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Platform Technology Partners

SEC CIK
0001830817
Latest filing
Jul 24, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 5, 2021. Long positions only.

Institution overview
Positions
262
No filing for Q1 2021
Portfolio value
$242.8M
No filing for Q1 2021
Filed
Aug 5, 2021
SEC

Platform Technology Partners did not file a 13F for Q1 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Platform Technology Partners in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRKSUnited Parks & Resorts Inc.COM12,694$634.0K0.3%––History
ISBCInvestors Bancorp, Inc.COM44,361$633.0K0.3%––History
XOMExxonMobil Holdings CorpCOM10,005$631.0K0.3%––History
CLXClorox CoStock3,481$626.0K0.3%––History
AKAMAkamai Technologies IncCOM5,316$620.0K0.3%––History
APHAmphenol CorpCL A8,811$603.0K0.2%––History
DKNGDraftKings Inc.COM CL A11,542$602.0K0.2%––History
iShares Tr464287739U.S. REAL ES ETF5,881$600.0K0.2%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF2,688$599.0K0.2%–––
DDominion Energy, IncStock8,104$596.0K0.2%––History
PENNPENN Entertainment, Inc.COM7,788$596.0K0.2%––History
KMBKimberly Clark CorpStock4,379$586.0K0.2%––History
GLDSPDR Gold TrustETF3,523$584.0K0.2%––History
COFCapital One Financial CorpStock3,707$573.0K0.2%––History
CSCOCisco Systems, Inc.Stock10,695$567.0K0.2%––History
IBMInternational Business Machines CorpStock3,865$567.0K0.2%––History
EMOClearBridge Energy Midstream Opportunity Fund Inc.COM24,288$560.0K0.2%––History
XMQualtrics International Inc.COM CL A14,555$557.0K0.2%––History
NCLHNorwegian Cruise Line Holdings Ltd.SHS18,785$552.0K0.2%––History
COPConocoPhillipsStock8,946$545.0K0.2%––History
CSXCSX CorpStock16,716$536.0K0.2%––History
DUKDuke Energy CORPStock5,349$528.0K0.2%––History
IFFInternational Flavors & Fragrances IncCOM3,526$527.0K0.2%––History
NVONovo Nordisk A SADR6,173$517.0K0.2%––History
BIIBBiogen Inc.COM1,486$515.0K0.2%––History
SRCLStericycle IncCOM7,120$509.0K0.2%––History
iShares Core S&P Small Cap ETF464287804ETF4,483$507.0K0.2%–––
BKHBlack Hills CorpCOM7,720$507.0K0.2%––History
MDYSPDR S&P Midcap 400 ETF TrustETF1,029$505.0K0.2%––History
CHWYChewy, Inc.CL A6,206$495.0K0.2%––History
YUMYum Brands IncStock4,283$493.0K0.2%––History
CATCaterpillar IncStock2,222$484.0K0.2%––History
IHRTiHeartMedia, Inc.COM CL A17,919$483.0K0.2%––History
WFCWells Fargo & CompanyStock10,355$469.0K0.2%––History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF22,735$468.0K0.2%–––
First Tr Exchange-Traded FD33738D309SENIOR LN FD9,644$463.0K0.2%–––
BKNGBooking Holdings Inc.Stock211$462.0K0.2%––History
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM54,885$454.0K0.2%––History
CUENWCuentas Inc.*W EXP 99/99/999219,736$444.0K0.2%––History
ABNBAirbnb, Inc.Stock2,837$434.0K0.2%––History
GEGeneral Electric CoCOM32,264$434.0K0.2%––History
First Tr Exchange Traded FD33738R118NASD TECH DIV7,487$429.0K0.2%–––
INTCIntel CorpStock7,598$427.0K0.2%––History
CPRICapri Holdings LtdSHS7,438$425.0K0.2%––History
VRSKVerisk Analytics, Inc.COM2,435$425.0K0.2%––History
