Platt Investment Counsel, LLC Portfolio Holdings

Platt Investment Counsel, LLC

  • $127 Million
  • Q3 2025

Platt Investment Counsel, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $127 Million distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $47.5M, Invesco Qqq Trust, Series 1 with a value of $25.9M, Ishares Core S&P Mid Cap ETF with a value of $17.9M, Vanguard Sht Term Corp Bd ETF with a value of $10.9M, and Vanguard Bd Index Fd Inc Total with a value of $9.25M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $105M to 127M.

Below you can find more details about Platt Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
ETFs: $125 Million
Consumer Cyclical: $667,000
Technology: $344,000
Communication Services: $230,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.5 Million 37.52% of portfolio
401,203
Q3 2025 Added 4.43%
$0
$25.9 Million 20.46% of portfolio
43,158
Q3 2025 Added 10.55%
$0
$17.9 Million 14.12% of portfolio
274,005
Q3 2025 Added 12.58%
$0
$10.9 Million 8.6% of portfolio
136,285
Q3 2025 Reduced 32.1%
$0
$9.25 Million 7.3% of portfolio
124,354
Q3 2025 New
$0
$6.97 Million 5.51% of portfolio
98,431
Q3 2025 Reduced 25.78%
$0
$6.69 Million 5.29% of portfolio
248,356
Q3 2025 New
$1.29T
$667,000 0.53% of portfolio
1,500
Q1 2025 Reduced 16.67%
$4.3T
$344,000 0.27% of portfolio
1,353
Q3 2025 Reduced 1.6%
$0
$283,000 0.22% of portfolio
463
Q3 2025 Added 4.99%
$1.65T
$230,000 0.18% of portfolio
948
Q3 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.42%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $127 Million
  • Prior Value $105 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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