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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
+14.72%
1 Year Est. Return
+10.64%
3 Year Est. Return
+62.95%
5 Year Est. Return
+52.15%
10 Year Est. Return
–
AUM
$149M
AUM Growth
+$19.4M
Cap. Flow
+$1.13M
Cap. Flow %
0.75%
Top 10 Hldgs %
99.14%
Holding
14
New
1
Increased
9
Reduced
2
Closed
–
Avg Time Held
10.8 quarters
Top 10 Avg Time Held
10.3 quarters
Top 20 Avg Time Held
10.8 quarters

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$490K
2
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$206K
3
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$198K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$145K
5
BND icon
Vanguard Total Bond Market
BND
+$94K

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$175K
2
TSLA icon
Tesla
TSLA
+$59.7K

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.85%
2 Consumer Discretionary 0.38%
3 Healthcare 0.33%
4 Communication Services 0.22%
5 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ESGV icon
1
Vanguard ESG US Stock ETF
ESGV
$13.6B
$46.1M 30.91%
348,831
+1,617
+0.5% +$206K
2020 Q4
22 quarters
QQQ icon
2
Invesco QQQ Trust
QQQ
$504B
$27M 18.07%
36,623
-254
-0.7% -$175K
2020 Q4
22 quarters
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
$22.1M 14.78%
286,085
+271
+0.1% +$19.9K
2020 Q4
22 quarters
BND icon
4
Vanguard Total Bond Market
BND
$159B
$11.5M 7.7%
156,616
+1,281
+0.8% +$94K
2025 Q3
3 quarters
VCSH icon
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.2B
$11.4M 7.66%
144,727
+1,829
+1% +$145K
2024 Q1
9 quarters
BLV icon
6
Vanguard Long-Term Bond ETF
BLV
$5.45B
$11.4M 7.62%
164,964
+2,880
+2% +$198K
2025 Q1
5 quarters
IWM icon
7
iShares Russell 2000 ETF
IWM
$77.1B
$9.8M 6.57%
32,625
+58
+0.2% +$16.3K
2025 Q4
2 quarters
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$67.8B
$7.65M 5.13%
91,376
+832
+0.9% +$68K
2026 Q1
1 quarter
TSLA icon
9
Tesla
TSLA
$1.48T
$568K 0.38%
1,350
-150
-10% -$59.7K
2020 Q4
22 quarters
BMY icon
10
Bristol-Myers Squibb
BMY
$122B
$491K 0.33%
+8,525
New +$490K
2026 Q2
0 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.26T
$332K 0.22%
928
+208
+29% +$74.9K
2025 Q3
3 quarters
AAPL icon
12
Apple
AAPL
$4.97T
$321K 0.22%
1,111
+176
+19% +$50.3K
2023 Q1
13 quarters
VOO icon
13
Vanguard S&P 500 ETF
VOO
$1.06T
$318K 0.21%
463
– –
2025 Q1
5 quarters
ILCG icon
14
iShares Morningstar Growth ETF
ILCG
$3.25B
$309K 0.21%
2,638
– –
2020 Q4
22 quarters

Similar funds

HA
Hegarty Advisors Garden City, New York $145M AUM
BPW
Bingham Private Wealth San Francisco, California $145M AUM
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
WC
Wynnefield Capital New York $145M AUM 14.57% 1-Year Est. Return
CCP
Cushing Capital Partners Delafield, Wisconsin $145M AUM 15.89% 1-Year Est. Return
MAM
McLaughlin Asset Management Danville, Illinois $145M AUM
GTWM
Global Trust Wealth Management West Palm Beach, Florida $145M AUM

Platt Investment Counsel's Q2 2026 Portfolio in Review

As of Q2 2026, Platt Investment Counsel held 14 positions worth $149M, up 15% from $130M the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Platt Investment Counsel's Q2 2026 filing shows 1 new, 9 increased and 2 reduced positions. Its largest new stake was Bristol-Myers Squibb: 8,525 shares worth $491K. The largest sale was Invesco QQQ Trust, an estimated $175K.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, down from 99% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Platt Investment Counsel's largest Q2 2026 buy was Bristol-Myers Squibb: 8,525 shares worth $491K.
  • Platt Investment Counsel added most to Vanguard ESG US Stock ETF in Q2 2026, an estimated $206K increase.
  • Platt Investment Counsel's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $175K.
  • Platt Investment Counsel's ten largest holdings make up 99% of its $149M portfolio in Q2 2026.
  • Platt Investment Counsel opened 1 new position and closed 0 in Q2 2026.
  • Platt Investment Counsel's portfolio value rose 15% quarter-over-quarter to $149M.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.