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Platt Investment Counsel Portfolio holdings
AUM
$145M
1-Year Est. Return
10.64%
This Fund
S&P 500
This Quarter
Est. Return
+9.45%
1 Year Est. Return
+10.64%
3 Year Est. Return
+62.95%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$105M
AUM Growth
+$3.88M
(+3.8%)
Cap. Flow
-$5.01M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
2
Reduced
4
Closed
1
Avg Time Held
11.8
quarters
Top 10 Avg Time Held
10.3
quarters
Top 20 Avg Time Held
11.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Long-Term Bond ETF
BLV
|
+$2.9M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$9.04M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
+$986K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$328K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$173K |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
+$24K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.28% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Technology | 0.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $42.1M | 40.03% |
384,193
-9,779
| -2% | -$986K |
2020 Q4
18 quarters
|
|
|
2
Invesco QQQ Trust
QQQ
$504B
| $21.5M | 20.46% |
39,039
-660
| -2% | -$328K |
2020 Q4
18 quarters
|
|
|
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $16M | 15.16% |
200,726
+33,572
| +20% | +$2.64M |
2024 Q1
5 quarters
|
|
|
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $15.1M | 14.34% |
243,377
-2,942
| -1% | -$173K |
2020 Q4
18 quarters
|
|
|
5
Vanguard Long-Term Bond ETF
BLV
$5.45B
| $9.22M | 8.76% |
132,612
+42,464
| +47% | +$2.9M |
2025 Q1
1 quarter
|
|
6
Tesla
TSLA
$1.48T
| $476K | 0.45% |
1,500
| – | – |
2020 Q4
18 quarters
|
|
|
7
iShares Morningstar Growth ETF
ILCG
$3.25B
| $291K | 0.28% |
3,000
-276
| -8% | -$24K |
2020 Q4
18 quarters
|
|
8
Apple
AAPL
$4.97T
| $282K | 0.27% |
1,375
| – | – |
2023 Q1
9 quarters
|
|
9
Vanguard S&P 500 ETF
VOO
$1.06T
| $251K | 0.24% |
441
| – | – |
2025 Q1
1 quarter
|
|
|
10
iShares Russell 2000 ETF
IWM
$77.1B
| – | – |
-45,327
| Closed | -$9.04M | – |
|
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HA
BPW
RCM
SC
WC
CCP
MAM
GTWM
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 Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Consumer Discretionary and 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.