Platform Technology Partners

CIK: 0001830817SEC EDGAR →

Portfolio Value

$469.0B

Holdings

260

As of

Q4 2025

New Positions

260

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
AAPL

APPLE INC

143,126$38.0B
8.10%
2
NVDA

NVIDIA CORPORATION

117,204$21.0B
4.48%
3
MSFT

MICROSOFT CORP

38,672$18.0B
3.84%
4
AMZN

AMAZON COM INC

62,282$14.0B
2.99%
5
EVSD

MORGAN STANLEY ETF TRUST

249,401$12.0B
2.56%
6
FTRB

FEDERATED HERMES ETF TRUST

456,337$11.0B
2.35%
7
JPM

JPMORGAN CHASE & CO.

29,102$9.0B
1.92%
8
SCHD

SCHWAB STRATEGIC TR

350,652$9.0B
1.92%
9
APO

APOLLO GLOBAL MGMT INC

62,422$9.0B
1.92%
10
IVV

ISHARES TR

12,289$8.0B
1.71%

Quarterly Changes

Top Buys

AAPLNEW
$38.0B
NVDANEW
$21.0B
MSFTNEW
$18.0B
AMZNNEW
$14.0B
EVSDNEW
$12.0B

Top Sells

No sells this quarter

New Positions (260)

