Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 259
- +24 vs. Q1 2025
- Portfolio value
- $383.0M
- +$39.5M (+11.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,984 | $457.2K | 0.1% | +2,739+122.0% | Added | – |
| CSXCSX Corp | Stock | 14,276 | $465.8K | 0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 447 | $468.5K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 4,824 | $476.4K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $476.4K | 0.1% | 00.0% | Unchanged | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,565 | $478.2K | 0.1% | −18−0.7% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,134 | $481.6K | 0.1% | 00.0% | Unchanged | – |
| MOAltria Group, Inc. | Stock | 8,236 | $482.9K | 0.1% | +401+5.1% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 16,427 | $483.0K | 0.1% | +16,427 | New | History |
| ADPAutomatic Data Processing Inc | Stock | 1,605 | $494.9K | 0.1% | −36−2.2% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 2,311 | $510.8K | 0.1% | −101−4.2% | Reduced | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 14,501 | $511.6K | 0.1% | +287+2.0% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,407 | $515.1K | 0.1% | 00.0% | Unchanged | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,380 | $516.6K | 0.1% | +42+0.7% | Added | – |
| NVONovo Nordisk A S | ADR | 7,560 | $521.8K | 0.1% | +800+11.8% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 5,133 | $532.5K | 0.1% | −55−1.1% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,234 | $549.4K | 0.1% | −31−2.5% | Reduced | History |
| ACNAccenture plc | Stock | 1,841 | $550.4K | 0.1% | −138−7.0% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,949 | $557.1K | 0.1% | −20−1.0% | Reduced | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $559.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,887 | $573.4K | 0.1% | −116−5.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,594 | $573.5K | 0.1% | +245+2.2% | Added | – |
| KOCoca Cola Co | Stock | 8,113 | $574.0K | 0.1% | −43−0.5% | Reduced | History |
| YUMYum Brands Inc | Stock | 3,888 | $576.1K | 0.2% | −79−2.0% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,644 | $586.1K | 0.2% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 24,344 | $590.1K | 0.2% | +1,486+6.5% | Added | History |
| ETHAiShares Ethereum Trust ETF | SHS | 31,086 | $592.8K | 0.2% | +31,086 | New | History |
| CPCanadian Pacific Kansas City Ltd | COM | 7,530 | $597.1K | 0.2% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 10,524 | $598.3K | 0.2% | +2,191+26.3% | Added | – |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 58,363 | $605.2K | 0.2% | +58,363 | New | History |
| GILDGilead Sciences, Inc. | Stock | 5,526 | $612.7K | 0.2% | +5,526 | New | History |
| ETNEaton Corp plc | Stock | 1,753 | $625.8K | 0.2% | +74+4.4% | Added | History |
| TAT&T Inc. | Stock | 21,986 | $636.3K | 0.2% | +6,223+39.5% | Added | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,100 | $641.0K | 0.2% | +6,400+66.0% | Added | – |
| TXNTexas Instruments Inc | Stock | 3,144 | $652.8K | 0.2% | −10−0.3% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,592 | $652.9K | 0.2% | +169+4.9% | Added | – |
| SCHWSchwab Charles Corp | Stock | 7,172 | $654.4K | 0.2% | +300+4.4% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,591 | $656.2K | 0.2% | +431+20.0% | Added | – |
| TSLXSixth Street Specialty Lending, Inc. | COM | 27,945 | $665.4K | 0.2% | −1,440−4.9% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,105 | $670.1K | 0.2% | +30+1.0% | Added | – |
| OKEONEOK Inc | COM | 8,716 | $711.5K | 0.2% | −83−0.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 2,330 | $752.2K | 0.2% | +166+7.7% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 132 | $764.2K | 0.2% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,683 | $766.0K | 0.2% | −7−0.1% | Reduced | – |
| DISWalt Disney Co | Stock | 6,266 | $777.0K | 0.2% | −280−4.3% | Reduced | History |
| WFCWells Fargo & Company | Stock | 9,862 | $790.1K | 0.2% | −42−0.4% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 8,386 | $841.6K | 0.2% | +17+0.2% | Added | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 17,251 | $864.6K | 0.2% | 00.0% | Unchanged | – |
| AVGOBroadcom Inc. | Stock | 3,150 | $868.2K | 0.2% | +270+9.4% | Added | History |
| AB Active ETFs Inc00039J608 | HIGH YIELD ETF | 23,288 | $872.7K | 0.2% | −184−0.8% | Reduced | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 10,888 | $889.1K | 0.2% | +351+3.3% | Added | – |
| ZTSZoetis Inc. | Stock | 5,713 | $890.9K | 0.2% | +400+7.5% | Added | History |
| CATCaterpillar Inc | Stock | 2,301 | $893.2K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33738D762 | COML MTG OPPORTU | 43,915 | $899.4K | 0.2% | −3,172−6.7% | Reduced | – |
