Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 4, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 209
- +2 vs. Q4 2022
- Portfolio value
- $202.5M
- +$8.93M (+4.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRSKVerisk Analytics, Inc. | COM | 2,305 | $442.2K | 0.2% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 3,263 | $449.7K | 0.2% | +208+6.8% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,448 | $456.2K | 0.2% | −130−8.2% | Reduced | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 25,000 | $457.5K | 0.2% | +4,000+19.0% | Added | History |
| DDominion Energy, Inc | Stock | 8,199 | $458.4K | 0.2% | +1,009+14.0% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,537 | $458.7K | 0.2% | −3,074−35.7% | Reduced | – |
| TAT&T Inc. | Stock | 23,965 | $461.3K | 0.2% | +5,182+27.6% | Added | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,166 | $464.0K | 0.2% | −400−11.2% | Reduced | History |
| CSXCSX Corp | Stock | 15,670 | $469.2K | 0.2% | 00.0% | Unchanged | History |
| TSATTelesat Corp | CL A & CL B SHS | 54,692 | $470.4K | 0.2% | +10,550+23.9% | Added | History |
| NEENextera Energy Inc | Stock | 6,144 | $473.6K | 0.2% | +846+16.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 9,220 | $482.0K | 0.2% | −139−1.5% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,691 | $508.1K | 0.3% | −305−4.4% | Reduced | History |
| BACBank of America Corp | Stock | 17,936 | $513.0K | 0.3% | −510−2.8% | Reduced | History |
| CATCaterpillar Inc | Stock | 2,258 | $516.7K | 0.3% | −248−9.9% | Reduced | History |
| YUMYum Brands Inc | Stock | 3,964 | $523.5K | 0.3% | +10.0% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,941 | $539.4K | 0.3% | −26−0.2% | Reduced | – |
| IQVIQVIA Holdings Inc. | Stock | 2,800 | $556.9K | 0.3% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 1,968 | $562.4K | 0.3% | −2−0.1% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 7,669 | $590.1K | 0.3% | −1,572−17.0% | Reduced | History |
| AXPAmerican Express Co | Stock | 3,661 | $603.8K | 0.3% | +10.0% | Added | History |
| Natixis ETF Tr63873X208 | LOOMIS SAYLES | 25,787 | $612.4K | 0.3% | −2,669−9.4% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 11,889 | $622.7K | 0.3% | −187−1.5% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 24,200 | $626.8K | 0.3% | −4,020−14.2% | Reduced | History |
| ZTSZoetis Inc. | Stock | 3,784 | $629.8K | 0.3% | +44+1.2% | Added | History |
| EXCExelon Corp | Stock | 15,936 | $667.6K | 0.3% | +128+0.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 3,447 | $688.6K | 0.3% | +167+5.1% | Added | History |
| TGTTarget Corp | Stock | 4,181 | $692.4K | 0.3% | −237−5.4% | Reduced | History |
| CLXClorox Co | Stock | 4,380 | $693.1K | 0.3% | −34−0.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 2,043 | $701.5K | 0.3% | +183+9.8% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $706.9K | 0.3% | 00.0% | Unchanged | – |
| EDConsolidated Edison Inc | Stock | 7,569 | $724.2K | 0.4% | −38−0.5% | Reduced | History |
| APHAmphenol Corp | CL A | 8,901 | $727.4K | 0.4% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 59,375 | $740.4K | 0.4% | −2,732−4.4% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 4,189 | $767.5K | 0.4% | +1,420+51.3% | Added | History |
| KMBKimberly Clark Corp | Stock | 5,747 | $771.4K | 0.4% | +91+1.6% | Added | History |
| CDWCDW Corp | COM | 4,037 | $786.8K | 0.4% | 00.0% | Unchanged | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,165 | $836.2K | 0.4% | −11−0.1% | Reduced | – |
| CLColgate Palmolive Co | Stock | 11,532 | $866.6K | 0.4% | +214+1.9% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 16,910 | $891.2K | 0.4% | −155−0.9% | Reduced | – |
| MDTMedtronic plc | Stock | 11,602 | $935.4K | 0.5% | +590+5.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 2,848 | $981.9K | 0.5% | +153+5.7% | Added | History |
| COPConocoPhillips | Stock | 10,014 | $993.5K | 0.5% | +64+0.6% | Added | History |
| STZConstellation Brands, Inc. | Stock | 4,403 | $994.6K | 0.5% | −38−0.9% | Reduced | History |
| ORCLOracle Corp | Stock | 10,831 | $1.01M | 0.5% | 00.0% | Unchanged | History |
| RUMRUM Group Inc. | Stock | 100,950 | $1.01M | 0.5% | +250+0.2% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 8,712 | $1.02M | 0.5% | −115−1.3% | Reduced | – |
| TSLATesla, Inc. | Stock | 4,948 | $1.03M | 0.5% | +556+12.7% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 16,996 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| TJXTJX Companies Inc | Stock | 13,499 | $1.06M | 0.5% | −66−0.5% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,315 | $1.06M | 0.5% | −779−19.0% | Reduced | – |