EXCExelon CorpStock9,466$419.0K0.2%––History
MDLZMondelez International, Inc.Stock6,649$415.0K0.2%––History
MHNBlackRock Muniholdings New York Quality Fund, Inc.COM27,908$412.0K0.2%––History
AEPAmerican Electric Power Co IncStock4,818$408.0K0.2%––History
ADBEAdobe Inc.Stock694$406.0K0.2%––History
PMPhilip Morris International Inc.Stock4,097$406.0K0.2%––History
BABAAlibaba Group Holding LtdADR1,783$404.0K0.2%––History
EXASExact Sciences CorpCOM3,253$404.0K0.2%––History
UPSUnited Parcel Service IncStock1,931$402.0K0.2%––History
UTGReaves Utility Income FundCOM SH BEN INT11,385$391.0K0.2%––History
Invesco Actively Managed Exc46090A705S&P500 DOWNSID10,910$388.0K0.2%–––
ETF Ser Solutions26922A172NATIONWIDE RSK13,414$378.0K0.2%–––
PNCPNC Financial Services Group, Inc.Stock1,977$377.0K0.2%––History
STLSterling BancorpCOM15,092$374.0K0.2%––History
GDVGabelli Dividend & Income TrustCOM13,930$366.0K0.2%––History
ULUnilever PLCSPON ADR NEW6,190$362.0K0.1%––History
BUDAnheuser-Busch InBev SA/NVADR4,971$358.0K0.1%––History
BLKBlackRock, Inc.COM409$358.0K0.1%––History
VRTXVertex Pharmaceuticals IncStock1,758$354.0K0.1%––History
iShares Russell 1000 Growth ETF464287614ETF1,292$351.0K0.1%–––
MOAltria Group, Inc.Stock7,364$351.0K0.1%––History
EXPEExpedia Group, Inc.Stock2,147$351.0K0.1%––History
SRTAStrata Critical Medical, Inc.CL A COM33,314$350.0K0.1%––History
ROKURoku, IncCOM CL A760$349.0K0.1%––History
SIVBSVB Financial GroupCOM606$337.0K0.1%––History
SRPTSarepta Therapeutics, Inc.COM4,325$336.0K0.1%––History
EWEdwards Lifesciences CorpStock3,228$334.0K0.1%––History
GENGen Digital Inc.Stock12,217$333.0K0.1%––History
iShares Russell 1000 Value ETF464287598ETF2,067$328.0K0.1%–––
CCitigroup IncStock4,580$324.0K0.1%––History
TAOXTAO Synergies Inc.COM NEW32,500$320.0K0.1%––History
YUMCYum China Holdings, Inc.COM4,758$315.0K0.1%––History
SWKSSkyworks Solutions, Inc.Stock1,550$297.0K0.1%––History
ACREAres Commercial Real Estate CorpCOM19,936$293.0K0.1%––History
TEAMAtlassian CorpCL A1,138$292.0K0.1%––History
GMDAGamida Cell Ltd.SHS45,375$291.0K0.1%––History
AMATApplied Materials IncStock2,039$290.0K0.1%––History
TTTrane Technologies plcSHS1,570$289.0K0.1%––History
ZBRAZebra Technologies CorpCL A539$285.0K0.1%––History
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP5,757$282.0K0.1%––History
Signature BK New York N Y82669G104COM1,149$282.0K0.1%–––
PRUPrudential Financial IncStock2,735$280.0K0.1%––History
NVSNovartis AGADR3,045$278.0K0.1%––History
CHTRCharter Communications, Inc.CL A382$276.0K0.1%––History
XYZBlock, Inc.CL A1,111$271.0K0.1%––History
iShares Tr464287234MSCI EMG MKT ETF4,908$271.0K0.1%–––
BlackRock New York Municipal Income Trust09248L106SH BEN INT17,857$270.0K0.1%–––
KOCoca Cola CoStock4,964$269.0K0.1%––History
AVGOBroadcom Inc.Stock563$268.0K0.1%––History
TMUST-Mobile US, Inc.Stock1,851$268.0K0.1%––History
CMPRCIMPRESS plcSHS EURO2,462$267.0K0.1%––History
ROKRockwell Automation, IncStock926$265.0K0.1%––History
OKEONEOK IncCOM4,737$264.0K0.1%––History
iShares MSCI Eafe ETF464287465ETF3,325$262.0K0.1%–––
CUENCuentas Inc.COM NEW42,000$261.0K0.1%––History