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Platform Technology Partners

SEC CIK
0001830817
Latest filing
Jul 24, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only.

Institution overview
Positions
227
No filing for Q1 2024
Portfolio value
$290.5M
No filing for Q1 2024
Filed
Jul 30, 2024
SEC

Platform Technology Partners did not file a 13F for Q1 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Platform Technology Partners in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRBroadridge Financial Solutions, Inc.Stock3,154$621.3K0.2%––History
CPCanadian Pacific Kansas City LtdCOM7,692$605.7K0.2%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,884$605.3K0.2%–––
ACNAccenture plcStock1,994$604.9K0.2%––History
TSLXSixth Street Specialty Lending, Inc.COM28,093$599.8K0.2%––History
IBMInternational Business Machines CorpStock3,449$596.5K0.2%––History
NVONovo Nordisk A SADR4,093$584.2K0.2%––History
NUNu Holdings Ltd.ORD SHS CL A44,669$575.8K0.2%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF8,732$558.9K0.2%–––
ARCCAres Capital CorpCEF26,402$550.2K0.2%––History
Vanguard Morningstar Total Stock Market ETF922908769ETF2,033$543.7K0.2%–––
BKNGBooking Holdings Inc.Stock137$542.7K0.2%––History
PFEPfizer IncStock19,322$540.6K0.2%––History
KOCoca Cola CoStock8,351$531.5K0.2%––History
YUMYum Brands IncStock3,966$525.3K0.2%––History
SCHWSchwab Charles CorpStock6,827$503.1K0.2%––History
EVLVEvolv Technologies Holdings, Inc.COM CL A195,412$498.3K0.2%––History
TTTrane Technologies plcSHS1,512$497.3K0.2%––History
CSXCSX CorpStock14,670$490.7K0.2%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF6,369$487.7K0.2%–––
HDBHDFC Bank LtdSPONSORED ADS7,263$467.2K0.2%––History
AMTAmerican Tower CorpREIT2,358$458.3K0.2%––History
Vanguard World FD921910816MEGA GRWTH IND1,457$457.8K0.2%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,138$457.4K0.2%–––
AEPAmerican Electric Power Co IncStock5,124$449.5K0.2%––History
RUMRUM Group Inc.Stock80,880$448.9K0.2%––History
MDYSPDR S&P Midcap 400 ETF TrustETF825$441.4K0.2%––History
Natixis ETF Tr63873X208LOOMIS SAYLES18,215$434.8K0.1%–––
CSCOCisco Systems, Inc.Stock9,003$427.8K0.1%––History
GEHCGE HealthCare Technologies Inc.Stock5,460$425.4K0.1%––History
INODInnodata IncCOM NEW28,661$425.0K0.1%––History
AVGOBroadcom Inc.Stock265$424.9K0.1%––History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF23,587$409.5K0.1%–––
ELVElevance Health, Inc.Stock748$405.3K0.1%––History
ZTSZoetis Inc.Stock2,284$396.0K0.1%––History
PLTRPalantir Technologies Inc.Stock15,600$395.1K0.1%––History
AB Active ETFs Inc00039J608HIGH YIELD ETF10,833$394.4K0.1%–––
ADPAutomatic Data Processing IncStock1,650$393.8K0.1%––History
CEGConstellation Energy CorpStock1,964$393.4K0.1%––History
COFCapital One Financial CorpStock2,841$393.3K0.1%––History
AKAMAkamai Technologies IncCOM4,300$387.3K0.1%––History
ETNEaton Corp plcStock1,185$371.6K0.1%––History
TMOThermo Fisher Scientific Inc.Stock671$371.3K0.1%––History
MOAltria Group, Inc.Stock8,141$370.8K0.1%––History
