Platform Technology Partners

CIK

1830817

Location

NEW YORK, NY

Portfolio Value

Small $422,081,045

Diversification

Diversified

Filing Date

Global Rank

#1,120 / 4,286 ▲ 1802

Top Industry

Consumer Electronics 10.9%

3Y Alpha vs SPY

-1.0%

Period ended 37 days ago

Filed Jul 24, 2026 · 13d

24 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+77.0%

SPY

+78.8%

Annualised alpha

-0.4%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

300 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.5%

+0.1 pts

Top 5

27.1%

−1.9 pts

Top 10

37.6%

−2.0 pts

HHI

247

Diversified−13

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$133,613,667	55
Financial Services	15.8%	$66,645,634	44
Consumer Cyclical	10.2%	$43,185,481	26
Industrials	8.4%	$35,472,740	45
Healthcare	8.2%	$34,553,589	36
Communication Services	5.7%	$23,969,854	13
Consumer Defensive	5.7%	$23,864,924	20
Energy	4.2%	$17,603,463	14
Unclassified	3.8%	$16,167,132	10
Utilities	3.1%	$13,242,561	13
Real Estate	2.3%	$9,534,869	17
Basic Materials	1.0%	$4,227,131	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNGR	FingerMotion, Inc.	+100,000	359,643	$135,945
NMZ	Nuveen Municipal High Income Opportunity Fund	+20,042	193,277	$2,042,937
PCT	PureCycle Technologies, Inc.	+15,143	169,781	$1,376,923
CRMT	Americas Carmart Inc	+15,000	40,400	$112,716
CAG	Conagra Brands Inc.	+8,342	19,392	$261,016
EVLV	Evolv Technologies Holdings, Inc.	+4,291	139,122	$806,907
BXSL	Blackstone Secured Lending Fund	+3,864	29,924	$709,498
BKNG	Booking Holdings Inc.	+3,811	3,985	$710,286
KO	Coca Cola Co	+3,525	12,778	$1,038,468
MDT	Medtronic plc	+3,198	29,485	$2,306,611
MSFT	Microsoft Corp	+3,167	45,761	$17,069,768
NVO	Novo Nordisk A S	+3,079	10,941	$524,511
NKE	NIKE, Inc.	+2,931	33,905	$1,391,800
SLV	iShares Silver Trust	+2,600	7,921	$423,535
PG	PROCTER & GAMBLE Co	+2,365	23,172	$3,397,942
ACN	Accenture plc	+2,365	3,989	$496,391
NEE	Nextera Energy Inc	+2,322	44,260	$3,884,700
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,202	8,408	$429,228
NVDA	Nvidia Corp	+2,156	132,818	$26,575,553
AAPL	Apple Inc.	+1,973	152,437	$44,109,170
VZ	Verizon Communications Inc	+1,898	37,672	$1,595,032
GPC	Genuine Parts Co	+1,569	3,550	$418,829
NFLX	Netflix Inc	+1,550	16,039	$1,145,184
MDLZ	Mondelez International, Inc.	+1,504	7,849	$453,986
KHC	Kraft Heinz Co	+1,356	15,842	$374,188
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−25,534	29,436	$10,519,543
MVST	Microvast Holdings, Inc.	−5,000	10,000	$11,700
TSAT	Telesat Corp	−4,000	4,551	$230,371
TXG	10x Genomics, Inc.	−3,962	8,530	$327,040
BX	Blackstone Inc.	−3,613	34,390	$4,046,671
ZTS	Zoetis Inc.	−3,412	3,715	$266,959
HON	Honeywell International Inc	−2,940	2,496	$558,854
DIS	Walt Disney Co	−2,902	7,412	$713,405
APO	Apollo Global Management, Inc.	−2,713	62,164	$7,354,622
NU	Nu Holdings Ltd.	−2,600	15,430	$206,144
