Platform Technology Partners

Registered adviser

CIK

1830817

Location

NEW YORK, NY

Portfolio Value

Small $626,810,857

Diversification

Diversified

Filing Date

Global Rank

#3,416 / 8,827 ▲ 83 · as of Jun 2026

Top Industry

Consumer Electronics 11.7%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

25 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 305602

Roster of Nov 1, 2026

Regulatory AUM

$1,228,845,049

Main clients

Individuals and high net worth (97% of AUM)

Private funds

6 funds · Other private funds

Focus by fund count, roster of Nov 1, 2026

$51,353,596 gross assets

Private funds on Schedule D 7.B.(1)

As filed Jun 5, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$83,896,550 gross assets in 3 funds Other private funds $83,896,550 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,228,845,049	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$1,090,849,298	Individuals and high net worth (88%)
Apr 2024 to Mar 2025	$936,699,274	Individuals and high net worth (86%)
May 2023 to Mar 2024	$648,283,133	Individuals and high net worth (91%)
Apr 2023	$648,283,133	Individuals and high net worth (91%)
Apr 2022 to Mar 2023	$668,336,065	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 35.5%, 52.4 effective positions, active share 46.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

9.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.4 quarters (12+), a floor since 49.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 46.8%; sector active share 19.7% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

392 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

7.9%

+0.7 pts

Top 5

25.7%

+2.4 pts

Top 10

38.4%

+2.8 pts

HHI

217

Diversified+25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$200,755,391	104
Technology	23.1%	$145,052,239	56
Financial Services	10.3%	$64,570,737	37
Consumer Cyclical	6.6%	$41,262,211	27
Healthcare	6.3%	$39,559,515	41
Communication Services	5.6%	$35,249,299	15
Industrials	5.2%	$32,752,247	43
Consumer Defensive	3.5%	$22,159,085	17
Energy	3.1%	$19,586,627	15
Utilities	2.1%	$12,958,681	16
Real Estate	1.4%	$8,972,359	15
Basic Materials	0.6%	$3,932,466	6

