Platt Investment Counsel, LLC

Registered adviser

CIK

1859195

Location

CARY, NC

Portfolio Value

Small $145,301,014

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,374 / 8,815 ▲ 875 · as of Jun 2026

Top Industry

Drug Manufacturers - General 30.7%

Period ended 23 days ago

Filed Oct 7, 2026 · 16d

24 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 118737

Roster of Oct 1, 2026

Regulatory AUM

$153,648,538

Main clients

Individuals and high net worth (93% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Feb 2026 to Oct 2026	$153,648,538	Individuals and high net worth (93%)
Mar 2025 to Jan 2026	$146,023,530	Individuals and high net worth (93%)
Feb 2024 to Feb 2025	$130,521,835	Individuals and high net worth (93%)
May 2023 to Jan 2024	$113,452,831	Individuals and high net worth (93%)
Feb 2023 to Apr 2023	$113,452,831	Individuals and high net worth (93%)
Mar 2022 to Jan 2023	$150,378,778	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.8% of the book (60%+)

Turnover

Low turnover

26.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.7 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 93.9%; sector active share 86.4% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

15 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

29.7%

−1.2 pts

Top 5

90.3%

−3.2 pts

Top 10

99.7%

−0.0 pts

HHI

1,952

Moderately concentrated−115

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.8%	$143,566,175	10
Healthcare	0.4%	$577,199	2
Consumer Cyclical	0.3%	$468,349	1
Technology	0.3%	$369,985	1
Communication Services	0.2%	$319,306	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard International Equity Index Funds	+54,215	145,591	$12,079,685
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+29,283	174,010	$13,442,272
IWM	iShares Russell 2000 ETF	+8,366	40,991	$11,390,988
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
ESGV	VANGUARD ESG U.S. STOCK ETF	−30,858	317,973	$43,094,880
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−8,465	148,151	$10,392,792
QQQ	Invesco Qqq Trust, Series 1	−6,685	29,938	$22,147,234
BLV	VANGUARD LONG-TERM BOND INDEX FUND	−5,322	159,642	$10,014,342
IJH	iShares Core S&P Mid-Cap ETF	−2,746	283,339	$20,386,241
ILCG	iShares Morningstar Growth ETF	−131	2,507	$293,243
TSLA	Tesla, Inc.	−30	1,320	$468,349
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
IVA	Inventiva S.A.	12,260	$45,239
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $145,301,014 total · filing declares 15 positions · $145,301,102 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	317,973	-30,858	$43,094,880	−6.6%	29.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	29,938	-6,685	$22,147,234	−17.9%	15.24%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	283,339	-2,746	$20,386,241	−7.6%	14.03%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	174,010	+29,283	$13,442,272	+17.5%	9.25%
VEU	Vanguard International Equity Index Funds	Added	145,591	+54,215	$12,079,685	+57.8%	8.31%
IWM	iShares Russell 2000 ETF	Added	40,991	+8,366	$11,390,988	+16.2%	7.84%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	148,151	-8,465	$10,392,792	−9.6%	7.15%
BLV	VANGUARD LONG-TERM BOND INDEX FUND	Reduced	159,642	-5,322	$10,014,342	−11.9%	6.89%
BMY	Bristol Myers Squibb Co Healthcare	Held	8,525	0	$531,960	+8.3%	0.37%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,320	-30	$468,349	−17.5%	0.32%
AAPL	Apple Inc. Technology	Held	1,111	0	$369,985	+15.1%	0.25%
VOO	VANGUARD 500 INDEX FUND	Held	463	0	$324,498	+2.0%	0.22%
GOOGL	Alphabet Inc. Communication Services	Held	928	0	$319,306	−3.7%	0.22%
ILCG	iShares Morningstar Growth ETF	Reduced	2,507	-131	$293,243	−5.0%	0.20%
IVA	Inventiva S.A. Healthcare	NEW	12,260	NEW	$45,239	NEW	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.