Platform Technology Partners
Sector Allocation
- Other30.0%$183.1M
- Technology25.5%$155.5M
- Financials14.4%$87.7M
- Consumer Discretionary7.1%$43.2M
- Healthcare5.7%$34.5M
- Industrials5.0%$30.7M
- Consumer Staples3.9%$23.6M
- Energy2.9%$17.6M
- Utilities2.2%$13.5M
- Real Estate1.6%$9.5M
AUM History
13fpro.ai/research/fund/platform-technology-partners-1830817
Conviction and streaks
Stable · top 10 = 29.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$43.7MNVDA
$26.6MMSFT
$17.1MAMZN
$16.1M- MORGAN$14.7M
- FEDERATED$13.9M
- SCHWAB$13.0M
- ISHARES$11.9M
GOOGL
$10.5MJPM
$10.0MLRCX
$9.3M- SERIES$9.2M
- DIMENSIONAL$9.2M
GOOG
$9.1MCIFR
$8.6MTSLA
$8.3MBRK.B
$8.3MMETA
$7.8M- VANGUARD$7.6M
- VANGUARD$7.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/platform-technology-partners-1830817
Platform Technology Partners 13F holdings — Q2 2026
$611.2M portfolio (+17.8% QoQ) · 394 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
Includes $434K of put/call options ($0 puts, $434K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $610.8M. Weights use the stock portfolio.
$43.7M
7.2% of stocks
+0.3%This quarter+3.3%Since filed9+ qtrsHeld$26.6M
4.3% of stocks
+2%This quarter+4.4%Since filed9+ qtrsHeld$17.1M
2.8% of stocks
+7%This quarter+39.5%Since filed9+ qtrsHeld$16.1M
2.6% of stocks
-2%This quarter+7.3%Since filed9+ qtrsHeld- 5
MORGAN STANLEY ETF TRUST - EATO VA DURA ETF
$14.7M
2.4% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF
$13.9M
2.3% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$13.0M
2.1% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - CORE S&P500 ETF
$11.9M
2.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $10.5M
1.7% of stocks
+0.4%This quarter-1.5%Since filed9+ qtrsHeld$10.0M
1.6% of stocks
-3%This quarter-5.4%Since filed9+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $43.7M | 7.2% | +0.3% | +3.3% | 9+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $26.6M | 4.3% | +2% | +4.4% | 9+ qtrsAdded 3 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $17.1M | 2.8% | +7% | +39.5% | 9+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $16.1M | 2.6% | -2% | +7.3% | 9+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | MORGAN STANLEY ETF TRUST - EATO VA DURA ETF | $14.7M | 2.4% | +11% | — | — | — | — | |
| 6 | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | $13.9M | 2.3% | +15% | — | — | — | — | |
| 7 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $13.0M | 2.1% | +7% | — | — | — | — | |
| 8 | ISHARES TR - CORE S&P500 ETF | $11.9M | 2.0% | +2% | — | — | — | — | |
| 9 | $10.5M | 1.7% | +0.4% | -1.5% | 9+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $10.0M | 1.6% | -3% | -5.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Platform Technology Partners (Q2 2026)
394 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LAM RESEARCH CORP | Technology | $9.3M | 1.5% | 21K | +0.1% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SERIES PORTFOLIOS TR - EQUAB EQUIT ETFetf/fund | — | $9.2M | 1.5% | 306K | +9% | — | — | 13F |
| 13 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $9.2M | 1.5% | 111K | +11% | — | — | 13F |
| 14 | Alphabet Inc. | Technology | $9.1M | 1.5% | 26K | +0.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Cipher Digital Inc. | Financials | $8.6M | 1.4% | 350K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $8.3M | 1.4% | 20K | +4% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $8.3M | 1.4% | 17K | +1% | 9+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $7.8M | 1.3% | 14K | +3% | 9+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $7.6M | 1.3% | 11K | +6% | — | — | 13F |
| 20 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $7.4M | 1.2% | 86K | +565% | — | — | 13F |
| 21 | Apollo Global Management, Inc. | Financials | $7.4M | 1.2% | 62K | -4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JOHNSON & JOHNSON | Healthcare | $6.3M | 1.0% | 25K | -4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $6.1M | 1.0% | 78K | +43% | — | — | 13F |
| 24 | GOLDMAN SACHS GROUP INC | Financials | $5.9M | 1.0% | 5,879 | +0.7% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.2M | 0.9% | 7,000 | -2% | 9+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $RTX | RTX Corp | Industrials | $5.2M | 0.8% | 27K | +2% | |||
