Platform Technology Partners
NEW YORK, NY
$611m in 393 US stocks at the end of 30 June 2026. The top 10 are 29.1% of the money. It changed about 9.6% of the portfolio this quarter.
Value
$611m
Stocks
393
Top 10 share
29.1%
Turnover
9.6%
What changed this quarter
New
Bought for the first time this quarter.
- Cipher DigitalCIFR1.4% of the fund
- WolfspeedWOLF0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Ishares TRIDV<0.1% of the fund
- J P Morgan Exchange Traded FJTNY<0.1% of the fund
- Dimensional ETF TrustDFAI<0.1% of the fund
- Axon EnterpriseAXON<0.1% of the fund
- Fortune Brands InnovationsFBIN<0.1% of the fund
- Parker-HannifinPH<0.1% of the fund
- Church & DwightCHD<0.1% of the fund
- Wrap TechnologiesWRAP<0.1% of the fund
- AB Active EtfsTAFM<0.1% of the fund
- DatadogDDOG<0.1% of the fund
- AutozoneAZO<0.1% of the fund
- Mettler Toledo InternationalMTD<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Public StoragePSA<0.1% of the fund
- Iridium CommunicationsIRDM<0.1% of the fund
- SyscoSYY<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Avery DennisonAVY<0.1% of the fund
- Vanguard Star FDSVXUS<0.1% of the fund
- EntegrisENTG<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.8% of the fund+7%
- Morgan Stanley ETF TrustEVSD2.4% of the fund+11%
- Federated Hermes ETF TrustFTRB2.3% of the fund+15%
- Schwab Strategic TRSCHD2.1% of the fund+7%
- Ishares TRIVV2.0% of the fund+2%
- Series Portfolios TRHEDG1.5% of the fund+9%
- Dimensional ETF TrustDFAS1.5% of the fund+11%
- TeslaTSLA1.4% of the fund+4%
- Meta PlatformsMETA1.3% of the fund+3%
- Vanguard Index FDSVOO1.2% of the fund+6%
- Vanguard Index FDSVUG1.2% of the fund+11%
- J P Morgan Exchange Traded FJMEE1.0% of the fund+43%
- RTXRTX0.8% of the fund+2%
- VisaV0.8% of the fund+7%
- Ishares TRSGOV0.7% of the fund+210%
- Home DepotHD0.7% of the fund+13%
- Harbor ETF TrustHGER0.7% of the fund+14%
- NextEra EnergyNEE0.6% of the fund+6%
- Eli LillyLLY0.6% of the fund+25%
- First TR Exchange-Traded FDFSIG0.6% of the fund+104%
- BoeingBA0.6% of the fund+3%
- ChubbCB0.6% of the fund+3%
- First TR Exchange-Traded FDCAAA0.6% of the fund+80%
- PrologisPLD0.6% of the fund+2%
- Procter & GamblePG0.6% of the fund+11%
Cut
Sold some of their stake.
- JPMorgan ChaseJPM1.6% of the fund-3%
- Apollo Global ManagementAPO1.2% of the fund-4%
- Johnson & JohnsonJNJ1.0% of the fund-4%
- State STR Spdr S&P 500 ETF TSPY0.9% of the fund-2%
- ChevronCVX0.7% of the fund-3%
- Spdr Gold TRGLD0.7% of the fund-3%
- BlackstoneBX0.7% of the fund-10%
- WalmartWMT0.5% of the fund-5%
- ExxonMobil HoldingsXOM0.4% of the fund-8%
- Abacus FCF ETF TRABFL0.3% of the fund-5%
- MerckMRK0.3% of the fund-7%
- Select Sector Spdr TRXLE0.2% of the fund-3%
- Ishares Bitcoin Trust ETFIBIT0.2% of the fund-4%
- Capital One FinancialCOF0.2% of the fund-5%
- Bristol-Myers SquibbBMY0.2% of the fund-5%
- Micron TechnologyMU0.2% of the fund-8%
- Trane TechnologiesTT0.2% of the fund-3%
- American ExpressAXP0.2% of the fund-15%
- Thermo Fisher ScientificTMO0.2% of the fund-4%
- Proshares TRNOBL0.2% of the fund-2%
