Platt Investment Counsel, LLC reported 5 positions worth $1.73M for the quarter ended Sep 30, 2026, up 1.3% on the prior quarter. It opened 1 new position, added to 0, trimmed 1 and exited 0. Its largest holding is Bristol Myers Squibb Co at 30.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IVA Inventiva S.A. | +12.3K | – | $45.24K | 2.61% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | -30 | -2.2% | $10.64K | 27% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| IVA Inventiva S.A. | +12.3K | $45.24K | 2.61% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BMY Bristol Myers Squibb Co | Healthcare | 8,525 | $531.96K | 30.66% | 0 | 0.0% | Unchanged | 0% |
| 2 | TSLA Tesla, Inc. | Consumer Discretionary | 1,320 | $468.35K | 27% | -30 | -2.2% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 1,111 | $369.99K | 21.33% | 0 | 0.0% | Unchanged | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 928 | $319.31K | 18.41% | 0 | 0.0% | Unchanged | 0% |
| 5 | IVA Inventiva S.A. | Healthcare | 12.3K | $45.24K | 2.61% | +12.3K | – | New | 0.01% |
Tip. Select a row to see that position’s full history at Platt Investment Counsel.
As of its Q3 2026 13F filing, Platt Investment Counsel, LLC’s five largest positions were Bristol Myers Squibb Co (BMY) at 30.7%, Tesla, Inc. (TSLA) at 27.0%, Apple Inc. (AAPL) at 21.3%, Alphabet Inc. (GOOGL) at 18.4%, Inventiva S.A. (IVA) at 2.6% of the reported portfolio.
Platt Investment Counsel, LLC reported a 13F portfolio worth $1.73M across 5 positions for Q3 2026. That is up 1.3% from the previous quarter.
Its largest purchases by value were Inventiva S.A. ($45.24K). It opened 1 new positions.
Its largest sales by value were Tesla, Inc. ($10.64K). It exited 0 positions entirely.
From the Form 13F-HR reports Platt Investment Counsel, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.