Platt Investment Counsel, LLC
All 13F Filings
- Location
- Cary, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 149,258
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 14 | 149,258 | 13F-HR | Platt Investment Counsel, LLC |
| 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 | 1.712 K | 1.1% | 710 | 0 | 710 |
| ETFs | 136.2 K | 91.2% | 18.43 K | 0 | 18.43 K |
| Debt | 11.37 K | 7.6% | 223 | 0 | 223 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
149,258
Holdings
14
QoQ value change ($000)
19,369
(14.9%)
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.