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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
+6.2%
1 Year Est. Return
+19.81%
3 Year Est. Return
+58.87%
5 Year Est. Return
+50.26%
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$21.7M
Cap. Flow
+$14.8M
Cap. Flow %
11.64%
Top 10 Hldgs %
99.6%
Holding
12
New
3
Increased
4
Reduced
3
Closed
–

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$9.16M
2
SCHP icon
Schwab US TIPS ETF
SCHP
+$6.65M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.97M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$1.94M

Top Sells

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$5.13M
2
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.37M
3
AAPL icon
Apple
AAPL
+$4.97K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.53%
2 Technology 0.27%
3 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
$47.5M 37.43%
401,203
+17,010
+4% +$1.94M
QQQ icon
2
Invesco QQQ Trust
QQQ
$487B
$25.9M 20.41%
43,158
+4,119
+11% +$2.36M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$126B
$17.9M 14.08%
274,005
+30,628
+13% +$1.97M
VCSH icon
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$10.9M 8.58%
136,285
-64,441
-32% -$5.13M
BND icon
5
Vanguard Total Bond Market
BND
$162B
$9.25M 7.28%
+124,354
New +$9.16M
BLV icon
6
Vanguard Long-Term Bond ETF
BLV
$5.75B
$6.97M 5.49%
98,431
-34,181
-26% -$2.37M
SCHP icon
7
Schwab US TIPS ETF
SCHP
$16.4B
$6.69M 5.27%
+248,356
New +$6.65M
TSLA icon
8
Tesla
TSLA
$1.39T
$667K 0.53%
1,500
– –
AAPL icon
9
Apple
AAPL
$4.62T
$345K 0.27%
1,353
-22
-2% -$4.97K
ILCG icon
10
iShares Morningstar Growth ETF
ILCG
$3.22B
$313K 0.25%
3,000
– –
VOO icon
11
Vanguard S&P 500 ETF
VOO
$1.03T
$284K 0.22%
463
+22
+5% +$13K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.22T
$230K 0.18%
+948
New +$199K

Similar funds

BWA
Blodgett Wealth Advisors Concord, California $149M AUM 31.17% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return
VCM
Vennlight Capital Management Weston, Connecticut $149M AUM 53.36% 1-Year Est. Return
SSCA
South Shore Capital Advisors Cohasset, Massachusetts $149M AUM
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $150M AUM 26.84% 1-Year Est. Return

Platt Investment Counsel's Q3 2025 Portfolio in Review

As of Q3 2025, Platt Investment Counsel held 12 positions worth $127M, up 21% from $105M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Platt Investment Counsel deployed $14.8M of net new capital in Q3 2025, opening 3 new positions and adding to 4 existing holdings. Its largest new stake was Vanguard Total Bond Market: 124,354 shares worth $9.25M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.53% of assets, up from 0.45% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Vanguard Short-Term Corporate Bond ETF, an estimated $5.13M trimmed.

  • Platt Investment Counsel's largest Q3 2025 buy was Vanguard Total Bond Market: 124,354 shares worth $9.25M.
  • Platt Investment Counsel added most to Invesco QQQ Trust in Q3 2025, an estimated $2.36M increase.
  • Platt Investment Counsel's biggest Q3 2025 reduction was Vanguard Short-Term Corporate Bond ETF, cutting an estimated $5.13M.
  • Platt Investment Counsel's ten largest holdings make up 100% of its $127M portfolio in Q3 2025.
  • Platt Investment Counsel opened 3 new positions and closed 0 in Q3 2025.
  • Platt Investment Counsel's portfolio value rose 21% quarter-over-quarter to $127M.

Based on Platt Investment Counsel's 13F filing for Q3 2025, filed 14 Oct 2025.