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Platt Investment Counsel, LLC Portfolio
$145.3M across 15 positions as of 2026-09-30, with 99% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.1%
-5.4% a year vs the S&P 500
3 years
+16.3%
-5.0% a year vs the S&P 500
5 years
+7.3%
-4.9% a year vs the S&P 500
Quarters ahead
5 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +14.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.3% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -7.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ESGVVanguard ESG U.S. Stock ETF | $43.1M | 29.7% | 317,973 |
| QQQInvesco QQQ Trust, Series 1 | $22.1M | 15.2% | 29,938 |
| IJHiShares Core S&P Mid-Cap ETF | $20.4M | 14.0% | 283,339 |
| VCSHVanguard Short-Term Corporate Bond ETF | $13.4M | 9.3% | 174,010 |
| VEUVanguard FTSE All World Ex US ETF | $12.1M | 8.3% | 145,591 |
| IWMiShares Russell 2000 Index Fund | $11.4M | 7.8% | 40,991 |
| BNDVanguard Total Bond Market ETF | $10.4M | 7.2% | 148,151 |
| BLVVanguard Long-Term Bond ETF | $10M | 6.9% | 159,642 |
| BMYBristol-Myers Squibb Co | $532K | 0.4% | 8,525 |
| TSLATesla Inc | $468.3K | 0.3% | 1,320 |
| AAPLApple Inc | $370K | 0.3% | 1,111 |
| VOOVanguard S&P 500 ETF | $324.5K | 0.2% | 463 |
| GOOGLAlphabet Inc | $319.3K | 0.2% | 928 |
| ILCGiShares Morningstar Large-Cap Growth ETF | $293.2K | 0.2% | 2,507 |
| INVENTIVA SA | $45.2K | 0.0% | 12,260 |
Quarter ending 2026-09-30.
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