| VZVerizon Communications Inc | Stock | 27,484 | $1.07M | 0.5% | −2,003−6.8% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 35,892 | $1.07M | 0.5% | −1,122−3.0% | Reduced | History |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 23,351 | $1.08M | 0.5% | −367−1.5% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,918 | $1.09M | 0.5% | +17+0.2% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 5,071 | $1.13M | 0.6% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $1.14M | 0.6% | 00.0% | Unchanged | – |
| Abacus FCF ETF Tr89628W302 | LEADERS ETF | 24,040 | $1.18M | 0.6% | −2,301−8.7% | Reduced | – |
| HONHoneywell International Inc | COM | 6,232 | $1.19M | 0.6% | −483−7.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 8,105 | $1.20M | 0.6% | +38+0.5% | Added | History |
| DISWalt Disney Co | Stock | 12,170 | $1.22M | 0.6% | +803+7.1% | Added | History |
| LMTLockheed Martin Corp | Stock | 2,590 | $1.22M | 0.6% | +277+12.0% | Added | History |
| NKENIKE, Inc. | Stock | 10,297 | $1.26M | 0.6% | +59+0.6% | Added | History |
| AMGNAmgen Inc | Stock | 5,315 | $1.28M | 0.6% | +41+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 12,015 | $1.32M | 0.7% | −511−4.1% | Reduced | History |
| ABTAbbott Laboratories | Stock | 13,040 | $1.32M | 0.7% | −270−2.0% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,548 | $1.34M | 0.7% | −325−2.5% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 4,268 | $1.40M | 0.7% | +50+1.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 8,936 | $1.42M | 0.7% | −749−7.7% | Reduced | History |
| CBChubb Ltd | Stock | 7,532 | $1.46M | 0.7% | +62+0.8% | Added | History |
| SBUXStarbucks Corp | Stock | 14,113 | $1.47M | 0.7% | +160+1.1% | Added | History |
| BXBlackstone Inc. | COM | 16,811 | $1.48M | 0.7% | +20.0% | Added | History |
| BABoeing Co | Stock | 6,973 | $1.48M | 0.7% | +1,902+37.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 3,251 | $1.54M | 0.8% | +21+0.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 3,216 | $1.60M | 0.8% | +13+0.4% | Added | History |
| MAMastercard Inc | Stock | 4,524 | $1.64M | 0.8% | −204−4.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 5,749 | $1.70M | 0.8% | +228+4.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 25,009 | $1.73M | 0.9% | −420−1.7% | Reduced | History |
| AB Active ETFs Inc00039J202 | TAX AWARE SHRT | 70,367 | $1.77M | 0.9% | 00.0% | Unchanged | – |
| CVXChevron Corp | Stock | 10,872 | $1.77M | 0.9% | −197−1.8% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 8,974 | $1.81M | 0.9% | −610−6.4% | Reduced | History |
| DRVNDriven Brands Holdings Inc. | COM | 60,000 | $1.82M | 0.9% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 12,325 | $1.83M | 0.9% | +93+0.8% | Added | History |
| RTXRTX Corp | Stock | 19,086 | $1.87M | 0.9% | −398−2.0% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 4,724 | $1.94M | 1.0% | +83+1.8% | Added | – |
| VVisa Inc. | Stock | 8,614 | $1.94M | 1.0% | −491−5.4% | Reduced | History |
| MCDMcDonalds Corp | Stock | 7,148 | $2.00M | 1.0% | +49+0.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,326 | $2.00M | 1.0% | +726+3.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 10,040 | $2.13M | 1.1% | −1,662−14.2% | Reduced | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,586 | $2.17M | 1.1% | −853−7.5% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 20,983 | $2.21M | 1.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,897 | $2.22M | 1.1% | −57−1.0% | Reduced | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 137,051 | $2.30M | 1.1% | −18,280−11.8% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 22,881 | $2.38M | 1.2% | +119+0.5% | Added | History |
| NVDANVIDIA Corp | Stock | 8,922 | $2.48M | 1.2% | +340+4.0% | Added | History |
| PFEPfizer Inc | Stock | 60,798 | $2.48M | 1.2% | −2,221−3.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 13,896 | $2.53M | 1.3% | +533+4.0% | Added | History |
| First Tr Exch Traded FD III33739P301 | MUNI HI INCM ETF | 56,838 | $2.67M | 1.3% | +273+0.5% | Added | – |
| JNJJohnson & Johnson | Stock | 17,333 | $2.69M | 1.3% | −432−2.4% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 35,716 | $2.74M | 1.4% | −8,825−19.8% | Reduced | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| BLNKBlink Charging Co. | COM | – | $4.55K |
Sold out since Q4 2022 (9)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| MMM3M Co | Stock | 4,743 | $568.8K | 0.3% | History |
| WBSWebster Financial Corp | COM | 5,854 | $277.1K | 0.1% | History |
| APDAir Products & Chemicals, Inc. | Stock | 755 | $232.7K | 0.1% | History |
| EMOClearBridge Energy Midstream Opportunity Fund Inc. | COM | 7,479 | $213.9K | 0.1% | History |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 4,610 | $205.6K | 0.1% | – |
| CUENCuentas Inc. | COM NEW | 500,000 | $90.8K | <0.1% | History |
| PBIPitney Bowes Inc | COM | 17,840 | $67.8K | <0.1% | History |
| NSLNuveen Senior Income Fund | COM | 10,125 | $46.5K | <0.1% | History |
| CRKNCrown Electrokinetics Corp. | COM NEW | 100,000 | $18.9K | <0.1% | History |