Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 260
- +4 vs. Q3 2025
- Portfolio value
- $469.6M
- +$52.3M (+12.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $4.96K | <0.1% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 10,100 | $13.3K | <0.1% | 00.0% | Unchanged | History |
| WIMIWiMi Hologram Cloud Inc. | COM | 10,000 | $23.7K | <0.1% | 00.0% | Unchanged | History |
| MVSTMicrovast Holdings, Inc. | COM | 15,000 | $42.0K | <0.1% | +15,000 | New | History |
| NEXTNextDecade Corp | COM | 10,450 | $55.1K | <0.1% | −6,650−38.9% | Reduced | History |
| MLGOMicroAlgo Inc. | COM | 14,800 | $65.4K | <0.1% | 00.0% | Unchanged | History |
| ENVXEnovix Corp | COM | 10,000 | $73.1K | <0.1% | 00.0% | Unchanged | History |
| CGENCompugen Ltd | ORD | 50,000 | $76.5K | <0.1% | +40,000+400.0% | Added | History |
| Putnam ETF Trust746729763 | FRANKLIN NY MUNI | 11,757 | $92.2K | <0.1% | +11,757 | New | – |
| BZAIBlaize Holdings, Inc. | COM | 59,333 | $115.7K | <0.1% | −9,000−13.2% | Reduced | History |
| WULFTerawulf Inc. | COM | 10,400 | $119.5K | <0.1% | +400+4.0% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 33,641 | $178.3K | <0.1% | −260−0.8% | Reduced | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 14,411 | $178.4K | <0.1% | +244+1.7% | Added | History |
| FNGRFingerMotion, Inc. | COM | 167,615 | $206.2K | <0.1% | 00.0% | Unchanged | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 432 | $207.6K | <0.1% | 00.0% | Unchanged | History |
| CDNSCadence Design Systems Inc | Stock | 667 | $208.5K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,737 | $208.7K | <0.1% | −61−3.4% | Reduced | – |
| INTCIntel Corp | Stock | 5,685 | $209.8K | <0.1% | −2,621−31.6% | Reduced | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 7,012 | $213.5K | <0.1% | +7,012 | New | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,921 | $214.8K | <0.1% | +3,921 | New | – |
| ADBEAdobe Inc. | Stock | 620 | $217.1K | <0.1% | +620 | New | History |
| EXASExact Sciences Corp | COM | 2,139 | $217.2K | <0.1% | +2,139 | New | History |
| TMUST-Mobile US, Inc. | Stock | 1,073 | $217.9K | <0.1% | +56+5.5% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 2,567 | $218.2K | <0.1% | +52+2.1% | Added | History |
| PRUPrudential Financial Inc | Stock | 1,938 | $218.8K | <0.1% | +1,938 | New | History |
| Schwab International Equity ETF808524805 | ETF | 9,237 | $222.1K | <0.1% | 00.0% | Unchanged | – |
| WBSWebster Financial Corp | COM | 3,541 | $222.9K | <0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 1,389 | $225.9K | <0.1% | 00.0% | Unchanged | History |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 22,118 | $226.3K | <0.1% | +317+1.5% | Added | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 6,500 | $227.2K | <0.1% | −1,225−15.9% | Reduced | History |
| CCitigroup Inc | Stock | 1,972 | $230.1K | <0.1% | +1,972 | New | History |
| AMTAmerican Tower Corp | REIT | 1,317 | $231.2K | <0.1% | −250−16.0% | Reduced | History |
| GIIIG III Apparel Group Ltd | COM | 8,000 | $231.7K | <0.1% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 2,615 | $233.5K | <0.1% | −300−10.3% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 500 | $234.4K | <0.1% | +57+12.9% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 1,048 | $236.2K | 0.1% | −272−20.6% | Reduced | History |
| iShares Tr464287739 | U.S. REAL ES ETF | 2,530 | $237.5K | 0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 488 | $239.3K | 0.1% | +6+1.2% | Added | History |
| MMM3M Co | Stock | 1,505 | $241.0K | 0.1% | +17+1.1% | Added | History |
| DDSDillard's, Inc. | CL A | 400 | $242.5K | 0.1% | 00.0% | Unchanged | History |
| ARCCAres Capital Corp | CEF | 12,057 | $243.9K | 0.1% | −5,025−29.4% | Reduced | History |
| TSATTelesat Corp | CL A & CL B SHS | 8,551 | $248.8K | 0.1% | −6,073−41.5% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 4,626 | $249.0K | 0.1% | −43−0.9% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 9,094 | $250.0K | 0.1% | −273−2.9% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,040 | $251.4K | 0.1% | 00.0% | Unchanged | – |
| ENBEnbridge Inc | Stock | 5,252 | $251.7K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464287556 | ISHARES BIOTECH | 1,492 | $251.9K | 0.1% | +1,492 | New | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 335 | $258.7K | 0.1% | +335 | New | History |
| DHRDanaher Corp | Stock | 1,146 | $262.3K | 0.1% | +15+1.3% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 747 | $269.1K | 0.1% | +747 | New | – |
| SYKStryker Corp | Stock | 769 | $270.4K | 0.1% | −45−5.5% | Reduced | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 2,861 | $277.1K | 0.1% | −10−0.3% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 4,273 | $279.5K | 0.1% | +4,273 | New | History |
| SOSouthern Co | Stock | 3,207 | $279.6K | 0.1% | −280−8.0% | Reduced | History |
| DRVNDriven Brands Holdings Inc. | COM | 19,000 | $281.6K | 0.1% | −72−0.4% | Reduced | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $284.0K | 0.1% | 00.0% | Unchanged | – |
