Platform Technology Partners

13F filer · CIK 0001830817

Reported Apr 27, 2026

Net buyer this quarter

13F portfolio value$614MU.S. long equity reported on 13F

Positions26683 new · 8 closed

Net flow last quarter+$45.6MBuys minus sells

Top 10 positions weight26.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 27, 2026266 positions
AAPLApple Inc.	$38.2M	7.36%	0.00%	+5.1%	Q4 2019
NVDANvidia Corp	$22.8M	4.39%	0.00%	+11.5%	Q1 2020
MSFTMicrosoft Corp	$15.8M	3.04%	0.00%	+10.1%	Q4 2019
AMZNAmazon Com Inc	$14.3M	2.75%	0.00%	+10.1%	Q4 2019
JPMJPMorgan Chase & Co	$9.2M	1.77%	0.00%	+7.5%	Q4 2019
GOOGLAlphabet Inc.	$8.44M	1.63%	0.00%	+9.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.86M	1.52%	Not reported	+5.5%	Q4 2019
METAMeta Platforms, Inc.	$7.69M	1.48%	Not reported	+11.8%	Q4 2019
GOOGAlphabet Inc.	$7.35M	1.42%	Not reported	+9.2%	Q4 2019
APOApollo Global Management, Inc.	$7.23M	1.39%	0.01%	+3.9%	Q4 2019
TSLATesla, Inc.	$7.07M	1.36%	0.00%	+19.8%	Q2 2020
JNJJohnson & Johnson	$6.24M	1.20%	0.00%	+9.1%	Q4 2019
CVXChevron Corp	$5.5M	1.06%	0.00%	+0.8%	Q4 2019
RTXRTX Corp	$5.13M	0.99%	0.00%	+3.8%	Q2 2020
GLDSPDR Gold Trust	$5M	0.96%	0.00%	+13.2%	Q2 2020
GSGoldman Sachs Group Inc	$4.94M	0.95%	0.00%	+5.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.66M	0.90%	Not reported	-13.3%	Q4 2019
LRCXLam Research Corp	$4.59M	0.88%	0.00%	+1.0%	Q1 2025
BXBlackstone Inc.	$4.37M	0.84%	0.01%	+52.2%	Q4 2019
VVisa Inc.	$4.14M	0.80%	0.00%	+6.6%	Q4 2019
NEENextera Energy Inc	$3.9M	0.75%	0.00%	+2.0%	Q4 2019
COSTCostco Wholesale Corp	$3.8M	0.73%	0.00%	+7.6%	Q4 2019
