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PIC

Platt Investment Counsel Portfolio holdings

AUM $149M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
+9.45%
1 Year Est. Return
+19.81%
3 Year Est. Return
+58.87%
5 Year Est. Return
+50.26%
10 Year Est. Return
–
AUM
$105M
AUM Growth
+$3.88M
Cap. Flow
-$5.01M
Cap. Flow %
-4.76%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
4
Closed
1

Top Buys

Rank Stock Value
1
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.9M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.64M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$9.04M
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$986K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$328K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$173K
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$24K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.45%
2 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
$42.1M 40.03%
384,193
-9,779
-2% -$986K
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$21.5M 20.46%
39,039
-660
-2% -$328K
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$16M 15.16%
200,726
+33,572
+20% +$2.64M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$126B
$15.1M 14.34%
243,377
-2,942
-1% -$173K
BLV icon
5
Vanguard Long-Term Bond ETF
BLV
$5.75B
$9.22M 8.76%
132,612
+42,464
+47% +$2.9M
TSLA icon
6
Tesla
TSLA
$1.39T
$476K 0.45%
1,500
– –
ILCG icon
7
iShares Morningstar Growth ETF
ILCG
$3.22B
$291K 0.28%
3,000
-276
-8% -$24K
AAPL icon
8
Apple
AAPL
$4.62T
$282K 0.27%
1,375
– –
VOO icon
9
Vanguard S&P 500 ETF
VOO
$1.03T
$251K 0.24%
441
– –
IWM icon
10
iShares Russell 2000 ETF
IWM
$82.4B
– –
-45,327
Closed -$9.04M

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VCM
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SSCA
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CC
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GAA
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Platt Investment Counsel's Q2 2025 Portfolio in Review

As of Q2 2025, Platt Investment Counsel held 10 positions worth $105M, up 3.8% from $101M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Platt Investment Counsel withdrew a net $5.01M in Q2 2025, closing 1 position and reducing 4 holdings. Its most notable exit was iShares Russell 2000 ETF, an estimated $9.04M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.45% of assets, up from 0.38% a quarter earlier, followed by Technology.

Against the trend, Platt Investment Counsel added an estimated $2.9M to Vanguard Long-Term Bond ETF.

  • Platt Investment Counsel added most to Vanguard Long-Term Bond ETF in Q2 2025, an estimated $2.9M increase.
  • Platt Investment Counsel's biggest Q2 2025 reduction was Vanguard ESG US Stock ETF, cutting an estimated $986K.
  • Platt Investment Counsel fully exited iShares Russell 2000 ETF in Q2 2025, selling an estimated $9.04M.
  • Platt Investment Counsel's ten largest holdings make up 100% of its $105M portfolio in Q2 2025.
  • Platt Investment Counsel opened 0 new positions and closed 1 in Q2 2025.
  • Platt Investment Counsel's portfolio value rose 3.8% quarter-over-quarter to $105M.

Based on Platt Investment Counsel's 13F filing for Q2 2025, filed 7 Jul 2025.