| ILMNIllumina, Inc. | COM | 2,202 | $288.8K | 0.1% | +58+2.7% | Added | History |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 11,232 | $299.8K | 0.1% | 00.0% | Unchanged | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 18,030 | $301.8K | 0.1% | −870−4.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,414 | $302.8K | 0.1% | +1,414 | New | History |
| SPGSimon Property Group Inc. | REIT | 1,657 | $306.7K | 0.1% | +10+0.6% | Added | History |
| TFCTruist Financial Corp | COM | 6,321 | $311.0K | 0.1% | −9−0.1% | Reduced | History |
| iShares Tr464288760 | US AER DEF ETF | 1,468 | $315.3K | 0.1% | +1,468 | New | – |
| ORLYO Reilly Automotive Inc | Stock | 3,516 | $320.7K | 0.1% | −127−3.5% | Reduced | History |
| CVSCVS Health Corp | Stock | 4,144 | $328.9K | 0.1% | +120+3.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 2,687 | $329.8K | 0.1% | +53+2.0% | Added | History |
| VMRKVivmark Residential | SH BEN INT | 5,329 | $335.9K | 0.1% | −42−0.8% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 1,173 | $338.8K | 0.1% | −3−0.3% | Reduced | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,235 | $339.7K | 0.1% | +390+10.1% | Added | – |
| BKHBlack Hills Corp | COM | 4,945 | $343.3K | 0.1% | 00.0% | Unchanged | History |
| GENGen Digital Inc. | Stock | 12,659 | $344.2K | 0.1% | +301+2.4% | Added | History |
| ORIOld Republic International Corp | COM | 7,580 | $346.0K | 0.1% | +70+0.9% | Added | History |
| TGTTarget Corp | Stock | 3,598 | $351.7K | 0.1% | +23+0.6% | Added | History |
| EXCExelon Corp | Stock | 8,137 | $354.7K | 0.1% | +93+1.2% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,049 | $358.3K | 0.1% | −358−8.1% | Reduced | – |
| GNRCGenerac Holdings Inc. | Stock | 2,631 | $358.8K | 0.1% | +2,631 | New | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,226 | $361.2K | 0.1% | −601−7.7% | Reduced | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $362.3K | 0.1% | 00.0% | Unchanged | – |
| AKAMAkamai Technologies Inc | COM | 4,211 | $367.4K | 0.1% | −40−0.9% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,238 | $376.4K | 0.1% | −22−1.7% | Reduced | History |
| ETREntergy Corp | COM | 4,117 | $380.5K | 0.1% | −13−0.3% | Reduced | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,282 | $381.1K | 0.1% | +173+1.1% | Added | – |
| CMICummins Inc | Stock | 757 | $386.6K | 0.1% | +32+4.4% | Added | History |
| KKRKKR & Co. Inc. | COM | 3,042 | $387.8K | 0.1% | +1,264+71.1% | Added | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $390.5K | 0.1% | 00.0% | Unchanged | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 5,127 | $390.9K | 0.1% | +2,110+69.9% | Added | History |
| ONOn Semiconductor Corp | Stock | 7,366 | $398.9K | 0.1% | +136+1.9% | Added | History |
| NVONovo Nordisk A S | ADR | 7,862 | $400.0K | 0.1% | +484+6.6% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,583 | $407.1K | 0.1% | −24−1.5% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,916 | $409.0K | 0.1% | +2+0.1% | Added | History |
| NVSNovartis AG | ADR | 2,984 | $411.4K | 0.1% | +111+3.9% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 11,843 | $432.7K | 0.1% | −112−0.9% | Reduced | History |
| CSXCSX Corp | Stock | 12,095 | $438.4K | 0.1% | −445−3.5% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 4,626 | $458.9K | 0.1% | +763+19.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 818 | $463.1K | 0.1% | +6+0.7% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 2,898 | $469.4K | 0.1% | +129+4.7% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,234 | $470.0K | 0.1% | +10.0% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,136 | $471.0K | 0.1% | −47−0.7% | Reduced | – |
| INODInnodata Inc | COM NEW | 9,310 | $474.3K | 0.1% | +4,235+83.4% | Added | History |
| BLKBlackRock, Inc. | Stock | 447 | $477.9K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (15)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 20,499 | $373.9K | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 4,675 | $277.1K | 0.1% | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $239.9K | 0.1% | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,500 | $237.8K | 0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 2,528 | $231.9K | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,256 | $224.6K | 0.1% | History |
| RACEFerrari N.V. | COM | 432 | $208.9K | 0.1% | History |
| DELLDell Technologies Inc. | Stock | 1,413 | $200.3K | <0.1% | History |
| IRIngersoll Rand Inc. | COM | 2,424 | $200.3K | <0.1% | History |
| JFRNuveen Floating Rate Income Fund | COM | 14,051 | $114.9K | <0.1% | History |
| TLRYTilray Brands, Inc. | COM CL 2 | 50,000 | $86.5K | <0.1% | History |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 18,500 | $53.6K | <0.1% | History |
| NRGVEnergy Vault Holdings, Inc. | COM | 13,500 | $40.1K | <0.1% | History |
| PRPLPurple Innovation, Inc. | COM | 35,000 | $32.7K | <0.1% | History |
| REKRRekor Systems, Inc. | COM | 12,500 | $19.6K | <0.1% | History |