HDHome Depot, Inc.	$3.38M	0.65%	0.00%	+9.2%	Q4 2019
BABoeing Co	$3.36M	0.65%	0.00%	+3.1%	Q4 2019
CBChubb Ltd	$3.33M	0.64%	0.00%	+3.3%	Q4 2019
WMBWilliams Companies, Inc.	$3.33M	0.64%	0.00%	+1.3%	Q4 2019
PEPPepsico Inc	$3.29M	0.63%	0.00%	+8.6%	Q4 2019
WMTWalmart Inc.	$3.29M	0.63%	0.00%	+9.3%	Q4 2019
PLDPrologis, Inc.	$3.26M	0.63%	0.00%	+2.7%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.24M	0.62%	Not reported	Not reported	Q1 2020
MCDMcdonalds Corp	$3.11M	0.60%	0.00%	+10.0%	Q4 2019
PGPROCTER & GAMBLE Co	$3.01M	0.58%	0.00%	+15.5%	Q4 2019
AMGNAmgen Inc	$2.95M	0.57%	0.00%	+7.8%	Q4 2019
XOMExxonMobil Holdings Corp	$2.91M	0.56%	0.00%	+9.0%	Q4 2019
DUKDuke Energy CORP	$2.77M	0.53%	0.00%	+3.4%	Q1 2020
LMTLockheed Martin Corp	$2.71M	0.52%	0.00%	+3.5%	Q2 2020
SBUXStarbucks Corp	$2.65M	0.51%	0.00%	+17.7%	Q4 2019
COPConocophillips	$2.63M	0.51%	0.00%	+13.7%	Q4 2019
UNPUnion Pacific Corp	$2.47M	0.48%	0.00%	+3.9%	Q4 2019
LLYELI LILLY & Co	$2.38M	0.46%	0.00%	+4.8%	Q1 2020
ABBVAbbVie Inc.	$2.36M	0.45%	0.00%	+6.9%	Q4 2019
APDAir Products & Chemicals, Inc.	$2.36M	0.45%	0.00%	+19.9%	Q2 2024
MDTMedtronic plc	$2.28M	0.44%	0.00%	+5.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.27M	0.44%	Not reported	-5.8%	Q4 2019
TYTRI-CONTINENTAL Corp	$2.12M	0.41%	Not reported	Not reported	Q3 2024
DLRDigital Realty Trust, Inc.	$1.96M	0.38%	0.00%	+6.9%	Q3 2025
SPGIS&P Global Inc.	$1.94M	0.37%	0.00%	+8.4%	Q4 2019
CLColgate Palmolive Co	$1.92M	0.37%	0.00%	+12.0%	Q4 2019
UNHUnitedhealth Group Inc	$1.87M	0.36%	0.00%	+29.0%	Q4 2019
NMZNuveen Municipal High Income Opportunity Fund	$1.8M	0.35%	Not reported	+6.1%	Q2 2025