- Wells Fargo & CompanyWFC0.2% of the fund-8%
- Advanced Micro DevicesAMD0.2% of the fund-7%
- Marvell TechnologyMRVL0.1% of the fund-9%
- Charles SchwabSCHW0.1% of the fund-3%
- Booking HoldingsBKNG0.1% of the fund-8%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- First TR Exch Traded FD IIIFMNY-100%
- SouthState BankSSB-100%
- General DynamicsGD-100%
- Huntington BancsharesHBAN-100%
- Regions FinancialRF-100%
- Ameris BancorpABCB-100%
- HDFC BankHDB-100%
- Cardinal HealthCAH-100%
- ComcastCMCSA-100%
- CF Industries HoldingsCF-100%
- KrogerKR-100%
- IngredionINGR-100%
- SynopsysSNPS-100%
- American TowerAMT-100%
- Cirrus LogicCRUS-100%
- FedExFDX-100%
- AB Active EtfsEMOP-100%
- ITTITT-100%
- Crown HoldingsCCK-100%
- AutodeskADSK-100%
- Ralph LaurenRL-100%
- International Flavors & FragrancesIFF-100%
- Dollar GeneralDG-100%
- DynatraceDT-100%
Holdings
- Morgan Stanley ETF TrustEVSD
- Share
- 2.4%
- Value
- $15m
- Shares
- 289,968
+11%
- Federated Hermes ETF TrustFTRB
- Share
- 2.3%
- Value
- $14m
- Shares
- 554,045
+15%
- Schwab Strategic TRSCHD
- Share
- 2.1%
- Value
- $13m
- Shares
- 409,809
+7%
- Ishares TRIVV
- Share
- 2.0%
- Value
- $12m
- Shares
- 15,946
+2%
- Series Portfolios TRHEDG
- Share
- 1.5%
- Value
- $9m
- Shares
- 305,957
+9%
- Dimensional ETF TrustDFAS
- Share
- 1.5%
- Value
- $9m
- Shares
- 111,354
+11%
- Vanguard Index FDSVOO
- Share
- 1.2%
- Value
- $8m
- Shares
- 11,075
+6%
- Vanguard Index FDSVUG
- Share
- 1.2%
- Value
- $7m
- Shares
- 85,543
+11%
- J P Morgan Exchange Traded FJMEE
- Share
- 1.0%
- Value
- $6m
- Shares
- 78,189
+43%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.9%
- Value
- $5m
- Shares
- 7,000
-2%
- Ishares TRSGOV
- Share
- 0.7%
- Value
- $5m
- Shares
- 44,779
+210%
- Spdr Gold TRGLD
- Share
- 0.7%
- Value
- $4m
- Shares
- 11,311
-3%
- Harbor ETF TrustHGER
- Share
- 0.7%
- Value
- $4m
- Shares
- 138,010
+14%
- First TR Exchange-Traded FDFSIG
- Share
- 0.6%
- Value
- $4m
- Shares
- 203,116
+104%
- First TR Exchange-Traded FDCAAA
- Share
- 0.6%
- Value
- $3m
- Shares
- 169,633
+80%
- Vanguard Whitehall FDSVYM
- Share
- 0.6%
- Value
- $3m
- Shares
- 21,709
Held
- Invesco Exchange Traded FD TSPHQ
- Share
- 0.5%
- Value
- $3m
- Shares
- 34,949
+15%
- First TR Exchange Traded FDRDVY
- Share
- 0.5%
- Value
- $3m
- Shares
- 37,453
+18%
- Ishares TRPFF
- Share
- 0.5%
- Value
- $3m
- Shares
- 96,454
Held
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $3m
- Shares
- 3,961
Held
- Wisdomtree TRIHDG
- Share
- 0.4%
- Value
- $3m
- Shares
- 50,230
+15%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.4%
- Value
- $3m
- Shares
- 35,536
+5%
- Tri-ContinentalTY
- Share
- 0.4%
- Value
- $2m
- Shares
- 68,034
Held
- Nuveen Municipal High Income Opportunity FundNMZ
- Share
- 0.3%
- Value
- $2m
- Shares
- 193,277
+12%
- Abacus FCF ETF TRABFL
- Share
- 0.3%
- Value
- $2m
- Shares
- 23,289
-5%
- AB Active EtfsTAFI
- Share
- 0.3%
- Value
- $2m
- Shares
- 72,675
Held
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,172
+3%
- Wisdomtree TRDES
- Share
- 0.3%
- Value
- $2m
- Shares
- 39,781
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,538
