Platform Technology Partners 13F holdings
Platform Technology Partners reported 334 positions with a total reported value of $610.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-24. Top holdings by reported value: AAPL APPLE INC (7.2%), ISHARES TR (5.3%), NVDA NVIDIA CORPORATION (4.4%), VANGUARD INDEX FDS (3.3%), GOOGL ALPHABET INC (3.2%). Against 2026-03-31 it opened 70 new positions and exited 28. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 334 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AAPL APPLE INC | 150,937 | $43.7M | 7.2% |
| ISHARES TR | 268,871 | $32.2M | 5.3% |
| NVDA NVIDIA CORPORATION | 132,818 | $26.6M | 4.4% |
| VANGUARD INDEX FDS | 133,160 | $20.1M | 3.3% |
| GOOGL ALPHABET INC | 55,188 | $19.6M | 3.2% |
| MSFT MICROSOFT CORP | 45,761 | $17.1M | 2.8% |
| AMZN AMAZON COM INC | 67,547 | $16.1M | 2.6% |
| MORGAN STANLEY ETF TRUST | 289,968 | $14.7M | 2.4% |
| FHI FEDERATED HERMES ETF TRUST | 554,045 | $13.9M | 2.3% |
| SCHWAB STRATEGIC TR | 417,119 | $13.2M | 2.2% |
| JPM JPMORGAN CHASE & CO | 30,506 | $10.0M | 1.6% |
| DIMENSIONAL ETF TRUST | 120,531 | $9.5M | 1.6% |
| LRCX LAM RESEARCH CORP | 21,490 | $9.3M | 1.5% |
| SERIES PORTFOLIOS TR | 305,957 | $9.2M | 1.5% |
| FIRST TR EXCHANGE-TRADED FD | 389,475 | $8.7M | 1.4% |
| CIFR CIPHER DIGITAL INC | 350,000 | $8.6M | 1.4% |
| J P MORGAN EXCHANGE TRADED F | 115,157 | $8.5M | 1.4% |
| TSLA TESLA INC | 19,801 | $8.3M | 1.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 16,612 | $8.3M | 1.4% |
| META META PLATFORMS INC | 13,838 | $7.8M | 1.3% |
| APO APOLLO GLOBAL MGMT INC | 62,164 | $7.4M | 1.2% |
| WT WISDOMTREE TR | 120,859 | $6.5M | 1.1% |
| JNJ JOHNSON & JOHNSON | 24,647 | $6.3M | 1.0% |
| GS GOLDMAN SACHS ETF TR | 9,879 | $6.2M | 1.0% |
| SELECT SECTOR SPDR TR | 77,074 | $6.1M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 70 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CIFR CIPHER DIGITAL INC | 350,000 | $8.6M | 1.4% |
| WOLF WOLFSPEED INC | 16,056 | $774.7K | 0.1% |
| HONA HONEYWELL AEROSPACE INC | 2,496 | $551.8K | <0.1% |
| NBIS NEBIUS GROUP N.V. | 1,682 | $464.5K | <0.1% |
| AXON AXON ENTERPRISE INC | 661 | $370.6K | <0.1% |
| FBIN FORTUNE BRANDS INNOVATIONS I | 6,061 | $332.7K | <0.1% |
| PH PARKER-HANNIFIN CORP | 330 | $322.8K | <0.1% |
| CHD CHURCH & DWIGHT CO INC | 3,262 | $316.0K | <0.1% |
| WRAP WRAP TECHNOLOGIES INC | 234,607 | $302.6K | <0.1% |
| DDOG DATADOG INC | 1,122 | $292.1K | <0.1% |
| AZO AUTOZONE INC | 91 | $290.8K | <0.1% |
| MTD METTLER TOLEDO INTERNATIONAL | 223 | $284.9K | <0.1% |
| ANET ARISTA NETWORKS INC | 1,663 | $282.5K | <0.1% |
| PSA PUBLIC STORAGE | 875 | $278.7K | <0.1% |
| IRDM IRIDIUM COMMUNICATIONS INC | 5,046 | $276.8K | <0.1% |
| SYY SYSCO CORP | 3,248 | $271.5K | <0.1% |
| KLAC KLA CORP | 890 | $268.5K | <0.1% |
| AVY AVERY DENNISON CORP | 1,634 | $265.3K | <0.1% |
| VANGUARD STAR FDS | 3,085 | $263.8K | <0.1% |
| ENTG ENTEGRIS INC | 1,465 | $263.4K | <0.1% |
| HWM HOWMET AEROSPACE INC | 974 | $261.9K | <0.1% |
| EOG EOG RES INC | 2,015 | $261.4K | <0.1% |
| DAL DELTA AIR LINES INC | 2,780 | $260.4K | <0.1% |