| 27 | $V | VISA INC. | Financials | $5.0M | 0.8% | 15K | +7% | |||
| 28 | — | ISHARES TR - 0-3 MTH TREASURY | — | $4.5M | 0.7% | 45K | +210% | |||
| 29 | $CVX | CHEVRON CORP | Energy | $4.3M | 0.7% | 26K | -3% | |||
| 30 | $GLD | SPDR GOLD TRUST | Financials | $4.2M | 0.7% | 11K | -3% | |||
| 31 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.1M | 0.7% | 12K | +13% | |||
| 32 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $4.0M | 0.7% | 138K | +14% | |||
| 33 | $BX | Blackstone Inc. | Financials | $4.0M | 0.7% | 34K | -10% | |||
| 34 | $NEE | NEXTERA ENERGY INC | Utilities | $3.9M | 0.6% | 44K | +6% | |||
| 35 | $LLY | ELI LILLY & Co | Healthcare | $3.9M | 0.6% | 3,230 | +25% | |||
| 36 | — | FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF | — | $3.8M | 0.6% | 203K | +104% | |||
| 37 | $BA | BOEING CO | Industrials | $3.8M | 0.6% | 17K | +3% | |||
| 38 | $CB | Chubb Ltd | Financials | $3.6M | 0.6% | 11K | +3% | |||
| 39 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.6M | 0.6% | 3,821 | +0.1% | |||
| 40 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.5M | 0.6% | 47K | +2% | |||
| 41 | — | FIRST TR EXCHANGE-TRADED FD - AAA CMBS ETF | — | $3.4M | 0.6% | 170K | +80% | |||
| 42 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $3.4M | 0.6% | 22K | -0.7% | |||
| 43 | $PLD | Prologis, Inc. | Real Estate | $3.4M | 0.6% | 25K | +2% | |||
| 44 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.4M | 0.6% | 23K | +11% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $3.1M | 0.5% | 35K | +15% | |||
| 46 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $3.1M | 0.5% | 31K | +4% | |||
| 47 | $AMGN | AMGEN INC | Healthcare | $3.1M | 0.5% | 8,500 | +1% | |||
| 48 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $3.0M | 0.5% | 37K | +18% | |||
| 49 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $3.0M | 0.5% | 7,226 | +5% | |||
| 50 | — | ISHARES TR - PFD AND INCM SEC | — | $2.9M | 0.5% | 96K | — | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.9M | 0.5% | 3,961 | +0.8% | |||
| 52 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.9M | 0.5% | 11K | +8% | |||
| 53 | $PEP | PEPSICO INC | Consumer Staples | $2.9M | 0.5% | 21K | -0.5% | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $2.9M | 0.5% | 25K | -5% | |||
| 55 | $DUK | Duke Energy CORP | Utilities | $2.8M | 0.5% | 22K | +5% | |||
| 56 | $UNP | UNION PACIFIC CORP | Industrials | $2.7M | 0.5% | 10K | -0.9% | |||
| 57 | $CAT | CATERPILLAR INC | Industrials | $2.7M | 0.5% | 2,568 | +2% | |||
| 58 | $ABBV | AbbVie Inc. | Healthcare | $2.7M | 0.4% | 11K | -2% | |||
| 59 | $WT | WisdomTree, Inc. | Financials | $2.6M | 0.4% | 50K | +15% | |||
| 60 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.5M | 0.4% | 36K | +5% | |||
| 61 | $APD | Air Products & Chemicals, Inc. | Materials | $2.5M | 0.4% | 8,605 | +6% | |||
| 62 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.4M | 0.4% | 4,683 | +4% | |||
| 63 | $TY | TRI-CONTINENTAL Corp | Other | $2.3M | 0.4% | 68K | +2% | |||
| 64 | $MDT | Medtronic plc | Healthcare | $2.3M | 0.4% | 29K | +12% | |||
| 65 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.2M | 0.3% | 16K | -8% | |||
| 66 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.2M | 0.3% | 23K | +4% | |||
| 67 | $COP | CONOCOPHILLIPS | Energy | $2.1M | 0.3% | 20K | +2% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $2.1M | 0.3% | 5,532 | -1% | |||
| 69 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $2.1M | 0.3% | 12K | +7% | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.1M | 0.3% | 7,304 | +4% | |||
| 71 | $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | Other | $2.0M | 0.3% | 193K | +12% | |||
| 72 | $SPGI | S&P Global Inc. | Financials | $2.0M | 0.3% | 4,924 | +8% | |||
| 73 | $MA | Mastercard Inc | Financials | $2.0M | 0.3% | 3,895 | +14% | |||
| 74 | — | ABACUS FCF ETF TR - LEADERS ETF | — | $2.0M | 0.3% | 23K | -5% | |||
| 75 | $GEV | GE Vernova Inc. | Industrials | $1.9M | 0.3% | 1,652 | +2% | |||
| 76 | $D | DOMINION ENERGY, INC | Utilities | $1.9M | 0.3% | 27K | +2% | |||
| 77 | — | AB ACTIVE ETFS INC - TAX AWARE SHRT | — | $1.8M | 0.3% | 73K | -1% | |||