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	+51,767	245,044	$2,195,594
SGOV	iShares 0-3 Month Treasury Bond ETF	+42,944	87,723	$8,831,951
FTRB	Federated Hermes Total Return Bond ETF	+39,637	593,682	$14,218,683
PCT	PureCycle Technologies, Inc.	+21,258	191,039	$842,481
EVSD	Eaton Vance Short Duration Income ETF	+13,477	303,445	$15,102,457
HGER	Harbor Commodity All-Weather Strategy ETF	+10,692	148,702	$5,243,232
SCHD	Schwab U.S. Dividend Equity ETF	+9,216	419,025	$13,630,883
VUG	VANGUARD GROWTH INDEX FUND	+8,673	94,216	$8,489,803
EVLV	Evolv Technologies Holdings, Inc.	+6,633	145,755	$677,760
APH	Amphenol Corp	+6,309	10,573	$891,303
SPHQ	Invesco S&P 500 Quality ETF	+6,176	41,125	$3,457,790
DFAS	Dimensional U.S. Small Cap ETF	+5,155	116,509	$9,020,126
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	+4,952	55,182	$2,863,945
VEA	Vanguard FTSE Developed Markets ETF	+4,699	40,235	$2,840,993
D	Dominion Energy, Inc	+4,278	31,620	$1,913,642
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	+3,623	81,812	$6,019,726
MNST	Monster Beverage Corp	+3,421	6,956	$289,508
ONDS	Ondas Inc.	+3,396	13,396	$98,192
NVDA	Nvidia Corp	+3,164	135,982	$31,055,569
TSLA	Tesla, Inc.	+3,053	22,854	$8,108,827
—		+3,027	6,772	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+2,913	20,517	$1,216,863
RDVY	First Trust Rising Dividend Achievers ETF	+2,811	40,264	$3,152,268
ISRG	Intuitive Surgical Inc	+2,734	4,889	$1,988,014
CRWD	CrowdStrike Holdings, Inc.	+2,693	3,695	$978,251
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CAAA	First Trust Exchange-Traded Fund IV	−11,608	158,025	$3,114,672
HEDG	Equable Shares Hedged Equity ETF	−5,255	300,702	$9,239,369
—		−4,451	9,592	$0
T	At&T Inc.	−4,322	22,344	$545,193
KHC	Kraft Heinz Co	−4,165	11,677	$265,301
NU	Nu Holdings Ltd.	−3,990	11,440	$144,830
TXG	10x Genomics, Inc.	−3,896	4,634	$418,728
EXC	Exelon Corp	−2,497	7,936	$320,614
APO	Apollo Global Management, Inc.	−2,143	60,021	$6,966,037
PRGO	PERRIGO Co plc	−2,010	11,943	$176,278
ORLY	O Reilly Automotive Inc	−1,931	4,676	$399,377
NEE	Nextera Energy Inc	−1,811	42,449	$3,215,087
WOLF	Wolfspeed, Inc.	−1,809	14,247	$400,768
RHI	Robert Half Inc.	−1,666	5,865	$215,538
VZ	Verizon Communications Inc	−1,627	36,045	$1,653,384
MCD	Mcdonalds Corp	−1,561	9,227	$2,130,883
AAPL	Apple Inc.	−1,538	149,399	$49,752,854
UPS	United Parcel Service Inc	−1,410	3,656	$341,616
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	−1,389	20,320	$3,153,664
TJX	Tjx Companies Inc	−1,336	8,190	$1,083,618
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−1,259	26,421	$1,042,044
NWSA	News Corp	−1,104	8,498	$243,467
PG	PROCTER & GAMBLE Co	−1,024	22,148	$3,217,661
MSFT	Microsoft Corp	−983	44,778	$22,966,636
GEN	Gen Digital Inc.	−977	11,444	$251,996
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
URTH	iShares MSCI World ETF	5,261	$1,084,976
SPCX	Space Exploration Technologies Corp	5,178	$781,153
ACWX	iShares MSCI ACWI ex U.S. ETF	5,381	$406,911
CMCSA	Comcast Corp	15,474	$336,714
PEG	Public Service Enterprise Group Inc	4,902	$330,100
HEI	Heico Corp	1,027	$311,365
GD	General Dynamics Corp	896	$297,319
HLT	Hilton Worldwide Holdings Inc.	930	$295,851
EEM	iShares MSCI Emerging Markets ETF	4,182	$279,315
AWK	American Water Works Company, Inc.	2,106	$272,663
TEAM	Atlassian Corp	1,507	$270,190
XEL	Xcel Energy Inc	3,688	$259,930
NI	Nisource Inc.	6,650	$259,350
ATO	Atmos Energy Corp	1,642	$256,874
VMC	Vulcan Materials CO	1,047	$256,127
UHS	Universal Health Services Inc	1,443	$251,457
HCA	HCA Healthcare, Inc.	587	$250,496
VNT	Vontier Corp	7,747	$243,255
INVH	Invitation Homes Inc.	9,130	$240,392
MAN	ManpowerGroup Inc.	4,317	$239,938
COO	Cooper Companies, Inc.	4,213	$238,160
ADSK	Autodesk, Inc.	1,138	$237,842
AMCR	Amcor plc	5,672	$237,429
REYN	Reynolds Consumer Products Inc.	10,967	$237,106
OKTA	Okta, Inc.	1,131	$236,503
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DLTR	Dollar Tree, Inc.	3,124	$377,847
LMBS	First Trust Low Duration Opportunities ETF	7,226	$359,710
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	4,721	$346,568
FBIN	Fortune Brands Innovations, Inc.	6,061	$332,748
ADBE	Adobe Inc.	1,472	$301,789
MAA	Mid America Apartment Communities Inc.	2,097	$291,357
CLH	Clean Harbors Inc	924	$276,045
SYY	Sysco Corp	3,248	$271,467
CAG	Conagra Brands Inc.	19,392	$261,016
ATR	Aptargroup, Inc.	2,060	$257,912
EIX	Edison International	3,445	$256,480
KRC	Kilroy Realty Corp	6,714	$251,573
PPL	PPL Corp	6,825	$248,088
—		3,213	$245,537
ZBH	Zimmer Biomet Holdings, Inc.	2,794	$240,535
ES	Eversource Energy	3,323	$240,153
REG	Regency Centers Corp	2,990	$238,422
JMMF		2,314	$231,770
NUE	Nucor Corp	1,039	$231,437
CW	Curtiss Wright Corp	304	$230,359
GWW	W.W. Grainger, Inc.	169	$229,907
OHI	Omega Healthcare Investors Inc	4,803	$229,007
JBHT	Hunt J B Transport Services Inc	777	$224,887
APTV	Aptiv PLC	3,659	$224,589
TDC	Teradata Corp	6,469	$224,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

