Platform Technology Partners
- SEC CIK
- 0001830817
- Latest filing
- Jul 24, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 27, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 343
- +83 vs. Q4 2025
- Portfolio value
- $518.4M
- +$48.9M (+10.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF464287309 | ETF | 2,431 | $274.9K | 0.1% | +391+19.2% | Added | – |
| CAHCardinal Health Inc | Stock | 1,329 | $280.8K | 0.1% | +1,329 | New | History |
| ROSTRoss Stores, Inc. | COM | 1,297 | $280.9K | 0.1% | +1,297 | New | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 3,017 | $282.6K | 0.1% | +156+5.5% | Added | – |
| QCOMQualcomm Inc | Stock | 2,197 | $282.9K | 0.1% | +2,197 | New | History |
| CDNSCadence Design Systems Inc | Stock | 1,019 | $283.1K | 0.1% | +352+52.8% | Added | History |
| ENBEnbridge Inc | Stock | 5,245 | $283.5K | 0.1% | −7−0.1% | Reduced | History |
| CLHClean Harbors Inc | COM | 989 | $283.6K | 0.1% | +989 | New | History |
| ADBEAdobe Inc. | Stock | 1,177 | $286.2K | 0.1% | +557+89.8% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 747 | $286.5K | 0.1% | 00.0% | Unchanged | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 6,400 | $287.2K | 0.1% | 00.0% | Unchanged | – |
| NVONovo Nordisk A S | ADR | 7,862 | $288.9K | 0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 1,021 | $289.7K | 0.1% | +1,021 | New | History |
| VMRKVivmark Residential | SH BEN INT | 5,017 | $296.8K | 0.1% | −312−5.9% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 12,049 | $299.8K | 0.1% | +206+1.7% | Added | History |
| ABCBAmeris Bancorp | COM | 3,941 | $307.4K | 0.1% | +3,941 | New | History |
| RFRegions Financial Corp | COM | 11,818 | $308.7K | 0.1% | +11,818 | New | History |
| HBANHuntington Bancshares Inc | COM | 19,755 | $309.2K | 0.1% | +19,755 | New | History |
| TSATTelesat Corp | CL A & CL B SHS | 8,551 | $309.5K | 0.1% | 00.0% | Unchanged | History |
| SPGSimon Property Group Inc. | REIT | 1,668 | $311.1K | 0.1% | +11+0.7% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,077 | $312.0K | 0.1% | −158−3.7% | Reduced | – |
| ABNBAirbnb, Inc. | Stock | 2,489 | $314.3K | 0.1% | +2,489 | New | History |
| iShares Tr464288760 | US AER DEF ETF | 1,444 | $315.9K | 0.1% | −24−1.6% | Reduced | – |
| ILMNIllumina, Inc. | COM | 2,572 | $317.0K | 0.1% | +370+16.8% | Added | History |
| ACNAccenture plc | Stock | 1,624 | $322.0K | 0.1% | −450−21.7% | Reduced | History |
| CRMTAmericas Carmart Inc | COM | 25,400 | $323.3K | 0.1% | +5,000+24.5% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 1,550 | $325.5K | 0.1% | +477+44.5% | Added | History |
| KHCKraft Heinz Co | Stock | 14,486 | $325.8K | 0.1% | +14,486 | New | History |
| MNSTMonster Beverage Corp | COM | 4,500 | $326.1K | 0.1% | +4,500 | New | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,467 | $326.7K | 0.1% | +3,467 | New | – |
| NSCNorfolk Southern Corp | Stock | 1,140 | $327.0K | 0.1% | −33−2.8% | Reduced | History |
| KMIKinder Morgan, Inc. | Stock | 9,769 | $327.6K | 0.1% | +675+7.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,613 | $327.7K | 0.1% | +30+1.9% | Added | History |
| GDGeneral Dynamics Corp | Stock | 970 | $332.9K | 0.1% | +970 | New | History |
| Vanguard Real Estate ETF922908553 | ETF | 3,768 | $334.2K | 0.1% | −281−6.9% | Reduced | – |
| PPGPPG Industries Inc | Stock | 3,129 | $334.4K | 0.1% | +3,129 | New | History |
| SSBSouthState Bank Corp | COM | 3,632 | $336.0K | 0.1% | +3,632 | New | History |
| CICigna Group | Stock | 1,260 | $336.1K | 0.1% | +1,260 | New | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,105 | $340.4K | 0.1% | +2,105 | New | – |
| BKHBlack Hills Corp | COM | 4,945 | $343.2K | 0.1% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 1,811 | $343.4K | 0.1% | +665+58.0% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,721 | $347.7K | 0.1% | +4,721 | New | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 901 | $351.8K | 0.1% | +401+80.2% | Added | History |
| TFCTruist Financial Corp | COM | 7,681 | $353.1K | 0.1% | +1,360+21.5% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,276 | $356.4K | 0.1% | −128−9.1% | Reduced | History |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 19,000 | $357.6K | 0.1% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 7,226 | $359.9K | 0.1% | 00.0% | Unchanged | – |
| SLViShares Silver Trust | ETF | 5,321 | $362.6K | 0.1% | +5,321 | New | History |
| MDLZMondelez International, Inc. | Stock | 6,345 | $365.7K | 0.1% | +1,719+37.2% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 6,206 | $366.3K | 0.1% | +1,079+21.0% | Added | History |
| SHWSherwin Williams Co | COM | 1,143 | $366.5K | 0.1% | +1,143 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,814 | $369.0K | 0.1% | +400+28.3% | Added | History |
| MUMicron Technology Inc | Stock | 1,105 | $373.3K | 0.1% | +1,105 | New | History |
| KKRKKR & Co. Inc. | COM | 4,039 | $373.6K | 0.1% | +997+32.8% | Added | History |
