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

235 positions • $343.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 12

Sort by:

CLOROX CO /DE/

Shares:7.8K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

922908744

Shares:6.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

HONEYWELL INTERNATIONAL INC

Shares:5.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

DOMINION ENERGY, INC

Shares:19.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

97717W307

Shares:13.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

74348A467

Shares:10.5K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$343.5M)

922908629

Shares:3.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$343.5M)

TJX COMPANIES INC /DE/

Shares:8.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$343.5M)

ABBOTT LABORATORIES

Shares:7.7K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$343.5M)

81369Y506

Shares:10.5K

Value:$985.4K

% of Portfolio:0.3% ($985.4K/$343.5M)

921937819

Shares:12.9K

Value:$984.3K

% of Portfolio:0.3% ($984.3K/$343.5M)

33738D762

Shares:47.1K

Value:$958.0K

% of Portfolio:0.3% ($958.0K/$343.5M)

AMERICAN EXPRESS CO

Shares:3.5K

Value:$942.0K

% of Portfolio:0.3% ($942.0K/$343.5M)

CAPITAL ONE FINANCIAL CORP

Shares:5.2K

Value:$931.1K

% of Portfolio:0.3% ($931.1K/$343.5M)

CONSOLIDATED EDISON INC

Shares:8.4K

Value:$925.5K

% of Portfolio:0.3% ($925.5K/$343.5M)

Trane Technologies plc

Shares:2.7K

Value:$914.1K

% of Portfolio:0.3% ($914.1K/$343.5M)

Zoetis Inc.

Shares:5.3K

Value:$874.8K

% of Portfolio:0.3% ($874.8K/$343.5M)

ONEOK INC /NEW/

Shares:8.8K

Value:$873.0K

% of Portfolio:0.3% ($873.0K/$343.5M)

PureCycle Technologies, Inc.

Shares:125.8K

Value:$870.7K

% of Portfolio:0.3% ($870.7K/$343.5M)

00039J608

Shares:23.5K

Value:$864.7K

% of Portfolio:0.3% ($864.7K/$343.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CLOROX CO /DE/(CLXcusip189054109)	7.8K	QoQ +4.23% (-315) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ -5.50% (-$66.5K) YoY-
(VTVcusip922908744)	6.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ +2.03% (+$22.4K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.2K	QoQ +2.13% (-109) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ -4.26% (-$49.3K) YoY-
DOMINION ENERGY, INC(Dcusip25746U109)	19.5K	QoQ +6.25% (+1.1K) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ +10.60% (+$104.7K) YoY-
(DLNcusip97717W307)	13.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ +2.03% (+$21.5K) YoY-
(cusip74348A467)✕	10.5K	QoQ -3.18% (-347) YoY-	All Managers (Combined)	$1.1M	0.3% ($1.1M/$343.5M)	QoQ -0.63% (-$6.9K) YoY-
(VOcusip922908629)	3.9K	QoQ -1.10% (-44) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$343.5M)	QoQ -3.17% (-$33.5K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	8.4K	QoQ +0.59% (+49) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$343.5M)	QoQ +1.40% (+$14.1K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	7.7K	QoQ +1.14% (+87) YoY-	All Managers (Combined)	$1.0M	0.3% ($1.0M/$343.5M)	QoQ +18.62% (+$159.6K) YoY-
(cusip81369Y506)✕	10.5K	QoQ +1.19% (+125) YoY-	All Managers (Combined)	$985.4K	0.3% ($985.4K/$343.5M)	QoQ +10.40% (+$92.8K) YoY-
(BIVcusip921937819)	12.9K	QoQ -20.64% (-3.3K) YoY-	All Managers (Combined)	$984.3K	0.3% ($984.3K/$343.5M)	QoQ -18.69% (-$226.3K) YoY-
(cusip33738D762)✕	47.1K	QoQ +12.69% (+5.3K) YoY-	All Managers (Combined)	$958.0K	0.3% ($958.0K/$343.5M)	QoQ +13.63% (+$115.0K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	3.5K	QoQ +0.48% (-17) YoY-	All Managers (Combined)	$942.0K	0.3% ($942.0K/$343.5M)	QoQ -8.90% (-$92.0K) YoY-
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	5.2K	QoQ +84.93% (+2.4K) YoY-	All Managers (Combined)	$931.1K	0.3% ($931.1K/$343.5M)	QoQ +85.95% (+$430.4K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	8.4K	QoQ +0.21% (+18) YoY-	All Managers (Combined)	$925.5K	0.3% ($925.5K/$343.5M)	QoQ +24.19% (+$180.3K) YoY-
Trane Technologies plc(TTcusipG8994E103)	2.7K	QoQ +80.14% (+1.2K) YoY-	All Managers (Combined)	$914.1K	0.3% ($914.1K/$343.5M)	QoQ +64.32% (+$357.8K) YoY-
Zoetis Inc.(ZTScusip98978V103)	5.3K	QoQ +124.84% (+3.0K) YoY-	All Managers (Combined)	$874.8K	0.3% ($874.8K/$343.5M)	QoQ +127.21% (+$489.8K) YoY-
ONEOK INC /NEW/(OKEcusip682680103)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$873.0K	0.3% ($873.0K/$343.5M)	QoQ NEW(+$873.0K) YoY-
PureCycle Technologies, Inc.(PCTcusip74623V103)	125.8K	QoQ +52.21% (+43.2K) YoY-	All Managers (Combined)	$870.7K	0.3% ($870.7K/$343.5M)	QoQ +2.76% (+$23.4K) YoY-
(cusip00039J608)✕	23.5K	QoQ +12.91% (+2.7K) YoY-	All Managers (Combined)	$864.7K	0.3% ($864.7K/$343.5M)	QoQ +12.74% (+$97.8K) YoY-