The Analysis of Platt Investment Counsel, LLC's Holdings & P&L

Currently, Platt Investment Counsel, LLC holds 14 types of securities in its portfolio with a total value $149.3M. In the most recent quarter, they have increased their positions in BMY (+8.5K shares, valued at $491.2K), ESGV (+1.6K shares, valued at $213.8K), BLV (+2.9K shares, valued at $198.5K); decreased their positions in QQQ (-254 shares, valued at $187.0K), TSLA (-150 shares, valued at $63.1K); initiated new positions in BMY (+8.5K shares, valued at $491.2K).

1M P&L

+184.6K+0.13%

3M P&L

+4.9M+3.44%

HY P&L

+8.9M+6.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A147.5M

98.9%

2Auto Manufacturers567.8K

0.4%

3Drug Manufacturers - General491.2K

0.3%

Top Industries by Stock Count

1N/A10 stocks

71.4%

2Internet Content & Information1 stocks

7.1%

3Consumer Electronics1 stocks

7.1%

Sponsored

TSLA TESLA INC1.4K shares-10.00%2026-06-302026-07-08

BMY BRISTOL-MYERS SQUIBB CO8.5K sharesnew addition2026-06-302026-07-08

GOOGL ALPHABET INC928 shares28.89%2026-06-302026-07-08

AAPL APPLE INC1.1K shares18.82%2026-06-302026-07-08

VOO VANGUARD INDEX FDS463 shares0.00%2026-06-302026-07-08

ILCG ISHARES TR2.6K shares0.00%2026-06-302026-07-08

ESGV

VANGUARD WORLD FD

0.47%

Shares348.8K

Event2026-06-30

Filed2026-07-08

QQQ

INVESCO QQQ TR

-0.69%

Shares36.6K

Event2026-06-30

Filed2026-07-08

IJH

ISHARES TR

0.09%

Shares286.1K

Event2026-06-30

Filed2026-07-08

BND

VANGUARD BD INDEX FDS

0.82%

Shares156.6K

Event2026-06-30

Filed2026-07-08

VCSH

VANGUARD SCOTTSDALE FDS

1.28%

Shares144.7K

Event2026-06-30

Filed2026-07-08

BLV

VANGUARD BD INDEX FDS

1.78%

Shares165.0K

Event2026-06-30

Filed2026-07-08

IWM

ISHARES TR

0.18%

Shares32.6K

Event2026-06-30

Filed2026-07-08

VEU

VANGUARD INTL EQUITY INDEX F

0.92%

Shares91.4K

Event2026-06-30

Filed2026-07-08

TSLA

TESLA INC

-10.00%

Shares1.4K

Event2026-06-30

Filed2026-07-08

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares8.5K

Event2026-06-30

Filed2026-07-08

GOOGL

ALPHABET INC

28.89%

Shares928

Event2026-06-30

Filed2026-07-08

AAPL

APPLE INC

18.82%

Shares1.1K

Event2026-06-30

Filed2026-07-08

VOO

VANGUARD INDEX FDS

0.00%

Shares463

Event2026-06-30

Filed2026-07-08

ILCG

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Platt Investment Counsel, LLC Institutional Holdings, Portfolio & P&L — TradeFomo