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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Platform-Technology-Partners
Data Enrichment
84% identified197 identified38 unidentified
Holdings
235 positions • $343.5M total value
Manager:
Search and click to pin securities to the top
Page 3 of 12
464287457
Shares:22.7K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$343.5M)
00039J202
Shares:73.8K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$343.5M)
89628W302
Shares:27.7K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$343.5M)
33738D804
Shares:87.6K
Value:$1.7M
% of Portfolio:0.5% ($1.7M/$343.5M)
41151J505
Shares:65.6K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$343.5M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.1K | QoQ +3.01% (+120)YoY- | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$343.5M) | YoY- | |
| 6.8K | QoQ +0.01% (+1)YoY- | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$343.5M) | YoY- | |
Duke Energy CORP(DUKcusip26441C204) | 17.3K | QoQ +2.77% (+467)YoY- | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$343.5M) | YoY- |
AbbVie Inc.(ABBVcusip00287Y109) | 10.1K | QoQ +9.27% (+854)YoY- | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$343.5M) | YoY- |
ELI LILLY & Co(LLYcusip532457108) | 2.5K | YoY- | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$343.5M) | YoY- |
SPDR GOLD TRUST(GLDcusip78463V107) | 7.0K | YoY- | All Managers (Combined) | $2.0M | 0.6% ($2.0M/$343.5M) | YoY- |
Medtronic plc(MDTcusipG5960L103) | 21.4K | QoQ +2.34% (+492)YoY- | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$343.5M) | YoY- |
| 61.5K | YoY- | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$343.5M) | YoY- | |
(cusip464287457)✕ | 22.7K | YoY- | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$343.5M) | YoY- |
(cusip00039J202)✕ | 73.8K | QoQ 0.00% (+1)YoY- | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$343.5M) | YoY- |
S&P Global Inc.(SPGIcusip78409V104) | 3.6K | QoQ +2.33% (+82)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- |
EXXON MOBIL CORP(XOMcusip30231G102) | 15.2K | QoQ +5.89% (+848)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- |
Salesforce, Inc.(CRMcusip79466L302) | 6.7K | YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- |
(cusip89628W302)✕ | 27.7K | YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- |
Mastercard Inc(MAcusip57636Q104) | 3.2K | QoQ -0.95% (-31)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- |
| 3.9K | QoQ -5.90% (-246)YoY- | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$343.5M) | YoY- | |
| 3.6K | QoQ +0.13% (-5)YoY- | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.5M) | YoY- | |
(cusip33738D804)✕ | 87.6K | YoY- | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$343.5M) | YoY- |
NIKE, Inc.(NKEcusip654106103) | 24.9K | YoY- | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$343.5M) | YoY- |
(cusip41151J505)✕ | 65.6K | YoY- | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$343.5M) | YoY- |