Held
- Ishares TRDVY
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,071
+6%
- Select Sector Spdr TRXLE
- Share
- 0.2%
- Value
- $1m
- Shares
- 26,583
-3%
- ETF SER SolutionsOPER
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,043
+37%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.2%
- Value
- $1m
- Shares
- 42,090
-4%
- Ishares TRIWM
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,582
Held
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $1m
- Shares
- 69,676
Held
- Wisdomtree TRDLN
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,597
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.2% | $44m | 150,937 | Held |
| NvidiaNVDA | 4.4% | $27m | 132,818 | Held |
| MicrosoftMSFT | 2.8% | $17m | 45,761 | +7% |
| Amazon.comAMZN | 2.6% | $16m | 67,547 | Held |
| Morgan Stanley ETF TrustEVSD | 2.4% | $15m | 289,968 | +11% |
| Federated Hermes ETF TrustFTRB | 2.3% | $14m | 554,045 | +15% |
| Schwab Strategic TRSCHD | 2.1% | $13m | 409,809 | +7% |
| Ishares TRIVV | 2.0% | $12m | 15,946 | +2% |
| AlphabetGOOGL | 1.7% | $11m | 29,436 | Held |
| JPMorgan ChaseJPM | 1.6% | $10m | 30,506 | -3% |
| Lam ResearchLRCX | 1.5% | $9m | 21,490 | Held |
| Series Portfolios TRHEDG | 1.5% | $9m | 305,957 | +9% |
| Dimensional ETF TrustDFAS | 1.5% | $9m | 111,354 | +11% |
| AlphabetGOOG | 1.5% | $9m | 25,752 | Held |
| Cipher DigitalCIFR | 1.4% | $9m | 350,000 | New |
| TeslaTSLA | 1.4% | $8m | 19,801 | +4% |
| Berkshire HathawayBRK-B | 1.4% | $8m | 16,612 | Held |
| Meta PlatformsMETA | 1.3% | $8m | 13,838 | +3% |
| Vanguard Index FDSVOO | 1.2% | $8m | 11,075 | +6% |
| Vanguard Index FDSVUG | 1.2% | $7m | 85,543 | +11% |
| Apollo Global ManagementAPO | 1.2% | $7m | 62,164 | -4% |
| Johnson & JohnsonJNJ | 1.0% | $6m | 24,647 | -4% |
| J P Morgan Exchange Traded FJMEE | 1.0% | $6m | 78,189 | +43% |
| Goldman Sachs GroupGS | 1.0% | $6m | 5,879 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.9% | $5m | 7,000 | -2% |
| RTXRTX | 0.8% | $5m | 27,232 | +2% |
| VisaV | 0.8% | $5m | 14,633 | +7% |
| Ishares TRSGOV | 0.7% | $5m | 44,779 | +210% |
| ChevronCVX | 0.7% | $4m | 25,821 | -3% |
| Spdr Gold TRGLD | 0.7% | $4m | 11,311 | -3% |
| Home DepotHD | 0.7% | $4m | 11,547 | +13% |
| Harbor ETF TrustHGER | 0.7% | $4m | 138,010 | +14% |
| BlackstoneBX | 0.7% | $4m | 34,390 | -10% |
| NextEra EnergyNEE | 0.6% | $4m | 44,260 | +6% |
| Eli LillyLLY | 0.6% | $4m | 3,230 | +25% |
| First TR Exchange-Traded FDFSIG | 0.6% | $4m | 203,116 | +104% |
| BoeingBA | 0.6% | $4m | 17,346 | +3% |
| ChubbCB | 0.6% | $4m | 10,527 | +3% |
| Costco WholesaleCOST | 0.6% | $4m | 3,821 | Held |
| Williams CompaniesWMB | 0.6% | $3m | 46,721 | Held |
| First TR Exchange-Traded FDCAAA | 0.6% | $3m | 169,633 | +80% |
| Vanguard Whitehall FDSVYM | 0.6% | $3m | 21,709 | Held |
| PrologisPLD | 0.6% | $3m | 25,270 | +2% |
| Procter & GamblePG | 0.6% | $3m | 23,172 | +11% |
| Invesco Exchange Traded FD TSPHQ | 0.5% | $3m | 34,949 | +15% |
| StarbucksSBUX | 0.5% | $3m | 30,648 | +4% |
| AmgenAMGN | 0.5% | $3m | 8,500 | Held |
