Platform Technology Partners
CIK: 0001830817SEC EDGAR →
Portfolio Value
$469.0M
Holdings
260
As of
Q4 2025
New Positions
260
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 143,126 | $38.0M | 8.10% |
| 2 | NVIDIA CORPORATION | 117,204 | $21.0M | 4.48% |
| 3 | MICROSOFT CORP | 38,672 | $18.0M | 3.84% |
| 4 | AMAZON COM INC | 62,282 | $14.0M | 2.99% |
| 5 | MORGAN STANLEY ETF TRUST | 249,401 | $12.0M | 2.56% |
| 6 | FEDERATED HERMES ETF TRUST | 456,337 | $11.0M | 2.35% |
| 7 | JPMORGAN CHASE & CO. | 29,102 | $9.0M | 1.92% |
| 8 | SCHWAB STRATEGIC TR | 350,652 | $9.0M | 1.92% |
| 9 | APOLLO GLOBAL MGMT INC | 62,422 | $9.0M | 1.92% |
| 10 | ISHARES TR | 12,289 | $8.0M | 1.71% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (260)
$38.0M · 143K shares
$21.0M · 117K shares
$18.0M · 39K shares
$14.0M · 62K shares
$12.0M · 249K shares
$11.0M · 456K shares
$9.0M · 62K shares
$9.0M · 351K shares
$9.0M · 29K shares
$8.0M · 12K shares
$8.0M · 27K shares
$8.0M · 276K shares
$7.0M · 23K shares
$7.0M · 12K shares
$7.0M · 16K shares
$7.0M · 16K shares
$6.0M · 94K shares
$6.0M · 11K shares
$5.0M · 12K shares
$5.0M · 8K shares
$4.0M · 6K shares
$4.0M · 10K shares
$4.0M · 13K shares
$4.0M · 23K shares
$4.0M · 26K shares
$4.0M · 26K shares
$3.0M · 41K shares
$3.0M · 4K shares
$3.0M · 21K shares
$3.0M · 25K shares
$3.0M · 22K shares
$3.0M · 9K shares
$3.0M · 10K shares
$3.0M · 16K shares
$3.0M · 24K shares
$2.0M · 20K shares
$2.0M · 32K shares
$2.0M · 4K shares
$2.0M · 108K shares
$2.0M · 24K shares
$2.0M · 96K shares
$2.0M · 29K shares
$2.0M · 2K shares
$2.0M · 8K shares
$2.0M · 67K shares
$2.0M · 10K shares
$2.0M · 18K shares
$2.0M · 10K shares
$2.0M · 7K shares
$2.0M · 20K shares
$2.0M · 25K shares
$2.0M · 45K shares
$2.0M · 25K shares
$2.0M · 106K shares
$2.0M · 9K shares
$2.0M · 4K shares
$2.0M · 4K shares
$1.0M · 153K shares
$1.0M · 4K shares
$1.0M · 65K shares
$1.0M · 26K shares
$1.0M · 20K shares
$1.0M · 28K shares
$1.0M · 10K shares
$1.0M · 13K shares
$1.0M · 2K shares
$1.0M · 2K shares
$1.0M · 69K shares
$1.0M · 3K shares
$1.0M · 12K shares
$1.0M · 7K shares
$1.0M · 3K shares
$1.0M · 16K shares
$1.0M · 8K shares
$1.0M · 40K shares
$1.0M · 5K shares
$1.0M · 10K shares
$1.0M · 10K shares
$1.0M · 8K shares
$1.0M · 20K shares
$1.0M · 74K shares
$1.0M · 10K shares
$1.0M · 7K shares
$1.0M · 25K shares
$1.0M · 38K shares
$1.0M · 5K shares
$1.0M · 14K shares
$1.0M · 60K shares
$1.0M · 16K shares
$1.0M · 7K shares
$1.0M · 30K shares
$1.0M · 18K shares
$1.0M · 22K shares
$1.0M · 204K shares
$1.0M · 163K shares
$1.0M · 8K shares
$1.0M · 6K shares
$1.0M · 12K shares
$1.0M · 48K shares
$1.0M · 42K shares
$1.0M · 28K shares
$1.0M · 38K shares
$1.0M · 32K shares
$1.0M · 7K shares
$0 · 10K shares
$0 · 15K shares
$0 · 2K shares
$0 · 488 shares
$0 · 2K shares