| 78 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.8M | 0.3% | 22K | +310% | |||
| 79 | $MRK | Merck & Co., Inc. | Healthcare | $1.7M | 0.3% | 13K | -7% | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.3% | 14K | +0.6% | |||
| 81 | $WT | WisdomTree, Inc. | Financials | $1.6M | 0.3% | 40K | — | |||
| 82 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.3% | 38K | +5% | |||
| 83 | $PM | Philip Morris International Inc. | Consumer Staples | $1.6M | 0.3% | 8,717 | -0.4% | |||
| 84 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $1.5M | 0.2% | 40K | +0.0% | |||
| 85 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.2% | 10K | -2% | |||
| 86 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.4M | 0.2% | 9,526 | +4% | |||
| 87 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.4M | 0.2% | 6,538 | +0.2% | |||
| 88 | — | ISHARES TR - SELECT DIVID ETF | — | $1.4M | 0.2% | 9,071 | +6% | |||
| 89 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.4M | 0.2% | 27K | -3% | |||
| 90 | — | ETF SER SOLUTIONS - CLEARSHS ULTRA | — | $1.4M | 0.2% | 14K | +37% | |||
| 91 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.4M | 0.2% | 42K | -4% | |||
| 92 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.4M | 0.2% | 34K | +9% | |||
| 93 | $PCT | PureCycle Technologies, Inc. | Materials | $1.4M | 0.2% | 170K | +10% | |||
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.4M | 0.2% | 4,582 | +0.1% | |||
| 95 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.2% | 1,898 | +2% | |||
| 96 | $ET | Energy Transfer LP | Energy | $1.3M | 0.2% | 70K | +0.8% | |||
| 97 | $CLX | CLOROX CO /DE/ | Consumer Staples | $1.3M | 0.2% | 14K | +5% | |||
| 98 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.3M | 0.2% | 4,398 | +17% | |||
| 99 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.2% | 14K | — | |||
| 100 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.3M | 0.2% | 6,442 | -5% | |||
| 101 | — | ISHARES TR - FUTU AI TECH ETF | — | $1.3M | 0.2% | 17K | +0.1% | |||
| 102 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $1.3M | 0.2% | 66K | -0.7% | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $1.3M | 0.2% | 28K | +0.6% | |||
| 104 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $1.2M | 0.2% | 8,986 | +12% | |||
| 105 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.2M | 0.2% | 22K | -0.1% | |||
| 106 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.2M | 0.2% | 7,819 | +8% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.2% | 5,664 | +5% | |||
| 108 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.2M | 0.2% | 14K | -1% | |||
| 109 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.2M | 0.2% | 20K | -5% | |||
| 110 | $MU | MICRON TECHNOLOGY INC | Technology | $1.2M | 0.2% | 1,017 | -8% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.2M | 0.2% | 20K | +13% | |||
| 112 | — | TIDAL TRUST II - DEFIA AI PWR ETF | — | $1.1M | 0.2% | 34K | +6% | |||
| 113 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.2% | 16K | +11% | |||
| 114 | $TT | Trane Technologies plc | Technology | $1.1M | 0.2% | 2,313 | -3% | |||
| 115 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.2% | 9,527 | +0.3% | |||
| 116 | $GE | GENERAL ELECTRIC CO | Industrials | $1.1M | 0.2% | 2,917 | +18% | |||
| 117 | $AXP | AMERICAN EXPRESS CO | Financials | $1.1M | 0.2% | 3,194 | -15% | |||
| 118 | $ED | CONSOLIDATED EDISON INC | Utilities | $1.1M | 0.2% | 9,753 | -0.1% | |||
| 119 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.2% | 2,144 | -4% | |||
| 120 | — | PROSHARES TR - S&P 500 DV ARIST | — | $1.1M | 0.2% | 19K | +95% | |||
| 121 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.1M | 0.2% | 18K | +8% | |||
| 122 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | — | $1.0M | 0.2% | 9,500 | — | |||
| 123 | $KO | COCA COLA CO | Consumer Staples | $1.0M | 0.2% | 13K | +38% | |||
| 124 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.0M | 0.2% | 8,155 | +295% | |||
| 125 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.0M | 0.2% | 5,263 | +0.2% | |||
| 126 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $987K | 0.2% | 12K | -8% | |||
| 127 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $979K | 0.2% | 1,686 | -7% | |||