FNGRFingerMotion, Inc.COM142,615$363.7K0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF8,238$360.5K0.1%–––
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT7,420$356.5K0.1%–––
ILMNIllumina, Inc.COM3,371$351.9K0.1%––History
CICigna GroupStock1,048$346.3K0.1%––History
BKHBlack Hills CorpCOM6,340$344.8K0.1%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,077$341.2K0.1%–––
BLKBlackRock, Inc.COM431$339.3K0.1%––History
MDLZMondelez International, Inc.Stock5,175$338.7K0.1%––History
SRPTSarepta Therapeutics, Inc.COM2,137$337.6K0.1%––History
Vanguard Morningstar Small-Cap ETF922908751ETF1,528$333.2K0.1%–––
TAT&T Inc.Stock17,261$329.8K0.1%––History
BIIBBiogen Inc.COM1,422$329.6K0.1%––History
APHAmphenol CorpCL A4,788$322.6K0.1%––History
ULUnilever PLCSPON ADR NEW5,860$322.2K0.1%––History
Vanguard Real Estate ETF922908553ETF3,845$322.1K0.1%–––
WRBBerkley W R CorpCOM4,082$320.8K0.1%––History
WSOWatsco IncCOM685$317.3K0.1%––History
SGISomnigroup International Inc.COM6,565$310.8K0.1%––History
GENGen Digital Inc.Stock12,349$308.5K0.1%––History
SPGSimon Property Group Inc.REIT1,920$291.5K0.1%––History
EWEdwards Lifesciences CorpStock3,138$289.9K0.1%––History
iShares Tr46434V456MSCI INTL QUALTY7,368$287.7K0.1%–––
ADBEAdobe Inc.Stock516$286.7K0.1%––History
NVSNovartis AGADR2,683$285.7K0.1%––History
First Tr Exch Traded FD III33739P822NEW YORK MUNI10,662$285.6K0.1%–––
SNOWSnowflake Inc.Stock2,108$284.8K0.1%––History
CMCSAComcast CorpStock7,272$284.8K0.1%––History
IQVIQVIA Holdings Inc.Stock1,340$283.3K0.1%––History
PYPLPayPal Holdings, Inc.Stock4,853$281.6K0.1%––History
iShares Tr464287739U.S. REAL ES ETF3,162$277.4K0.1%–––
QCOMQualcomm IncStock1,390$276.8K0.1%––History
SYKStryker CorpStock807$274.6K0.1%––History
SOSouthern CoStock3,485$270.3K0.1%––History
EXCExelon CorpStock7,781$269.3K0.1%––History
MMM3M CoStock2,611$266.8K0.1%––History
PRUPrudential Financial IncStock2,252$263.9K0.1%––History
UPSUnited Parcel Service IncStock1,926$263.6K0.1%––History
SHOPShopify Inc.Stock3,988$263.4K0.1%––History
ORLYO Reilly Automotive IncStock243$256.3K0.1%––History
iShares Russell 1000 Value ETF464287598ETF1,454$253.6K0.1%–––
TSATTelesat CorpCL A & CL B SHS27,664$251.7K0.1%––History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,430$251.1K0.1%–––
INTCIntel CorpStock8,057$249.5K0.1%––History
CDWCDW CorpCOM1,094$244.9K0.1%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,400$243.3K0.1%––History
PNCPNC Financial Services Group, Inc.Stock1,558$242.2K0.1%––History
First Tr Exchange Traded FD33738R118NASD TECH DIV3,167$239.6K0.1%–––
SLViShares Silver TrustETF8,700$231.2K0.1%––History
COOCooper Companies, Inc.COM2,602$227.2K0.1%––History
CMICummins IncStock819$226.8K0.1%––History
APDAir Products & Chemicals, Inc.Stock872$225.0K0.1%––History
iShares Russell 1000 Growth ETF464287614ETF613$223.4K0.1%–––
PAGPPlains GP Holdings LPLTD PARTNR INT A11,867$223.3K0.1%––History
TXNTexas Instruments IncStock1,144$222.5K0.1%––History
ETREntergy CorpCOM2,034$217.6K0.1%––History