Platt Investment Counsel, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $101.3MLatest: 2025Q1

Platt Investment Counsel, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 10 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "IJH",
  null,
  "AAPL",
  "ESGV",
  "BLV",
  null,
  "VOO",
  "QQQ",
  "IWM",
  "TSLA"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 10
Total Value: 101349784
Accession Number: 0001667731-25-000391
Form Type: 13F-HR
CIK: platt-investment-counsel
Manager Name: Platt-Investment-Counsel

Data Enrichment

80% identified

8 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $101.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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921910733

ESGV|921910733

Shares:394.0K

Value:$38.6M

% of Portfolio:38.1% ($38.6M/$101.3M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:39.7K

Value:$18.6M

% of Portfolio:18.4% ($18.6M/$101.3M)

464287507

IJH|464287507

Shares:246.3K

Value:$14.4M

% of Portfolio:14.2% ($14.4M/$101.3M)

92206C409

Shares:167.2K

Value:$13.2M

% of Portfolio:13.0% ($13.2M/$101.3M)

464287655

IWM|464287655

Shares:45.3K

Value:$9.0M

% of Portfolio:8.9% ($9.0M/$101.3M)

921937793

BLV|921937793

Shares:90.1K

Value:$6.3M

% of Portfolio:6.3% ($6.3M/$101.3M)

Tesla, Inc.

TSLA|88160R101

Shares:1.5K

Value:$388.7K

% of Portfolio:0.4% ($388.7K/$101.3M)

Apple Inc.

AAPL|037833100

Shares:1.4K

Value:$305.4K

% of Portfolio:0.3% ($305.4K/$101.3M)

464287119

Shares:3.3K

Value:$265.3K

% of Portfolio:0.3% ($265.3K/$101.3M)

922908363

VOO|922908363

Shares:441

Value:$226.6K

% of Portfolio:0.2% ($226.6K/$101.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ESGVcusip921910733)	394.0K	QoQ +3.90% (-14.8K) YoY -0.36% (-1.4K)	All Managers (Combined)	$38.6M	38.1% ($38.6M/$101.3M)	QoQ -2.97% (-$1.2M) YoY +4.72% (-$1.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	39.7K	QoQ +1.83% (-717) YoY -8.60% (-3.7K)	All Managers (Combined)	$18.6M	18.4% ($18.6M/$101.3M)	QoQ -6.58% (-$1.3M) YoY -3.47% (-$670.1K)
(IJHcusip464287507)	246.3K	QoQ +4.48% (-10.6K) YoY +6.26% (+14.5K)	All Managers (Combined)	$14.4M	14.2% ($14.4M/$101.3M)	QoQ -2.15% (-$316.4K) YoY +2.08% (+$293.0K)
(cusip92206C409)✕	167.2K	QoQ +1008.44% (+152.1K) YoY +1111.52% (+153.4K)	All Managers (Combined)	$13.2M	13.0% ($13.2M/$101.3M)	QoQ +1021.66% (+$12.0M) YoY +1137.06% (+$12.1M)
(IWMcusip464287655)	45.3K	QoQ -38.12% (-27.9K) YoY -41.50% (-32.2K)	All Managers (Combined)	$9.0M	8.9% ($9.0M/$101.3M)	QoQ -44.13% (-$7.1M) YoY -44.50% (-$7.3M)
(BLVcusip921937793)	90.1K	QoQ NEW(+90.1K) YoY NEW(+90.1K)	All Managers (Combined)	$6.3M	6.3% ($6.3M/$101.3M)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
Tesla, Inc.(TSLAcusip88160R101)	1.5K	QoQ -16.66% (-300) YoY -16.66% (-300)	All Managers (Combined)	$388.7K	0.4% ($388.7K/$101.3M)	QoQ -46.52% (-$338.2K) YoY +22.85% (-$72.3K)
Apple Inc.(AAPLcusip037833100)	1.4K	QoQ 0.00% (-0) YoY -7.53% (-112)	All Managers (Combined)	$305.4K	0.3% ($305.4K/$101.3M)	QoQ -11.29% (-$38.9K) YoY +19.78% (-$50.4K)
(cusip464287119)✕	3.3K	QoQ -10.00% (-364) YoY -40.16% (-2.2K)	All Managers (Combined)	$265.3K	0.3% ($265.3K/$101.3M)	QoQ -18.64% (-$60.8K) YoY -35.79% (-$147.9K)
(VOOcusip922908363)	441	QoQ NEW(+441) YoY NEW(+441)	All Managers (Combined)	$226.6K	0.2% ($226.6K/$101.3M)	QoQ NEW(+$226.6K) YoY NEW(+$226.6K)