Latest Platt Investment Counsel, LLC Stock Portfolio

Platt Investment Counsel, LLC Performance:

2026 Q1: -3.2%YTD: -3.2%2025: 9.38%

Performance for 2026 Q1 is -3.2%, and YTD is -3.2%, and 2025 is 9.38%.

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

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Platt Investment Counsel, LLC reported an equity portfolio of $129.9 Millions as of 31 Mar, 2026.

The top stock holdings of Platt Investment Counsel, LLC are EDV, QQQ, IJR. The fund has invested 30% of it's portfolio in VANGUARD WORLD FD and 16.4% of portfolio in INVESCO QQQ TR.

They significantly reduced their stock positions in APPLE INC (AAPL), ALPHABET INC (GOOG) and VANGUARD BD INDEX FDS (BIV). Platt Investment Counsel, LLC opened new stock positions in VANGUARD INTL EQUITY INDEX F (VEU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), 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 -3.2% in the last quarter. In trailing 12 months, it's portfolio return was 12.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard intl equity index f	6,799,850

New stocks bought by Platt Investment Counsel, LLC

Additions

Ticker	% Inc.
ishares tr	38.77
vanguard bd index fds	17.07
vanguard scottsdale fds	3.61
ishares tr	3.47

Additions to existing portfolio by Platt Investment Counsel, LLC

Reductions

Ticker	% Reduced
apple inc	-30.89
alphabet inc	-24.05
vanguard bd index fds	-16.98
invesco qqq tr	-13.75
vanguard world fd	-13.63
ishares tr	-12.07

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 99.2% of it's holdings in Others sector.

Sector	%
Others	99.2

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	99.2

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	99.2

Top 5 Winners (%)		%
IJR	ishares tr	2.3 %
IJR	ishares tr	0.6 %

Top 5 Winners ($)		$
IJR	ishares tr	0.4 M
IJR	ishares tr	0.1 M

Top 5 Losers (%)		%
TSLA	tesla inc	-17.3 %
IJR	ishares tr	-7.7 %
GOOG	alphabet inc	-7.2 %
EDV	vanguard world fd	-6.7 %
QQQ	invesco qqq tr	-5.6 %

Top 5 Losers ($)		$
EDV	vanguard world fd	-3.3 M
QQQ	invesco qqq tr	-1.5 M
TSLA	tesla inc	-0.1 M
BIV	vanguard bd index fds	-0.1 M
BIV	vanguard bd index fds	-0.1 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 13 stocks in it's portfolio. About 99.5% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Platt Investment Counsel, LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.18	935	237,294	reduced	-30.89

BIV	vanguard bd index fds	8.81	155,335	11,438,900	reduced	-16.98

BIV	vanguard bd index fds	8.58	162,084	11,148,100	added	17.07

BNDW	vanguard scottsdale fds	8.72	142,898	11,327,500	added	3.61

EDV	vanguard world fd	30.01	347,214	38,981,700	reduced	-13.63

GOOG	alphabet inc	0.16	720	207,043	reduced	-24.05

IJR	ishares tr	14.86	285,814	19,301,000	added	3.47

IJR	ishares tr	6.22	32,567	8,076,620	added	38.77

IJR	ishares tr	0.19	2,638	251,876	reduced	-12.07

QQQ	invesco qqq tr	16.39	36,877	21,284,700	reduced	-13.75

TSLA	tesla inc	0.43	1,500	557,625	unchanged	0.00

VB	vanguard index fds	0.21	463	276,666	unchanged	0.00

VEU	vanguard intl equity index f	5.24	90,544	6,799,850	new