Portfolio (Quarterly)
Guide ↗
Platt Investment Counsel, LLC
· CIK 0001859195| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | Financial Services | 36,623.0 | $27.0M | 18.07% | -254.0 | -0.7% | $736.40 | -2.7% |
| 2 | TSLA | TESLA INC | Consumer Cyclical | 1,350.0 | $568K | 0.38% | -150.0 | -10.0% | $420.60 | -17.1% |
① 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%