| BACBank of America Corp | Stock | 19,072 | $902.5K | 0.2% | +1,110+6.2% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 12,437 | $904.1K | 0.2% | +313+2.6% | Added | – |
| EVLVEvolv Technologies Holdings, Inc. | COM CL A | 145,538 | $908.2K | 0.2% | −79,264−35.3% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,824 | $914.4K | 0.2% | −1,031−8.0% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 6,817 | $929.2K | 0.2% | −197−2.8% | Reduced | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,974 | $930.7K | 0.2% | +429+4.1% | Added | – |
| TTTrane Technologies plc | SHS | 2,211 | $967.1K | 0.3% | −502−18.5% | Reduced | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,832 | $990.1K | 0.3% | −714−6.8% | Reduced | – |
| CLXClorox Co | Stock | 8,302 | $996.9K | 0.3% | +549+7.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,476 | $1.00M | 0.3% | −15−0.6% | Reduced | History |
| TJXTJX Companies Inc | Stock | 8,222 | $1.02M | 0.3% | −131−1.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 7,470 | $1.02M | 0.3% | −196−2.6% | Reduced | History |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 9,500 | $1.03M | 0.3% | +2,000+26.7% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 33,751 | $1.04M | 0.3% | +33,751 | New | – |
| STZConstellation Brands, Inc. | Stock | 6,529 | $1.06M | 0.3% | −98−1.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 23,265 | $1.08M | 0.3% | −273−1.2% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 15,906 | $1.10M | 0.3% | +6,893+76.5% | Added | History |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 13,597 | $1.12M | 0.3% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 3,502 | $1.12M | 0.3% | +10.0% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,027 | $1.13M | 0.3% | +82+2.1% | Added | – |
| iShares Select Dividend ETF464287168 | ETF | 8,544 | $1.13M | 0.3% | −154−1.8% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 6,501 | $1.15M | 0.3% | 00.0% | Unchanged | – |
| MRKMerck & Co., Inc. | Stock | 14,602 | $1.16M | 0.3% | −110−0.7% | Reduced | History |
| DDominion Energy, Inc | Stock | 20,535 | $1.16M | 0.3% | +1,059+5.4% | Added | History |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 61,849 | $1.17M | 0.3% | −8,376−11.9% | Reduced | – |
| PCTPureCycle Technologies, Inc. | COM | 86,487 | $1.18M | 0.3% | −39,335−31.3% | Reduced | History |
| HONHoneywell International Inc | COM | 5,104 | $1.19M | 0.3% | −111−2.1% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 67,909 | $1.23M | 0.3% | −222−0.3% | Reduced | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 39,781 | $1.26M | 0.3% | 00.0% | Unchanged | – |
| COFCapital One Financial Corp | Stock | 5,941 | $1.26M | 0.3% | +748+14.4% | Added | History |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 28,807 | $1.30M | 0.3% | +1,527+5.6% | Added | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,917 | $1.30M | 0.3% | +29+0.1% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 21,431 | $1.34M | 0.4% | +1,127+5.6% | Added | – |
| COPConocoPhillips | Stock | 15,366 | $1.38M | 0.4% | +886+6.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 2,730 | $1.44M | 0.4% | −9−0.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,655 | $1.45M | 0.4% | +560+13.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 7,994 | $1.46M | 0.4% | −80−1.0% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,776 | $1.47M | 0.4% | +805+3.2% | Added | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 21,767 | $1.55M | 0.4% | +9,540+78.0% | Added | – |
| VZVerizon Communications Inc | Stock | 37,322 | $1.61M | 0.4% | +5,809+18.4% | Added | History |
| CLColgate Palmolive Co | Stock | 17,868 | $1.62M | 0.4% | +1,361+8.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 15,363 | $1.66M | 0.4% | +142+0.9% | Added | History |
| First Tr Exchange-Traded FD33738D804 | LTD DUR INVT ETF | 87,427 | $1.67M | 0.4% | −151−0.2% | Reduced | – |
| NFLXNetflix Inc | Stock | 1,275 | $1.71M | 0.4% | +23+1.8% | Added | History |
| LMTLockheed Martin Corp | Stock | 3,717 | $1.72M | 0.4% | −203−5.2% | Reduced | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 21,442 | $1.78M | 0.5% | −1,220−5.4% | Reduced | – |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 7,000 | $321.8K | 0.1% | – |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $218.8K | 0.1% | History |
| COOCooper Companies, Inc. | COM | 2,591 | $218.6K | 0.1% | History |
| PRUPrudential Financial Inc | Stock | 1,916 | $213.9K | 0.1% | History |
| SNAPSnap Inc | Stock | 24,515 | $213.5K | 0.1% | History |
| SLViShares Silver Trust | ETF | 6,776 | $210.0K | 0.1% | History |
| AJGArthur J. Gallagher & Co. | COM | 605 | $208.9K | 0.1% | History |
| SOFISoFi Technologies, Inc. | Stock | 12,000 | $139.6K | <0.1% | History |