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PIC
Platt Investment Counsel Portfolio holdings
AUM
$145M
1-Year Est. Return
10.64%
This Fund
S&P 500
This Quarter
Est. Return
-2.96%
1 Year Est. Return
+10.64%
3 Year Est. Return
+62.95%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$130M
AUM Growth
-$5.43M
(-4%)
Cap. Flow
-$578K
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
99.46%
Holding
13
New
1
Increased
4
Reduced
6
Closed
–
Avg Time Held
10.6
quarters
Top 10 Avg Time Held
9.4
quarters
Top 20 Avg Time Held
10.6
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$7.01M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$2.35M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.65M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$665K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$397K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard ESG US Stock ETF
ESGV
|
+$6.51M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$3.57M |
| 3 |
Vanguard Total Bond Market
BND
|
+$2.36M |
| 4 |
Apple
AAPL
|
+$109K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$71.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 99.23% |
| 2 | Consumer Discretionary | 0.43% |
| 3 | Technology | 0.18% |
| 4 | Communication Services | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $39M | 30.01% |
347,214
-54,780
| -14% | -$6.51M |
2020 Q4
21 quarters
|
|
|
2
Invesco QQQ Trust
QQQ
$504B
| $21.3M | 16.39% |
36,877
-5,878
| -14% | -$3.57M |
2020 Q4
21 quarters
|
|
|
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $19.3M | 14.86% |
285,814
+9,586
| +3% | +$665K |
2020 Q4
21 quarters
|
|
|
4
Vanguard Total Bond Market
BND
$159B
| $11.4M | 8.81% |
155,335
-31,769
| -17% | -$2.36M |
2025 Q3
2 quarters
|
|
|
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
| $11.3M | 8.72% |
142,898
+4,981
| +4% | +$397K |
2024 Q1
8 quarters
|
|
|
6
Vanguard Long-Term Bond ETF
BLV
$5.45B
| $11.1M | 8.58% |
162,084
+23,635
| +17% | +$1.65M |
2025 Q1
4 quarters
|
|
|
7
iShares Russell 2000 ETF
IWM
$77.1B
| $8.08M | 6.22% |
32,567
+9,098
| +39% | +$2.35M |
2025 Q4
1 quarter
|
|
|
8
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
| $6.8M | 5.24% |
+90,544
| New | +$7.01M |
2026 Q1
0 quarters
|
|
9
Tesla
TSLA
$1.48T
| $558K | 0.43% |
1,500
| – | – |
2020 Q4
21 quarters
|
|
10
Vanguard S&P 500 ETF
VOO
$1.06T
| $277K | 0.21% |
463
| – | – |
2025 Q1
4 quarters
|
|
11
iShares Morningstar Growth ETF
ILCG
$3.25B
| $252K | 0.19% |
2,638
-362
| -12% | -$36.8K |
2020 Q4
21 quarters
|
|
|
12
Apple
AAPL
$4.97T
| $237K | 0.18% |
935
-418
| -31% | -$109K |
2023 Q1
12 quarters
|
|
|
13
Alphabet (Google) Class A
GOOGL
$4.26T
| $207K | 0.16% |
720
-228
| -24% | -$71.6K |
2025 Q3
2 quarters
|
|
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GTWM
Platt Investment Counsel's Q1 2026 Portfolio in Review
As of Q1 2026, Platt Investment Counsel held 13 positions worth $130M, down 4% from $135M the previous quarter. Its ten largest holdings account for 99% of the portfolio.
Platt Investment Counsel's Q1 2026 filing shows 1 new, 4 increased and 6 reduced positions. Its largest new stake was Vanguard FTSE All-World ex-US ETF: 90,544 shares worth $6.8M. The largest sale was Vanguard ESG US Stock ETF, an estimated $6.51M.
By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, up from 99% a quarter earlier, followed by Consumer Discretionary and Technology.
- Platt Investment Counsel's largest Q1 2026 buy was Vanguard FTSE All-World ex-US ETF: 90,544 shares worth $6.8M.
- Platt Investment Counsel added most to iShares Russell 2000 ETF in Q1 2026, an estimated $2.35M increase.
- Platt Investment Counsel's biggest Q1 2026 reduction was Vanguard ESG US Stock ETF, cutting an estimated $6.51M.
- Platt Investment Counsel's ten largest holdings make up 99% of its $130M portfolio in Q1 2026.
- Platt Investment Counsel opened 1 new position and closed 0 in Q1 2026.
- Platt Investment Counsel's portfolio value fell 4% quarter-over-quarter to $130M.
Based on Platt Investment Counsel's 13F filing for Q1 2026, filed 9 Apr 2026.