Platform-Technology-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "AKAM",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "JFR",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "CP.TO",
  "ARCC",
  "WRB",
  "COF",
  "CMI",
  "DUK",
  "D",
  "PAGP",
  null,
  "TSLX",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "DRVN",
  "GERN",
  "UNP",
  null,
  null,
  "ISRG",
  "GIII",
  null,
  "AMAT",
  "BKNG",
  "META",
  "PRPL",
  "REKR",
  "IQV",
  "LRCX",
  "FNGR",
  "MPC",
  "TLRY",
  "MA",
  "MDT",
  null,
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXC",
  null,
  "GE",
  "NVS",
  "NU",
  "ORLY",
  "DLN",
  "BX",
  "AMP",
  "KKR",
  "IWD",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "SPGI",
  null,
  "SHOP",
  "SPG",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "SCHW",
  "PCT",
  "ASBP",
  "VWO",
  "KYN",
  null,
  "TY",
  null,
  null,
  "LYG",
  "IWO",
  "TSM",
  null,
  "ETR",
  null,
  "VYM",
  "VRTX",
  "TT",
  "APH",
  "WAB",
  "WSO",
  "EQR",
  "AJG",
  "FTNT",
  "AEP",
  "EVLV",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "HDB",
  null,
  "VUG",
  "VEA",
  "MGK",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBS",
  "WFC",
  "WMB",
  null,
  null,
  null,
  "YUM",
  "GEN",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "NSC",
  "SO",
  "ON",
  null,
  "CRM",
  "SNAP",
  null,
  null,
  "ORI",
  "GEV",
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BKH",
  null,
  "BA",
  "BMY",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "ED",
  "COST",
  "CSX",
  "DHR",
  null,
  "RSP",
  "WULF",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 235
Total Value: 343461084
Accession Number: 0001830817-25-000002
Form Type: 13F-HR
CIK: platform-technology-partners
Manager Name: Platform-Technology-Partners

Data Enrichment

84% identified

197 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

235 positions • $343.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.7K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$343.5M)

922908736

VUG|922908736

Shares:9.0K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$343.5M)

RTX Corp

RTX|75513E101

Shares:25.0K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$343.5M)

HOME DEPOT, INC.

HD|437076102

Shares:9.0K

Value:$3.3M

% of Portfolio:1.0% ($3.3M/$343.5M)

Blackstone Inc.

BX|09260D107

Shares:22.4K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$343.5M)

25434V500

Shares:50.1K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$343.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:5.3K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$343.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.8K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$343.5M)

921946406

VYM|921946406

Shares:22.0K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$343.5M)

33739P301

Shares:59.3K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$343.5M)

BOEING CO

BA|097023105

Shares:16.4K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$343.5M)

Chubb Ltd

CB|H1467J104

Shares:9.1K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$343.5M)

MCDONALDS CORP

MCD|580135101

Shares:8.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$343.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:37.7K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$343.5M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:42.8K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$343.5M)

PEPSICO INC

PEP|713448108

Shares:16.8K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$343.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:10.4K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$343.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:11.0K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$343.5M)

STARBUCKS CORP

SBUX|855244109

Shares:22.4K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$343.5M)

Walmart Inc.

WMT|931142103

Shares:25.0K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$343.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.7K	QoQ -1.07% (-40) YoY-	All Managers (Combined)	$3.5M	1.0% ($3.5M/$343.5M)	QoQ +2.10% (-$71.3K) YoY-
(VUGcusip922908736)	9.0K	QoQ +12.25% (+981) YoY-	All Managers (Combined)	$3.3M	1.0% ($3.3M/$343.5M)	QoQ +1.41% (+$46.4K) YoY-
RTX Corp(RTXcusip75513E101)	25.0K	QoQ -2.24% (-575) YoY-	All Managers (Combined)	$3.3M	1.0% ($3.3M/$343.5M)	QoQ +11.89% (-$352.0K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	9.0K	QoQ +1.74% (-154) YoY-	All Managers (Combined)	$3.3M	1.0% ($3.3M/$343.5M)	QoQ -4.14% (-$141.9K) YoY-
Blackstone Inc.(BXcusip09260D107)	22.4K	QoQ +18.26% (-3.5K) YoY-	All Managers (Combined)	$3.1M	0.9% ($3.1M/$343.5M)	QoQ -4.12% (-$134.8K) YoY-
(cusip25434V500)✕	50.1K	QoQ +5.98% (-2.8K) YoY-	All Managers (Combined)	$3.0M	0.9% ($3.0M/$343.5M)	QoQ -2.69% (-$83.1K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.3K	QoQ +0.30% (-16) YoY-	All Managers (Combined)	$2.9M	0.8% ($2.9M/$343.5M)	QoQ -4.32% (-$130.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	16.8K	QoQ +10.22% (+1.6K) YoY-	All Managers (Combined)	$2.9M	0.8% ($2.9M/$343.5M)	QoQ +12.04% (+$308.2K) YoY-
(VYMcusip921946406)	22.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.8M	0.8% ($2.8M/$343.5M)	QoQ +1.07% (+$30.1K) YoY-
(cusip33739P301)✕	59.3K	QoQ -1.65% (-1.0K) YoY-	All Managers (Combined)	$2.8M	0.8% ($2.8M/$343.5M)	QoQ -2.64% (-$77.1K) YoY-
BOEING CO(BAcusip097023105)	16.4K	QoQ +1.47% (-238) YoY-	All Managers (Combined)	$2.8M	0.8% ($2.8M/$343.5M)	QoQ -2.22% (-$63.4K) YoY-
Chubb Ltd(CBcusipH1467J104)	9.1K	QoQ +1.83% (+165) YoY-	All Managers (Combined)	$2.8M	0.8% ($2.8M/$343.5M)	QoQ +11.30% (+$280.2K) YoY-
MCDONALDS CORP(MCDcusip580135101)	8.6K	QoQ +0.40% (+35) YoY-	All Managers (Combined)	$2.7M	0.8% ($2.7M/$343.5M)	QoQ +8.19% (+$203.9K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	37.7K	QoQ +13.93% (+4.6K) YoY-	All Managers (Combined)	$2.7M	0.8% ($2.7M/$343.5M)	QoQ +12.65% (+$300.6K) YoY-
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	42.8K	QoQ +0.80% (+344) YoY-	All Managers (Combined)	$2.6M	0.7% ($2.6M/$343.5M)	QoQ +11.31% (+$260.2K) YoY-
PEPSICO INC(PEPcusip713448108)	16.8K	QoQ -2.41% (-415) YoY-	All Managers (Combined)	$2.5M	0.7% ($2.5M/$343.5M)	QoQ -3.77% (-$98.7K) YoY-
UNION PACIFIC CORP(UNPcusip907818108)	10.4K	QoQ +24.35% (+2.0K) YoY-	All Managers (Combined)	$2.5M	0.7% ($2.5M/$343.5M)	QoQ +28.82% (+$549.3K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	11.0K	QoQ -0.16% (-18) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$343.5M)	QoQ +19.79% (-$365.1K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	22.4K	QoQ +4.36% (+937) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$343.5M)	QoQ +12.18% (+$238.7K) YoY-
Walmart Inc.(WMTcusip931142103)	25.0K	QoQ +3.09% (+751) YoY-	All Managers (Combined)	$2.2M	0.6% ($2.2M/$343.5M)	QoQ +0.16% (+$3.7K) YoY-