$0 · 4K shares
$0 · 22K shares
$0 · 8K shares
$0 · 50K shares
$0 · 5K shares
$0 · 9K shares
$0 · 14K shares
$0 · 7K shares
$0 · 2K shares
$0 · 18K shares
$0 · 7K shares
$0 · 4K shares
$0 · 4K shares
$0 · 20K shares
$0 · 5K shares
$0 · 1K shares
$0 · 19K shares
$0 · 10K shares
$0 · 5K shares
$0 · 22K shares
$0 · 4K shares
$0 · 1K shares
$0 · 22K shares
$0 · 59K shares
$0 · 15K shares
$0 · 5K shares
$0 · 4K shares
$0 · 1K shares
$0 · 8K shares
$0 · 3K shares
$0 · 3K shares
$0 · 432 shares
$0 · 15K shares
$0 · 8K shares
$0 · 8K shares
$0 · 1K shares
$0 · 8K shares
$0 · 2K shares
$0 · 12K shares
$0 · 3K shares
$0 · 3K shares
$0 · 1K shares
$0 · 2K shares
$0 · 10K shares
$0 · 2K shares
$0 · 7K shares
$0 · 4K shares
$0 · 2K shares
$0 · 10K shares
$0 · 34K shares
$0 · 1K shares
$0 · 2K shares
$0 · 841 shares
$0 · 4K shares
$0 · 7K shares
$0 · 8K shares
$0 · 4K shares
$0 · 1K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 9K shares
$0 · 6K shares
$0 · 818 shares
$0 · 2K shares
$0 · 1K shares
$0 · 23K shares
$0 · 5K shares
$0 · 19K shares
$0 · 3K shares
$0 · 1K shares
$0 · 747 shares
$0 · 1K shares
$0 · 12K shares
$0 · 4K shares
$0 · 4K shares
$0 · 11K shares
$0 · 2K shares
$0 · 1K shares
$0 · 5K shares
$0 · 12K shares
$0 · 667 shares
$0 · 14K shares
$0 · 500 shares
$0 · 134 shares
$0 · 447 shares
$0 · 3K shares
$0 · 5K shares
$0 · 3K shares
$0 · 7K shares
$0 · 9K shares
$0 · 10K shares
$0 · 2K shares
$0 · 5K shares
$0 · 2K shares
$0 · 1K shares
$0 · 769 shares
$0 · 38K shares
$0 · 13K shares
$0 · 15K shares
$0 · 5K shares
$0 · 13K shares
$0 · 8K shares
$0 · 12K shares
$0 · 1K shares
$0 · 5K shares
$0 · 168K shares
$0 · 9K shares
$0 · 7K shares
$0 · 9K shares
$0 · 400 shares
$0 · 12K shares
$0 · 24K shares
$0 · 5K shares
$0 · 5K shares
$0 · 4K shares
$0 · 2K shares
$0 · 3K shares
$0 · 3K shares
$0 · 6K shares
$0 · 10K shares
$0 · 32K shares
$0 · 9K shares
$0 · 7K shares
$0 · 34K shares
$0 · 10K shares
$0 · 7K shares
$0 · 2K shares
$0 · 18K shares
$0 · 3K shares
$0 · 2K shares
$0 · 19K shares
$0 · 8K shares
$0 · 7K shares
$0 · 1K shares
$0 · 17K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 6K shares
$0 · 3K shares
$0 · 2K shares
$0 · 7K shares
$0 · 620 shares
$0 · 757 shares
$0 · 8K shares
$0 · 2K shares
$0 · 6K shares
$0 · 16K shares
$0 · 335 shares
$0 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 104 | $142.0M | 39.8% |
| Technology | 34 | $86.0M | 24.1% |
| Consumer Cyclical | 14 | $30.0M | 8.4% |
| Communication Services | 9 | $23.0M | 6.4% |
| Unknown | 14 | $16.0M | 4.5% |
| Healthcare | 25 | $16.0M | 4.5% |
| Industrials | 23 | $14.0M | 3.9% |
| Energy | 11 | $10.0M | 2.8% |
| Consumer Defensive | 11 | $10.0M | 2.8% |
| Utilities | 10 | $6.0M | 1.7% |
| Real Estate | 4 | $3.0M | 0.8% |
| Basic Materials | 1 | $1.0M | 0.3% |