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

Page 6 of 12

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97717W505

Shares:17.3K

Value:$854.3K

% of Portfolio:0.2% ($854.3K/$343.5M)

GE Vernova Inc.

GEV|36828A101

Shares:2.7K

Value:$836.2K

% of Portfolio:0.2% ($836.2K/$343.5M)

81369Y209

Shares:5.7K

Value:$830.8K

% of Portfolio:0.2% ($830.8K/$343.5M)

81369Y886

Shares:10.5K

Value:$830.8K

% of Portfolio:0.2% ($830.8K/$343.5M)

46137V241

Shares:12.2K

Value:$811.2K

% of Portfolio:0.2% ($811.2K/$343.5M)

78464A854

SPLG|78464A854

Shares:12.1K

Value:$797.3K

% of Portfolio:0.2% ($797.3K/$343.5M)

CATERPILLAR INC

CAT|149123101

Shares:2.3K

Value:$758.7K

% of Portfolio:0.2% ($758.7K/$343.5M)

33733B100

Shares:7.5K

Value:$755.3K

% of Portfolio:0.2% ($755.3K/$343.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:18.0K

Value:$749.5K

% of Portfolio:0.2% ($749.5K/$343.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.9K

Value:$711.0K

% of Portfolio:0.2% ($711.0K/$343.5M)

Evolv Technologies Holdings, Inc.

EVLV|30049H102

Shares:224.8K

Value:$701.4K

% of Portfolio:0.2% ($701.4K/$343.5M)

Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:29.4K

Value:$657.6K

% of Portfolio:0.2% ($657.6K/$343.5M)

Walt Disney Co

DIS|254687106

Shares:6.5K

Value:$646.1K

% of Portfolio:0.2% ($646.1K/$343.5M)

YUM BRANDS INC

YUM|988498101

Shares:4.0K

Value:$624.2K

% of Portfolio:0.2% ($624.2K/$343.5M)

Accenture plc

ACN|G1151C101

Shares:2.0K

Value:$617.6K

% of Portfolio:0.2% ($617.6K/$343.5M)

464287655

IWM|464287655

Shares:3.1K

Value:$613.5K

% of Portfolio:0.2% ($613.5K/$343.5M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.3K

Value:$613.4K

% of Portfolio:0.2% ($613.4K/$343.5M)

Booking Holdings Inc.

BKNG|09857L108

Shares:132

Value:$608.1K

% of Portfolio:0.2% ($608.1K/$343.5M)

46137V357

RSP|46137V357

Shares:3.4K

Value:$593.0K

% of Portfolio:0.2% ($593.0K/$343.5M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.0K

Value:$591.9K

% of Portfolio:0.2% ($591.9K/$343.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W505)✕	17.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$854.3K	0.2% ($854.3K/$343.5M)	QoQ -2.84% (-$25.0K) YoY-
GE Vernova Inc.(GEVcusip36828A101)	2.7K	QoQ -0.18% (-5) YoY-	All Managers (Combined)	$836.2K	0.2% ($836.2K/$343.5M)	QoQ -7.35% (-$66.4K) YoY-
(cusip81369Y209)✕	5.7K	QoQ +65.31% (+2.2K) YoY-	All Managers (Combined)	$830.8K	0.2% ($830.8K/$343.5M)	QoQ +75.43% (+$357.2K) YoY-
(cusip81369Y886)✕	10.5K	QoQ -1.24% (-133) YoY-	All Managers (Combined)	$830.8K	0.2% ($830.8K/$343.5M)	QoQ +2.87% (-$23.2K) YoY-
(cusip46137V241)✕	12.2K	QoQ +95.63% (+6.0K) YoY-	All Managers (Combined)	$811.2K	0.2% ($811.2K/$343.5M)	QoQ +93.62% (+$392.2K) YoY-
(SPLGcusip78464A854)	12.1K	QoQ -4.52% (-574) YoY-	All Managers (Combined)	$797.3K	0.2% ($797.3K/$343.5M)	QoQ -8.92% (-$78.1K) YoY-
CATERPILLAR INC(CATcusip149123101)	2.3K	QoQ +0.39% (-9) YoY-	All Managers (Combined)	$758.7K	0.2% ($758.7K/$343.5M)	QoQ -8.75% (-$72.8K) YoY-
(cusip33733B100)✕	7.5K	QoQ NEW(+7.5K) YoY-	All Managers (Combined)	$755.3K	0.2% ($755.3K/$343.5M)	QoQ NEW(+$755.3K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	18.0K	QoQ +1.04% (-186) YoY-	All Managers (Combined)	$749.5K	0.2% ($749.5K/$343.5M)	QoQ -4.06% (-$31.7K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.9K	QoQ +0.18% (+18) YoY-	All Managers (Combined)	$711.0K	0.2% ($711.0K/$343.5M)	QoQ +2.39% (+$16.6K) YoY-
Evolv Technologies Holdings, Inc.(EVLVcusip30049H102)	224.8K	QoQ +21.21% (-39.4K) YoY-	All Managers (Combined)	$701.4K	0.2% ($701.4K/$343.5M)	QoQ -4.25% (-$31.2K) YoY-
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	29.4K	QoQ +1.59% (+460) YoY-	All Managers (Combined)	$657.6K	0.2% ($657.6K/$343.5M)	QoQ +6.74% (+$41.5K) YoY-
Walt Disney Co(DIScusip254687106)	6.5K	QoQ NEW(+6.5K) YoY-	All Managers (Combined)	$646.1K	0.2% ($646.1K/$343.5M)	QoQ NEW(+$646.1K) YoY-
YUM BRANDS INC(YUMcusip988498101)	4.0K	QoQ +0.02% (+1) YoY-	All Managers (Combined)	$624.2K	0.2% ($624.2K/$343.5M)	QoQ +17.30% (+$92.1K) YoY-
Accenture plc(ACNcusipG1151C101)	2.0K	QoQ -1.93% (-39) YoY-	All Managers (Combined)	$617.6K	0.2% ($617.6K/$343.5M)	QoQ -13.03% (-$92.6K) YoY-
(IWMcusip464287655)	3.1K	QoQ +43.35% (+930) YoY-	All Managers (Combined)	$613.5K	0.2% ($613.5K/$343.5M)	QoQ +29.40% (+$139.4K) YoY-
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$613.4K	0.2% ($613.4K/$343.5M)	QoQ +20.39% (+$103.9K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	132	QoQ +2.32% (-3) YoY-	All Managers (Combined)	$608.1K	0.2% ($608.1K/$343.5M)	QoQ -5.11% (-$32.8K) YoY-
(RSPcusip46137V357)	3.4K	QoQ +5.55% (+180) YoY-	All Managers (Combined)	$593.0K	0.2% ($593.0K/$343.5M)	QoQ +4.33% (+$24.7K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	7.0K	QoQ +30.44% (+1.6K) YoY-	All Managers (Combined)	$591.9K	0.2% ($591.9K/$343.5M)	QoQ +45.56% (+$185.3K) YoY-