Platt Investment Counsel 13F annual report

Platt Investment Counsel is an investment fund managing more than $82.8 billion ran by Peter Platt. There are currently 7 companies in Mr. Platt’s portfolio. The largest investments include Vanguard World Fd and Ishares Tr, together worth $70.1 billion.

$82.8 billion Assets Under Management (AUM)

As of 9th July 2024, Platt Investment Counsel’s top holding is 406,441 shares of Vanguard World Fd currently worth over $39.3 billion and making up 47.4% of the portfolio value. In addition, the fund holds 324,744 shares of Ishares Tr worth $30.8 billion. The third-largest holding is Select Sector Spdr Tr worth $6.03 billion and the next is Vanguard Index Fds worth $4.93 billion, with 18,445 shares owned.

Currently, Platt Investment Counsel's portfolio is worth at least $82.8 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Platt Investment Counsel

The Platt Investment Counsel office and employees reside in Lake Mary, Florida. According to the last 13-F report filed with the SEC, Peter Platt serves as the President at Platt Investment Counsel.

Recent trades

In the most recent 13F filing, Platt Investment Counsel revealed that it had opened a new position in Vanguard Index Fds and bought 18,445 shares worth $4.93 billion.

The investment fund also strengthened its position in Vanguard World Fd by buying 11,022 additional shares. This makes their stake in Vanguard World Fd total 406,441 shares worth $39.3 billion.

On the other hand, there are companies that Platt Investment Counsel is getting rid of from its portfolio. Platt Investment Counsel closed its position in Vanguard World Fd on 16th July 2024. It sold the previously owned 181,546 shares for $10.4 billion.

One of the smallest hedge funds

The two most similar investment funds to Platt Investment Counsel are Covey Capital Advisors and Msd Partners, L.P.. They manage $82.8 billion and $82.9 billion respectively.

Peter Platt investment strategy

Platt Investment Counsel’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Consumer Discretionary — making up 0.8% of the total portfolio value. The fund focuses on investments in the United States as 28.6% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 29% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.23 trillion.

The complete list of Platt Investment Counsel trades based on 13F SEC filings

These positions were updated on July 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard World Fd	2.79% 406,441	$39,270,327,000	47.41%
Ishares Tr	3.17% 324,744	$30,846,469,000	37.24%
Vanguard World Fd	Closed 181,546	$10,433,444,000
Select Sector Spdr Tr	4.77% 49,517	$6,034,681,000	7.29%
Vanguard Index Fds	Opened 18,445	$4,934,222,000	5.96%
Vanguard Scottsdale Fds	1.38% 13,988	$1,080,923,000	1.30%
Tesla Inc	No change 1,800	$356,184,000	0.43%
Apple Inc	No change 1,487	$313,192,000	0.38%
No transactions found
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