AAPL
$38.0B · 143K shares
NVDA
$21.0B · 117K shares
MSFT
$18.0B · 39K shares
AMZN
$14.0B · 62K shares
EVSD
$12.0B · 249K shares
FTRB
$11.0B · 456K shares
APO
$9.0B · 62K shares
SCHD
$9.0B · 351K shares
JPM
$9.0B · 29K shares
IVV
$8.0B · 12K shares
GOOGL
$8.0B · 27K shares
HEDG
$8.0B · 276K shares
GOOG
$7.0B · 23K shares
META
$7.0B · 12K shares
BRK/B
$7.0B · 16K shares
TSLA
$7.0B · 16K shares
DFAS
$6.0B · 94K shares
VOO
$6.0B · 11K shares
VUG
$5.0B · 12K shares
SPY
$5.0B · 8K shares
GS
$4.0B · 6K shares
GQ9
$4.0B · 10K shares
V
$4.0B · 13K shares
JNJ
$4.0B · 23K shares
RTX
$4.0B · 26K shares
CVX
$4.0B · 26K shares
NEE
$3.0B · 41K shares
COST
$3.0B · 4K shares
LRCX
$3.0B · 21K shares
BX
$3.0B · 25K shares
VYM
$3.0B · 22K shares
HD
$3.0B · 9K shares
CB
$3.0B · 10K shares
BA
$3.0B · 16K shares
PLD
$3.0B · 24K shares
PEP
$2.0B · 20K shares
VEA
$2.0B · 32K shares
LMT
$2.0B · 4K shares
FSIG
$2.0B · 108K shares
WMT
$2.0B · 24K shares
PFF
$2.0B · 96K shares
SPHQ
$2.0B · 29K shares
AMGN
$2.0B · 8K shares
LLY
$2.0B · 2K shares
TY
$2.0B · 67K shares
UNP
$2.0B · 10K shares
PG
$2.0B · 18K shares
ABBV
$2.0B · 10K shares
IBM
$2.0B · 7K shares
DUK
$2.0B · 20K shares
SBUX
$2.0B · 25K shares
WMB
$2.0B · 45K shares
MDT
$2.0B · 25K shares
HGER
$2.0B · 106K shares
MCD
$2.0B · 9K shares
NDQ
$2.0B · 4K shares
SPGI
$2.0B · 4K shares
EVLV
$1.0B · 153K shares
AVGO
$1.0B · 4K shares
FPEI
$1.0B · 65K shares
ABFL
$1.0B · 26K shares
CL
$1.0B · 20K shares
RDVY
$1.0B · 28K shares
NOBL
$1.0B · 10K shares
NFLX
$1.0B · 13K shares
CAT
$1.0B · 2K shares
TMO
$1.0B · 2K shares
ET
$1.0B · 69K shares
AXP
$1.0B · 3K shares
WFC
$1.0B · 12K shares
AQLT
$1.0B · 7K shares
MA
$1.0B · 3K shares
SHY
$1.0B · 16K shares
RSP
$1.0B · 8K shares
DES
$1.0B · 40K shares
VO
$1.0B · 5K shares
FQI
$1.0B · 10K shares
ORCL
$1.0B · 10K shares
4I1
$1.0B · 8K shares
BMY
$1.0B · 20K shares
TAFI
$1.0B · 74K shares
FIW
$1.0B · 10K shares
PLTR
$1.0B · 7K shares
D
$1.0B · 25K shares
BAC
$1.0B · 38K shares
UNH
$1.0B · 5K shares
DLN
$1.0B · 14K shares
CAAA
$1.0B · 60K shares
XOM
$1.0B · 16K shares
APD
$1.0B · 7K shares
HYFI
$1.0B · 30K shares
COP
$1.0B · 18K shares
XLE
$1.0B · 22K shares
PCT
$1.0B · 204K shares
NMZ
$1.0B · 163K shares
TJX
$1.0B · 8K shares
COF
$1.0B · 6K shares
MRK
$1.0B · 12K shares
ETHA
$1.0B · 48K shares
EPD
$1.0B · 42K shares
NKE
$1.0B · 28K shares
IHDG
$1.0B · 38K shares
IBIT
$1.0B · 32K shares
VTV
$1.0B · 7K shares
WULF
$0 · 10K shares
VWO
$0 · 15K shares
EXAS
$0 · 2K shares
A4S
$0 · 488 shares
SPG
$0 · 2K shares
AKAM
$0 · 4K shares
T
$0 · 22K shares
ORI
$0 · 8K shares
CGEN
$0 · 50K shares
APH
$0 · 5K shares
SCHF
$0 · 9K shares
KYN
$0 · 14K shares
STZ
$0 · 7K shares
GEV
$0 · 2K shares
NU
$0 · 18K shares
SCHW
$0 · 7K shares
ETR
$0 · 4K shares
ORLY
$0 · 4K shares
CRMT
$0 · 20K shares
XLV
$0 · 5K shares
AMD
$0 · 1K shares
FMHI
$0 · 19K shares
GON
$0 · 10K shares
UPS
$0 · 5K shares
BXSL
$0 · 22K shares
UL
$0 · 4K shares
IQV
$0 · 1K shares
MHN
$0 · 22K shares
BZAI
$0 · 59K shares
MLGO
$0 · 15K shares
EQR
$0 · 5K shares
DYH
$0 · 4K shares
TMUS
$0 · 1K shares
MO
$0 · 8K shares
VRT
$0 · 3K shares
SO
$0 · 3K shares
DON
$0 · 432 shares
MVST
$0 · 15K shares
XLFI
$0 · 8K shares
NVO
$0 · 8K shares
ITA*
$0 · 1K shares
GIII
$0 · 8K shares
PNC
$0 · 2K shares
CSX
$0 · 12K shares
TXN
$0 · 3K shares
TDIV
$0 · 3K shares
VRTX
$0 · 1K shares
IVW
$0 · 2K shares
WIMI
$0 · 10K shares
ADP
$0 · 2K shares
JGRO
$0 · 7K shares
YUM
$0 · 4K shares
IJR
$0 · 2K shares
NEXT
$0 · 10K shares
LYG
$0 · 34K shares
NSC
$0 · 1K shares
ILMN
$0 · 2K shares
MDY
$0 · 841 shares
SHOP
$0 · 4K shares
CPER
$0 · 7K shares
CRWV
$0 · 8K shares
CVS
$0 · 4K shares
AMT
$0 · 1K shares
MRVL
$0 · 3K shares
TRVC
$0 · 2K shares
XLF
$0 · 4K shares
IQLT
$0 · 9K shares
DIS
$0 · 6K shares
ISRG
$0 · 818 shares
MMM
$0 · 2K shares
CEG
$0 · 1K shares
XLU
$0 · 23K shares
XLK
$0 · 5K shares
DRVN
$0 · 19K shares
IYR
$0 · 3K shares
TSM
$0 · 1K shares
SMH
$0 · 747 shares
IBB
$0 · 1K shares
CSCO
$0 · 12K shares
WBS
$0 · 4K shares
VNQ
$0 · 4K shares
FMNY
$0 · 11K shares
TT
$0 · 2K shares
MPC
$0 · 1K shares
ENB
$0 · 5K shares
ARCC
$0 · 12K shares
CDNS
$0 · 667 shares
JEPI
$0 · 14K shares
CRWD
$0 · 500 shares
BKNG
$0 · 134 shares
BLK
$0 · 447 shares
NVSN
$0 · 3K shares
FBTC
$0 · 5K shares
IWM
$0 · 3K shares
IJH
$0 · 7K shares
TSAT
$0 · 9K shares
ENVX
$0 · 10K shares
AMAT
$0 · 2K shares
BKH
$0 · 5K shares
GE
$0 · 2K shares
MGK
$0 · 1K shares
SYK
$0 · 769 shares
ASBP
$0 · 38K shares
ARTY
$0 · 13K shares
HYMB
$0 · 15K shares
HON
$0 · 5K shares
GEN
$0 · 13K shares
ED
$0 · 8K shares
FTNY
$0 · 12K shares
DHR
$0 · 1K shares
ZTS
$0 · 5K shares
FNGR
$0 · 168K shares
KMI
$0 · 9K shares
LMBS
$0 · 7K shares
OKE
$0 · 9K shares
DDS
$0 · 400 shares
HDB
$0 · 12K shares
PFE
$0 · 24K shares
MDLZ
$0 · 5K shares
AEP
$0 · 5K shares
SPYM
$0 · 4K shares
IWD
$0 · 2K shares
GNRC
$0 · 3K shares
TPD
$0 · 3K shares
TFC
$0 · 6K shares
BIV
$0 · 10K shares
AIPO
$0 · 32K shares
INOD
$0 · 9K shares
TSLX
$0 · 34K shares
CP
$0 · 7K shares
CLX
$0 · 10K shares
ABT
$0 · 7K shares
WAB
$0 · 2K shares
BAC
$0 · 18K shares
GILD
$0 · 3K shares
ETN
$0 · 2K shares
PREF
$0 · 19K shares
PEO
$0 · 8K shares
ILF
$0 · 7K shares
IWF
$0 · 1K shares
DON
$0 · 17K shares
VB
$0 · 2K shares
CRM
$0 · 2K shares
ACN
$0 · 2K shares
CALF
$0 · 6K shares
KKR
$0 · 3K shares
VTI
$0 · 2K shares
ON
$0 · 7K shares
ADBE
$0 · 620 shares
CMI
$0 · 757 shares
KO
$0 · 8K shares
IWO
$0 · 2K shares
INTC
$0 · 6K shares
SDVY
$0 · 16K shares
REGN
$0 · 335 shares
PRU
$0 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services103$142.0B39.8%
Technology34$86.0B24.1%
Consumer Cyclical14$30.0B8.4%
Communication Services9$23.0B6.4%
Unknown15$16.0B4.5%
Healthcare25$16.0B4.5%
Industrials23$14.0B3.9%
Energy11$10.0B2.8%
Consumer Defensive11$10.0B2.8%
Utilities10$6.0B1.7%
Real Estate4$3.0B0.8%
Basic Materials1$1.0B0.3%