Platt Investment Counsel, LLC
Long book
$129.9M
Q1 2026
Positions
13
Top-10 weight
99%
concentration
Last quarter
+13.3%
SPY +14.8%
Turnover
8%
of book per quarter
Strategy in plain words
auto-generated from filingsPlatt Investment Counsel, LLC is a wealth-management firm allocating client money, running a $129.9M US long book across 13 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD ESG US STOCK ETF, INVESCO QQQ TRUST SERIES 1, ISHARES CORE S&P MIDCAP ETF, VANGUARD TOTAL BOND MARKET, VANGUARD S/T CORP BOND ETF.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.0%
Q2 2024
+6.0%
Q3 2024
+2.6%
Q4 2024
-6.8%
Q1 2025
+10.0%
Q2 2025
+6.8%
Q3 2025
+1.9%
Q4 2025
-3.4%
Q1 2026
+13.3%
Sector allocation
Industrials 56%
Technology 44%
Long book by quarter
What does Platt Investment own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 9, 2026 | 13 | $129.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 7, 2026 | 12 | $135.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 12 | $127.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 7, 2025 | 9 | $105.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 10, 2025 | 10 | $101.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 15, 2025 | 10 | $104.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 24, 2024 | 10 | $112.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 16, 2024 | 10 | $104.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 10 | $104.9M | canonical | SEC ↗ |