| SOSouthern Co | Stock | 3,910 | $377.4K | 0.1% | +703+21.9% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,282 | $379.0K | 0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 1,610 | $393.1K | 0.1% | +221+15.9% | Added | History |
| First Tr Exch Traded FD III33739P822 | NEW YORK MUNI | 14,942 | $394.9K | 0.1% | +3,710+33.0% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 8,592 | $397.2K | 0.1% | 00.0% | Unchanged | – |
| ORIOld Republic International Corp | COM | 10,064 | $401.6K | 0.1% | +2,484+32.8% | Added | History |
| MOAltria Group, Inc. | Stock | 6,202 | $409.3K | 0.1% | −2,281−26.9% | Reduced | History |
| CPERUnited States Commodity Index Funds Trust | CM REP COPP FD | 12,089 | $416.2K | 0.1% | +5,589+86.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,234 | $416.9K | 0.1% | −4−0.3% | Reduced | History |
| SHOPShopify Inc. | Stock | 3,536 | $419.4K | 0.1% | −228−6.1% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 441 | $423.6K | 0.1% | −6−1.3% | Reduced | History |
| CVSCVS Health Corp | Stock | 6,096 | $437.8K | 0.1% | +1,952+47.1% | Added | History |
| CCitigroup Inc | Stock | 3,891 | $441.2K | 0.1% | +1,919+97.3% | Added | History |
| TGTTarget Corp | Stock | 3,720 | $450.8K | 0.1% | +122+3.4% | Added | History |
| ONOn Semiconductor Corp | Stock | 7,348 | $455.0K | 0.1% | −18−0.2% | Reduced | History |
| NVSNovartis AG | ADR | 2,984 | $455.8K | 0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 3,279 | $457.0K | 0.1% | +592+22.0% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 992 | $457.1K | 0.1% | +174+21.3% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,831 | $457.6K | 0.1% | −85−4.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,469 | $460.9K | 0.1% | +126+5.4% | Added | History |
| ETREntergy Corp | COM | 4,166 | $468.1K | 0.1% | +49+1.2% | Added | History |
| EXCExelon Corp | Stock | 9,560 | $468.7K | 0.1% | +1,423+17.5% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 4,853 | $477.4K | 0.1% | +227+4.9% | Added | History |
| AKAMAkamai Technologies Inc | COM | 4,211 | $483.6K | 0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 5,272 | $486.6K | 0.1% | +1,756+49.9% | Added | History |
| CMICummins Inc | Stock | 946 | $509.0K | 0.1% | +189+25.0% | Added | History |
| CSXCSX Corp | Stock | 12,462 | $511.6K | 0.1% | +367+3.0% | Added | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,242 | $511.7K | 0.1% | −1,427−18.6% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,578 | $511.8K | 0.1% | +442+6.2% | Added | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,411 | $518.4K | 0.1% | +20+1.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 841 | $518.7K | 0.1% | 00.0% | Unchanged | History |
| APHAmphenol Corp | CL A | 4,247 | $536.6K | 0.1% | −646−13.2% | Reduced | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 6,500 | $549.4K | 0.1% | 00.0% | Unchanged | – |
| CPCanadian Pacific Kansas City Ltd | COM | 7,170 | $562.5K | 0.1% | −224−3.0% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,874 | $598.1K | 0.1% | +551+23.7% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 2,398 | $600.8K | 0.1% | −500−17.3% | Reduced | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,557 | $600.9K | 0.1% | +6,557 | New | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 6,016 | $601.4K | 0.1% | +6,016 | New | – |
| YUMYum Brands Inc | Stock | 3,896 | $605.8K | 0.1% | −7−0.2% | Reduced | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,940 | $608.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,338 | $612.4K | 0.1% | +89+4.0% | Added | – |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 26,060 | $617.4K | 0.1% | +4,508+20.9% | Added | History |
| CRWVCoreWeave, Inc. | Stock | 8,125 | $629.5K | 0.1% | +461+6.0% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,963 | $633.1K | 0.1% | +729+32.6% | Added | – |
| AMATApplied Materials Inc | Stock | 1,854 | $633.6K | 0.1% | −155−7.7% | Reduced | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 8,252 | $636.9K | 0.1% | −1,593−16.2% | 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 |
|---|---|---|---|
| DISWalt Disney Co | Stock | – | $289.1K |
Sold out since Q4 2025 (12)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| INODInnodata Inc | COM NEW | 9,310 | $474.3K | 0.1% | History |
| GNRCGenerac Holdings Inc. | Stock | 2,631 | $358.8K | 0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 335 | $258.7K | 0.1% | History |
| ARCCAres Capital Corp | CEF | 12,057 | $243.9K | 0.1% | History |
| MMM3M Co | Stock | 1,505 | $241.0K | 0.1% | History |
| MHNBlackRock Muniholdings New York Quality Fund, Inc. | COM | 22,118 | $226.3K | <0.1% | History |
| Schwab International Equity ETF808524805 | ETF | 9,237 | $222.1K | <0.1% | – |
| EXASExact Sciences Corp | COM | 2,139 | $217.2K | <0.1% | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 3,921 | $214.8K | <0.1% | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 7,012 | $213.5K | <0.1% | – |
| NEXTNextDecade Corp | COM | 10,450 | $55.1K | <0.1% | History |
| ASBPAspire-Lakewood Holdings, Inc. | COM | 37,611 | $4.96K | <0.1% | History |