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
Manager:
Search and click to pin securities to the top
Page 5 of 12
74348A467
Shares:10.5K
Value:$1.1M
81369Y506
Shares:10.5K
Value:$985.4K
33738D762
Shares:47.1K
Value:$958.0K
00039J608
Shares:23.5K
Value:$864.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
CLOROX CO /DE/(CLXcusip189054109) | 7.8K | QoQ +4.23% (-315)YoY- | All Managers (Combined) | $1.1M | YoY- |
6.5K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.1M | YoY- | |
5.2K | QoQ +2.13% (-109)YoY- | All Managers (Combined) | $1.1M | YoY- | |
19.5K | YoY- | All Managers (Combined) | $1.1M | YoY- | |
13.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.1M | YoY- | |
(cusip74348A467)✕ | 10.5K | QoQ -3.18% (-347)YoY- | All Managers (Combined) | $1.1M | YoY- |
3.9K | QoQ -1.10% (-44)YoY- | All Managers (Combined) | $1.0M | YoY- | |
8.4K | QoQ +0.59% (+49)YoY- | All Managers (Combined) | $1.0M | YoY- | |
7.7K | QoQ +1.14% (+87)YoY- | All Managers (Combined) | $1.0M | YoY- | |
(cusip81369Y506)✕ | 10.5K | QoQ +1.19% (+125)YoY- | All Managers (Combined) | $985.4K | YoY- |
12.9K | YoY- | All Managers (Combined) | $984.3K | YoY- | |
(cusip33738D762)✕ | 47.1K | YoY- | All Managers (Combined) | $958.0K | YoY- |
3.5K | QoQ +0.48% (-17)YoY- | All Managers (Combined) | $942.0K | YoY- | |
5.2K | YoY- | All Managers (Combined) | $931.1K | YoY- | |
8.4K | QoQ +0.21% (+18)YoY- | All Managers (Combined) | $925.5K | YoY- | |
2.7K | YoY- | All Managers (Combined) | $914.1K | YoY- | |
Zoetis Inc.(ZTScusip98978V103) | 5.3K | YoY- | All Managers (Combined) | $874.8K | YoY- |
ONEOK INC /NEW/(OKEcusip682680103) | 8.8K | QoQ NEW(+8.8K) YoY- | All Managers (Combined) | $873.0K | QoQ NEW(+$873.0K) YoY- |
125.8K | YoY- | All Managers (Combined) | $870.7K | YoY- | |
(cusip00039J608)✕ | 23.5K | YoY- | All Managers (Combined) | $864.7K | YoY- |