Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 11, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 207
- +13 vs. Q3 2022
- Portfolio value
- $193.5M
- +$18.0M (+10.3%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 11,982 | $3.70M | 1.9% | −123−1.0% | Reduced | History |
| APOApollo Global Management, Inc. | COM | 64,421 | $4.11M | 2.1% | −2,422−3.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 49,824 | $4.19M | 2.2% | +1,233+2.5% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 55,073 | $4.47M | 2.3% | +55,073 | New | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,970 | $5.81M | 3.0% | −3,728−4.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 38,438 | $9.22M | 4.8% | −213−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 124,551 | $16.2M | 8.4% | −1,104−0.9% | Reduced | History |
Sold out since Q3 2022 (10)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 4,666 | $351.0K | 0.2% | History |
| TWTRTwitter, Inc. | COM | 7,030 | $308.0K | 0.2% | History |
| CFGCitizens Financial Group Inc | COM | 7,966 | $274.0K | 0.2% | History |
| AMTAmerican Tower Corp | REIT | 1,132 | $243.0K | 0.1% | History |
| TEAMAtlassian Corp | CL A | 1,120 | $236.0K | 0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,207 | $229.0K | 0.1% | – |
| SIVBSVB Financial Group | COM | 600 | $201.0K | 0.1% | History |
| BlackRock New York Municipal Income Trust09248L106 | SH BEN INT | 13,595 | $133.0K | 0.1% | – |
| PHASPhaseBio Pharmaceuticals Inc | COM | 231,900 | $41.0K | <0.1% | History |
| BNKKBonk, Inc. | COM NEW | 37,839 | $30.0K | <0.1% | History |