Q4 2025Reported Feb 13, 2026191 positions
AAPLApple Inc.	$38.9M	8.29%	0.00%	+3.2%	Q4 2019
NVDANvidia Corp	$21.9M	4.65%	0.00%	+65.8%	Q1 2020
MSFTMicrosoft Corp	$18.7M	3.98%	0.00%	+8.6%	Q4 2019
AMZNAmazon Com Inc	$14.4M	3.06%	0.00%	+7.3%	Q4 2019
JPMJPMorgan Chase & Co	$9.38M	2.00%	0.00%	+1.2%	Q4 2019
APOApollo Global Management, Inc.	$9.04M	1.92%	0.01%	-10.8%	Q4 2019
GOOGLAlphabet Inc.	$8.35M	1.78%	0.00%	+2.1%	Q4 2019
METAMeta Platforms, Inc.	$7.94M	1.69%	Not reported	+18.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.82M	1.66%	Not reported	+2.0%	Q4 2019
GOOGAlphabet Inc.	$7.36M	1.57%	Not reported	-1.2%	Q4 2019
TSLATesla, Inc.	$7.14M	1.52%	0.00%	-1.8%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$5.63M	1.20%	Not reported	+3.8%	Q4 2019
GSGoldman Sachs Group Inc	$4.88M	1.04%	0.00%	+0.8%	Q4 2019
JNJJohnson & Johnson	$4.84M	1.03%	0.00%	+2.3%	Q4 2019
RTXRTX Corp	$4.7M	1.00%	0.00%	+1.3%	Q2 2020
VVisa Inc.	$4.5M	0.96%	0.00%	+3.8%	Q4 2019
GLDSPDR Gold Trust	$4.07M	0.87%	0.00%	+13.3%	Q2 2020
CVXChevron Corp	$4.02M	0.86%	0.00%	+0.7%	Q4 2019
BXBlackstone Inc.	$3.85M	0.82%	0.00%	+4.2%	Q4 2019
LRCXLam Research Corp	$3.64M	0.77%	0.00%	+0.3%	Q1 2025
BABoeing Co	$3.55M	0.76%	0.00%	+3.4%	Q4 2019
NEENextera Energy Inc	$3.3M	0.70%	0.00%	+1.7%	Q4 2019
HDHome Depot, Inc.	$3.23M	0.69%	0.00%	+1.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.14M	0.67%	Not reported	Not reported	Q1 2020
CBChubb Ltd	$3.09M	0.66%	0.00%	+1.0%	Q4 2019
PLDPrologis, Inc.	$3.07M	0.65%	0.00%	+28.0%	Q1 2025
COSTCostco Wholesale Corp	$3.06M	0.65%	0.00%	-2.1%	Q4 2019
PEPPepsico Inc	$2.8M	0.60%	0.00%	+2.6%	Q4 2019
MCDMcdonalds Corp	$2.78M	0.59%	0.00%	+4.8%	Q4 2019
WMBWilliams Companies, Inc.	$2.72M	0.58%	0.00%	+3.9%	Q4 2019
WMTWalmart Inc.	$2.7M	0.57%	0.00%	+1.1%	Q4 2019
LLYELI LILLY & Co	$2.66M	0.57%	0.00%	-11.8%	Q1 2020
PGPROCTER & GAMBLE Co	$2.58M	0.55%	0.00%	+1.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.56M	0.55%	Not reported	-1.0%	Q4 2019
AMGNAmgen Inc	$2.55M	0.54%	0.00%	+5.2%	Q4 2019
DUKDuke Energy CORP	$2.4M	0.51%	0.00%	+5.3%	Q1 2020
MDTMedtronic plc	$2.39M	0.51%	0.00%	+5.6%	Q4 2019
ABBVAbbVie Inc.	$2.32M	0.49%	0.00%	+1.2%	Q4 2019
UNPUnion Pacific Corp	$2.27M	0.48%	0.00%	-0.7%	Q4 2019
SPGIS&P Global Inc.	$2.2M	0.47%	0.00%	+5.5%	Q4 2019
TYTRI-CONTINENTAL Corp	$2.19M	0.47%	Not reported	+6.3%	Q3 2024
SBUXStarbucks Corp	$2.11M	0.45%	0.00%	+7.8%	Q4 2019
LMTLockheed Martin Corp	$2.1M	0.45%	0.00%	+5.4%	Q2 2020
IBMInternational Business Machines Corp	$2.04M	0.44%	0.00%	-0.6%	Q4 2019
ORCLOracle Corp	$1.98M	0.42%	0.00%	+1.3%	Q4 2019
XOMExxonMobil Holdings Corp	$1.9M	0.40%	0.00%	+0.8%	Q4 2019
NKENIKE, Inc.	$1.77M	0.38%	0.00%	-0.6%	Q4 2019
UNHUnitedhealth Group Inc	$1.76M	0.38%	0.00%	+4.0%	Q4 2019
PCTPureCycle Technologies, Inc.	$1.76M	0.37%	0.11%	+109.0%	Q3 2023
MAMastercard Inc	$1.73M	0.37%	0.00%	-1.9%	Q4 2019