| SNA SNAP ON INC | 647 | $260.4K | <0.1% |
| ATR APTARGROUP INC | 2,060 | $257.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 28 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SSB SOUTHSTATE BK CORP | 3,632 | $336.0K | <0.1% |
| GD GENERAL DYNAMICS CORP | 970 | $332.9K | <0.1% |
| HBAN HUNTINGTON BANCSHARES INC | 19,755 | $309.2K | <0.1% |
| RF REGIONS FINANCIAL CORP NEW | 11,818 | $308.7K | <0.1% |
| ABCB AMERIS BANCORP | 3,941 | $307.4K | <0.1% |
| HDB HDFC BANK LTD | 12,049 | $299.8K | <0.1% |
| CAH CARDINAL HEALTH INC | 1,329 | $280.8K | <0.1% |
| CMCSA COMCAST CORP NEW | 9,359 | $268.7K | <0.1% |
| CF CF INDUSTRIES HOLD | 2,017 | $261.9K | <0.1% |
| KR KROGER CO | 3,394 | $245.6K | <0.1% |
| INGR INGREDION INC | 2,173 | $244.8K | <0.1% |
| SNPS SYNOPSYS INC | 581 | $230.4K | <0.1% |
| AMT AMERICAN TOWER CORP | 1,305 | $225.2K | <0.1% |
| CRUS CIRRUS LOGIC INC | 1,542 | $223.0K | <0.1% |
| FDX FEDEX CORP | 626 | $222.8K | <0.1% |
| ITT ITT INC | 1,149 | $218.9K | <0.1% |
| CCK CROWN HLDGS INC | 2,118 | $212.3K | <0.1% |
| ADSK AUTODESK INC | 870 | $208.3K | <0.1% |
| RL RALPH LAUREN CORP | 597 | $205.4K | <0.1% |
| IFF INTERNATIONAL FLAVORS&FRAGRA | 2,817 | $204.4K | <0.1% |
| DG DOLLAR GEN CORP | 1,709 | $202.9K | <0.1% |
| DT DYNATRACE INC | 5,477 | $202.5K | <0.1% |
| LHX L3HARRIS TECHNOLOGIES INC | 586 | $202.3K | <0.1% |
| LOWES COS INC | 854 | $201.8K | <0.1% |
| TSN TYSON FOODS INC | 3,137 | $201.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD INDEX FDS | 43,698 | 133,160 | +204.7% | $20.1M |
| ISHARES TR | 216,875 | 268,871 | +24.0% | $32.2M |
| FIRST TR EXCHANGE-TRADED FD | 210,631 | 389,475 | +84.9% | $8.7M |
| J P MORGAN EXCHANGE TRADED F | 79,215 | 115,157 | +45.4% | $8.5M |
| GS GOLDMAN SACHS ETF TR | 5,838 | 9,879 | +69.2% | $6.2M |
| FHI FEDERATED HERMES ETF TRUST | 480,861 | 554,045 | +15.2% | $13.9M |
| DIMENSIONAL ETF TRUST | 100,049 | 120,531 | +20.5% | $9.5M |
| MORGAN STANLEY ETF TRUST | 260,234 | 289,968 | +11.4% | $14.7M |
| MSFT MICROSOFT CORP | 42,594 | 45,761 | +7.4% | $17.1M |
| SCHWAB STRATEGIC TR | 381,586 | 417,119 | +9.3% | $13.2M |
| SERIES PORTFOLIOS TR | 279,617 | 305,957 | +9.4% | $9.2M |
| LLY ELI LILLY & CO | 2,590 | 3,230 | +24.7% | $3.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| HONEYWELL INTL INC | 5,436 | 2,496 | -54.1% | $558.9K |
| BX BLACKSTONE INC | 38,003 | 34,390 | -9.5% | $4.0M |
| FIRST TR EXCH TRADED FD III | 100,489 | 85,187 | -15.2% | $2.2M |
| APO APOLLO GLOBAL MGMT INC | 64,877 | 62,164 | -4.2% | $7.4M |
| JPM JPMORGAN CHASE & CO | 31,291 | 30,506 | -2.5% | $10.0M |
| AMZN AMAZON COM INC | 68,595 | 67,547 | -1.5% | $16.1M |
| ZTS ZOETIS INC | 7,127 | 3,715 | -47.9% | $267.0K |
| JNJ JOHNSON & JOHNSON | 25,544 | 24,647 | -3.5% | $6.3M |
| CRWV COREWEAVE INC | 8,125 | 6,004 | -26.1% | $597.7K |
| TSAT TELESAT CORP | 8,551 | 4,551 | -46.8% | $230.4K |
| XOM EXXON MOBIL CORP | 17,177 | 15,832 | -7.8% | $2.2M |
| AXP AMERICAN EXPRESS CO | 3,737 | 3,194 | -14.5% | $1.1M |
CIK 1830817 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
