Platform Technology Partners

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 235Value: $343.5MLatest: 2025Q1

Platform Technology Partners is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 235 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 12

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Apple Inc.

AAPL|037833100

Shares:140.6K

Value:$31.2M

% of Portfolio:9.1% ($31.2M/$343.5M)

MICROSOFT CORP

MSFT|594918104

Shares:36.6K

Value:$13.7M

% of Portfolio:4.0% ($13.7M/$343.5M)

AMAZON COM INC

AMZN|023135106

Shares:55.4K

Value:$10.5M

% of Portfolio:3.1% ($10.5M/$343.5M)

808524797

SCHD|808524797

Shares:300.1K

Value:$8.4M

% of Portfolio:2.4% ($8.4M/$343.5M)

Apollo Global Management, Inc.

APO|03769M106

Shares:60.1K

Value:$8.2M

% of Portfolio:2.4% ($8.2M/$343.5M)

61774R825

Shares:159.6K

Value:$8.1M

% of Portfolio:2.4% ($8.1M/$343.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.8K

Value:$7.9M

% of Portfolio:2.3% ($7.9M/$343.5M)

NVIDIA CORP

NVDA|67066G104

Shares:66.2K

Value:$7.2M

% of Portfolio:2.1% ($7.2M/$343.5M)

464287200

IVV|464287200

Shares:12.5K

Value:$7.0M

% of Portfolio:2.0% ($7.0M/$343.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:28.0K

Value:$6.9M

% of Portfolio:2.0% ($6.9M/$343.5M)

31423L404

Shares:241.9K

Value:$6.1M

% of Portfolio:1.8% ($6.1M/$343.5M)

Meta Platforms, Inc.

META|30303M102

Shares:9.6K

Value:$5.5M

% of Portfolio:1.6% ($5.5M/$343.5M)

922908363

VOO|922908363

Shares:9.6K

Value:$4.9M

% of Portfolio:1.4% ($4.9M/$343.5M)

VISA INC.

V|92826C839

Shares:11.5K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$343.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.1K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$343.5M)

CHEVRON CORP

CVX|166764100

Shares:23.7K

Value:$4.0M

% of Portfolio:1.2% ($4.0M/$343.5M)

Tesla, Inc.

TSLA|88160R101

Shares:15.0K

Value:$3.9M

% of Portfolio:1.1% ($3.9M/$343.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:24.0K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$343.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:22.1K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$343.5M)

Alphabet Inc.

GOOG|02079K107

Shares:23.1K

Value:$3.6M

% of Portfolio:1.0% ($3.6M/$343.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	140.6K	QoQ +8.77% (-11.3K) YoY-	All Managers (Combined)	$31.2M	9.1% ($31.2M/$343.5M)	QoQ -3.51% (-$1.1M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	36.6K	QoQ -1.61% (-600) YoY-	All Managers (Combined)	$13.7M	4.0% ($13.7M/$343.5M)	QoQ -12.37% (-$1.9M) YoY-
AMAZON COM INC(AMZNcusip023135106)	55.4K	QoQ +3.03% (-1.6K) YoY-	All Managers (Combined)	$10.5M	3.1% ($10.5M/$343.5M)	QoQ -10.65% (-$1.3M) YoY-
(SCHDcusip808524797)	300.1K	QoQ +7.78% (+21.7K) YoY-	All Managers (Combined)	$8.4M	2.4% ($8.4M/$343.5M)	QoQ +10.30% (+$784.1K) YoY-
Apollo Global Management, Inc.(APOcusip03769M106)	60.1K	QoQ -3.01% (-1.9K) YoY-	All Managers (Combined)	$8.2M	2.4% ($8.2M/$343.5M)	QoQ -19.58% (-$2.0M) YoY-
(cusip61774R825)✕	159.6K	QoQ +15.97% (+22.0K) YoY-	All Managers (Combined)	$8.1M	2.4% ($8.1M/$343.5M)	QoQ +16.63% (+$1.2M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.8K	QoQ +7.45% (+1.0K) YoY-	All Managers (Combined)	$7.9M	2.3% ($7.9M/$343.5M)	QoQ +26.25% (+$1.6M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	66.2K	QoQ -9.64% (-7.1K) YoY-	All Managers (Combined)	$7.2M	2.1% ($7.2M/$343.5M)	QoQ -27.07% (-$2.7M) YoY-
(IVVcusip464287200)	12.5K	QoQ -1.05% (-133) YoY-	All Managers (Combined)	$7.0M	2.0% ($7.0M/$343.5M)	QoQ -5.55% (-$412.0K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	28.0K	QoQ +3.24% (+880) YoY-	All Managers (Combined)	$6.9M	2.0% ($6.9M/$343.5M)	QoQ +5.64% (+$367.5K) YoY-
(cusip31423L404)✕	241.9K	QoQ +23.61% (+46.2K) YoY-	All Managers (Combined)	$6.1M	1.8% ($6.1M/$343.5M)	QoQ +25.46% (+$1.2M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	9.6K	QoQ +1.42% (-135) YoY-	All Managers (Combined)	$5.5M	1.6% ($5.5M/$343.5M)	QoQ -0.17% (-$9.5K) YoY-
(VOOcusip922908363)	9.6K	QoQ +84.64% (+4.4K) YoY-	All Managers (Combined)	$4.9M	1.4% ($4.9M/$343.5M)	QoQ +76.08% (+$2.1M) YoY-
VISA INC.(Vcusip92826C839)	11.5K	QoQ +17.61% (+1.7K) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$343.5M)	QoQ +30.42% (+$939.8K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.1K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$343.5M)	QoQ -4.58% (-$191.4K) YoY-
CHEVRON CORP(CVXcusip166764100)	23.7K	QoQ +2.99% (+688) YoY-	All Managers (Combined)	$4.0M	1.2% ($4.0M/$343.5M)	QoQ +18.95% (+$630.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	15.0K	QoQ +32.36% (-3.7K) YoY-	All Managers (Combined)	$3.9M	1.1% ($3.9M/$343.5M)	QoQ -15.06% (-$687.4K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	24.0K	QoQ -0.90% (-218) YoY-	All Managers (Combined)	$3.7M	1.1% ($3.7M/$343.5M)	QoQ -19.04% (-$873.0K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	22.1K	QoQ -3.73% (-855) YoY-	All Managers (Combined)	$3.7M	1.1% ($3.7M/$343.5M)	QoQ +10.39% (-$344.3K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	23.1K	QoQ +1.85% (-421) YoY-	All Managers (Combined)	$3.6M	1.0% ($3.6M/$343.5M)	QoQ -16.44% (-$709.6K) YoY-