| First TR Exchange Traded FDRDVY | 0.5% | $3m | 37,453 | +18% |
| UnitedHealth GroupUNH | 0.5% | $3m | 7,226 | +5% |
| Ishares TRPFF | 0.5% | $3m | 96,454 | Held |
| Invesco QQQ TRQQQ | 0.5% | $3m | 3,961 | Held |
| McDonald'sMCD | 0.5% | $3m | 10,788 | +8% |
| PepsiCoPEP | 0.5% | $3m | 21,109 | Held |
| WalmartWMT | 0.5% | $3m | 25,199 | -5% |
| Duke EnergyDUK | 0.5% | $3m | 22,181 | +5% |
| Union PacificUNP | 0.4% | $3m | 10,102 | Held |
| CaterpillarCAT | 0.4% | $3m | 2,568 | Held |
| AbbVieABBV | 0.4% | $3m | 10,636 | Held |
| Wisdomtree TRIHDG | 0.4% | $3m | 50,230 | +15% |
| Vanguard Tax-Managed FDSVEA | 0.4% | $3m | 35,536 | +5% |
| Air Products & ChemicalsAPD | 0.4% | $3m | 8,605 | +6% |
| Lockheed MartinLMT | 0.4% | $2m | 4,683 | +4% |
| Tri-ContinentalTY | 0.4% | $2m | 68,034 | Held |
| MedtronicMDT | 0.4% | $2m | 29,485 | +12% |
| ExxonMobil HoldingsXOM | 0.4% | $2m | 15,832 | -8% |
| Colgate-PalmoliveCL | 0.4% | $2m | 23,483 | +4% |
| ConocoPhillipsCOP | 0.3% | $2m | 20,253 | Held |
| BroadcomAVGO | 0.3% | $2m | 5,532 | Held |
| Digital Realty TrustDLR | 0.3% | $2m | 11,606 | +7% |
| International Business MachinesIBM | 0.3% | $2m | 7,304 | +4% |
| Nuveen Municipal High Income Opportunity FundNMZ | 0.3% | $2m | 193,277 | +12% |
| S&P GlobalSPGI | 0.3% | $2m | 4,924 | +8% |
| MastercardMA | 0.3% | $2m | 3,895 | +14% |
| Abacus FCF ETF TRABFL | 0.3% | $2m | 23,289 | -5% |
| GE VernovaGEV | 0.3% | $2m | 1,652 | +2% |
| Dominion EnergyD | 0.3% | $2m | 27,342 | +2% |
| AB Active EtfsTAFI | 0.3% | $2m | 72,675 | Held |
| Vanguard Index FDSVO | 0.3% | $2m | 22,172 | +3% |
| MerckMRK | 0.3% | $2m | 13,444 | -7% |
| Cisco SystemsCSCO | 0.3% | $2m | 13,970 | Held |
| Wisdomtree TRDES | 0.3% | $2m | 39,781 | Held |
| Verizon CommunicationsVZ | 0.3% | $2m | 37,672 | +5% |
| Philip Morris InternationalPM | 0.3% | $2m | 8,717 | Held |
| Enterprise Products Partners L.P.EPD | 0.2% | $1m | 40,492 | Held |
| OracleORCL | 0.2% | $1m | 10,079 | Held |
| TJX CompaniesTJX | 0.2% | $1m | 9,526 | +4% |
| Vanguard Index FDSVTV | 0.2% | $1m | 6,538 | Held |
| Ishares TRDVY | 0.2% | $1m | 9,071 | +6% |
| Select Sector Spdr TRXLE | 0.2% | $1m | 26,583 | -3% |
| ETF SER SolutionsOPER | 0.2% | $1m | 14,043 | +37% |
| Ishares Bitcoin Trust ETFIBIT | 0.2% | $1m | 42,090 | -4% |
| NikeNKE | 0.2% | $1m | 33,905 | +9% |
| PureCycle TechnologiesPCT | 0.2% | $1m | 169,781 | +10% |
| Ishares TRIWM | 0.2% | $1m | 4,582 | Held |
| Applied MaterialsAMAT | 0.2% | $1m | 1,898 | +2% |
| Energy Transfer L PET | 0.2% | $1m | 69,676 | Held |
| CloroxCLX | 0.2% | $1m | 13,864 | +5% |
| Texas InstrumentsTXN | 0.2% | $1m | 4,398 | +17% |
| Wisdomtree TRDLN | 0.2% | $1m | 13,597 | Held |
| Capital One FinancialCOF | 0.2% | $1m | 6,442 | -5% |
Showing the largest 100 of 393.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 59.5% since 30 June 2025.
Where the money is
Technology20.5%
Financial services11.3%
Retail & consumer7.0%
Industrials5.7%
Health care5.6%
Media & telecom5.3%
Everyday goods3.9%
Energy2.4%
Utilities2.4%
Real estate1.6%
Materials1.0%
Other33.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.