ORI	Old Republic International Corp	−2,160	7,904	$323,431
LYG	Lloyds Banking Group plc	−2,144	31,345	$182,741
CRWV	CoreWeave, Inc.	−2,121	6,004	$597,638
GEN	Gen Digital Inc.	−1,726	12,421	$309,158
IBIT	iShares Bitcoin Trust ETF	−1,546	42,090	$1,401,176
XOM	ExxonMobil Holdings Corp	−1,345	15,832	$2,164,551
WMT	Walmart Inc.	−1,250	25,199	$2,854,038
BMY	Bristol Myers Squibb Co	−1,132	20,385	$1,174,583
WFC	Wells Fargo & Company/Mn	−1,102	11,943	$986,969
AMZN	Amazon Com Inc	−1,048	67,547	$16,099,151
KMI	Kinder Morgan, Inc.	−1,037	8,732	$279,162
ETHA	iShares Ethereum Trust ETF	−1,000	47,285	$562,218
MRK	Merck & Co., Inc.	−988	13,444	$1,727,554
MNST	Monster Beverage Corp	−965	3,535	$339,784
JNJ	Johnson & Johnson	−897	24,647	$6,259,598
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CIFR	Cipher Digital Inc.	350,000	$8,575,000
WOLF	Wolfspeed, Inc.	16,056	$774,702
HONA	Honeywell Aerospace Inc.	2,496	$551,116
NBIS	Nebius Group N.V.	1,682	$464,517
AXON	Axon Enterprise, Inc.	661	$370,563
FBIN	Fortune Brands Innovations, Inc.	6,061	$332,748
PH	Parker-Hannifin Corp	330	$322,779
CHD	Church & Dwight Co Inc /De/	3,262	$316,022
WRAP	Wrap Technologies, Inc.	234,607	$302,643
DDOG	Datadog, Inc.	1,122	$292,123
AZO	Autozone Inc	91	$290,830
MTD	Mettler Toledo International Inc/	223	$284,884
ANET	Arista Networks, Inc.	1,663	$282,510
PSA	Public Storage	875	$278,521
IRDM	Iridium Communications Inc.	5,046	$276,773
SYY	Sysco Corp	3,248	$271,467
KLAC	Kla Corp	890	$268,521
AVY	Avery Dennison Corp	1,634	$265,279
ENTG	Entegris Inc	1,465	$263,494
HWM	Howmet Aerospace Inc.	974	$261,869
EOG	Eog Resources Inc	2,015	$261,405
DAL	Delta Air Lines, Inc.	2,780	$260,374
SNA	Snap-on Inc	647	$260,352
ATR	Aptargroup, Inc.	2,060	$257,912
LH	Labcorp Holdings Inc.	907	$253,960
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SSB	SouthState Bank Corp	3,632	$336,032
GD	General Dynamics Corp	970	$332,923
HBAN	Huntington Bancshares Inc /Md/	19,755	$309,165
RF	Regions Financial Corp	11,818	$308,686
ABCB	Ameris Bancorp	3,941	$307,358
HDB	Hdfc Bank Ltd	12,049	$299,779
CAH	Cardinal Health Inc	1,329	$280,830
CMCSA	Comcast Corp	9,359	$268,696
CF	CF Industries Holdings, Inc.	2,017	$261,887
KR	Kroger Co	3,394	$245,589
INGR	Ingredion Inc	2,173	$244,810
SNPS	Synopsys Inc	581	$230,354
AMT	American Tower Corp /Ma/	1,305	$225,216
CRUS	Cirrus Logic, Inc.	1,542	$223,004
FDX	Fedex Corp	626	$222,968
ITT	Itt Inc.	1,149	$218,918
CCK	Crown Holdings, Inc.	2,118	$212,329
ADSK	Autodesk, Inc.	870	$208,278
RL	Ralph Lauren Corp	597	$205,362
IFF	International Flavors & Fragrances Inc	2,817	$204,373
DG	Dollar General Corp	1,709	$202,909
DT	Dynatrace, Inc.	5,477	$202,539
LHX	L3harris Technologies, Inc. /De/	586	$202,257
LOW	Lowes Companies Inc	854	$201,783
TSN	Tyson Foods, Inc.	3,137	$200,987
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