| 128 | $WT | WisdomTree, Inc. | Financials | $975K | 0.2% | 17K | — | |||
| 129 | — | AB ACTIVE ETFS INC - HIGH YIELD ETF | — | $937K | 0.1% | 25K | +3% | |||
| 130 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $930K | 0.1% | 19K | +0.6% | |||
| 131 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $883K | 0.1% | 2,385 | -0.2% | |||
| 132 | — | ISHARES TR - GLOBAL TECH ETF | — | $869K | 0.1% | 6,016 | — | |||
| 133 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $859K | 0.1% | 6,277 | +8% | |||
| 134 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $857K | 0.1% | 2,155 | +117% | |||
| 135 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $843K | 0.1% | 20K | +19% | |||
| 136 | $INTC | INTEL CORP | Technology | $843K | 0.1% | 6,038 | +8% | |||
| 137 | $OKE | ONEOK INC /NEW/ | Energy | $828K | 0.1% | 9,520 | +7% | |||
| 138 | $EVLV | Evolv Technologies Holdings, Inc. | Technology | $807K | 0.1% | 139K | +3% | |||
| 139 | $VRT | Vertiv Holdings Co | Technology | $803K | 0.1% | 2,399 | +0.0% | |||
| 140 | $ETN | Eaton Corp plc | Industrials | $800K | 0.1% | 1,878 | -1% | |||
| 141 | $WOLF | WOLFSPEED, INC. | Technology | $775K | 0.1% | 16K | New | |||
| 142 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $765K | 0.1% | 1,002 | +11% | |||
| 143 | — | ISHARES TR - RUS 2000 GRW ETF | — | $764K | 0.1% | 1,940 | — | |||
| 144 | $MRVL | Marvell Technology, Inc. | Technology | $753K | 0.1% | 2,528 | -9% | |||
| 145 | $APH | AMPHENOL CORP /DE/ | Technology | $752K | 0.1% | 4,264 | +0.4% | |||
| 146 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $750K | 0.1% | 1,509 | +4% | |||
| 147 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $737K | 0.1% | 2,430 | +4% | |||
| 148 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $729K | 0.1% | 1,526 | +24% | |||
| 149 | $SCHW | SCHWAB CHARLES CORP | Financials | $724K | 0.1% | 7,850 | -3% | |||
| 150 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $714K | 0.1% | 2,899 | +0.9% |
What changed in Q2 2026
Against the previous quarter's 13F: 81 new, 175 added to, 94 trimmed, 31 sold out. Share-count changes; largest moves by dollar size first.
New positions (81)
first bought this quarter
$WOLFWOLFSPEED, INC.$775K
first bought this quarter
$HONAHoneywell Aerospace Inc.$552K
first bought this quarter
$NBISNebius Group N.V.$464K
first bought this quarter
first bought this quarter
- ISHARES TR - INTL SEL DIV ETF$426K
first bought this quarter
+75 more in the Excel export
Added to (175)
- VANGUARD INDEX FDS - GROWTH ETF+565%
now $7.4M
- ISHARES TR - 0-3 MTH TREASURY+210%
now $4.5M
- FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF+104%
now $3.8M
- FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF+15%
now $13.9M
- J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP+43%
now $6.1M
- FIRST TR EXCHANGE-TRADED FD - AAA CMBS ETF+80%
now $3.4M
+169 more in the Excel export
Trimmed (94)
$HONHONEYWELL INTERNATIONAL INC-54%
now $559K · held 9+ qtrs
$BXBlackstone Inc.-10%
now $4.0M · held 9+ qtrs
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- SPDR SERIES TRUST - ST STR BLO 1 ETF-43%
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+88 more in the Excel export
Holdings by quarter
Every 13F Platform Technology Partners has filed, 24 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Platform Technology Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Platform Technology Partners disclosed 394 positions worth $611.2M in its Form 13F-HR for Q2 2026 — $610.8M in common stock plus $434,040 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 7.2% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 81 new positions and exited 31 — including a new stake in $CIFR. The portfolio is most concentrated in Other (30.0% of disclosed assets). All figures are sourced directly from Platform Technology Partners’s Form 13F-HR filing with the SEC under CIK 1830817.
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AI-Powered Hedge Fund Analysis: Platform Technology Partners
13F Pro is an AI hedge fund tracker and stock research platform. For Platform Technology Partners (SEC CIK: 1830817), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Platform Technology Partners's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.