Platt Investment Counsel, LLC
Filing Date
Global Rank
#383
/ 475
▲ 7284
Top Industry
Auto Manufacturers
33.2%
3Y Alpha vs SPY
+4.0%
Period ended 10 days ago
Filed Jul 8, 2026 · 2d
23 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+95.1%
SPY
+75.5%
Annualised alpha
+4.3%
Max drawdown
−23.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
5 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
94.0%
−1.5 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,851
Highly concentrated−278
Portfolio Trend
23 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.0% | $26,969,177 |
| Consumer Cyclical | 2.0% | $567,810 |
| Healthcare | 1.7% | $491,210 |
| Communication Services | 1.2% | $331,639 |
| Technology | 1.1% | $321,478 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BMY | Bristol Myers Squibb Co | 8,525 | $491,210 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$28,681,314 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 36,623 | $26,969,177 | 94.03% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,350 | $567,810 | 1.98% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 8,525 | $491,210 | 1.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 928 | $331,639 | 1.16% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,111 | $321,478 | 1.12% |