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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 7,060 | $2.89M | 1.4% | −120−1.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 25,286 | $3.30M | 1.6% | +23+0.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 11,982 | $3.70M | 1.8% | 00.0% | Unchanged | History |
| APOApollo Global Management, Inc. | COM | 62,872 | $3.97M | 2.0% | −1,549−2.4% | Reduced | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 52,872 | $4.34M | 2.1% | −2,201−4.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 49,011 | $5.06M | 2.5% | −813−1.6% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 73,063 | $5.35M | 2.6% | −3,907−5.1% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 37,924 | $10.9M | 5.4% | −514−1.3% | Reduced | History |
| AAPLApple Inc. | Stock | 125,033 | $20.6M | 10.2% | +482+0.4% | Added | History |
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 |