Q3 2025Reported Oct 29, 2025191 positions
AAPLApple Inc.	$35.3M	8.47%	0.00%	-0.3%	Q4 2019
MSFTMicrosoft Corp	$18.4M	4.42%	0.00%	-0.3%	Q4 2019
NVDANvidia Corp	$13.2M	3.16%	0.00%	-0.7%	Q1 2020
AMZNAmazon Com Inc	$12.7M	3.06%	0.00%	+2.7%	Q4 2019
APOApollo Global Management, Inc.	$9.32M	2.23%	0.01%	+1.3%	Q4 2019
JPMJPMorgan Chase & Co	$9.07M	2.17%	0.00%	+1.8%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.66M	1.84%	Not reported	+2.8%	Q4 2019
METAMeta Platforms, Inc.	$7.43M	1.78%	Not reported	+1.7%	Q4 2019
TSLATesla, Inc.	$7.2M	1.72%	0.00%	+6.0%	Q2 2020
GOOGLAlphabet Inc.	$6.36M	1.52%	0.00%	+2.5%	Q4 2019
GOOGAlphabet Inc.	$5.79M	1.39%	Not reported	-0.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$5.3M	1.27%	Not reported	+17.0%	Q4 2019
GSGoldman Sachs Group Inc	$4.39M	1.05%	0.00%	+3.7%	Q4 2019
JNJJohnson & Johnson	$4.24M	1.02%	0.00%	+2.7%	Q4 2019
RTXRTX Corp	$4.24M	1.02%	0.00%	+2.1%	Q2 2020
VVisa Inc.	$4.22M	1.01%	0.00%	+3.6%	Q4 2019
BXBlackstone Inc.	$4.09M	0.98%	0.00%	+4.4%	Q4 2019
CVXChevron Corp	$4.07M	0.98%	0.00%	+4.2%	Q4 2019
HDHome Depot, Inc.	$3.74M	0.90%	0.00%	+3.2%	Q4 2019
BABoeing Co	$3.41M	0.82%	0.00%	+3.9%	Q4 2019
COSTCostco Wholesale Corp	$3.35M	0.80%	0.00%	-1.0%	Q4 2019
GLDSPDR Gold Trust	$3.22M	0.77%	0.00%	+5.4%	Q2 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$3.08M	0.74%	Not reported	-0.6%	Q1 2020
NEENextera Energy Inc	$3.05M	0.73%	0.00%	+5.2%	Q4 2019
LRCXLam Research Corp	$2.84M	0.68%	0.00%	+0.1%	Q1 2025
ORCLOracle Corp	$2.82M	0.68%	0.00%	-7.2%	Q4 2019
CBChubb Ltd	$2.77M	0.66%	0.00%	+6.6%	Q4 2019
WMBWilliams Companies, Inc.	$2.76M	0.66%	0.00%	+6.4%	Q4 2019
PGPROCTER & GAMBLE Co	$2.72M	0.65%	0.00%	+4.0%	Q4 2019
PEPPepsico Inc	$2.67M	0.64%	0.00%	+5.8%	Q4 2019
MCDMcdonalds Corp	$2.64M	0.63%	0.00%	+5.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.53M	0.61%	Not reported	+10.4%	Q4 2019
WMTWalmart Inc.	$2.47M	0.59%	0.00%	-2.0%	Q4 2019
DUKDuke Energy CORP	$2.41M	0.58%	0.00%	+7.4%	Q1 2020
UNPUnion Pacific Corp	$2.34M	0.56%	0.00%	-4.9%	Q4 2019
ABBVAbbVie Inc.	$2.32M	0.56%	0.00%	-2.4%	Q4 2019
IBITiShares Bitcoin Trust ETF	$2.31M	0.55%	0.00%	+6.8%	Q2 2025
MDTMedtronic plc	$2.24M	0.54%	0.00%	+7.8%	Q4 2019
PLDPrologis, Inc.	$2.15M	0.52%	0.00%	+782.7%	Q1 2025
TYTRI-CONTINENTAL Corp	$2.14M	0.51%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$2.14M	0.51%	0.00%	+0.1%	Q1 2020
AMGNAmgen Inc	$2.09M	0.50%	0.00%	+8.8%	Q4 2019
LMTLockheed Martin Corp	$2.05M	0.49%	0.00%	+10.6%	Q2 2020
SBUXStarbucks Corp	$1.97M	0.47%	0.00%	-1.7%	Q4 2019
IBMInternational Business Machines Corp	$1.96M	0.47%	0.00%	-17.2%	Q4 2019
NKENIKE, Inc.	$1.95M	0.47%	0.00%	+1.5%	Q4 2019
APDAir Products & Chemicals, Inc.	$1.95M	0.47%	0.00%	+683.0%	Q2 2024
SPGIS&P Global Inc.	$1.94M	0.47%	0.00%	+8.1%	Q4 2019
UNHUnitedhealth Group Inc	$1.77M	0.43%	0.00%	+10.4%	Q4 2019
XOMExxonMobil Holdings Corp	$1.76M	0.42%	0.00%	+1.8%	Q4 2019