392 tracked positions · $626,810,857 total · filing declares 394 positions · $632,309,850 · as of Sep 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 392 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	149,399	-3,038	$49,752,854	+12.8%	7.94%
NVDA	Nvidia Corp Technology	Added	135,982	+3,164	$31,055,569	+16.9%	4.95%
MSFT	Microsoft Corp Technology	Reduced	44,778	-983	$22,966,636	+34.5%	3.66%
AMZN	Amazon Com Inc Consumer Cyclical	Added	67,763	+216	$16,883,151	+4.9%	2.69%
EVSD	Eaton Vance Short Duration Income ETF	Added	303,445	+13,477	$15,102,457	+2.4%	2.41%
FTRB	Federated Hermes Total Return Bond ETF	Added	593,682	+39,637	$14,218,683	+2.3%	2.27%
SCHD	Schwab U.S. Dividend Equity ETF	Added	419,025	+9,216	$13,630,883	+4.9%	2.17%
IVV	iShares Core S&P 500 ETF	Reduced	15,780	-166	$12,085,113	+1.2%	1.93%
GOOGL	Alphabet Inc. Communication Services	Added	30,257	+821	$10,410,828	−1.0%	1.66%
META	Meta Platforms, Inc. Communication Services	Added	14,040	+202	$10,181,527	+30.6%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	30,543	+37	$10,104,540	+1.2%	1.61%
HEDG	Equable Shares Hedged Equity ETF	Reduced	300,702	-5,255	$9,239,369	+0.7%	1.47%
DFAS	Dimensional U.S. Small Cap ETF	Added	116,509	+5,155	$9,020,126	−1.6%	1.44%
SGOV	iShares 0-3 Month Treasury Bond ETF	Added	87,723	+42,944	$8,831,951	+95.9%	1.41%
GOOG	Alphabet Inc. Communication Services	Reduced	25,688	-64	$8,752,929	−3.8%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,113	+501	$8,521,418	+2.5%	1.36%
VUG	VANGUARD GROWTH INDEX FUND	Added	94,216	+8,673	$8,489,803	+15.2%	1.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	22,854	+3,053	$8,108,827	−2.6%	1.29%
VOO	VANGUARD 500 INDEX FUND	Reduced	10,687	-388	$7,490,090	−1.5%	1.19%
LRCX	Lam Research Corp Technology	Added	21,577	+87	$7,088,260	−23.9%	1.13%
APO	Apollo Global Management, Inc. Financial Services	Reduced	60,021	-2,143	$6,966,037	−5.3%	1.11%
JNJ	Johnson & Johnson Healthcare	Added	25,234	+587	$6,680,449	+6.7%	1.07%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Added	81,812	+3,623	$6,019,726	−1.3%	0.96%
SPY	Spdr S&P 500 ETF Trust	Added	7,277	+277	$5,549,658	+6.2%	0.89%
CIFR	Cipher Digital Inc. Technology	Held	350,000	0	$5,538,750	−35.4%	0.88%
V	Visa Inc. Financial Services	Added	14,825	+192	$5,327,067	+6.1%	0.85%
HGER	Harbor Commodity All-Weather Strategy ETF	Added	148,702	+10,692	$5,243,232	+29.5%	0.84%
CVX	Chevron Corp Energy	Reduced	25,099	-722	$5,125,466	+19.8%	0.82%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,618	-261	$5,058,222	−14.9%	0.81%
RTX	RTX Corp Industrials	Reduced	27,040	-192	$5,019,976	−2.8%	0.80%
GLD	Spdr Gold Trust	Added	11,878	+567	$4,523,617	+8.6%	0.72%
LLY	ELI LILLY & Co Healthcare	Added	3,678	+448	$4,255,740	+9.8%	0.68%
BX	Blackstone Inc. Financial Services	Added	34,911	+521	$3,913,173	−3.3%	0.62%
FSIG	First Trust Limited Duration Investment Grade Corporate ETF	Added	203,413	+297	$3,738,730	−2.4%	0.60%
AMGN	Amgen Inc Healthcare	Added	8,516	+16	$3,589,579	+16.6%	0.57%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,891	+70	$3,542,132	−0.9%	0.57%
SPHQ	Invesco S&P 500 Quality ETF	Added	41,125	+6,176	$3,457,790	+9.8%	0.55%
CB	Chubb Ltd Financial Services	Added	10,612	+85	$3,451,553	−3.8%	0.55%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,755	+208	$3,344,179	−17.9%	0.53%
PLD	Prologis, Inc. Real Estate	Added	25,404	+134	$3,298,455	−3.6%	0.53%
BA	Boeing Co Industrials	Added	17,648	+302	$3,283,410	−12.6%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	22,148	-1,024	$3,217,661	−5.3%	0.51%
NEE	Nextera Energy Inc Utilities	Reduced	42,449	-1,811	$3,215,087	−17.2%	0.51%
WMB	Williams Companies, Inc. Energy	Added	47,089	+368	$3,200,639	−7.8%	0.51%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	20,320	-1,389	$3,153,664	−8.1%	0.50%
RDVY	First Trust Rising Dividend Achievers ETF	Added	40,264	+2,811	$3,152,268	+3.8%	0.50%
CAAA	First Trust Exchange-Traded Fund IV	Reduced	158,025	-11,608	$3,114,672	−9.6%	0.50%
PEP	Pepsico Inc Consumer Defensive	Added	23,722	+2,613	$3,006,051	+5.2%	0.48%
IHDG	WisdomTree International Hedged Quality Dividend Growth Fund	Added	55,182	+4,952	$2,863,945	+8.9%	0.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,848	-113	$2,846,634	−2.4%	0.45%

Showing the top 50 of 392 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.