300 tracked positions · $422,081,045 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 300 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. CALL + SHARES Technology	Added	152,437	+1,973	$44,109,170	+15.5%	10.45%
NVDA	Nvidia Corp Technology	Added	132,818	+2,156	$26,575,553	+16.6%	6.30%
MSFT	Microsoft Corp Technology	Added	45,761	+3,167	$17,069,768	+8.3%	4.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	67,547	-1,048	$16,099,151	+12.7%	3.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	29,436	-25,534	$10,519,543	−33.4%	2.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,506	-785	$9,985,528	+8.5%	2.37%
LRCX	Lam Research Corp Technology	Added	21,490	+13	$9,312,261	+102.9%	2.21%
CIFR	Cipher Digital Inc. Technology	NEW	350,000	NEW	$8,575,000	NEW	2.03%
TSLA	Tesla, Inc. Consumer Cyclical	Added	19,801	+776	$8,328,300	+17.8%	1.97%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,612	+201	$8,312,478	+5.7%	1.97%
META	Meta Platforms, Inc. Communication Services	Added	13,838	+389	$7,794,807	+1.3%	1.85%
APO	Apollo Global Management, Inc. Financial Services	Reduced	62,164	-2,713	$7,354,622	+1.7%	1.74%
JNJ	Johnson & Johnson Healthcare	Reduced	24,647	-897	$6,259,598	+0.3%	1.48%
GS	Goldman Sachs Group Inc Financial Services	Added	5,879	+41	$5,945,844	+20.4%	1.41%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,000	-159	$5,227,390	+12.3%	1.24%
RTX	RTX Corp Industrials	Added	27,232	+619	$5,166,727	+0.6%	1.22%
V	Visa Inc. Financial Services	Added	14,633	+939	$5,020,435	+21.3%	1.19%
CVX	Chevron Corp Energy	Reduced	25,821	-784	$4,280,088	−22.2%	1.01%
GLD	Spdr Gold Trust	Reduced	11,311	-316	$4,166,746	−16.7%	0.99%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,547	+1,283	$4,072,395	+20.6%	0.96%
BX	Blackstone Inc. Financial Services	Reduced	34,390	-3,613	$4,046,671	−7.4%	0.96%
NEE	Nextera Energy Inc Utilities	Added	44,260	+2,322	$3,884,700	−0.3%	0.92%
LLY	ELI LILLY & Co Healthcare	Added	3,230	+640	$3,874,159	+62.6%	0.92%
BA	Boeing Co Industrials	Added	17,346	+479	$3,754,888	+11.9%	0.89%
CB	Chubb Ltd Financial Services	Added	10,527	+295	$3,586,969	+7.6%	0.85%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,821	+5	$3,574,430	−6.0%	0.85%
WMB	Williams Companies, Inc. Energy	Added	46,721	+901	$3,473,239	+4.2%	0.82%
PLD	Prologis, Inc. Real Estate	Added	25,270	+586	$3,423,326	+4.9%	0.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	23,172	+2,365	$3,397,942	+13.1%	0.81%
SBUX	Starbucks Corp Consumer Cyclical	Added	30,648	+1,119	$3,131,919	+18.4%	0.74%
AMGN	Amgen Inc Healthcare	Added	8,500	+113	$3,078,020	+4.3%	0.73%
UNH	Unitedhealth Group Inc Healthcare	Added	7,226	+333	$3,003,342	+61.0%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Added	3,961	+30	$2,916,880	+28.6%	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,788	+782	$2,916,104	−6.2%	0.69%
PEP	Pepsico Inc Consumer Defensive	Reduced	21,109	-99	$2,858,158	−13.2%	0.68%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,199	-1,250	$2,854,038	−13.2%	0.68%
DUK	Duke Energy CORP Utilities	Added	22,181	+995	$2,807,670	+1.2%	0.67%
UNP	Union Pacific Corp Industrials	Reduced	10,102	-95	$2,747,744	+11.1%	0.65%
CAT	Caterpillar Inc Industrials	Added	2,568	+41	$2,734,663	+52.8%	0.65%
ABBV	AbbVie Inc. Healthcare	Reduced	10,636	-208	$2,676,443	+13.5%	0.63%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	8,605	+489	$2,522,813	+7.0%	0.60%
LMT	Lockheed Martin Corp Industrials	Added	4,683	+198	$2,385,801	−12.0%	0.57%
TY	TRI-CONTINENTAL Corp Financial Services	Added	68,034	+1,038	$2,341,730	+10.6%	0.55%
MDT	Medtronic plc Healthcare	Added	29,485	+3,198	$2,306,611	+1.3%	0.55%
XOM	ExxonMobil Holdings Corp Energy	Reduced	15,832	-1,345	$2,164,551	−25.7%	0.51%
CL	Colgate Palmolive Co Consumer Defensive	Added	23,483	+928	$2,152,921	+12.0%	0.51%
COP	Conocophillips Energy	Added	20,253	+307	$2,105,501	−20.0%	0.50%
AVGO	Broadcom Inc. Technology	Reduced	5,532	-82	$2,089,713	+20.3%	0.50%
DLR	Digital Realty Trust, Inc. Real Estate	Added	11,606	+709	$2,084,205	+6.1%	0.49%
IBM	International Business Machines Corp Technology	Added	7,304	+257	$2,053,957	+20.2%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.