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 7 of 12

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COCA COLA CO

KO|191216100

Shares:8.2K

Value:$584.2K

% of Portfolio:0.2% ($584.2K/$343.5M)

PFIZER INC

PFE|717081103

Shares:22.9K

Value:$579.2K

% of Portfolio:0.2% ($579.2K/$343.5M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.2K

Value:$566.9K

% of Portfolio:0.2% ($566.9K/$343.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.2K

Value:$566.8K

% of Portfolio:0.2% ($566.8K/$343.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.0K

Value:$556.2K

% of Portfolio:0.2% ($556.2K/$343.5M)

922908769

VTI|922908769

Shares:2.0K

Value:$550.6K

% of Portfolio:0.2% ($550.6K/$343.5M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:6.9K

Value:$537.9K

% of Portfolio:0.2% ($537.9K/$343.5M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:7.5K

Value:$528.4K

% of Portfolio:0.2% ($528.4K/$343.5M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.4K

Value:$524.9K

% of Portfolio:0.2% ($524.9K/$343.5M)

81369Y308

Shares:6.3K

Value:$517.6K

% of Portfolio:0.2% ($517.6K/$343.5M)

922042858

VWO|922042858

Shares:11.3K

Value:$513.7K

% of Portfolio:0.1% ($513.7K/$343.5M)

HDFC BANK LTD

HDB|40415F101

Shares:7.6K

Value:$507.9K

% of Portfolio:0.1% ($507.9K/$343.5M)

464287648

IWO|464287648

Shares:2.0K

Value:$503.1K

% of Portfolio:0.1% ($503.1K/$343.5M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.6K

Value:$501.3K

% of Portfolio:0.1% ($501.3K/$343.5M)

Broadcom Inc.

AVGO|11135F101

Shares:2.9K

Value:$482.2K

% of Portfolio:0.1% ($482.2K/$343.5M)

46654Q609

Shares:6.5K

Value:$479.6K

% of Portfolio:0.1% ($479.6K/$343.5M)

33741X102

Shares:14.2K

Value:$476.2K

% of Portfolio:0.1% ($476.2K/$343.5M)

46641Q332

Shares:8.3K

Value:$476.1K

% of Portfolio:0.1% ($476.1K/$343.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.8K

Value:$470.3K

% of Portfolio:0.1% ($470.3K/$343.5M)

NOVO NORDISK A S

NVO|670100205

Shares:6.8K

Value:$469.4K

% of Portfolio:0.1% ($469.4K/$343.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	8.2K	QoQ +1.00% (+81) YoY-	All Managers (Combined)	$584.2K	0.2% ($584.2K/$343.5M)	QoQ +16.18% (+$81.4K) YoY-
PFIZER INC(PFEcusip717081103)	22.9K	QoQ +28.63% (+5.1K) YoY-	All Managers (Combined)	$579.2K	0.2% ($579.2K/$343.5M)	QoQ +22.86% (+$107.8K) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.2K	QoQ +3.14% (+158) YoY-	All Managers (Combined)	$566.9K	0.2% ($566.9K/$343.5M)	QoQ +22.16% (+$102.9K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.2K	QoQ +176.66% (+2.0K) YoY-	All Managers (Combined)	$566.8K	0.2% ($566.8K/$343.5M)	QoQ +165.14% (+$353.0K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.0K	QoQ +2.33% (+206) YoY-	All Managers (Combined)	$556.2K	0.2% ($556.2K/$343.5M)	QoQ +6.66% (+$34.8K) YoY-
(VTIcusip922908769)	2.0K	QoQ -12.03% (-274) YoY-	All Managers (Combined)	$550.6K	0.2% ($550.6K/$343.5M)	QoQ -16.57% (-$109.4K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	6.9K	QoQ +0.65% (+45) YoY-	All Managers (Combined)	$537.9K	0.2% ($537.9K/$343.5M)	QoQ +6.46% (+$32.7K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	7.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$528.4K	0.2% ($528.4K/$343.5M)	QoQ -3.04% (-$16.6K) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.4K	QoQ -0.69% (-17) YoY-	All Managers (Combined)	$524.9K	0.2% ($524.9K/$343.5M)	QoQ +17.81% (-$79.4K) YoY-
(cusip81369Y308)✕	6.3K	QoQ -0.81% (-52) YoY-	All Managers (Combined)	$517.6K	0.2% ($517.6K/$343.5M)	QoQ +3.03% (-$15.2K) YoY-
(VWOcusip922042858)	11.3K	QoQ -3.52% (-415) YoY-	All Managers (Combined)	$513.7K	0.1% ($513.7K/$343.5M)	QoQ -0.86% (-$4.5K) YoY-
HDFC BANK LTD(HDBcusip40415F101)	7.6K	QoQ +2.70% (+201) YoY-	All Managers (Combined)	$507.9K	0.1% ($507.9K/$343.5M)	QoQ +6.83% (+$32.5K) YoY-
(IWOcusip464287648)	2.0K	QoQ -30.88% (-880) YoY-	All Managers (Combined)	$503.1K	0.1% ($503.1K/$343.5M)	QoQ -38.64% (-$316.9K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.6K	QoQ +1.54% (+25) YoY-	All Managers (Combined)	$501.3K	0.1% ($501.3K/$343.5M)	QoQ +5.94% (+$28.1K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.9K	QoQ +3.67% (-102) YoY-	All Managers (Combined)	$482.2K	0.1% ($482.2K/$343.5M)	QoQ -25.14% (-$162.0K) YoY-
(cusip46654Q609)✕	6.5K	QoQ NEW(+6.5K) YoY-	All Managers (Combined)	$479.6K	0.1% ($479.6K/$343.5M)	QoQ NEW(+$479.6K) YoY-
(cusip33741X102)✕	14.2K	QoQ +102.91% (+7.2K) YoY-	All Managers (Combined)	$476.2K	0.1% ($476.2K/$343.5M)	QoQ +89.59% (+$225.0K) YoY-
(cusip46641Q332)✕	8.3K	QoQ +46.86% (+2.7K) YoY-	All Managers (Combined)	$476.1K	0.1% ($476.1K/$343.5M)	QoQ +45.86% (+$149.7K) YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	7.8K	QoQ +3.44% (+261) YoY-	All Managers (Combined)	$470.3K	0.1% ($470.3K/$343.5M)	QoQ +18.74% (+$74.2K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	6.8K	QoQ +19.07% (-1.1K) YoY-	All Managers (Combined)	$469.4K	0.1% ($469.4K/$343.5M)	QoQ -3.87% (-$18.9K) YoY-