Platt Investment Counsel, LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 129,889
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 13 | 129,889 | 13F-HR | Platt Investment Counsel, LLC |
| Q4 2025 | 1/7/2026 | 12 | 135,320 | 13F-HR | Platt Investment Counsel, LLC |
| Q3 2025 | 10/14/2025 | 12 | 126,958 | 13F-HR | Platt Investment Counsel, LLC |
| Q2 2025 | 7/7/2025 | 9 | 105,232 | 13F-HR | Platt Investment Counsel, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.002 K | 0.8% | 0 | 51.77 K | -51.77 K |
| ETFs | 117.7 K | 90.6% | 44.82 K | 0 | 44.82 K |
| Debt | 11.15 K | 8.6% | 1.523 K | 0 | 1.523 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
129,889
Holdings
13
QoQ value change ($000)
-5,431
(-4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.