Arkolith/Funds/Platt Investment Counsel, LLC

Platt Investment Counsel, LLC

CIK 1859195
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Platt Investment Counsel, LLC holds a concentrated book of 14 stocks worth $149.3M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Bristol-Myers Squibb Co and trimmed Invesco QQQ Trust Series 1. Their largest long position is Vanguard Esg US Stock ETF at 31% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
9
existing
Trimmed
2
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
99%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Information Technology
0%
Consumer Discretionary
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

14 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard World FD
ESG US STK ETF
$46.1M348.8K
30.9%
+0.5%
Added · +2K sh
2Invesco QQQ TR
UNIT SER 1
$27.0M36.6K
18.1%
−0.7%
Reduced · −254 sh
3Ishares TR
CORE S&P MCP ETF
$22.1M286.1K
14.8%
+0.1%
Added · +271 sh
4Vanguard BD Index FDS
TOTAL BND MRKT
$11.5M156.6K
7.7%
+0.8%
Added · +1K sh
5Vanguard Scottsdale FDS
SHRT TRM CORP BD
$11.4M144.7K
7.7%
+1.3%
Added · +2K sh
6Vanguard BD Index FDS
LONG TERM BOND
$11.4M165.0K
7.6%
+1.8%
Added · +3K sh
7Ishares TR
RUSSELL 2000 ETF
$9.8M32.6K
6.6%
+0.2%
Added · +58 sh
8Vanguard Intl Equity Index F
ALLWRLD EX US
$7.7M91.4K
5.1%
+0.9%
Added · +832 sh
9Tesla Inc
COM
$568K1.4K
0.4%
−10%
Reduced · −150 sh
10Bristol-Myers Squibb Co
COM
$491K8.5K
0.3%
New
New position
11Alphabet Inc
CAP STK CL A
$332K928
0.2%
+29%
Added · +208 sh
12Apple Inc
COM
$321K1.1K
0.2%
+19%
Added · +176 sh
13Vanguard Index FDS
S&P 500 ETF SHS
$318K463
0.2%
Held
14Ishares TR
MORNINGSTAR GRWT
$309K2.6K
0.2%
Held
Showing all 14 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202614$149.3M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202613$129.9M13F-HR
Q4 2025Dec 31, 2025Jan 7, 202612$135.3M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202512$127.0M13F-HR
Q2 2025Jun 30, 2025Jul 7, 20259$105.2M13F-HR
Q1 2025Mar 31, 2025Apr 10, 202510$101.3M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202510$104.8M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202410$112.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.