Platt Investment Counsel Portfolio Changes in Q2 2026
Platt Investment Counsel's portfolio saw significant changes during the second quarter, including a major purchase and adjustments to existing holdings.
As of June 30th, 2026, Platt Investment Counsel, Llc has shown notable shifts in its investment strategy. The firm manages a substantial portfolio valued at $149 million.
The largest allocation remains the Vanguard FTSE Socially Responsible Value Weighted Index Fund Admiral Shares (ESGV), which holds approximately 30.9% of the total value, unchanged from last quarter despite an increase in shares by just over 0.47%. This indicates continued confidence in broad market exposure with a socially responsible tilt.
Significant buying activity was observed this quarter, most notably for Bristol Myers SQuibb Co (BMY). The firm acquired nearly the entire position from prior periods, increasing its holdings by an impressive 100%. This substantial purchase suggests confidence in the healthcare sector or specifically BMY stock.
Other individual stock purchases were also noted. Alphabet Inc (GOOGL) and Apple Inc (AAPL), both Technology stocks, saw their positions initiated this quarter with Platt acquiring shares representing a small but direct allocation of about 0.22% each to the portfolio. Tesla Inc (TSLA) was added as well, though its position is relatively minor at just under $570k or 0.38%.
Conversely, Platt reduced its position in INVESCO QQQ Trust Series 1 (QQQ), a popular Technology sector ETF. The shares decreased by 0.69%, reflecting a slight divestment from this concentrated exposure to the tech sector's top companies.
The Vanguard lineup saw several adjustments: Platt increased its holdings in VANGUARD Scottsdale Fund (VCSH) and VANGUARD Balanced Index Funds (BND, BNDW), though specific changes for BNDW weren't detailed. Increases were also noted in the Vanguard Short-Term Investment Grade Bond fund (VBND). These moves suggest a continued focus on core holdings but with slight adjustments to duration or credit quality.
Overall, Platt's portfolio maintained its diversified nature while highlighting targeted opportunities and minor exits within specific sectors like Technology. The firm appears focused on broad index funds as the primary weighting mechanism for most of its assets, supplementing these with selective individual stock positions.