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Portfolio (Quarterly) Guide ↗

Platt Investment Counsel, LLC

· CIK 0001859195
13F Portfolio $149M AUM 14 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 6 Added 2 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,525.0 $491K 0.33% NEW $57.62 +15.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.0%
Consumer Cyclical 2.0%
Healthcare 1.7%
Communication Services 1.2%
Technology 1.1%