Q2 2025Reported Aug 11, 2025192 positions
AAPLApple Inc.	$28.6M	7.46%	0.00%	-1.0%	Q4 2019
MSFTMicrosoft Corp	$17.8M	4.64%	0.00%	-2.3%	Q4 2019
AMZNAmazon Com Inc	$12.4M	3.24%	0.00%	+2.1%	Q4 2019
NVDANvidia Corp	$11.2M	2.94%	0.00%	+7.5%	Q1 2020
APOApollo Global Management, Inc.	$9.8M	2.56%	0.01%	+14.9%	Q4 2019
JPMJPMorgan Chase & Co	$8.19M	2.14%	0.00%	+0.7%	Q4 2019
METAMeta Platforms, Inc.	$7.35M	1.92%	Not reported	+3.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$7.21M	1.88%	Not reported	+0.5%	Q4 2019
TSLATesla, Inc.	$4.85M	1.27%	0.00%	+2.1%	Q2 2020
GOOGLAlphabet Inc.	$4.49M	1.17%	0.00%	+6.3%	Q4 2019
VVisa Inc.	$4.24M	1.11%	0.00%	+3.9%	Q4 2019
GOOGAlphabet Inc.	$4.23M	1.11%	Not reported	+3.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$4.2M	1.10%	Not reported	-4.6%	Q4 2019
GSGoldman Sachs Group Inc	$3.76M	0.98%	0.00%	+0.6%	Q4 2019
COSTCostco Wholesale Corp	$3.62M	0.95%	0.00%	-0.1%	Q4 2019
RTXRTX Corp	$3.62M	0.95%	0.00%	-0.8%	Q2 2020
CVXChevron Corp	$3.6M	0.94%	0.00%	+6.3%	Q4 2019
BXBlackstone Inc.	$3.43M	0.90%	0.00%	+2.3%	Q4 2019
JNJJohnson & Johnson	$3.4M	0.89%	0.00%	+1.0%	Q4 2019
HDHome Depot, Inc.	$3.28M	0.86%	0.00%	-0.2%	Q4 2019
BABoeing Co	$3.19M	0.83%	0.00%	-6.9%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.93M	0.77%	Not reported	Not reported	Q1 2020
GEGeneral Electric Co	$2.84M	0.74%	0.00%	0.0%	Q3 2021
PGPROCTER & GAMBLE Co	$2.72M	0.71%	0.00%	+1.3%	Q4 2019
NEENextera Energy Inc	$2.67M	0.70%	0.00%	+1.9%	Q4 2019
CBChubb Ltd	$2.67M	0.70%	0.00%	+0.8%	Q4 2019
GLDSPDR Gold Trust	$2.62M	0.68%	0.00%	+23.4%	Q2 2020
WMBWilliams Companies, Inc.	$2.57M	0.67%	0.00%	-4.4%	Q4 2019
IBMInternational Business Machines Corp	$2.47M	0.65%	0.00%	+51.5%	Q4 2019
MCDMcdonalds Corp	$2.4M	0.63%	0.00%	-4.5%	Q4 2019
UNPUnion Pacific Corp	$2.39M	0.62%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$2.39M	0.62%	0.00%	-2.4%	Q4 2019
PEPPepsico Inc	$2.37M	0.62%	0.00%	+7.1%	Q4 2019
ORCLOracle Corp	$2.36M	0.62%	0.00%	+4.3%	Q4 2019
LLYELI LILLY & Co	$2.18M	0.57%	0.00%	+10.5%	Q1 2020
SBUXStarbucks Corp	$2.17M	0.57%	0.00%	+5.6%	Q4 2019
DUKDuke Energy CORP	$2.14M	0.56%	0.00%	+4.8%	Q1 2020
QQQInvesco QQQ Trust, Series 1	$2.1M	0.55%	Not reported	+5.3%	Q4 2019
LRCXLam Research Corp	$2.06M	0.54%	0.00%	+5.0%	Q1 2025
IBITiShares Bitcoin Trust ETF	$2.03M	0.53%	0.00%	New	Q2 2025
TYTRI-CONTINENTAL Corp	$2M	0.52%	Not reported	+2.5%	Q3 2024
NKENIKE, Inc.	$1.96M	0.51%	0.00%	+10.8%	Q4 2019
SPGIS&P Global Inc.	$1.95M	0.51%	0.00%	+2.8%	Q4 2019
CRMSalesforce, Inc.	$1.94M	0.51%	0.00%	+6.5%	Q4 2019
ABBVAbbVie Inc.	$1.91M	0.50%	0.00%	+2.1%	Q4 2019
MDTMedtronic plc	$1.9M	0.50%	0.00%	+1.8%	Q4 2019
AMGNAmgen Inc	$1.9M	0.50%	0.00%	+0.5%	Q4 2019
MAMastercard Inc	$1.8M	0.47%	0.00%	Not reported	Q4 2019
LMTLockheed Martin Corp	$1.72M	0.45%	0.00%	-5.2%	Q2 2020
NFLXNetflix Inc	$1.71M	0.45%	0.00%	+1.8%	Q1 2020

Premium opens every quarter this fund has filed