Platt Investment Counsel
CARY, NCfiles as Platt Investment Counsel, LLC
$149m in 14 US stocks at the end of 30 June 2026. The top 10 are 99.1% of the money. It changed about 3.4% of the portfolio this quarter.
Value
$149m
Stocks
14
Top 10 share
99.1%
Turnover
3.4%
What changed this quarter
New
Bought for the first time this quarter.
- Bristol-Myers SquibbBMY0.3% of the fund
Added
Bought more of a stock they already held.
- AlphabetGOOGL0.2% of the fund+29%
- AppleAAPL0.2% of the fund+19%
Cut
Sold some of their stake.
- TeslaTSLA0.4% of the fund-10%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard World FDESGV
- Share
- 30.9%
- Value
- $46m
- Shares
- 348,831
Held
- Invesco QQQ TRQQQ
- Share
- 18.1%
- Value
- $27m
- Shares
- 36,623
Held
- Ishares TRIJH
- Share
- 14.8%
- Value
- $22m
- Shares
- 286,085
Held
- Vanguard BD Index FDSBND
- Share
- 7.7%
- Value
- $11m
- Shares
- 156,616
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 7.7%
- Value
- $11m
- Shares
- 144,727
Held
- Vanguard BD Index FDSBLV
- Share
- 7.6%
- Value
- $11m
- Shares
- 164,964
Held
- Ishares TRIWM
- Share
- 6.6%
- Value
- $10m
- Shares
- 32,625
Held
- Vanguard Intl Equity Index FVEU
- Share
- 5.1%
- Value
- $8m
- Shares
- 91,376
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $317,993
- Shares
- 463
Held
- Ishares TRILCG
- Share
- 0.2%
- Value
- $308,699
- Shares
- 2,638
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard World FDESGV | 30.9% | $46m | 348,831 | Held |
| Invesco QQQ TRQQQ | 18.1% | $27m | 36,623 | Held |
| Ishares TRIJH | 14.8% | $22m | 286,085 | Held |
| Vanguard BD Index FDSBND | 7.7% | $11m | 156,616 | Held |
| Vanguard Scottsdale FDSVCSH | 7.7% | $11m | 144,727 | Held |
| Vanguard BD Index FDSBLV | 7.6% | $11m | 164,964 | Held |
| Ishares TRIWM | 6.6% | $10m | 32,625 | Held |
| Vanguard Intl Equity Index FVEU | 5.1% | $8m | 91,376 | Held |
| TeslaTSLA | 0.4% | $567,810 | 1,350 | -10% |
| Bristol-Myers SquibbBMY | 0.3% | $491,211 | 8,525 | New |
| AlphabetGOOGL | 0.2% | $331,639 | 928 | +29% |
| AppleAAPL | 0.2% | $321,479 | 1,111 | +19% |
| Vanguard Index FDSVOO | 0.2% | $317,993 | 463 | Held |
| Ishares TRILCG | 0.2% | $308,699 | 2,638 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 41.8% since 30 June 2025.
Where the money is
Retail & consumer0.4%
Health care0.3%
Media & telecom0.2%
Technology0.2%
Other98.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.