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Platt Investment Counsel, LLC
hedge fundUpdated 29 days agoManaged by Platt Investment Counsel, Llc • Latest filing Q3 2026
Portfolio value
$145.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $127M |
| Q4 2025 | $135.3M |
| Q1 2026 | $129.9M |
| Q2 2026 | $149.3M |
| Q3 2026 | $145.3M |
Top holdings
15 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $43.1M | 318.0K | 29.66% | Trimmed(-8.8%) | |
| 2 | $22.1M | 29.9K | 15.24% | Trimmed(-18.3%) | |
| 3 | $20.4M | 283.3K | 14.03% | Trimmed(-1.0%) | |
| 4 | $13.4M | 174.0K | 9.25% | Added(+20.2%) | |
| 5 | $12.1M | 145.6K | 8.31% | Added(+59.3%) | |
| 6 | $11.4M | 41.0K | 7.84% | Added(+25.6%) | |
| 7 | $10.4M | 148.2K | 7.15% | Trimmed(-5.4%) | |
| 8 | $10M | 159.6K | 6.89% | Trimmed(-3.2%) | |
| 9 | $532K | 8.5K | 0.37% | Unchanged | |
| 10 | $468K | 1.3K | 0.32% | Trimmed(-2.2%) | |
| 11 | $370K | 1.1K | 0.25% | Unchanged | |
| 12 | $324K | 463 | 0.22% | Unchanged | |
| 13 | $319K | 928 | 0.22% | Unchanged | |
| 14 | ? N/A ISHARES TR | $293K | 2.5K | 0.20% | Trimmed(-5.0%) |
| 15 | $45K | 12.3K | 0.03% | — |