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 |
|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 8,387 | $2.95M | 0.6% | +603+7.7% | Added | History |
| PGProcter & Gamble Co | Stock | 20,807 | $3.01M | 0.6% | +2,786+15.5% | Added | History |
| MCDMcDonalds Corp | Stock | 10,006 | $3.11M | 0.6% | +909+10.0% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 21,855 | $3.24M | 0.6% | 00.0% | Unchanged | – |
| PLDPrologis, Inc. | REIT | 24,684 | $3.26M | 0.6% | +654+2.7% | Added | History |
| WMTWalmart Inc. | Stock | 26,449 | $3.29M | 0.6% | +2,254+9.3% | Added | History |
| PEPPepsiCo Inc | Stock | 21,208 | $3.29M | 0.6% | +1,678+8.6% | Added | History |
| WMBWilliams Companies, Inc. | COM | 45,820 | $3.33M | 0.6% | +606+1.3% | Added | History |
| CBChubb Ltd | Stock | 10,232 | $3.33M | 0.6% | +327+3.3% | Added | History |
| BABoeing Co | Stock | 16,867 | $3.36M | 0.6% | +513+3.1% | Added | History |
| HDHome Depot, Inc. | Stock | 10,264 | $3.38M | 0.7% | +866+9.2% | Added | History |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 54,707 | $3.65M | 0.7% | +54,707 | New | – |
| Harbor ETF Trust41151J505 | COMM ALL WEA ETF | 121,019 | $3.75M | 0.7% | +14,827+14.0% | Added | – |
| COSTCostco Wholesale Corp | Stock | 3,816 | $3.80M | 0.7% | +268+7.6% | Added | History |
| NEENextera Energy Inc | Stock | 41,938 | $3.90M | 0.8% | +834+2.0% | Added | History |
| VVisa Inc. | Stock | 13,694 | $4.14M | 0.8% | +849+6.6% | Added | History |
| BXBlackstone Inc. | COM | 38,003 | $4.37M | 0.8% | +13,035+52.2% | Added | History |
| LRCXLam Research Corp | Stock | 21,477 | $4.59M | 0.9% | +217+1.0% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,159 | $4.66M | 0.9% | −1,095−13.3% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 5,838 | $4.94M | 1.0% | +288+5.2% | Added | History |
| GLDSPDR Gold Trust | ETF | 11,627 | $5.00M | 1.0% | +1,352+13.2% | Added | History |
| RTXRTX Corp | Stock | 26,613 | $5.13M | 1.0% | +972+3.8% | Added | History |
| CVXChevron Corp | Stock | 26,605 | $5.50M | 1.1% | +216+0.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,865 | $5.62M | 1.1% | +736+6.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 10,403 | $6.22M | 1.2% | −223−2.1% | Reduced | – |
| JNJJohnson & Johnson | Stock | 25,544 | $6.24M | 1.2% | +2,136+9.1% | Added | History |
| TSLATesla, Inc. | Stock | 19,025 | $7.07M | 1.4% | +3,140+19.8% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 100,049 | $7.12M | 1.4% | +6,176+6.6% | Added | – |
| APOApollo Global Management, Inc. | COM | 64,877 | $7.23M | 1.4% | +2,455+3.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 25,637 | $7.35M | 1.4% | +2,168+9.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 13,449 | $7.69M | 1.5% | +1,422+11.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,411 | $7.86M | 1.5% | +858+5.5% | Added | History |
| Series Portfolios Tr81752T411 | EQUAB EQUIT ETF | 279,617 | $8.10M | 1.6% | +3,692+1.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 29,333 | $8.44M | 1.6% | +2,640+9.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 31,291 | $9.20M | 1.8% | +2,189+7.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 15,598 | $10.2M | 2.0% | +3,309+26.9% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 381,586 | $11.7M | 2.3% | +30,934+8.8% | Added | – |
| Federated Hermes ETF Trust31423L404 | TOTA RETU BD ETF | 480,861 | $12.1M | 2.3% | +24,524+5.4% | Added | – |
| Morgan Stanley ETF Trust61774R825 | EATO VA DURA ETF | 260,234 | $13.3M | 2.6% | +10,833+4.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 68,595 | $14.3M | 2.8% | +6,313+10.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 42,594 | $15.8M | 3.0% | +3,922+10.1% | Added | History |
| NVDANVIDIA Corp | Stock | 130,662 | $22.8M | 4.4% | +13,458+11.5% | Added | History |
| AAPLApple Inc. | Stock | 150,464 | $38.2M | 7.4% | +7,338+5.1% | 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 |
|---|---|---|---|
| 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 |