?
About 0% of the stocks held by Platt Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 99.3 |
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 9 stocks in it's portfolio. AAPL proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Platt Investment Counsel, LLC last quarter.
Last Reported on: 07 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| EDV | vanguard world fd | 40.03 | 384,193 | 42,122,900 | reduced | -2.48 | ||
Historical Trend of VANGUARD WORLD FD Position Held By Platt Investment Counsel, LLCWhat % of Portfolio is EDV?:Number of EDV shares held:Change in No. of Shares Held: | ||||||||
| QQQ | invesco qqq tr | 20.46 | 39,039 | 21,535,600 | reduced | -1.66 | ||
| BNDW | vanguard scottsdale fds | 15.16 | 200,726 | 15,957,700 | added | 20.08 | ||
| IJR | ishares tr | 14.34 | 243,377 | 15,094,200 | reduced | -1.19 | ||
| BIV | vanguard bd index fds | 8.76 | 132,612 | 9,221,840 | added | 47.1 | ||
| TSLA | tesla inc | 0.45 | 1,500 | 476,490 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.28 | 3,000 | 290,700 | reduced | -8.42 | ||
| AAPL | apple inc | 0.27 | 1,375 | 282,109 | unchanged | 0.00 | ||
| VB | vanguard index fds | 0.24 | 441 | 250,501 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
