We are live on
!
Find out more
PIC
Platt Investment Counsel Portfolio holdings
AUM
$145M
1-Year Est. Return
10.64%
This Fund
S&P 500
This Quarter
Est. Return
+6.2%
1 Year Est. Return
+10.64%
3 Year Est. Return
+62.95%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$21.7M
(+21%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
11.64%
Top 10 Holdings %
Top 10 Hldgs %
99.6%
Holding
12
New
3
Increased
4
Reduced
3
Closed
–
Avg Time Held
9.6
quarters
Top 10 Avg Time Held
10
quarters
Top 20 Avg Time Held
9.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Bond Market
BND
|
+$9.16M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$6.65M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$2.36M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.97M |
| 5 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.94M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.13M |
| 2 |
Vanguard Long-Term Bond ETF
BLV
|
+$2.37M |
| 3 |
Apple
AAPL
|
+$4.97K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.02% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Technology | 0.27% |
| 4 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $47.5M | 37.43% |
401,203
+17,010
| +4% | +$1.94M |
2020 Q4
19 quarters
|
|
|
2
Invesco QQQ Trust
QQQ
$504B
| $25.9M | 20.41% |
43,158
+4,119
| +11% | +$2.36M |
2020 Q4
19 quarters
|
|
|
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $17.9M | 14.08% |
274,005
+30,628
| +13% | +$1.97M |
2020 Q4
19 quarters
|
|
|
4
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $10.9M | 8.58% |
136,285
-64,441
| -32% | -$5.13M |
2024 Q1
6 quarters
|
|
|
5
Vanguard Total Bond Market
BND
$159B
| $9.25M | 7.28% |
+124,354
| New | +$9.16M |
2025 Q3
0 quarters
|
|
|
6
Vanguard Long-Term Bond ETF
BLV
$5.45B
| $6.97M | 5.49% |
98,431
-34,181
| -26% | -$2.37M |
2025 Q1
2 quarters
|
|
|
7
Schwab US TIPS ETF
SCHP
$16B
| $6.69M | 5.27% |
+248,356
| New | +$6.65M |
2025 Q3
0 quarters
|
|
8
Tesla
TSLA
$1.48T
| $667K | 0.53% |
1,500
| – | – |
2020 Q4
19 quarters
|
|
|
9
Apple
AAPL
$4.97T
| $345K | 0.27% |
1,353
-22
| -2% | -$4.97K |
2023 Q1
10 quarters
|
|
10
iShares Morningstar Growth ETF
ILCG
$3.25B
| $313K | 0.25% |
3,000
| – | – |
2020 Q4
19 quarters
|
|
11
Vanguard S&P 500 ETF
VOO
$1.06T
| $284K | 0.22% |
463
+22
| +5% | +$13K |
2025 Q1
2 quarters
|
|
12
Alphabet (Google) Class A
GOOGL
$4.26T
| $230K | 0.18% |
+948
| New | +$199K |
2025 Q3
0 quarters
|
|
Similar funds
HA
BPW
RCM
SC
WC
CCP
MAM
GTWM
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 Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Consumer Discretionary and Technology.
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.