Platt Investment Counsel, LLC Portfolio Holdings
Q3 2025•12 long positions•$127.0M portfolio value
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Holding12 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $47.5M 37.43% | +$2.0M Bought | — 401.2K shares | 384.2K → 401.2K +$2.0M | +4.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $25.9M 20.41% | +$2.5M Bought | — 43.2K shares | 39.0K → 43.2K +$2.5M | +10.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $17.9M 14.08% | +$2.0M Bought | — 274.0K shares | 243.4K → 274.0K +$2.0M | +12.58% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.9M 8.58% | -$5.2M Sold | — 136.3K shares | 200.7K → 136.3K −$5.2M | -32.1% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $9.2M 7.28% | +$9.2M New | — 124.4K shares | 0 → 124.4K +$9.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.0M 5.49% | -$2.4M Sold | — 98.4K shares | 132.6K → 98.4K −$2.4M | -25.78% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.7M 5.27% | +$6.7M New | — 248.4K shares | 0 → 248.4K +$6.7M | New | — — | Q3 2025 Held for 2 months | |
Auto - Manufacturers Consumer Cyclical | $667.1K 0.525% | — | 0.0% 1.5K shares | — | — | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $344.5K 0.271% | -$5.6K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$5.6K | -1.6% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $312.9K 0.246% | — | — 3.0K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $283.5K 0.223% | +$13.5K Bought | — 463.0 shares | 441.0 → 463.0 +$13.5K | +4.99% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $230.5K 0.182% | +$230.5K Bought | 0.0% 948.0 shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months |
